Warning: The Copper Shortage Just Got Worse
VRIC Media Jun 5, 2026
Summary
Ian Harris argues that structural underinvestment and a lack of new large-scale deposits are driving a tightening copper market, forcing majors to compete for scarce development assets.
Copper Giant's upcoming PEA (Preliminary Economic Assessment — an early-stage study estimating project economics) and 23,000-metre drill program in Colombia serve as key near-term catalysts for the company.
The guest highlights sulfuric acid shortages and geopolitical disruptions in the DRC (Democratic Republic of Congo) as immediate supply chain risks that could further squeeze global copper production.