https://unauthorised investment advice/*-tv/v-con-copper-record-prices-ev-led-demand-boom-and-early-signs-of-a-bull-run/
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V-Con: Copper – record prices, EV-led demand boom and early signs of a bull run

* TV

7 hours ago | * TV

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V-Con is *’s investing focused video conference series, bringing you expert insights, panel discussions and presentations from leading analysts, listed small caps and industry players.

This latest video conference focuses on the copper sector.

Now is a great time to be a copper explorer or miner, with prices recently hitting nine-year highs.

This could just be the beginning of an extended +10 year bull run for the commodity – traditionally a bellwether for the health of the global economy, but increasingly a critical input into the production of electric vehicles.

By 2030, copper consumption in EVs — which averages 90kg vs 20kg in ICE vehicles — will represent 4.4mt of copper demand or around 13% of the total.

All up, a monstrous ~$US106 billion ($137 billion) must be spent on new copper production by 2028 to ensure an annual supply deficit of 5.4 million tonnes is met.

Speaking with industry experts, we hear about what’s in store for the red metal post-COVID-19.

We also hear from a handful of listed juniors making waves in the sector, each giving an overview of their activities, discoveries and future plans

Session 1 – Expert Interview

Sky News and CNBC business journalist Oriel Morrison interviews copper industry expert, independent analyst and founder of Terra Studio, Jean-François Bertincourt.

In 2014, Jean-François founded Terra Studio, a consulting firm that assists junior and mid-cap companies in building market recognition through research and comparative analysis.