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