In this interview, Copper Giant (TSXV: CGNT) CEO Ian Harris explains why the global copper market is entering a historic supply deficit and why investors may be underestimating the impact of AI, data centers, electrification, and strategic stockpiling. Harris discusses why copper inventories are sending the wrong signal, how governments are hoarding copper, why major banks have flipped bullish on the metal, and why the mining industry cannot bring enough new supply online fast enough. The conversation also covers Copper Giant's billion-ton copper project in Colombia, the upcoming PEA, M&A potential across the copper sector, critical minerals policy, permitting challenges, and why Harris believes copper is entering a long-term structural bull market
🗓️ Recording date: June 12, 2026

📖 Chapters
0:00 Intro
01:00 Why copper deficits are arriving sooner than expected
02:30 The real story behind copper inventories
04:15 The "toilet paper moment" for copper
05:10 Why copper prices remain resilient
06:15 AI, data centers and copper demand
08:25 Why the mining industry failed to add enough copper supply
10:00 Declining grades and the challenge of new discoveries
13:00 Permitting, financing and project development challenges
15:10 Which copper jurisdictions could disappoint investors?
18:15 Is acquisition cheaper than discovery?
20:45 Why scale matters in copper mining
22:10 Is copper becoming the new oil?
23:15 Copper added to the U.S. critical minerals list
26:45 Colombia elections and implications for Copper Giant
31:45 Copper Giant's PEA and project economics
35:05 Exploration plans for the next six months
36:45 Funding position and future catalysts
37:55 Frank Giustra's role and long-term vision
40:10 Final message to shareholders and investors