The David Lin Report Is Commodities Supercycle Over? What Explodes Next? | Ian Harris
Feb 2, 2026
Ian Harris, CEO of Copper Giant — a mining executive focused on copper exploration and development. He unpacks why copper has surged, the role of China’s refining and real supply constraints. He discusses underinvestment creating a potential multi-year metals supercycle, geopolitics driving friendshoring, and Copper Giant’s milestones and 2026 roadmap.
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Metals Supercycle Has Begun
- Commodities supercycles can last a decade and bring fresh waves of retail and institutional money into the sector.
- Ian Harris says the current metals cycle is the start of a new secular bull driven by real commodity strength, not just short-term traders.
Retail FOMO At VRIC
- Ian Harris recounts a shift from sophisticated high-net-worth investors to broad retail interest at VRIC.
- He notes web traffic and booth anxiety from people worried they missed the metals run.
Copper Price Signals Structural Shortage
- Copper's price reflects long-term supply concerns rather than short-term inventory levels.
- Harris argues traders aren't pricing what industry needs decades ahead, so higher copper signals structural supply tightness.