The Red Metal Goes Green During Energy rEVolution: Let's Talk About The Big Picture Of Supply And Demand For Copper.

Visual Capitalist has created brilliant infographics for the Copper Development Association. Let's talk about the big picture of supply and demand for copper. Two major trends are colliding which will define the supply and demand for the Green Energy Metal. We have exponential growth of sales for electric cars, charging networks, solar and wind energy systems. And lack of new discoveries and head grade going down across all copper industry.

Red metal goes green in the Tesla Energy rEVolution. Goldman Sachs now estimates that copper will be in structural "severe deficits" starting from 2023. And it is happening even before The Switch - the real mass-scale transition to renewable energy generation and when electric cars will affect millions of households all over the world. Despite stormy markets, the smart money was buying all the best copper projects last year. Only new copper giants like Los Azules Copper project under operation by the legendary McEwen Mining can bridge the coming very soon huge supply gap. 

Visual Capitalist presents a brilliant illustration of copper place in the energy rEVolution and particularly in electric vehicles. Smart Grids connecting renewables like Solar and Wind with the grid and charging infrastructure for electric cars will bring another drive for copper demand for very many years to come. Green Energy Metals Royalty Company TNR Gold holds 0.36% NSR Royalty on the entire Los Azules Copper project in Argentina and you can find more information about it in our presentation below.

Tesla Energy rEVolution And The Golden Age For Copper: Kirill Klip GEM Royalty TNR Gold Copper Presentation May 2019.

"TNR Gold Los Azules Copper Project NSR Royalty Holding 

In a news release dated February 21, 2019, McEwen Mining Inc. ("McEwen Mining") stated: "Our focus is on delivering near-term production growth from our projects in the United States and Canada, and on advancing Los Azules." The statement gives TNR confidence that McEwen Mining is keen to move the Los Azules project forward. 

In addition, McEwen Mining stated the following on its 100% owned Los Azules project: "We spent $6 million at Los Azules during 2018. The activities performed were mainly technical site investigations and environmental baseline monitoring work, to advance permitting efforts. We are currently investigating a new access route to the project that, if developed into a road, could provide year-round access to Los Azules, greatly accelerating the potential development of the project and reducing operating costs. Our 2019 exploration budget for Los Azules is $3 million." 

McEwen Mining's press releases and website material appear to be prepared by "Qualified Persons" (as defined by National Instrument 43-101 - Standards of Disclosure for Mineral Projects ("NI 43-101")) and the procedures, methodology and key assumptions disclosed by McEwen Mining are those adopted and consistently applied in the mining industry, but no Qualified Person engaged by TNR has done sufficient work to analyze, interpret, classify or verify McEwen Mining's information, nor to determine the current mineral reserve or resource or any other information referred to in their press releases. Accordingly, the reader is cautioned in placing any reliance on these disclosures. 

The Company holds a 0.36% royalty on the net smelter return ("NSR") royalty of the entire Los Azules copper project in Argentina. TNR summarized the PEA results in a news release issued on October 10, 2017."

Kirill Klip GEM Royalty TNR Gold Copper Presentation May 2019 from Kirill Klip

Visit TNR Gold For All Updated Presentations.

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.

Tesla Energy rEVolution And The Golden Age For Copper: Kirill Klip GEM Royalty TNR Gold Copper Presentation May 2019.

"TNR Gold Los Azules Copper Project NSR Royalty Holding 

In a news release dated February 21, 2019, McEwen Mining Inc. ("McEwen Mining") stated: "Our focus is on delivering near-term production growth from our projects in the United States and Canada, and on advancing Los Azules." The statement gives TNR confidence that McEwen Mining is keen to move the Los Azules project forward. 

In addition, McEwen Mining stated the following on its 100% owned Los Azules project: "We spent $6 million at Los Azules during 2018. The activities performed were mainly technical site investigations and environmental baseline monitoring work, to advance permitting efforts. We are currently investigating a new access route to the project that, if developed into a road, could provide year-round access to Los Azules, greatly accelerating the potential development of the project and reducing operating costs. Our 2019 exploration budget for Los Azules is $3 million." 

McEwen Mining's press releases and website material appear to be prepared by "Qualified Persons" (as defined by National Instrument 43-101 - Standards of Disclosure for Mineral Projects ("NI 43-101")) and the procedures, methodology and key assumptions disclosed by McEwen Mining are those adopted and consistently applied in the mining industry, but no Qualified Person engaged by TNR has done sufficient work to analyze, interpret, classify or verify McEwen Mining's information, nor to determine the current mineral reserve or resource or any other information referred to in their press releases. Accordingly, the reader is cautioned in placing any reliance on these disclosures. 

The Company holds a 0.36% royalty on the net smelter return ("NSR") royalty of the entire Los Azules copper project in Argentina. TNR summarized the PEA results in a news release issued on October 10, 2017."

Kirill Klip GEM Royalty TNR Gold Copper Presentation May 2019 from Kirill Klip

Visit TNR Gold For All Updated Presentations.

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.

Building The Green Energy Metals Royalty Company: TNR Gold Los Azules Copper NSR Royalty Holding Presentation April 2019.

"Los Azules Copper Project (0.36% NSR royalty) – Argentina 

100% owned by McEwen Mining, TNR holds a 0.36% net smelter return (NSR) royalty on the Project. The Los Azules Preliminary Economic Assessment (PEA) uses commodity price assumptions of $3.00/lb copper, $1,300/oz gold, and $17/oz silver, resulting in an un-discounted net smelter return over the life of the mining project of $35.2 billion, and $10.6 billion using an 8% discount rate. This means TNR’s 0.36% NSR royalty equates to ~$38m life of mine value after applying the 8% discount rate, based on the PEA’s assumptions."

McEwen Mining Q1 2019 Conference Call

TNR Gold Los Azules Copper NSR Royalty Holding Presentation April 2019 from Kirill Klip

Visit TNR Gold For All Updated Presentations.

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.

Tesla Energy rEVolution And The Golden Age For Copper: A Million Tons Of Copper Is On The Way - It Will Not Be Enough.

Bloomberg brings copper into the headlines again with their analysis of "bullish spirits" observed among analysts at the industry event last week. This is not even a rhetorical question for all insiders: "A Million Tons of Copper Is on the Way - It May Not Be Enough". It can be pronounced with certainty - it will not be enough. I will go here with Goldman Sachs this time. Two major trends are colliding which will define the supply and demand for the Green Energy Metal. We have exponential growth of sales for electric cars, charging, solar and wind energy systems. And lack of new discoveries and head grade going down across all copper industry.

Red metal goes green in the Tesla Energy rEVolution. Goldman Sachs now estimates that copper will be in structural "severe deficits" starting from 2023. And it is happening even before The Switch - the real mass-scale transition to renewable energy generation and when electric cars will affect millions of households all over the world. Despite stormy markets, the smart money was buying all the best copper projects last year. Only new copper giants like Los Azules Copper project under operation by the legendary McEwen Mining can bridge the coming very soon huge supply gap. 

Visual Capitalist presents a brilliant illustration of copper place in the energy rEVolution and particularly in electric vehicles. Smart Grids connecting renewables like Solar and Wind with the grid and charging infrastructure for electric cars will bring another drive for copper demand for very many years to come. Green Energy Metals Royalty Company TNR Gold holds 0.36% NSR Royalty on the entire Los Azules Copper project in Argentina and you can find more information about it in our presentation below.

Gold In The USA: Kirill Klip GEM Royalty TNR Gold Presentation May 2019 - Gold In The Alaskan Elephant Country.

Barrick Gold is developing together with NovaGold 40MOZ giant Donlin Gold in Alaska - "arguably the most important Gold project in the world." So where will you be looking for the new elephants? Maybe in the Alaskan Elephant Country. Barrick Gold received crucial permits to advance Donlin Gold now and this new developing mining district in the US can make the promise of "Gold In the USA" providing stable supply feasible again and it can become that solution to "The Gold Mining Reserve Crisis" McKinsey is talking about:

"The Company's strategy with the Shotgun Gold Project is to attract a partnership with one of the major gold mining companies. TNR Gold ("TNR") is actively introducing the project to interested parties," commented Kirill Klip, Executive Chairman of TNR. "We may be at the beginning of a great discovery. There is a clear path on how to move this project forward using the geological and geophysical research currently available to target drilling to expand the resource and form the basis of a preliminary economic analysis. The next step is to acquire a partner that shares our vision and recognizes the growth potential and value to be added to the Shotgun project over time."

Kirill Klip GEM Royalty TNR Gold Presentation May 2019 from Kirill Klip

Visit TNR Gold For All Updated Presentations.

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.

Gold In The Alaskan Elephant Country: TNR Gold Shotgun Gold Presentation April 2019.

"The Company's strategy with the Shotgun Gold Project is to attract a partnership with one of the major gold mining companies. TNR Gold ("TNR") is actively introducing the project to interested parties," commented Kirill Klip, Executive Chairman of TNR. "We may be at the beginning of a great discovery. There is a clear path on how to move this project forward using the geological and geophysical research currently available to target drilling to expand the resource and form the basis of a preliminary economic analysis. The next step is to acquire a partner that shares our vision and recognizes the growth potential and value to be added to the Shotgun project over time."

TNR Gold Shotgun Gold Presentation April 2019 from Kirill Klip

Visit TNR Gold For All Updated Presentations.

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.

Gold In The Alaskan Elephant Country. McKinsey: Can The Gold Industry Return To The Golden Age? It’s Time To Dig For A Solution To The Gold Mining Reserve Crisis.

Gold loves FED in the election cycle. "Growth solves a lot of problems", according to Larry Kudlow, but what to do when there is no growth anymore? Statutory limitations are making the question to be or not to be elected rhetorical and the only unknown now is what will be the price for the world to pay for the privilege. Among not so many options, throwing US Dollar under the bus seems to be the least unpatriotic compared to many bad choices tried last time. At least it is not a new war.

The majority of voters are not flying to St. Barts for the weekend and they will hardly notice any changes in FED's "Strong Dollar Policy from 1913". They will not be hit with afterparty checks presented in euro. The young libertarians will continue to study Austrian economics on Twitter and play "revolution" with the myriad of sh$tcoins, so weaker dollar will not propel Gold to $10,000 any time soon, which can become uncomfortably disturbing for the lost MMT academics.

And, what is the most important, this is all not a theory anymore and the same Larry Kudlow is calling now for FED to cut 50 basis points. Nobody knows the future, but the weaker dollar and negative real rates, like they are already in Europe, will normally move Gold price higher. Central banks are buying Gold at the highest rate since Nixon closed the Gold window and frontrunning all brave libertarians who are still experimenting with their money being tortured by elliptic-curve cryptography, decentralised, distributed from them and centralised again by the super smart shadow characters on the WEB.

In this perfect picture for the next few years: when we will be promised to see the uninterrupted bull markets supported by the strongest economy, which will be pumped by the fearless FED - we have only one missing piece, according to naughty McKinsey. They have managed to find The Gold Mining Reserve Crisis.

Even sh$tcoins prophets know that supply and demand still matter and only happy hodlers can help them to distribute all hard earned founder coins to the freedom-hungry public who is still hiding on facebook from the Big Brother. Gold market manipulation will work only to a certain extent, rising demand for Gold will require more supply in order to make the increase in Gold price manageable for all organised interested parties involved.

And here we have a problem now, according to McKinsey: "Reserves by major Gold companies have declined 26% from 2012 and now below 2007 levels." M&A will be only part of the solution for some companies as it only redistributes the same Gold reserves, we need new discoveries and new elephant projects coming online just to address the gap between growing demand and available supply.

These two major trends are colliding and pushing the gold price to resume its bullish ascend: weaker dollar which is desired now in order to keep growth intact and keep debt crisis manageable; and available Gold reserves just to keep annual production enough for feeding the increased demand without Gold hitting the headlines every week.

Barrick Gold is developing together with NovaGold 40MOZ giant Donlin Gold in Alaska - "arguably the most important Gold project in the world." So where will you be looking for the new elephants? Maybe in the Alaskan Elephant Country. Barrick Gold received crucial permits to advance Donlin Gold now and this new developing mining district in the US can make the promise of "Gold In the USA" providing stable supply feasible again and it can become that solution to "The Gold Mining Reserve Crisis" McKinsey is talking about:

"The Company's strategy with the Shotgun Gold Project is to attract a partnership with one of the major gold mining companies. TNR Gold ("TNR") is actively introducing the project to interested parties," commented Kirill Klip, Executive Chairman of TNR. "We may be at the beginning of a great discovery. There is a clear path on how to move this project forward using the geological and geophysical research currently available to target drilling to expand the resource and form the basis of a preliminary economic analysis. The next step is to acquire a partner that shares our vision and recognizes the growth potential and value to be added to the Shotgun project over time."

Building The Green Energy Metals Royalty Company: TNR Gold Los Azules Copper NSR Royalty Holding Presentation April 2019.

"Los Azules Copper Project (0.36% NSR royalty) – Argentina 

100% owned by McEwen Mining, TNR holds a 0.36% net smelter return (NSR) royalty on the Project. The Los Azules Preliminary Economic Assessment (PEA) uses commodity price assumptions of $3.00/lb copper, $1,300/oz gold, and $17/oz silver, resulting in an un-discounted net smelter return over the life of the mining project of $35.2 billion, and $10.6 billion using an 8% discount rate. This means TNR’s 0.36% NSR royalty equates to ~$38m life of mine value after applying the 8% discount rate, based on the PEA’s assumptions."

McEwen Mining Q1 2019 Conference Call

TNR Gold Los Azules Copper NSR Royalty Holding Presentation April 2019 from Kirill Klip

Visit TNR Gold For All Updated Presentations.

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.

Tesla Energy rEVolution And The Golden Age For Copper: A Million Tons Of Copper Is On The Way - It Will Not Be Enough.

Bloomberg brings copper into the headlines again with their analysis of "bullish spirits" observed among analysts at the industry event last week. This is not even a rhetorical question for all insiders: "A Million Tons of Copper Is on the Way - It May Not Be Enough". It can be pronounced with certainty - it will not be enough. I will go here with Goldman Sachs this time. Two major trends are colliding which will define the supply and demand for the Green Energy Metal. We have exponential growth of sales for electric cars, charging, solar and wind energy systems. And lack of new discoveries and head grade going down across all copper industry.

Red metal goes green in the Tesla Energy rEVolution. Goldman Sachs now estimates that copper will be in structural "severe deficits" starting from 2023. And it is happening even before The Switch - the real mass-scale transition to renewable energy generation and when electric cars will affect millions of households all over the world. Despite stormy markets, the smart money was buying all the best copper projects last year. Only new copper giants like Los Azules Copper project under operation by the legendary McEwen Mining can bridge the coming very soon huge supply gap. 

Visual Capitalist presents a brilliant illustration of copper place in the energy rEVolution and particularly in electric vehicles. Smart Grids connecting renewables like Solar and Wind with the grid and charging infrastructure for electric cars will bring another drive for copper demand for very many years to come. Green Energy Metals Royalty Company TNR Gold holds 0.36% NSR Royalty on the entire Los Azules Copper project in Argentina and you can find more information about it in our presentation below.

InvestorIntel: The TNR Win-win Formula Of Gold + Copper + Lithium.

Building The Green Energy Metals Royalty Company: TNR Gold Investor Presentation April 2019.

TNR Gold Investor Presentation April 2019 from Kirill Klip

Visit TNR Gold For All Updated Presentations.

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.

InvestorIntel:

The TNR Win-win Formula Of Gold + Copper + Lithium.

MATTHEW BOHLSEN| MAY 07, 2019| 

No matter what you read or hear about lithium and its supply, within 3 years time (by 2022) the metal will have trouble meeting the battery megafactories surging demand. Copper will also be in high demand for electric vehicles and their charging infrastructure. Electric cars are coming sooner than what most people think, therefore this will put immense pressure on lithium supply as we will need as much as 5x more lithium by 2025, based on my model’s forecasts. And this is based on only 20% electric car share by end 2025, which given electric cars will start being cheaper than conventional cars by 2022, now makes my forecast quite conservative. JP Morgan is forecasting 30% to 35% market share by 2025.

TNR Gold Corp. (TSXV: TNR) is not just a gold company, they are also working to become a green energy metals royalty company, supplying battery materials for the megatrend in electric vehicles. TNR founded International Lithium Corp. (TSXV: ILC), a green energy metals company that was made public through the spin-out of TNR’s energy metals portfolio. ILC holds interests in lithium projects in Ireland, Canada, and Argentina.

TNR’s 3 projects include gold, copper and lithium.

Shotgun Gold (90%) – Alaska

The 90% owned Shotgun Gold Project is an advanced-stage exploration prospect in southwestern Alaska. It is a porphyry gold deposit with potential for a bulk mineable gold resource.

In 2013 a resource estimate was produced for the property with an Inferred Resource of 20,734,313 tonnes at 1.06 grams per tonne (“g/t”) gold for a total of 705,960 ounces gold (“Au”) using a 0.5 g/t Au cut-off grade. The estimate is based on 34 diamond drill holes totalling 4,932.3 meters. The mineral resource is located from surface to a depth of 150m, and appears to be open at depth, and along strike meaning there is exploration upside. The Company strategy is to attract a joint venture partnership and is actively introducing the project to interested parties.

Los Azules Copper Project (0.36% NSR royalty) – Argentina

100% owned by McEwen Mining, TNR holds a 0.36% net smelter return (NSR) royalty on the Project. The Los Azules Preliminary Economic Assessment (PEA) uses commodity price assumptions of $3.00/lb copper, $1,300/oz gold, and $17/oz silver, resulting in an un-discounted net smelter return over the life of the mining project of $35.2 billion, and $10.6 billion using an 8% discount rate. This means TNR’s 0.36% NSR royalty equates to ~$38m life of mine value after applying the 8% discount rate, based on the PEA’s assumptions.

Mariana Lithium Project (1.8% NSR royalty) – Argentina

TNR retains a 1.8% NSR royalty on the Mariana Lithium property that is currently being advanced in a joint venture between International Lithium Corp. and Ganfeng Lithium International Co. Ltd. Ganfeng is the world’s second largest lithium producer and China’s largest lithium producer, so the project is very likely to make it to production one day.

Kirill Klip, CEO and President of TNR, stated in an interview with Investorintel: “I am really in this game because I believe that all cars will be electric much sooner that a lot of people are anticipating. It means that we will have to produce, moving from today’s level of just 217,000 tons of lithium carbonate as a market total in sales, to 1 million tons annually.”

TNR are focusing on the new energy metals as they believe they are at the very beginning of a megatrend that will have to produce a total 12 million tons of lithium by 2030, to have 200 million electric cars on the road worldwide The total global fleet is forecast to reach 2 billion vehicles by 2030, so 200 million electric cars on the road by 2030 is very possible but will need a large number of new EV metal miners in production.

TNR offers investors the safety of gold, and the growth potential of copper and lithium at a lower risk using royalties. The EV revolution is now unstoppable and embraced by all car companies, even Volkswagen are now saying EVs will go mainstream in 2022. If you want to be part of the new green future with some safety of gold then investors should consider TNR Gold Corp."