Playing the waiting game until demand dramatically outstrIps...

Playing the waiting game until demand dramatically outstrIps supply is the financially prudent option. This will happen sooner than any shortsighted investor/ trader/shorter would think. How long can China suppress the price of this future $10+ stock?

A typical electric vehicle contains more than five times the amount of copper (80 versus 15 kg) of an inter-nal combustion car engine. Replacing today’s 1.35 billion light-duty gasoline and diesel vehicles with EVs and supplying the expanded market (estimated at 2.2 billion cars by 2050) would thus require nearly 150 million tons of additional copper during the next 27 years. That is an equivalent of more than seven years of today’s annual copper extraction for all of the metal’s many industrial and commercial uses (EIA, 2021, October 26). In addition, the IEA estimates that, compared to 2020, the take-over of EVs by 2040 would need more than 40 times as much lithium as is currently mined, and up to 25 times the amount of graphite, cobalt, and nickel.

International Energy Agency [IEA] (2021c). Mineral Requirements for Clean Energy Transitions. The Role of Critical Minerals in Clean Energy Transitions. IEA.