The David Lin Report Critical Asset Powering The World Has Severe Shortage; Price Explosion Next? | M. Colin Jourdrie
Dec 11, 2025
M. Colin Joudrie, CEO of Selkirk Copper Mines Inc. with 35 years in the mining sector, discusses the critical copper shortage impacting prices. He highlights how decades of underinvestment and permitting issues have led to supply constraints. Colin emphasizes the urgency of restarting the Minto deposit in Yukon to meet rising global demand, driven by green energy and electrification trends. He explores the role of private sector hesitancy and the importance of partnerships with local First Nations for sustainable development.
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Complexity Drives Long Lead Times
- Major mines require extensive long-lead equipment, skilled labor, and infrastructure like power and ports.
- Even with government control and removed red tape, the fastest realistic restart is roughly 3–4 years.
Unprecedented Political Support
- This is the first time in Colin's 35-year career governments are openly calling for more mining.
- Political urgency on critical minerals is materially different today and may help shift policy and investment.
Geopolitics Adds Trade Friction
- The global mining industry generally supplies metal effectively, but geopolitics now complicate trade flows.
- Nations increasingly care about sourcing and security, not just price and availability.