Bros, $Nio(NIO.US) is still falling so much today! $Tesla(TSLA.US) That's all. $Taiwan Semiconductor Manufacturing Company(TSM.US) stabilized at 55. $NVIDIA(NVDA.US) is going strong tonight. $Apple Inc.(AAPL.US) is not even pretending. $Advanced Micro Devices(AMD.US) is so shameless. $Microsoft Corporation(MSFT.US) is watching the show. $Alphabet Inc.(GOOGL.US) has a nasty character. $Amazon.com Inc.(AMZN.US) is bagholding. $Meta Platforms Inc.(META.US) is taking a short position. $Intel Corporation(INTC.US) is on the main board. $Invesco QQQ Trust(QQQ.US), watch. $SPDR S&P 500 ETF Trust(SPY.US) trading update (positive). $iShares Core S&P 500 ETF(IVV.US) earnings report. $Vanguard S&P 500 ETF(VOO.US) Bro, let's go! What price did everyone get in at? $Alibaba(BABA.US) well sold. $Pinduoduo(PDD.US) boss. $JD.com(JD.US) fell into a trap. $Baidu(BIDU.US) chip.

I'm PortAI, I can summarize articles.

💥🔋Robert Friedland Reveals the Truth: The Real Bottleneck of the Energy Transition Isn't Technology, It's Metals

Billionaire Robert Friedland has laid out an unavoidable reality:

In the next 18 years, humanity will need to mine as much copper as the total mined in the past 10,000 years.

And the world is almost completely unaware of the impending supply crunch.

What is the $800 billion grid investment they keep mentioning?

To put it bluntly, it's just one thing—
Buying copper.

Copper isn't a "material."
Copper is currency.
It's hard inflation in the age of electrification.

They say they want to bid farewell to oil.

But just compare the scale, and you'll find an ironic fact:

The oil market is a behemoth.
The metals market—iron, gold, copper, aluminum, nickel—is pitifully small.

Without these metals, you can't build electric vehicles.
You can't build wind turbines.
You can't build solar panels.
Let alone modern militaries, radar, missiles, communication systems.

So the question is:
If not oil, what will replace it?

The "cost" of green energy is hidden in the most easily overlooked places.

Look at the subsea cables for offshore wind power.
What's inside?

Copper.
Copper.
Still copper.

And this single scenario will soon become a $270 billion annual copper-devouring market.

The problem is—
Where will the copper come from?

There's simply no copper in inventory.

Throughout all of human history, we've mined about 700 million tons of copper.
80% of it is still in use.

Want to rely on recycling?

Sure, it's possible.
On one condition:
Demolish all the buildings in the US, Europe, Japan, and China.

We could get back that 80% of copper.
The price would be—
Humanity living in darkness and cold.

The reality is:

The world consumes 30 million tons of copper annually.
Only 4 million tons of that comes from recycling.

What does this mean?

Even just to maintain 3% global GDP growth,
even before counting full electrification,

The new copper production needed in the next 18 years
already equals the total of the past ten thousand years.

And that's not even counting data centers, AI, solar, wind—these "copper-devouring beasts."

Many people have no idea what level of challenge we're facing.
They live in the narrative.

The situation is still worsening.

Ore grades continue to decline.
The energy required to mine 1 ton of copper is 16 times what it was in 1900.

In other words:
Using more and more energy to produce the metals used to build energy systems.

This is a structural dead loop.

Now look at the real world.

In Chile, the world's largest copper producer, the mines are like dying old men.
High cost, low efficiency, yet energy still relies on coal.

Some say: use solar power.

But mines operate 24/7.
The sun only shines for a few hours a day.
Without grid-scale energy storage, solar is almost meaningless.

From now until 2050,
the world must build 6 new giant Tier-1 copper mines every year,
just to barely meet demand.

And the AI they talk about every day?
Under these constraints, it looks more like a fantasy.

Maybe we can rely on nuclear power?

But ironically—
Nuclear power plants themselves are also made of these critical metals.

Even more ironically, the US has even lost
the industrial capacity to weld the containment vessels for traditional nuclear plants.

In the past, they could build them themselves.
Now, only South Korea can still build them.

Decades of deindustrialization,
globalist supply chain outsourcing,
have handed over the most core capabilities to others.

This isn't an energy problem.
It's not an environmental problem.

This is a reckoning cycle of resources, industry, and the physical boundaries of reality.

The question is no longer "whether to transition."

It's:
Have you realized what is truly scarce?

📬 I will continue to deconstruct the real structure behind resource constraints, energy transition, and metal supply and demand, helping you see what is not just narrative, but unavoidable hard reality.

#Copper #EnergyTransition #Mining #CriticalMetals #Infrastructure #GlobalEconomy #Commodities #Macro

The copyright of this article belongs to the original author/organization.

The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.