Robert Friedland
Executive Co-Chairman, Ivanhoe Mines; copper miner
“at the rate of current global economic growth, with 8 billion people on this planet to maintain 3% GDP growth, absent the electrification of the world economy, absent electric cars, and let's not even get started on data centers, we need to mine that same amount of copper that we mined in the last 10,000 years, in the next 18 years.”
“When it was first found a generation ago, the grade was close to 2% copper. They've been digging deeper, deeper, deeper, and today it's 0.8 of 1%. ... But within two years, the grade is going to drop to 0.4 of 1%.”
Robert Friedland
One-line summary: Copper miner (Ivanhoe). Tracked here for grade-decline and 18-year-equals-10,000-year copper-supply claims that corroborate the existing supercycle spine.
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Speaker-attributed claims extracted from diarized sources. Each bullet mirrors one entry in quotes: frontmatter — keep them in sync.
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On copper-supercycle-ai-data-centers:
"at the rate of current global economic growth, with 8 billion people on this planet to maintain 3% GDP growth, absent the electrification of the world economy, absent electric cars, and let's not even get started on data centers, we need to mine that same amount of copper that we mined in the last 10,000 years, in the next 18 years." — 2026-09-14-odd-lots-robert-friedland-on-the-world-s-monumental (2026-09-12)
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On copper-supercycle-ai-data-centers:
"When it was first found a generation ago, the grade was close to 2% copper. They've been digging deeper, deeper, deeper, and today it's 0.8 of 1%. ... But within two years, the grade is going to drop to 0.4 of 1%." — 2026-09-14-odd-lots-robert-friedland-on-the-world-s-monumental (2026-09-12)
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