In this interview, we spoke with Clayton Fisher, CEO of IDEX Metals (TSX.V: IDEX), about the rapidly growing global demand for copper driven by electric vehicles (EVs), AI data centers, and grid expansion. Fisher explains why the world could face a massive copper supply deficit of up to 14 million tons by 2040, and how Idex Metals is positioning itself in Idaho’s emerging copper belt with a high-grade oxide discovery and a potential large-scale porphyry system. The discussion covers the company’s 10,000-meter 2026 drilling program, exploration strategy, infrastructure advantages, and strong institutional backing, while also highlighting why major mining companies are closely watching the region. This interview is essential viewing for investors interested in copper stocks, mining exploration, and the future of critical metals in the global energy transition.
🗓️ Recording date: April 21, 2026
📖 Chapters
0:00 – Introduction & Disclaimer
1:08 – Copper Demand: EVs, AI & Global Electrification
2:11 – Is the World Facing a Copper Supply Deficit?
2:24 – Biggest Bottlenecks: Permitting & Capital
4:02 – Why Major Copper Discoveries Are Becoming Rare
5:04 – AI vs Geologists in Mineral Exploration
6:49 – Idex Metals Overview & Investment Thesis
8:15 – Freeze Project: Flagship Asset Explained
9:31 – 2026 Exploration Program & IP Survey
11:02 – New Drill Targets: Expansion vs New Zones
12:00 – Importance of Porphyry Copper Systems
14:15 – Drill Plan: 10,000m Program Breakdown
17:55 – Resource Estimate Timeline & Potential
19:49 – Infrastructure, Water, Power & Access
21:19 – Idaho Copper Belt: Next Major District?
23:03 – Non-Core Assets & JV Strategy
24:14 – Interest from Major Mining Companies
26:29 – $7M Financing & Institutional Investors
27:26 – Where Could Idex Metals Be in 2 Years?
28:35 – Insider Participation in Financing
29:09 – New Institutional Shareholders
30:43 – Upcoming News Flow & Catalysts
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