copper

11 statements across 1 episodes · 10 bullish · 0 bearish · 1 people on the record · first statement Aug 26, 2026 by Liz Dennett · across every show →

Everything said about copper, oldest first

Aug 26, 2026 bullish
Assertion Open · timeframe Dec 2050
Dennett: 2024-2050 copper demand will exceed all historical production combined
“We need more copper between now and twenty-fifty than in the history of human civilization. That includes the Bronze Age.”
Liz Dennett Aug 26, 2026 ▶ 15:44 The microbial solution to our massive copper shortfall
Aug 26, 2026 positive
Disclosure
Dennett: Endolith uses microbes and data to extract copper from mined material
“So at Endolith, we use microbes and data to pull more copper out of material that's already been mined at operations that already exist.”
Liz Dennett Aug 26, 2026 ▶ 3:42 The microbial solution to our massive copper shortfall
Aug 26, 2026 positive
Assertion Supported
Dennett: Endolith microbes liberate copper rather than bioaccumulating it
“There's no downstream processing. These bugs don't accumulate copper inside of them to where we have to, like, split them open and harvest the copper. It's not like that. They just facilitate liberation of more copper faster.”
Liz Dennett Aug 26, 2026 ▶ 29:12 The microbial solution to our massive copper shortfall
Aug 26, 2026 bullish
Assertion Not checkable as stated
Dennett: Endolith observed 1.7x to 1.9x copper uplift in lab
“In lab, we've seen 1.7 to 1.9 times greater uplift, but depending on the complexity, if it's primary or secondary sulfides or oxides, it can change and it can vary so much.”
Liz Dennett Aug 26, 2026 ▶ 24:06 The microbial solution to our massive copper shortfall
Aug 26, 2026 bullish
Opinion
Dennett: Copper supply is the fundamental linchpin for humanity's future
“Copper is the fundamental linchpin in how humans are able to exist in the next thousand years. If we cannot fix it now, that is the thing that I truly believe will cause mass impacts to society.”
Liz Dennett Aug 26, 2026 ▶ 11:30 The microbial solution to our massive copper shortfall
Aug 26, 2026 neutral
Insight
Dennett: World faces a copper recovery problem, not a discovery problem
“The world does not have a copper discovery problem. We have a copper recovery problem.”
Liz Dennett Aug 26, 2026 ▶ 3:09 The microbial solution to our massive copper shortfall
Aug 26, 2026 bullish
Prediction Open · timeframe Dec 2035
Dennett: Global copper demand will double by 2035
“Demand is doubling by twenty-thirty-five.”
Liz Dennett Aug 26, 2026 ▶ 15:41 The microbial solution to our massive copper shortfall
Aug 26, 2026 bullish
Insight
Dennett: Copper is the most effective non-precious electrical conductor
“It is the most effective non-precious material for transmitting electrons, and so every time we think about grid stabilization, electrification, or things like AI data centers, the copper backbone underpins all of it.”
Liz Dennett Aug 26, 2026 ▶ 4:26 The microbial solution to our massive copper shortfall
Aug 26, 2026 positive
Insight
Dennett: Permitting-free copper recovery is the fastest US supply lever
“You can add domestic supply without new permitting, which makes it the fastest lever that the country has.”
Liz Dennett Aug 26, 2026 ▶ 43:12 The microbial solution to our massive copper shortfall
Aug 26, 2026 positive
Disclosure
Dennett: Endolith injects on-site cultured microbes directly into heap irrigation
“What we do at Endolith is we drive in our bio rig. It is where we grow our microbes on site. It has instrumentation. It has the ability to upload data, and we grow microbes. We grow them, and we plug them directly into those sulfuric acid irrigation lines. Not…”
Liz Dennett Aug 26, 2026 ▶ 21:18 The microbial solution to our massive copper shortfall
Aug 26, 2026 bullish
Opinion
Dennett: Structural demand for US copper will hold regardless of politics
“The structural logic at the end of the day is going to hold regardless of who's in office, because you can't electrify anything. You can't build AI data centers without copper, and much of the world's current refining and processing capacity sits outside the U…”
Liz Dennett Aug 26, 2026 ▶ 42:55 The microbial solution to our massive copper shortfall
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