DON’T WAIT LONGER: Copper Demand Can Only Drive Prices Higher
•February 19, 2026
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Why It Matters
Copper’s essential role in AI, EVs, and global electrification makes its supply a strategic risk; rising prices will affect technology costs, infrastructure spending, and create lucrative long‑term investment opportunities.
Key Takeaways
- •Copper deficit has been growing for a decade, accelerating now.
- •Prices are volatile but long‑term fundamentals remain strongly bullish.
- •AI, EVs, and electrification drive inelastic copper demand.
- •New mines take 10‑15 years, creating persistent supply constraints.
- •Trillions of dollars of investment required to sustain future supply.
Summary
The video centers on the accelerating copper deficit and its price implications, featuring Ian Harris, CEO of Copper Giant, who argues that the market is entering a new era of sustained demand. After a year of soaring gold and silver, copper has begun a steady climb, but the underlying narrative is a decade‑long supply shortfall that will only deepen. Harris highlights that while short‑term volatility has spiked—3% daily moves are now common—the long‑term fundamentals remain bullish. AI, electric vehicles, data‑center expansion, and global electrification create an inelastic demand base that cannot be curbed by price hikes. At the same time, new mine development takes 10‑15 years, and current discovery rates are flat, tightening supply. Key quotes underscore the urgency: “We need to mine more copper in the next 10‑15 years than ever before,” and “AI is existential; without copper, the sector cannot survive.” Harris also notes that governments and tech giants are beginning to secure off‑take agreements and stockpile inventories, reflecting a strategic shift toward controlling a critical input. The implications are clear for investors and policymakers: copper is poised for a multi‑year price rally, demanding significant capital—trillions of dollars over the next three decades—to expand production. Companies that secure supply now may gain a competitive edge, while higher copper costs will ripple through tech, infrastructure, and energy‑transition budgets.
Original Description
After a blistering run in gold and silver, many investors are asking whether copper is next. In this conversation, Jay sits down with Ian Harris, CEO of Copper Giant, to break down the structural copper deficit, the impact of AI and electrification on long-term demand, and why short-term volatility doesn’t change the underlying supply crisis.
Copper Giant (TSXV: CGNT | OTCQB: LBCMF | FRA: 29H0)
3123 595 Burrard Street, PO Box 49139
Vancouver, British Columbia Canada, V7X 1J1
T: +1-778-829-8455
E: info@coppergiant.co
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00:00 – Is Copper the Next Big Move After Gold & Silver?
01:03 – Volatility vs. Long-Term Copper Fundamentals
04:45 – What’s Driving the New Copper Narrative?
08:28 – AI, Electrification & the Coming Demand Surge
11:15 – Why the World Needs to Mine More Copper Than Ever
15:14 – Is Copper Demand Elastic or Inelastic?
20:20 – Introducing Copper Giant & the Mocoa Project
24:20 – Why Management Experience Matters in Mining
28:38 – 23,000m of Drilling & The 2026 Plan
31:52 – Molybdenum, Defense Policy & Strategic Supply
38:14 – Colombia’s 2026 Election: Risk or Opportunity?
42:18 – Building Political Will & Local Partnerships
44:02 – Valuation, Treasury Strength & What’s Next
Copper Giant has paid for this video production. Questions are not exchanged prior to the interview and it is ultimately the discretion of the VRIC Media Channel as to how the interview gets published.
Copyright © 2025 Cambridge House International Inc. All rights reserved.
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