Will the switch to renewables be torpedoed by a lack of materials?
Are we going to run out of copper?
Join us in this investment podcast as Nucleus Wealth Chief Investment Officer, Damien Klassen and Senior Financial Adviser, Samuel Kerr as we look at some of the major commodity materials, which ones are genuinely in short supply and which ones are too hard to tell.
Agenda: The Great Copper Panic
● Green Metals: do we have enough?
● Political Risks
● Myth busting
● The great copper panic
● Investment implications
View the presentation slides here:
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Nucleus Wealth is an Australian Investment & Superannuation fund that can help you reach your financial goals through transparent, low-cost, ethically tailored portfolios. To find out more head to nucleuswealth.com/
The information on this podcast contains general information and does not take into account your personal objectives, financial situation or needs. Past performance is not an indication of future performance. Damien Klassen is an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796
#NucleusWealth #Copper #australia
Chapters
00:00 - Intro
00:34 - Agenda
04:10 - Green Metals: do we have enough? (Transport & Power generation)
06:22 - Green Metals: do we have enough? (Share of clean enery technologies in total demand for selected minerals)
06:30 - Green Metals: do we have enough? (Growth of selected minerals in the SDS, 2040 relative to 2020)
07:43 - Political Risks: Extraction
09:22 - Political Risks: Processing
11:28 - Mythbusting: Emissions (Life-cycle GHG emissions of a BEV and ICE vehicle)
13:15 - Mythbusting: Emissions (Share of energy cost in total mining cash cost & Share of electricity cost in total refining/smelting cost)
14:37 - Mythbusting: Technology vs Price
16:39 - Mythbusting: Amounts (Demand for copper, silicon and silver for solar PV by scenario)
17:48 - Mythbusting: Amounts (Committed mine production and primary demand for selected minerals)
21:11 - Lots of Capex
22:43 - Copper: Long term prices (Real Copper Price)
26:33 - Copper: Long term prices (Yield oder Mill Head Grade [%Cu]
27:48 - Copper: the shortage “suggestion”
28:44 - Copper: EVs
34:17 - Copper: Organic Growth (World Refined Copper Usage Per Capita:1950-2021)
35:52 - Copper: Organic Growth (New Floor Space Started China)
36:43 - Copper: Grids (Annual average grid expansion and replacement needs by scenario)
39:01 - Copper: Grids (Copper and aluminium demand for electricity networks in the SDS under the alternative cases)
41:38 - Copper: Total
43:41 - Which mineral is the best play on an electric future?
45:38 - Investment Implications
23 июл 2024
