Copper Train

copper bull

[Copper Train @ledaley]

@WClemente Like what?

[Copper Giant @Cu_Giant]

NEWS — FEBRUARY 17, 2026 — Copper Giant Announces the 2026 Exploration Plan, Targeting 23,000 Metres of Drilling, the Largest Program in the History of the Mocoa Project

The fully-funded program is designed to expand the current MRE footprint, test district-scale targets, including La Estrella and Piedralisa, and support conversion of ~30–50% of Inferred Mineral Resource to the Indicated category as the project advances towards PEA.

READ: https://t.co/1xt0QwggmT

$CGNT.V $LBCMF

[🇦🇺Craig Tindale @ctindale]

What if the future we’re planning simply can’t be built?

In this episode of speaks with @ctindale, private investor, systems thinker, and author of the widely discussed essay “Copper: Limits to Growth in the Age of Demand Simultaneity.”

Tindale argues that for the first time in industrial history, three massive transitions are colliding at once: artificial intelligence, electrification, and military rearmament. Each demands staggering quantities of copper and critical minerals. Together, they may exceed what the physical world can supply.

AI data centers require 50,000 tons of copper each.
Gallium demand projected to outstrip global production.
Transformers and rare earths facing 5–10 year bottlenecks.
China is refining 50–60% of the world’s copper.

The conversation explores:
• Why price signals alone won’t solve mineral shortages
• How central banking and cost of capital shape industrial capacity
• The strategic implications of China’s refining dominance
• Whether electrification timelines are physically achievable
• Why innovation and circular economy solutions may not arrive fast enough
• The case for surge capacity and domestic refining
• How robotics and AI may reshape industrial production
• Why policymakers may need to rethink globalization

Is this a temporary bottleneck — or a structural turning point for Western economies?

This episode connects resource geology, geopolitics, climate ambition, defense strategy, and financial systems into one uncomfortable question:
Are we planning a future the planet cannot supply?

https://t.co/z29eLnVTft

[Copper Train @ledaley]

@ctindale @robert_ivanhoe @Cu_Giant addressing multi-year supply short fall. Invest now and thank me later.

[Robert Friedland @robert_ivanhoe]

The US, as well as China, are ahead of the curve in building strategic stockpiles of copper. There will other countries joining the trend soon …

[Copper Train @ledaley]

@cryptomanran Energy

[Copper Train @ledaley]

@felixprehn Tax

[Copper Train @ledaley]

@cleanwithmike GCP

[Copper Train @ledaley]

@wclemente You sound bearish on btc lately. You sold???

[Copper Train @ledaley]

@charliebilello @grok what does this put mortgage rates at?

[Copper Train @ledaley]

@_FlipMan Sell it

[Copper Train @ledaley]

@DocumentingBTC Don’t see the announcement anywhere.

[Copper Train @ledaley]

@dotkrueger Does this include home equity?

[Copper Train @ledaley]

@DocumentingBTC This is excellent.

[Copper Train @ledaley]

@Vikingobitcoin9 We buy the dips.

[Copper Train @ledaley]

@charliebilello 💪

[Copper Train @ledaley]

@charliebilello $37 trillion

[Copper Train @ledaley]

@chamath A- hole of the decade.

[Copper Train @ledaley]

@bellnatalie101 Bitcoin Standard

[Copper Train @ledaley]

@The_Truepath Great for skin care too!