The Supply Crisis No One Is Talking About | Ian Harris

Summary

Ian Harris, CEO of Libero Copper, explains why he sees a long-term copper supply crisis driven by underinvestment and rising electrification, EV, data-center, and AI demand. He expects tariffs to be a short-term headwind but a medium- and long-term catalyst for commodities, base metals, and copper equities. He describes Libero Copper's Mocoa project, drilling plans, derisking strategy, and approach to Colombian political risk. The interview also covers M&A, consolidation, and undervalued copper assets.

• Copper faces a structural supply-demand crunch from electrification, EVs, data centers/AI, and underinvestment.
• Tariffs may create short-term recession fears but could spur regional supply chains and raw-material investment.
• Ian Harris sees medium- and long-term upside in copper, commodities, base metals, and copper equities.
• Libero Copper is advancing its wholly owned Mocoa project with drilling and resource-expansion goals.
• Mocoa is described as near-surface, large-scale, and potentially above 1 billion tonnes.
• Colombia political risk is being managed through community and government engagement.
• The interview highlights consolidation and undervalued copper assets as value opportunities.