copper

“The simulation showed that you have to replace only one of the lead atoms, not any of the other ones, in order for this to work. And that could explain why everyone's having different results in the lab trying to reproduce this.”

“And right now, Jason, we are on a path by 2040 where we will be short about 70% of the global supply at current course and speed.”

“And if you look through that lens, the asset that is set up to go absolutely parabolic is copper.”

“You know copper's up 26% in a month?”

“Solar power per megawatt takes five amounts, five times the amount of copper than a typical base load CCGT gas-fired turbine.”

“An electric car consumes five or six times the copper than a traditional internal combustion engine.”

“Data centers for a one gigawatt AI factory now, you need 50,000 tons of copper per gigawatt, and we're gonna start building 15 gigawatts of these things per year.”

“Over the next 18 years, We're gonna need seven hundred million tons of copper. Over the next 18 years, we're gonna need as much copper as we mined in the last 10,000 years.”

“I thought the best performing asset was going to be copper, yeah.”