The red metal is going green during Energy rEVolution. CoronaVirus "has interrupted not only holiday plans" but supply lines of a lot of industries. There was a "severe deficit" coming to Copper market according to Goldman Sachs before the pandemic. Now exponentially growing sales of Electric Cars will meet the growing wider supply gap with even more projects being delayed by the struggling to adjust industry.
I would never waste your time suggesting to consider following any mass movement of people and their leaders, but the movement of money deserves your very careful attention. The world is changing. We were moving very fast before the pandemic switching from very dirty energy mix in our grid to the more sustainable energy provided by the renewable sources. Now The Switch will be accelerated even more. It is very difficult to pump the stories about "Clean DIEsel" or "Clean Coal" these days, particularly after people have seen the clean skies finally again.
It is even more difficult when Solar and Wind Energy costs are going down literally every month with every new installation. Solar and Wind sources of energy are cheaper than coal and gas already. As you already know, at the heart of this Energy Transition are metals, particularly Copper and Lithium. Each of them has a unique story, applications and markets. They are common in one very important quality for us here - you cannot build a new better world without any of them. Why and how much do we need you can find on the links below.
Any "return to normal" will be driving demand for Copper. I will not even calculate here "how many Copper door nobs can China install in the next 100 years to beat the virus".
We have enough information with solid charts from industry leaders and "new-comers" like Barrick Gold, who is looking "for strategic copper" for the next phase of growth.
In our very small interconnected mining world, we all are ready for the next phase of the brave "New World Without Any Order" which is run by the adepts of MMT theory. Now the noise of the money printing presses is overcoming the heavy machinery buzz, but it is not for long. The tide of Trillion dollars in QE and "Stimulus Plans" will be lifting mega yachts first, and the cargo ships next.
Our Team at TNR Gold have been working very hard these months and I am very pleased to report that we have survived and all Team is ready to Rock. Auditors gave us a clean bill of health and our website deserves the visit for all intrigued with our idea of building The Green Energy Metals Royalty and Gold Company.
I would like to thank all our shareholders for your support and on your behalf all our GEM Royalty Team at TNR Gold. We have protected all our assets and counting down for the launch of our Story. GEM Royalty is on the launch pad ready for the next catalyst.
There are only a very limited number of projects with the magnitude of Los Azules in the world which are opened for development. The Perfect Storm has reached the Gold market first and the Copper market is next. Rob McEwen is ready for a JV deal to move project fast forward into the development stage after receiving the bilateral agreement between Argentina and Chile supporting this development.
TNR Gold is Plugged Into Energy rEVolution with our Lithium and Copper Royalty Holdings. This "Sleeping Giant" - as Rob McEwen calls Los Azules - is ready to be awakened by the industry majors and will provide the new catalyst for valuation for our NSR Royalty Holding on the entire deposit. Learn more about Copper and this unique market opportunity in the presentation below and do your own research as usual.
Tesla Energy rEVolution And The Golden Age For Copper: Kirill Klip GEM Royalty TNR Gold Copper Presentation May 2020.
"Now it is time, at least judging from Nicholas Winton and Northstar brilliant charts, to dive into the Copper story again. FT reports: "Barrick Gold On The Hunt For Copper Deals." Barrick Gold's search for "Strategic Copper" was interrupted by Covid-19 pandemic, but now Mark Bristow is on his quest again. M&A deals we were talking about in January, are getting in the headlines. Below you can find the digest of our discussions which can help you with your own research on the value matrix among top world mining companies and world-class Copper mining assets. As you already know, TNR Gold has its own place among all these players and GEM Royalty is plugged into the Energy rEVolution with our Royalty Holdings on Los Azules Copper with McEwen Mining and Mariana Lithium with Ganfeng Lithium as JV Operator."
Please always read legal disclaimer. There is NO investment advice on any Kirill Klip feeds and blog. Always consult a qualified financial adviser before any investment decisions.
Do Your Own Research.
Bloomberg:
"The Trump administration is preparing a nearly $1 trillion infrastructure proposal as part of its push to spur the world’s largest economy back to life, according to people familiar with the plan.
A preliminary version being prepared by the Department of Transportation would reserve most of the money for traditional infrastructure work, like roads and bridges, but would also set aside funds for 5G wireless infrastructure and rural broadband, the people said.
President Donald Trump is scheduled to discuss rural broadband access at a White House event on Thursday.
An existing U.S. infrastructure funding law is up for renewal by Sept. 30, and the administration sees that as a possible vehicle to push through a broader package, the people said. They asked not to be identified because the Trump proposal isn’t final and hasn’t been announced."
No comments:
Post a Comment