Ian R. Harris

"Money is made on the delta between price and value," @RealRickRule told me at the PDAC earlier this month. "Everybody pays attention to the stock quote, but most don't do the work to ascertain value," Rick Rule added. Too many nuggets in this one to quote in here. Watch it.

Ian Harris, CEO of @Cu_Giant sees #copper as the next metal to rise dramatically, as the supply side faces a myriad of challenges and the accelerating AI arms race drives demand beyond the expectations of many analysts. Ian explains how Copper Giant fits into the picture, along with providing an update on their 2026 exploration plans and the upcoming PEA for their flagship Mocoa project in Columbia. Copper Giant Website: coppergiant.co Disclaimer: Commodity Culture was compensated by Copper Giant for producing this interview. Jesse Day is not a shareholder of Copper Giant. Nothing contained in this video is to be construed as investment advice, do your own due diligence. $LBCMF $CGNT.v

@AllenCatesKR @Cu_Giant @JeremySzafron Amen

@Cu_Giant @IanHarrisMining @JeremySzafron As the physical economy becomes more copper-intensive, the gap between financial exposure and actual metal availability becomes more important. Infrastructure ultimately runs on physical materials, not just paper markets.

Frank Giustra and @IanHarrisMining sat down with @JeremySzafron at PDAC 2026 to talk about the coming copper squeeze and why the market may still be underestimating it. Key takeaways from the conversation: • A major infrastructure disruption in the DRC recently exposed just how fragile global copper supply chains can be. The DRC is one of the world’s largest copper producers. • Copper demand is accelerating as electrification, AI data centers, and aging power grids drive a structural increase in energy infrastructure investment. • Very few large, near-surface copper deposits remain undeveloped globally — making Tier-1 assets increasingly strategic for future supply. • Recent industry transactions have highlighted a significant valuation gap between the price paid for copper resources in acquisitions and where many large copper deposits currently trade in public markets. As Frank Giustra puts it: the majors will need to replace reserves and there aren’t many places left to look. Watch the full conversation: youtu.be/0SJe0dLzNKA?si… $CGNT.V $LBCMF

First I am biased, but… Majors: $FCX - pure-play leader, massive output, strong leverage to red metal rally. Mid-Tiers: $TECK - solid growth pipeline (QB2 ramp), diversified but copper-heavy upside. $HBM - undervalued mid-tier with potential; Explorers/Developers $ATX.v - high-grade Valeriano discovery in Chile’s Link Belt, world-class scale/grade upside. $CGNT.v - large-scale porphyry, near-surface, backing the structural story with active metallurgical work toward PEA. (See note on bias) Markets volatile, copper’s structural story looks strong long-term. Do your DD. Not financial advice. $Copper

Thinking of jumping into $copper investing. It's the essential metal behind AI data centers, electric vehicles (EVs), massive grid upgrades, renewables, construction, and the entire energy transition. Which are the best $copper Tickers.

Started my career watching videos on Kitco News, watching the titans, learning. Surreal to sit at the table. $copper $cgnt.v

Graduating to the TSX marks an important step for Outcrop Silver. It reflects the continued advancement of the Santa Ana project in Colombia, where disciplined exploration is confirming high-grade continuity across a growing geological system. With ongoing drilling focused on expanding the resource base, Santa Ana continues to advance as one of the world’s highest-grade emerging primary silver projects. $OCG.TO $OCGSF #Silver @OCG_Silver Outcrop Silver: Grade Within Reach.

Triangle Investor - great summary of a insightful conversation. ⁦@capnek123⁩ triangle-investor.com/articles/coppe…

@CEOTechnician Understatement. Someone blinked.

Hudbay Pays Up For Arizona Sonoran Copper, Creating Third Largest Copper District In North America robertsinn.substack.com/p/hudbay-pays-… Big news for U.S. copper today! Canadian copper producer Hudbay Minerals (NYSE:HBM, TSX:HBM) announced that it is acquiring Arizona copper developer Arizona Sonoran Copper (TSX:ASCU) for US$1.5 billion in an all-stock transaction that represents a premium of 30% to ASCU’s closing share price on February 27, 2026. $ASCU.TO $BHP $BIG.V $FCX $FDY.TO $HBM $GCU.TO $RIO $SCCO @ArizonaSonoran @HudbayUS @HerculesMetals @copper_gunnison

Another big near surface $copper project off the market.

#Copper - Hudbay to acquire Arizona Sonoran for C$1.48 Billion. Deal flow is heating up, shrinking who is still left in Arizona to be acquired! m.miningweekly.com/article/hudbay…

@Justin358019851 Hold my beer

@IanHarrisMining Love it❤️ Can’t wait to see how big future mini Copper Giant’s grow to once the companies copper resource rises to (2) billion lbs in the ground😁 This LT shareholder will be around ‼️ 🤔 Will we see a photo of Frank, Rick and Jay holding their mini Copper Giant’s❓ ‼️‼️‼️‼️‼️

The (friendly) Copper Giant is taking over PDAC. $CGNT.v $Copper

“The biggest mistake investors make is they invest in the present rather than forward looking and looking at where the puck is going instead of where the puck is.” Stan Drunkenmiller $copper

Stan Druckenmiller’s current positions: - LONG Korea + Japan (+ Brazil) - LONG Copper (AI + tight supply) - LONG Gold (geopolitics) - SHORT Bonds Portfolio is no longer "AI-driven". He’s bearish on the Dollar but bullish on the US economy with disinflationary growth.

@C4Copper @capnek123 We both see the flow deciding—upstream tightness is real (zero TC/RC, smelter cuts). Just think outlook/M&A/narrative moves equities faster in juniors while we wait for cathode to prove it.

The structural case is compelling. But supercycles aren’t confirmed by interviews they’re confirmed by persistent tightness in deliverable supply. If this is truly a 20 year shortage, it will show up in sustained warehouse draws, firmer premiums, and tightening spreads. Narratives build conviction. Settlement builds price. Are equities undervalued or is the real signal still in physical cathode flow? Flow decides.

youtu.be/saGVkEMAvFY?si… The #Copper Supercycle Has Arrived — and three of the smartest voices in the industry just explained why copper could face a 20-year shortage, why AI data centers, EVs, and grid upgrades will push demand parabolic, and why new mines may not come online for a decade+. In my latest Interview, Gianni Kovacevic, Ivan Bebek, and Ian Harris break down supply bottlenecks, collapsing ore grades, M&A pressure, and why copper equities are still massively undervalued. If you’re investing in commodities, energy, AI infrastructure, or critical minerals, this is a must-watch. ⚡🔌⚒️ @robert_ivanhoe @Frank_Giustra @GianniKov @ivanbebek71 @IanHarrisMining @CoppernicoMetal @Cu_Giant

This was a great conversation. Some many moving pieces with copper, but all comes down to lots of demand, and not just not enough supply, not enough potential supply.

We had Indian Jones, James Brown music and classical tunes with deep electronic base. Oh and 3d printed metal passed around with threats of painful death if not returned. Rock blasted with a pulse of a million volts to get rid of ball mills….I must be missing something, right, we need a LOT of copper and there are no projects.

Billionaire entrepreneur Robert Friedland presenting at BMO “The Dawn of the Copper Age” @robert_ivanhoe