We are moving into the next stage of the investment mega-trend and super cycle in the Energy Metals. Now electric cars are moving in the fast lane to overtake our roads and big money is flowing into the sector. Robert Friedland is making the headlines connecting the dots for investors and promoting his investments. He deserves his following, particularly when commodity cycle is turning around. The Electrified brave new world needs a lot of Lithium and Copper.
The most important decision you can make in any investment is an entry point. The price you pay for an asset will determine the outcome of your investment decision for years to come. All successful investors are making their timing right accumulating the assets before the crowd will start pouring into the new next best thing. You do not have to be precise on that timing and quality of the assets is extremely important as well, but if you time it wrong even the best asset can never return your capital back.
To all those chasing bitcoin at "the best entry point of the century" - God bless you, to all others, I will provide a few links to ponder upon.
LEGAL DISCLAIMER
Please read legal disclaimer. There is no investment advice on this blog. Always consult a qualified financial adviser before any investment decisions. DYOR.
Frank Holmes: Car Manufacturers Are Electrifying Copper, “The Metal of the Future”.
Frank Holmes from U.S. Global Investors is providing his insight on The Red Metal Going Green. He is explaining to investors how the megatrend of Electrification of our Transportation and Energy systems is affecting the copper supply and demand picture already. This exponential growth in sales for electric cars has only just started and China is leading the way returning to the more sustainable growth based on the New Energy Plan.
Electrification of China and India will drive the next phase of the worldwide growth in EV fleet. India has announced that all new cars on sale will be electric by 2030 and they are taking it seriously making the first tender for 10,000 EVs to be supplied for the government ministries and agencies now. Transfer of the best technology for Lithium Batteries and Electric Cars will be next. China is already The Centre of The Lithium Universe and exercises its state-level New Energy Plan step by step with the military discipline, starting with securing a Lithium Supply Chain. Read more.
Cheap Lithium Batteries change everything. Electric Cars, Solar and Wind Power Generation will be leading 21st-century economy. We are talking here about the real Energy Security with Distributed Energy Generation. As with mobile communications, the whole subcontinents will skip "the fixed line phone" era straight into the future: no central power generation, but local distributed Solar and Wind Power Generation Systems. These systems will need a lot of new specific infrastructure with wiring mostly based on copper. The Red metal is going Green in the 21st century.
TNR Gold is Plugged-In into the Energy rEVolution with its stake in International Lithium and Royalty holdings in Lithium and Copper projects which are operated by the industry leaders like Ganfeng Lithium and McEwen Mining. We are building Green Energy Metals Royalty company.
TNR Gold: McEwen Mining Files Preliminary Economic Assessment For Los Azules Copper Project, Estimates Life Of Mine Undiscounted NSR Of $35 Billion.
Tesla's rEVolution: The Dramatic Increase In Demand For Lithium Will Require Accelerated Production From All Known Reserves Of Lithium.
Tesla's rEVolution: The Dramatic Increase In Demand For Lithium Will Require Accelerated Production From All Known Reserves Of Lithium.
Kirill Klip, Executive Chairman of International Lithium Corp.
Tesla New Roadster And Electric Semi Truck.
I am a very strong believer in the ongoing fundamental shift in technology which is happening these days. We are entering the era of Post Carbon Economy. The Oil ICE Age is over: for centuries we have been burning things just to get the energy and it has been mostly oil for the last 100 years, but now we can produce electricity by using Solar and Wind Power Generation.
Electricity is the best and the most efficient form of energy known to us and now we can store it and use it when we really needed it. Cheap lithium batteries change everything. Electric Cars will become cheaper to own than comparable models of fuel-powered cars next year according to UBS. Tesla Model 3, with more than 400,000 advance reservations for purchase is starting the real mass market for electric cars. Now Bloomberg estimates that more than 200 models of electric cars will be available by 2020. Read more.
LEGAL DISCLAIMER
Please read legal disclaimer. There is no investment advice on this blog. Always consult a qualified financial adviser before any investment decisions. DYOR.
Bloomberg:
By
Surging demand for metals like copper, nickel and cobalt for use in electric vehicles promises to overturn the balance of power between mining companies and their customers, according to billionaire investor Robert Friedland.
Automakers will have to change the way they approach procurement if they want to power their vehicles, said Friedland, who as a student befriended Steve Jobs before a career backing major discoveries from Canada to Mongolia.
“Coming soon to a theater near you: this is the revenge of the miner,” said Friedland. “No miner is willing to sell a high-volatility metal to a car manufacturer at a fixed price.”
Friedland’s Ivanhoe Mines Ltd. is developing a large copper deposit in the Democratic Republic of Congo and a platinum project in South Africa. He’s also co-chairman of Clean Teq Holdings Ltd., which has a nickel and cobalt sulphate project in Australia. Both metals are used in rechargeable-battery technologies and have surged this year on expectations for rising demand.
Friedland’s Ivanhoe Mines Ltd. is developing a large copper deposit in the Democratic Republic of Congo and a platinum project in South Africa. He’s also co-chairman of Clean Teq Holdings Ltd., which has a nickel and cobalt sulphate project in Australia. Both metals are used in rechargeable-battery technologies and have surged this year on expectations for rising demand.
"Nickel sulphate and cobalt sulphate: these are the sexy commodities that we cannot live without," Friedland said. While demand for coal and iron ore will stagnate, copper usage will continue to rise to meet environmental standards and reduce pollution, he said."
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