The average E.V. requires 80kg more copper than a regular vehicle. There is also significant copper needed to build out E.V. infrastructure in the power grid as well as battery charging infrastructure.
Frank discusses Metcalfe’s law and how it applies to bitcoin.
There is a powerful economic tail-wind in play right now. Battery technology and prices are continuing to get cheaper, Solar, wind, and batteries are all getting more affordable and as technology improves the energy metals look increasingly promising.
Zamani talks how he became interested in Mexican Gold Corp, Robertson shows his presentation which talks board, management, mines, and grades.
A Palisade radio show providing immediate outlook for gold and gold stocks, as well as how gold stocks fit into history of recoveries from mega bear markets.
Mike Beck discusses the electric vehicle market, battery metal company investments, and battery metal supplies in interview with Palisade Radio.
Battery Metal Series – Part 1 with Mike Beck: A perfect storm in lithium unprecedented demand profile
Mike discusses his trip to London where he took in the LME week which is a meeting held by the metals industry.
Commodity prices are more important than production increases.
Collin starts things off by noting that the HUI chart is in a channel, with a breakout likely occurring at the end of it.
Rick discusses the surprising lack of volatility in the markets and with the various worldwide challenges one would expect it to be much higher.
The uranium market has always been volatile, we are still on the right side of the bottom, and are clawing back to a regular place where the uranium market will function.
In the near term we will likely test support at $16 silver and $1200 for gold.
Sprott Monthly Market Update with Rick Rule: This bull market is in its infancy, a lot of money is about to be made!
Rick sees a very interesting market, which flirted with an upside breakout, that failed.
David gives credit to Ted Butler’s continual analysis of the Commitment of Traders report, which David highlight’s often in his newsletter.
Ali discusses how people compare the current financial situation to those of the past, however the big picture is usually different, as the underlying economic circumstances have changed.
Frank discusses the gold and bond markets and how they have been driven by global uncertainty.
Collin and Jordan discuss optionality plays and how they can be profitable when underlying metal prices rise.
With an end to the European Free Trade Zone, how will the world economy deal with a contraction in the European economy?
They have low taxes and a stable economy- having had budget surpluses in the last 25 years for all but two years. The country’s wealth has been built on innovation and attracting foreign companies.
With world debt at least twice 2008 levels we are witnessing the dawn of a new system, and have been close to a collapse twice this year already.
Even though the gains at the beginning of this cycle have been extreme, we still have a long way to go.
Jacob Rothschild, Stanley Druckenmiller, George Soros, along with his associate Crispin Odey, and other billionaire elitists are moving massively into gold.
When making private placement investments, it's imperative to understand what the company will do with the money.
There are several reasons the world economy is unsustainable within the current systems.
David Morgan: This is very likely going to be the biggest move in the precious metals complex in modern times
David Morgan thinks gold and silver have already hit bottom, and because of the unique situation in the world today, he wouldn't rule out gold lifting to $10,000!