The David Lin Report Critical Asset Powering The World Has Severe Shortage; Price Explosion Next? | M. Colin Jourdrie
Dec 11, 2025
M. Colin Joudrie, CEO of Selkirk Copper Mines Inc. with 35 years in the mining sector, discusses the critical copper shortage impacting prices. He highlights how decades of underinvestment and permitting issues have led to supply constraints. Colin emphasizes the urgency of restarting the Minto deposit in Yukon to meet rising global demand, driven by green energy and electrification trends. He explores the role of private sector hesitancy and the importance of partnerships with local First Nations for sustainable development.
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Tight Supply Amplifies Price Moves
- Decades of underinvestment created a tight copper supply-demand balance that amplifies price moves.
- Recent outages at major mines magnify shortages because the market is highly interconnected.
Underinvestment Across The Value Chain
- The industry underinvested across exploration and incremental production for years.
- Permitting delays and a focus on mega-projects left smaller, economically viable copper projects neglected.
Plan For Multi-Year Project Timelines
- Even if investment starts today, large projects need years to permit and build, so plan for long lead times.
- To meet demand by 2030 you'd need many new very large mines to start construction immediately.