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Ivanhoe Mines Founder and Executive Co-Chairman Robert Friedland recently joined Bloomberg’s Joe Weisenthal and Tracy Alloway, co-hosts of the Odd Lots podcast, for a wide-ranging conversation about copper, critical minerals and the growing gap between global demand and new supply.

Robert discusses the forces driving copper demand, from electrification and data centres to reindustrialization, and why the world is facing a profound shortage of the metal needed to power the next generation of global infrastructure.

Robert also explores the challenges of bringing new copper supply to market, the importance of critical minerals to national security, and the increasingly complex global competition for resources.