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Matthew Salthouse, CEO, Kainantu Resources

Matthew Salthouse
CEO | Kainantu Resources
3 Phillip Street #19-01 Royal Group Building, 048693 Singapore (SGP)

info@krl.com.sg

+65 6920 2020

Interview Kainantu Resources: "We hold the key to growth in the Asia-Pacific region".


Justin Reid, President and CEO, Troilus Gold Corp.

Justin Reid
President and CEO | Troilus Gold Corp.
36 Lombard Street, Floor 4, M5C 2X3 Toronto, Ontario (CAN)

info@troilusgold.com

+1 (647) 276-0050

Interview Troilus Gold: "We are convinced that Troilus is more than just a mine".


John Jeffrey, CEO, Saturn Oil + Gas Inc.

John Jeffrey
CEO | Saturn Oil + Gas Inc.
Suite 1000 - 207 9 Ave SW, T2P 1K3 Calgary (CAN)

info@saturnoil.com

+1-587-392-7900

Saturn Oil + Gas CEO John Jeffrey: "Acquisition has increased production by 2,000%"


20. April 2021 | 07:00 CET

BMW, Nevada Copper, Geely - The supercycle is unstoppable!

  • Copper
Photo credits: pixabay.com

Since January of last year, the copper price has more than doubled and is currently trading at a 9-year high. The trend is clearly towards further rising prices. Due to the switch to alternative energy such as wind power or solar energy and the displacement of the combustion engine by the electric car, a multiple of the carrier metal is needed. Experts from major American banks such as Citigroup or JP Morgan are already talking about a new "supercycle" on the commodities market, a sustained upward price trend. Demand is rising and supply is falling. Back the winners of the energy turnaround!

time to read: 3 minutes by Stefan Feulner
ISIN: DE0005190003 , CA64128F1099 , KYG3777B1032


Matthew Salthouse, CEO, Kainantu Resources
"[...] We have a clear strategy for neutralizing sovereign risk in Papua New Guinea. [...]" Matthew Salthouse, CEO, Kainantu Resources

Full interview

 

Author

Stefan Feulner

The native Franconian has more than 20 years of stock exchange experience and a broadly diversified network.
He is passionate about analyzing a wide variety of business models and investigating new trends.

About the author


Demand greater than supply

The green revolution is fueling copper demand. Experts predict that more copper will be mined in the next 25 years than in all of human history to date. An electric car requires four times more copper than a car with an internal combustion engine. The production of a wind turbine consumes 30 tons of copper per turbine, including connection to the power grid. In Germany alone, 420 plants were installed last year, and the trend is rising. In addition to the excess demand, there is another problem. Copper projects are few and far between, and the development of new projects has been severely neglected in recent years. Only insecure regions such as Mongolia or Indonesia have increased copper production.

A strong player from North America

With the trade war between the US and China likely to further disrupt global supply chains, domestic producers are more in demand than ever. So, Joe Biden will be pleased to hear, Canadian copper producer Nevada Copper is in the right place at the right time. They own one of the few production-ready new sources of copper in North America. The Company, which has been active since 2007, is searching for metals not far from the headquarters of Tesla and Google in the US state of Nevada in its own Pumpkin Hollow copper project. Pumpkin Hollow has significant reserves and resources, including copper, gold and silver. Among the major shareholders are well-known addresses such as Pala Investments and BlackRock.

Significant Exploration Potential

The Company's two fully-permitted projects include the high-grade underground mine and processing plant, which are now in production, and a sizeable open-pit project where progress has been made toward feasibility. In addition, several targets on the property have already been defined. The Company, which has faced delivery stoppages and delays on many occasions in the past, announced a breakthrough last month. The production shaft of the main shaft of the Pumpkin Hollow mine in Nevada has been put into operation. It can now bring up to 5,000 tons of copper ore per day to the surface. The turnaround, which was initiated with the new management last year, is now nearing completion. With the copper price rising, Nevada Copper is likely to be one of the beneficiaries of the supercycle.

Another player

In 2010, the Chinese Geely Group took over Swedish premium manufacturer Volvo. Since the Geely takeover, the Swedish carmaker's global sales have nearly doubled. In 2019, Volvo achieved its sixth consecutive sales record with over 700,000 sales. Geely is also Daimler's largest single shareholder, with around 10%. The Chinese are now using this built-up network to enter the electric car market with their ninth brand, Zeekr. With the Zeekr 001, which is said to have a range of 700 km, the Company says it wants to show that the days of "boring electric cars are over." Recently unveiled at the Company's new factory in Hangzhou and now at the Shanghai auto show, the vehicle is also said to be "the world's first electrically powered shooting brake." The 001 was designed at the Company's Swedish design center in Gothenburg.

Zeekr also plans to build a total of 2,200 charging stations with over 20,000 charging options by the end of 2023, with further expansion planned over time. Payment will be made digitally via vehicle registration and recognition. Deliveries are to begin in the fourth quarter, initially in the home market of China. The Company is aiming for global expansion in 2022.

BMW with an announcement

Also underway is the battle for the best batteries. Bavarian automaker BMW has now announced that it will continue to push the development of solid-state batteries. The aim is to develop a solid-state battery for series production by the end of the decade. Solid-state batteries are regarded as an important future technology in vehicle construction. A liquid carrier material no longer transports the charge. The Munich-based share price is currently stuck at a broad resistance zone at EUR 70. Due to the rapid doubling of the share price in recent weeks, the signs point to consolidation. A setback to the level of EUR 55 would be an interesting entry level.


Author

Stefan Feulner

The native Franconian has more than 20 years of stock exchange experience and a broadly diversified network.
He is passionate about analyzing a wide variety of business models and investigating new trends.

About the author



Conflict of interest & risk note

In accordance with §34b WpHG we would like to point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH may hold long or short positions in the aforementioned companies and that there may therefore be a conflict of interest. Apaton Finance GmbH may have a paid contractual relationship with the company, which is reported on in the context of the Apaton Finance GmbH Internet offer as well as in the social media, on partner sites or in e-mail messages. Further details can be found in our Conflict of Interest & Risk Disclosure.


Related comments:

30. July 2021 | 11:21 CET | by Carsten Mainitz

First Majestic Silver, Kodiak Copper, Orocobre - Metals for e-mobility offer great growth potential

  • Copper

Tesla, NIO and Polestar, the pioneers of e-mobility. But the global climate crisis and the realization that it can only be combated with the help of a consistent reduction in greenhouse gases has also led traditional car manufacturers to realize that alternative drive concepts are necessary, not least as a result of legal requirements. Electromobility has currently established itself as the most promising option. Manufacturers are now hastily trying to steer their product development in this direction and are making announcements about the end of the internal combustion engine: Jaguar wants to phase out the engine by 2025. Fiat, Volvo and Ford have announced the end of the engine by 2030. VW has set the period between 2033 and 2035 as its target, at least for Europe, and Audi wants to phase out entirely by then. Mercedes also has a similar date in mind. However, all e-cars have one thing in common: they are very hungry for raw materials. An e-car requires about four times as much copper as a combustion engine. Consumption of gold and silver (onboard electronics) and lithium (batteries) will also increase significantly.

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21. July 2021 | 12:49 CET | by Armin Schulz

QMines, Varta, Siemens Energy - Who benefits from the copper shortage?

  • Copper

The copper price has moved significantly upwards over the past year. On the one hand, this is due to the increasing demand caused by sustainability topics such as renewable energies, e-mobility and global electrification. On the other hand, the metal has become scarce. Whereas 60 profitable copper projects were launched in 2008, only 36 were established in 2020, and this with declining mining values. In 2015 0.65% copper per ton was still being mined; this value will fall to 0.55% by 2025. Existing large copper mines will also need billions in the coming years to maintain their production levels. These additional costs will be passed on to consumers. Today we highlight three companies that either produce or need copper.

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20. July 2021 | 12:38 CET | by André Will-Laudien

BYD, Volkswagen, Kodiak Copper: The 1000 Dollar Correction!

  • Copper

The copper price had reached its interim high in May 2021 at around USD 10,500. Since then, we have seen a standard consolidation of 10-15%, which is not an unusual occurrence in an uptrend. The increase since the beginning of 2020 is over 100%. Copper mines have been able to post multiple performances in the same period, and the recent correction was accordingly somewhat higher. For many market participants, however, the medium-term scenario for the industrial metal is set. Since the political closing of ranks on e-mobility, demand for copper and battery metals has shot through the roof. Mine operators worldwide are alarmed; the currently recoverable capacities cover just 85% of the demand from 2022. Who can close the gap?

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