The David Lin Report Supercycle Ignites: 'New Oil' To Double Soon, Watch Out | Ian Harris
Oct 9, 2025
Ian Harris, CEO of Copper Giant and an expert mining engineer, discusses a significant surge in his company's stock, fueled by growing copper demand due to AI data centers and infrastructure projects. He argues we're witnessing the start of a decade-long bull market for copper, driven by underinvestment and supply deficits. Harris shares insights on the challenges of smelting dominance in China, the importance of strategic financing for miners, and how his company plans to outperform in the rising copper market.
AI Snips
Chapters
Transcript
Episode notes
Copper As The New Oil
- Ian Harris argues copper is becoming the fundamental input of the new economy, calling it "the new oil."
- He believes we are in the very beginning of a decade-long secular bull market for metals and miners.
Momentum Follows Long Undervaluation
- Ian says recent rapid stock moves reflect new money flowing into undervalued miners after a long bottom.
- He views the recent jump as early-cycle momentum, not the end of the bull market.
Silver Mirrors Copper Demand
- Ian highlights silver's industrial role which links its price moves to copper's.
- He expects investor flows to increase as industrial tightness becomes obvious to retail and institutions.