EPISODE · Jun 9, 2026 · 47 MIN
Amit Kumar Gupta on copper supercycle
from Subtext by Zerodha · host Kashish Kapoor, Amit Kumar Gupta
0:00 Introduction 2:10 History of Copper Rallies (Last 25 Years) 2:22 China Industrialization Demand Shock (2000–2007) 4:48 Current Cycle: AI, EVs & Electrification 5:50 Falling Ore Grades — The Structural Supply Problem 7:14 Why Supply Takes So Long to Catch Up (5–15 Years) 13:48 Who Profits Most When Copper Prices Rise? 22:03 Global Mining Consolidation (Glencore, Rio Tinto, BHP) 25:11 Environmental Constraints on Copper Mining 27:33 CBAM & the Green Copper Future 30:19 India's Listed Copper Companies 32:47 How to Play the Copper Theme (Portfolio Strategy) 37:41 Sterlite Shutdown & India Becoming a Net Importer 42:44 Adani's Copper Plant Timeline (2029–2031) 46:01 India's Long-Term Mining Strategy
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What this episode covers
In this episode, we sit down with Amit Kumar Gupta from FinTrekk Capital to break down the copper market — from AI-driven demand and falling ore grades to the value chain dynamics between miners, smelters, and downstream players. We also explore India's copper story, the Sterlite plant shutdown, and how retail investors can play the copper theme. Amit Kumar Gupta - https://x.com/amitgupta0310
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Amit Kumar Gupta on copper supercycle
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