The David Lin Report ‘It’s Life And Death’: Global Supply Chains Crumbling, What’s Next | Ian Harris
Aug 4, 2025
Ian Harris, CEO of Copper Giant, shares his expertise on the shifting tides of global supply chains, particularly regarding copper. He discusses how tariffs are spurring deglobalization and sparking interest in domestic production. The conversation dives into the challenges facing U.S. industries reliant on imports, especially in electric vehicles. Harris also highlights the potential of his Mocoa project in Colombia amid political dynamics and emphasizes the urgent need for improved domestic mining capabilities.
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Tariffs Drive Deglobalization and Demand
- Trump's tariffs on refined copper are driving deglobalization by pushing countries to rebuild domestic production chains.
- This shift creates strong demand for mining projects that supply copper concentrate rather than refined copper.
China's Smelting Dominance and US Response
- China controls 60% of global copper smelting capacity, influencing global supply and prices.
- US wants to build smelting capacity to reduce dependence and regain strategic control over copper supply.
Lobby for Easier Copper Production
- Industry leaders should lobby governments to streamline permitting and boost domestic copper production.
- Reducing reliance on China for critical metals through local mining is essential for supply chain security.