Sunday, January 26, 2020
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Copper Tsunami coming as Liquidity Drains out of the Market Ahead of New Demand for Wind Power and Electric Vehicles
State Reserve Funds are quietly draining metal and liquidity in physical copper out of the copper market in anticipation of substantial new demand. Slowing global growth combined with news on the US-China trade war has held industrial customers back from buying,...
Read moreGraphite – A Game of Patience
“The key to everything is patience. You get the chicken by hatching the egg, not by smashing it.” – Arnold H. Glasow Over recent years, many investors have been positioning themselves in anticipation of an impending boom in the electric vehicle...
Read moreCopper Powering up the Electric Vehicle – Why copper is intrinsically linked to the EV story
EVs can use up to three and a half times as much copper when compared to an internal combustion engine (ICE) passenger car. " By 2040, we predict that passenger EVs will consume more than 3.7Mt of copper every year. In...
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