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Dirk Harbecke, Executive Chairman, RockTech Lithium Inc.

Dirk Harbecke
Executive Chairman | RockTech Lithium Inc.
600 – 777 Hornby Street, V6Z 1S4 Vancouver (CAN)

info@rocktechlithium.com

Rock Tech Lithium: Where Canadian Mining Meets German Engineering


Andrew Davidson, CEO, Royal Helium Limited

Andrew Davidson
CEO | Royal Helium Limited
224, 4th Avenue South, S7K 5M5 Saskatoon (CAN)

davidson@royalheliumltd.com

+1 (306) 281-9104

Royal Helium CEO Andrew Davidson on NASA, SpaceX and the path to dynamic growth


Craig Taylor, CEO, Defense Metals

Craig Taylor
CEO | Defense Metals
605-815 Hornby St., V6Z 1T9 Vancouver (CAN)

craig@defensemetals.com

+1 (778) 994 8072

Milestones, ESG as an USP and the new openness of policy toward rare earths outside China - Defense Metals provides backgrounds


20. January 2021 | 10:21 CET

BYD, Kodiak Copper, Xpeng - then it will explode!

  • Copper
Photo credits: Kodiak Copper Corp.

The energy transition is in full swing. Month after month, electric manufacturers are posting new sales records. This development is just the beginning and will accelerate in the coming years. However, the demand for raw materials, which are urgently needed for industries such as e-mobility or renewable energies, will also accelerate. There is a threat of enormous shortages of several raw materials in the medium term. The result will be an extreme price explosion.

time to read: 2 minutes by Stefan Feulner


Nick Mather, CEO, SolGold PLC
"[...] We knew the world was rapidly electrifying and urbanising and needing significant amounts of copper to do so. [...]" Nick Mather, CEO, SolGold PLC

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 in all sectors

Whether wind turbines, solar collectors or power cables. Wherever electricity is produced and conducted, whether ecological or not, copper is found. According to the Wirtschaftsvereinigung Metalle, more than 200 kilometers of copper wire are used in a wind turbine generator alone. And the energy transition is fueling the high demand for the red metal. While cars with internal combustion engines contain 18-49 pounds of copper, hybrid electric vehicles contain about 85 pounds. Battery electric vehicles contain a staggering 183 pounds of copper. Experts estimate that by 2035, there will be at least 132 million electric cars on the world's roads.

Extreme mining

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. But this is offset by another problem. Copper projects are scarce, and the pipeline of new projects is the lowest in a century. An interesting player in the copper market is the explorer Kodiak Copper from British Columbia. The 100% owned MPD project is located in the gate zone. It is surrounded by already producing mines such as Copper Mountain, Highland Valley and New Afton and therefore has an excellent infrastructure. In addition to the British Columbia project, Kodiak Copper maintains another copper project in Arizona with a similarly well-developed infrastructure.

Strong development

The extremely positive assay results in September were like a door opener for the Canadians. Kodiak reported the first results from hole MPD-20-004, which returned a high-grade central interval of 282 meters at 0.70% copper and 0.49 g/t gold (1.16% copper equivalent); this is one of the most impressive copper-gold intercepts from early-stage porphyry drilling in British Columbia. The results enabled a CAD 12.7 million private placement to be completed in October. As part of this placement, Tech Resources joined Kodiak Copper. For CAD 8 million, Tech Resources received a 9.9% stake. The Company plans a much more extensive exploration program in 2021.

Financing has already been secured for up to 30,000 meters of drilling and further geophysical and geochemical investigations, prospecting, and geotechnical studies. Following the successful drilling results, the share price shot up from CAD 0.50 to CAD 3.37 from September 2020, currently correcting to CAD 1.43. If the drilling results in 2021 are similarly successful, the share price should pick up speed again. Kodiak Copper should already be on the watch list of several of the majors.

Endless growth

BYD, a Company backed by Warren Buffet, also needs more copper. The Chinese automaker leads the patent ranking among Chinese new-energy vehicle makers with 9,426 patents, according to business data query platform Qichacha, Beijing Daily reported Monday. Chang'an Auto and BJEV ranked second and third, with 5,243 and 4,005 patents, respectively, Qichacha said. NIO ranked sixth with 1,677 patents but was number 1 among the electric car startups.

Off to Europe

Now that the Chinese electric car maker has established itself in China, it plans to expand to Europe. The first step is to be taken with the sale of the electric car only. According to media reports, Xpeng's management is too concerned about the large variety of brands in Europe's national markets to make a hasty decision on the exact targets. Therefore, it will probably take some time before Xpeng announces which European countries the e-car maker will specifically occupy. The Company has ruled out a move into the US and is concentrating on China and Europe.


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



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Related comments:

04. March 2021 | 09:30 CET | by Carsten Mainitz

BYD, Kodiak Copper, RWE - Quick profits: Use consolidation to enter!

  • Copper

The need for a secure supply of energy that is available at all times is growing as digitization and electrification advance. Many building blocks have to fit together before an electric motor can run. Raw materials such as copper are at the very beginning of the value chain. This industrial metal has excellent conductivity and is therefore linked to various facets of electromobility and power generation. Position yourself correctly ahead of the next growth spurt!

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26. February 2021 | 08:33 CET | by Carsten Mainitz

Varta, Nevada Copper, Xiaomi - Electromobility & Innovation: Power duo for rising share prices!

  • Copper

The electromobility sector is said to have bright prospects. Closely linked to this is the question of intelligent and efficient forms of energy storage. Innovations are often the deciding factor in leaving competitors behind and generating higher margins and profits. One should not forget the "ingredients" for success, these being raw materials such as copper. We present three power stocks for your portfolio.

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16. February 2021 | 12:53 CET | by André Will-Laudien

Nevada Copper, BYD, Varta: Now it's getting hot!

  • Copper

According to 2020 research from IDTechEx, the introduction of electric traction motors in road vehicles will lead to a significant increase in copper demand over the next 10 years. The study, commissioned by the International Copper Association (ICA), shows that by 2030, more than 250,000 tons of copper per year will be used as part of the windings in on-road electric traction motors. The current increase in copper demand follows the development of the global automotive market. Pure battery-electric cars are expected to gain the most market share at the expense of internal combustion engines and hybrid vehicles. Copper investments, therefore, remain the first choice!

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