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Copper is ripping. Chamath told you it would.

May 12, 2026 / 00:58

This episode features Chamath discussing the future of copper as a critical resource for 2026, emphasizing its importance in various industries.

Chamath argues that the global demand for copper will significantly outstrip supply by 2040, predicting a shortage of about 70%. He highlights copper's versatility and essential role in technology and national security.

The conversation touches on the geopolitical implications of resource scarcity, particularly in the context of unilateral national security strategies.

Chamath's insights reflect a broader concern about the sustainability of critical materials in the face of increasing global demand.

TLDR

Chamath predicts a copper shortage by 2040, emphasizing its critical role in technology and national security.

Episode

0:58
00:00:00
Chamath, biggest business winner for 2026, I will pick copper. We are still completely underestimating
00:00:09
how short we are in terms of the global demand supply dynamics of a handful of critical elements that we need. Again,
00:00:17
in the Trump doctrine view of the world that is no longer as multilateral as it was, and we need to have unilateral
00:00:23
national security. And if you look through that lens, the asset that is set up to go absolutely parabolic is copper.
00:00:31
And the reason is that it is, at least as it stands today, the most useful, cheap, amenable, conductive material
00:00:38
that we have. That material manifests in everything from our data centers to our
00:00:43
chips to our weapon systems. It's just everywhere. And right now, Jason, we are
00:00:48
on a path by 2040 where we will be short about 70% of the global supply at current course and speed. So, I will
00:00:56
pick copper.

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    Best concept / idea

Episode Highlights

  • Global Supply Crisis
    By 2040, we could be short 70% of global copper supply, warns Chamath.
    “We are still completely underestimating how short we are.”
    @ 00m 06s
    May 12, 2026

Episode Quotes

  • We are still completely underestimating how short we are.
    Copper is ripping. Chamath told you it would.
  • The asset that is set to go absolutely parabolic is copper.
    Copper is ripping. Chamath told you it would.

Key Moments

  • Supply Shortage00:06
  • Parabolic Growth00:28
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