Copper Train @ledaley

copper bull Aspen, CO Joined August 2009

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Copper Train @ledaley

4 weeks ago

@WClemente Like what?

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NEWS — FEBRUARY 17, 2026 — Copper Giant Announces the 2026 Exploration Plan, Targeting 23,000 Metres of Drilling, the Largest Program in the History of the Mocoa Project The fully-funded program is designed to expand the current MRE footprint, test district-scale targets, including La Estrella and Piedralisa, and support conversion of ~30–50% of Inferred Mineral Resource to the Indicated category as the project advances towards PEA. READ: bit.ly/46eanZ7 $CGNT.V $LBCMF

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🇦🇺Craig Tindale @ctindale

4 months ago

What if the future we’re planning simply can’t be built? In this episode of speaks with @ctindale, private investor, systems thinker, and author of the widely discussed essay “Copper: Limits to Growth in the Age of Demand Simultaneity.” Tindale argues that for the first time in industrial history, three massive transitions are colliding at once: artificial intelligence, electrification, and military rearmament. Each demands staggering quantities of copper and critical minerals. Together, they may exceed what the physical world can supply. AI data centers require 50,000 tons of copper each. Gallium demand projected to outstrip global production. Transformers and rare earths facing 5–10 year bottlenecks. China is refining 50–60% of the world’s copper. The conversation explores: • Why price signals alone won’t solve mineral shortages • How central banking and cost of capital shape industrial capacity • The strategic implications of China’s refining dominance • Whether electrification timelines are physically achievable • Why innovation and circular economy solutions may not arrive fast enough • The case for surge capacity and domestic refining • How robotics and AI may reshape industrial production • Why policymakers may need to rethink globalization Is this a temporary bottleneck — or a structural turning point for Western economies? This episode connects resource geology, geopolitics, climate ambition, defense strategy, and financial systems into one uncomfortable question: Are we planning a future the planet cannot supply? youtu.be/k5A2JLWBArU?si…

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Copper Train @ledaley

4 months ago

@ctindale @robert_ivanhoe @Cu_Giant addressing multi-year supply short fall. Invest now and thank me later.

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Robert Friedland @robert_ivanhoe

4 months ago

The US, as well as China, are ahead of the curve in building strategic stockpiles of copper. There will other countries joining the trend soon …

The Kobeissi Letter @KobeissiLetter

4 months ago

US copper stockpiles are exploding: Copper inventories at Comex surged to a record 589,081 short tons last week. Since June 2024, copper stockpiles have risen +6,400% and now exceed the previous record of 399,341 short tons set in 2002 by 48%. Including off-exchange