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Humphrey Hale, CEO, Managing Geologist, Carnavale Resources Ltd.

Humphrey Hale
CEO, Managing Geologist | Carnavale Resources Ltd.
Level 2, Suite 9 389 Oxford Street, WA 6016 Mount Hawthorn (AUS)

info@carnavaleresources.com

Interview Carnavale Resources: Good cards for long-term success


Bill Guy, Chairman, Theta Gold Mines Limited

Bill Guy
Chairman | Theta Gold Mines Limited
Level 35 (ServCorp), Intl Tower One 100 Barangaroo Ave, 2000 NSW Australia (AUS)

info@thetagoldmines.com

+61 2 8046 7584

Interview Theta Gold Mines: This team has already brought 20 mines into production


David Mason, Managing Director, CEO, NewPeak Metals Ltd.

David Mason
Managing Director, CEO | NewPeak Metals Ltd.
Level 27, 111 Eagle Street, QLD 4000 Brisbane (AU)

info@newpeak.com.au

+61 7 3303 0650

Interview New Peak Metals: Many chances for great success


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
ISIN: CA50012K1066 , CNE100000296 , US98422D1054


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



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:

21. June 2021 | 12:52 CET | by André Will-Laudien

Porsche, Gazprom, Teck Resources, GSP Resource - The raw materials rally continues!

  • Copper

There was a minor decline on Friday. Rarely could the DAX in recent weeks get caught up in a correction. But on triple witching, it fell from the morning onwards and lost a full 2% to 15,420 points over the course of the day. The all-time high at 15.808 is now a bit removed, and the sidelines also had to give up a bit. The S&P 500 had its first bad week since the significant May correction. However, the chart technicians are still calm; it was probably just a correction in the uptrend. Commodities were largely spared from the correction, Brent and WTI oil at highs near USD 74 and 71 respectively, and copper still just under USD 10,000.

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18. June 2021 | 12:33 CET | by Armin Schulz

Kodiak Copper, Deutsche Telekom, Varta - What is going on in commodities?

  • Copper

The hype around wood lasted until May 25, after which the rally ended and the price consolidated by a whopping 40%. Gold was trading above USD 1,900 last week. In parallel to this article's writing, the price is below USD 1,800. A minus of about 5.5% within five days, and the industrial metal for electrification and copper, dropped by 8%. Currently, all factors speak for a further increase in commodity prices. Real interest rates are still negative, and inflation should also remain high. The Fed could not help calm the markets, although interest rate hikes were not announced until 2023. However, the Fed intends to continue its bond purchases. Consolidation can always occur after strong increases, and so we will see long-term rising commodity prices, especially for precious metals and copper.

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09. June 2021 | 10:55 CET | by André Will-Laudien

NIO, JinkoSolar, Siemens Energy, Nevada Copper - This is the copper sensation!

  • Copper

The copper shortage continues as demand is continuously increasing. The current slightly weakening copper price should not hide the general state of the market. Resources are scarce, procurement markets are depleted, and demand remains at a high level. Current trends in the economy are further exacerbating this situation. Modern electric vehicles use about three to four times as much copper as a conventional internal combustion vehicle. It should not be forgotten that the construction of the charging infrastructure also requires significant amounts of copper. New mines are not currently in sight, but there is news from Nevada.

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