Thursday, 15 March 2018

Tesla Energy rEVolution: TNR Gold CEO On The Beginning Of A Megatrend Led By Electric Cars.



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.






Kirill Klip: International Lithium Corp. Presentation At Wentworth. "Lithium Race And Energy rEVolution - The World Just Before The INTERNET."




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.



TNR Gold CEO On Building A Green Energy Metals Royalty Company.





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.






I will start with three very important numbers: 


Copper demand for Electric Cars should accelerate 9 fold from 185,000 metric tons today to an estimated 1.74 million tonnes in 2027.

$127 million dollars is the undiscounted cash flow of Royalty, which can be paid potentially to TNR Gold over 36 years of Life of Mine at Los Azules Copper project in Argentina which is operated by the legendary Rob McEwen.

TNR Gold is plugged-In into Energy rEVolution. Everything started with my investment in Royal Gold - gold Royalty company, I was buying it at $5 when gold was at 300 and was very happy selling it a few years later above $70. I would like to do the same in the energy space now with Green Energy Metals: Lithium and Copper.

This is called Energy rEVolutionThe World Just Before the Internet. Electric cars are coming much faster than a lot of people are anticipating. Here I would like to refer our audience to check our interview about International Lithium – TNR Gold has the Strategic Stake in this company and Royalty on Mariana Lithium project in Argentina.

The largest integrated lithium materials producer Ganfeng Lithium from China is developing this project in JV with International Lithium. Now Ganfeng Lithium jumped in The New Lithium Top 5 companies in the world. UBS is talking to its wealthy clients that Lithium demand will jump more than 2,868% in 100% EV World.

Copper is the red metal which is going green in Energy rEVolution. There is 55 lb. of Cu in ICE Car and 165 lb. in Electric Car. This is an increase by 300%, multiply it by millions of electric cars to be made and you have the perfect storm for Copper. A single electric car can have up to 6 km of copper wiring. Copper is not only needed for EVs, but it is vital for all infrastructure and Energy Storage will demand more lithium and copper than even electric cars.

This could have a huge effect on copper prices over the next 10 years and more. With fewer and fewer large deposits being discovered, demand should accelerate 9 fold from 185,000 metric tons today for Electric Cars to an estimated 1.74 million tonnes in 2027, according to the International Copper Association. Global Market for copper is around 23.9 M tonnes.

TNR Gold is plugged into these megatrends with its Royalty and JV Projects Generation Model.

In general, our approach is to work with strategic partners who are leaders in the industry and who are Operators on our projects and we are holding Royalty or Strategic Stake in JV Operations. We are reducing our operational and technical risk while providing exposure to the particular commodity.




All interested parties should visit my blog or latest industry updates.


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.