The David Lin Report · Tuesday, August 11, 2026
Ian Harris, CEO of Copper Giant, predicts that the "supercycle" for copper is not coming, but is already here, driven by demand from electrification, defense spending, and AI. He also noted that only six major copper mines have been built in the last decade, while 17 are needed, and that his company is operating in Colombia, a region he believes will become a hot mining spot.
“the super cycle is not coming it's it's here”
“the next couple of years Colombia is going to become the hottest new mining region in the world”
“I think I've counted six major copper mines built in the last decade against roughly 24 needed with 17 years from discovery to production roughly”