The Copper Supply Crunch Could Be a Major Opportunity - with Claudia Tornquist, Kodiak Copper episode artwork

EPISODE · Aug 11, 2026 · 19 MIN

The Copper Supply Crunch Could Be a Major Opportunity - with Claudia Tornquist, Kodiak Copper

from Investing, Markets & Money · host The Armchair Trader

How big could the copper supply problem become – and which companies could benefit? In this episode of Investing, Markets & Money, Claudia Tornquist, CEO of Kodiak Copper, joins us to discuss the company’s MPD copper-gold porphyry project in southern British Columbia. We discuss Kodiak’s maiden resource, its expanded 16,500-metre drill programme and the 36 additional exploration targets that could provide further resource growth and discovery upside. Claudia also explains why MPD’s location between two major copper mines could give Kodiak important infrastructure advantages, and discusses the latest metallurgical testing. We then look at the wider copper market, including the long-term decline in major copper discoveries and the growing demand coming from electrification, AI and defence. Finally, Claudia explains the proposed Kay Copper transaction involving Kodiak’s Mohave project in Arizona and Teck Resources. Subscribe to our channel for more interviews with CEOs, fund managers and market experts. You can find out more about Kodiak Copper here - https://kodiakcoppercorp.com/ Sign up for The Armchair Trader's free newsletter here - https://www.thearmchairtrader.com/newsletter/

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The Copper Supply Crunch Could Be a Major Opportunity - with Claudia Tornquist, Kodiak Copper

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