Episode
Robert Friedland on the World's Monumental Shortage of Copper
Odd Lots · Sep 12, 2026 · 1 h 10 min
Copper demand is booming, with the metal surging another 15% this year. Copper demand has always been tightly linked to economic activity, but now it's in overdrive, thanks to data centers, electric cars, and the global push to reindustrialize everywhere. Copper prices are also rising because it's caught in the crossfire of trade wars and resource nationalism; the US is expected to place tariffs…