Copper · Cu · 29
Context for generalists.
Not a lecture.
Investors know the copper price. One page on why the metal, why the scarcity, and where we fit.
01 / Copper & Electrification
Every electrification curve is a copper curve: EVs carry [X]× the copper of combustion cars; a hyperscale data centre is tens of thousands of tonnes of it; grid upgrades — forced by both — are almost entirely conductor. Demand forecasts diverge on timing, not direction. [One sourced demand chart here, dated.]
02 / Where Copper Comes From
Supply is concentrated in a handful of countries; average head grades have fallen for decades; and a new copper mine takes [XX]+ years from discovery to production. The bottleneck is not mining capacity — it is discovery. That is the gap Eirzan is built to work in.
03 / From Rock to Metal
Where the value is unlocked.
04 / Where Eirzan Fits
Discovery is the bottleneck.
Grades fall, discoveries slow, and lead times run past a decade — so the scarce thing in copper is not a mine, it is a new system found early. Eirzan is built to work exactly there: machine-ranked ground on a proven belt, verified by geologists before a dollar of drilling.