
Adam Grinbergs
Associate, Portfolio Research at TD Asset Management; former mining engineer with expertise in commodities market analysis
1
APPEARANCES
1
PODCASTS
012
DEC 30
JAN 6
JAN 13
JAN 20
JAN 27
FEB 3
FEB 10
FEB 17
FEB 24
MAR 3
MAR 10
MAR 17
MAR 24
MAR 31
APR 7
APR 14
APR 21
APR 28
MAY 5
MAY 12
MAY 19
MAY 26
JUN 2
JUN 9
JUN 16
JUN 23
JUN 30
JUL 7
JUL 14
JUL 21
JUL 28
AUG 4
AUG 11
AUG 18
AUG 25
SEP 1
SEP 8
SEP 15
SEP 22
SEP 29
OCT 6
OCT 13
OCT 20
OCT 27
NOV 3
NOV 10
NOV 17
NOV 24
DEC 1
DEC 8
DEC 15
DEC 22
DEC 29
JAN 5
JAN 12
JAN 19
JAN 26
FEB 2
FEB 9
FEB 16
FEB 23
MAR 2
MAR 9
MAR 16
MAR 23
MAR 30
APR 6
APR 13
APR 20
APR 27
MAY 4
MAY 11
MAY 18
MAY 25
JUN 1
JUN 8
JUN 15
JUN 22
JUN 29
JUL 6
JUL 13
JUL 20
JUL 27
AUG 3
AUG 10
AUG 17
AUG 24
AUG 31
SEP 7
SEP 14
SEP 21
Jul 16, 2026
Do Investors Need Commodities in Their Portfolios Again? | Portfolio Manager Views Podcast[
8:19
8:24
8:47
8:59
9:12

Hussein AllidinaHOST
Do we have the copper supply to meet that? And if not, how do we find equilibrium?

Adam GrinbergsGUEST
So on the supply side, I think Hamza made a good point earlier when he was referring to the commodity cycle of exploitation and then investment, because copper is one of the commodities where that can be most clearly seen in the idea that you need you know, a pretty long lead time.

Adam GrinbergsGUEST
Mines that are coming into production, mines that came into production, I think there's a statistic that ones that came into production from 2005 took an average of about 13 years to build.

Adam GrinbergsGUEST
And in the last five years, maybe six years, those mines that have come online have taken something like 18 years to build.

Adam GrinbergsGUEST
And, um, and then to answer your question about like, what does the project pipeline look like? Um, there are not a whole lot of green lights as far as the mining companies go.
15 MINS LATER