TheBitCast

The Copper Apocalypse: Ivan Bebek on AI Demand, Looming Deficits, and the Hunt for the Next Tier-1 Mine

Podcast: Dig Deep · Rob Tyson

Opublikowano: 2026-10-22

In this episode we speak to Ivan Bebek, President and CEO of Coppernico Metals, a company advancing its flagship Sombrero copper-gold project in Peru. With global copper demand accelerating, driven by electrification, renewable energy, infrastructure development and the rapid expansion of AI data centres, concerns are growing about whether the mining industry can deliver enough copper to meet future demand. Some forecasts suggest a potential supply shortfall of 10 million tonnes by 2040, raising serious questions about where the next generation of copper mines will come from and whether the industry can develop them quickly enough. <...