Odd Lots

Robert Friedland on the World's Monumental Shortage of Copper

September 12, 2026·1h 9m·6-min readconversationalnews
Podzilla Summary (6 min)
TLDR
Copper, a critical metal central to electrification, AI, data centers, and national defense, is facing a looming supply crisis despite soaring demand. Robert Friedland, mining magnate and founder of Ivanhoe Mines, warns that decades of underinvestment, geopolitical fragmentation, and tech

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Guest

R

Robert Friedland

conversational on Odd Lots

Mentions

Books, people, and resources mentioned in this episode.

People

Robert FriedlandSteve JobsJoe WeisenthalTracy Alloway

Companies

Ivanhoe MinesIvanhoe ElectricBloomberg

Topics

Artificial IntelligenceBusiness NewsEconomicsGeopoliticsPolitical NewsRenewable EnergySupply ChainTech News

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