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dan dreyfus

T3 · host / generalist

Founder and chief investment officer of Bornite Capital, a hedge fund focused on commodities, industrials and natural resources. Previously an investor at 3G Capital and Goldman Sachs.

4 calls·2 names·100% bull·last heard 2 months ago·All-In Podcast
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$SILVERSilverposition

Dreyfus warns silver stocks out in three years as solar demand surges

Silver runs a structural ~200M oz annual deficit (consume 1.2B oz, supply 1.0B) with only ~600M oz of above-ground inventory left, implying a stockout within roughly three years; photovoltaic and space-based solar demand intensifies the squeeze.

All-In Podcast2026-06→
2ndhigh conviction
$COPPERCopperposition

Dan Dreyfus: copper is the next AI bottleneck, price set to double

A demand shock (AI data centers, electrification, EVs, defense) collides with a supply shock (depleting century-old mines, 7-12 year build times, almost no new tier-one mines); meeting GDP-only growth requires as much copper in 18 years as mined in 10,000, so the price should easily double.

All-In Podcast2026-06→

most discussed · click a bar to filter

4 total
$SILVER
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Silver
HIGHdan dreyfus·All-In Podcast·2 months ago· position
Dreyfus warns silver stocks out in three years as solar demand surges
Silver runs a structural ~200M oz annual deficit (consume 1.2B oz, supply 1.0B) with only ~600M oz of above-ground inventory left, implying a stockout within roughly three years; photovoltaic and space-based solar demand intensifies the squeeze.
"the silver supply demand dynamic is we consume a billion 2 oz a year, we supply a billion oz a year. So there's a 200 million ton deficit per year. And we only have 600 million of…"
22:54
$COPPER
···
Copper
HIGHdan dreyfus·All-In Podcast·2 months ago· position
Dan Dreyfus: copper is the next AI bottleneck, price set to double
A demand shock (AI data centers, electrification, EVs, defense) collides with a supply shock (depleting century-old mines, 7-12 year build times, almost no new tier-one mines); meeting GDP-only growth requires as much copper in 18 years as mined in 10,000, so the price should easily double.
"if you want to look around the corner and see the next bottleneck coming, I strongly urge you to look at copper... I think the copper price is easily going to double from here. I…"
33:27
$SILVER
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Silver
HIGHdan dreyfus·All-In Podcast·2 months ago· position
Dreyfus warns: above-ground silver stock lasts three years before stockout
A structural deficit of 200M oz/year against just 600M oz of above-ground inventory; solar panels and data centers in space are accelerating demand, and the clock is ticking.
"We consume a billion 2 ounces a year. We supply a billion ounces a year. So there's a 200 million ton deficit per year and we only have 600 million of above ground inventory left.…"
22:46
$COPPER
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Copper
HIGHdan dreyfus·All-In Podcast·2 months ago· position
Dan Dreyfus: copper is AI's next bottleneck and will double from here
Over the next 18 years we'll need as much copper as we mined in the last 10,000; data centers require 50,000 tons/GW and 15GW are being built per year against only 500k tons of supply growth — a supply shock plus a demand shock plus dollar debasement.
"Right now copper demand is 30 million tons per year... over the next 18 years, we're going to need 700 million tons of copper. Over the next 18 years, we're going to need as much…"
16:59