Copper is ripping. Chamath told you it would.
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Episode Description
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Brief Summary
Chamath predicts a copper shortage by 2040, emphasizing its critical role in technology and national security.
Key points
- Copper's Future Demand. Chamath predicts a significant shortage of copper by 2040, emphasizing its critical role.
- Global Supply Crisis. By 2040, we could be short 70% of global copper supply, warns Chamath.
Transcript
Chamath, biggest business winner for 2026, I will pick copper. We are still completely underestimating how short we are in terms of the global demand supply dynamics of a handful of critical elements that we need. Again, in the Trump doctrine view of the world that is no longer as multilateral as it was, and we need to have unilateral national security. And if you look through that lens, the asset that is set up to go absolutely parabolic is copper. And the reason is that it is, at least as it stands today, the most useful, cheap, amenable, conductive material that we have. That material manifests in everything from our data centers to our
chips to our weapon systems. It's just everywhere. And right now, Jason, we are on a path by 2040 where we will be short about 70% of the global supply at current course and speed. So, I will pick copper.
