V-Con: Copper – record prices, EV-led demand boom and early signs of a bull run
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V-Con is Stockhead’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
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.
Eagle Mountain Mining Ltd (ASX: EM2)
Tim Mason, CEO
Eagle Mountain Mining, established in 2017, is a copper-gold explorer focused on the strategic exploration and development of advanced and greenfields projects in Arizona.
Xanadu Mines Ltd (ASX:XAM)
Andrew Stewart, Executive Director & CEO
Xanadu Mines is an exploration company that discovers and defines globally significant porphyry copper-gold deposits in Mongolia.
Hot Chili Ltd (ASX:HCH)
Christian Easterday, Managing Director
Hot Chili is an ASX copper developer with an advanced Chilean coastal range portfolio and a resource base of 1.5Mt copper and 1Moz gold already established at its Productora project.
New World Resources Ltd (ASX:NWC)
Michael Haynes, Managing Director
New World Resources is an Australian company focused on the exploration and development of mineral resources projects in North America.
Alicanto Minerals Ltd (ASX: AQI)
Peter George, CEO
Alicanto is an ASX mineral explorer focused on its newly acquired portfolio of historically producing, high-grade VMS (Zn-Pb-Ag-Cu-Au) projects. These include the company’s Oxberg and Naverberg Projects, located in Bergslagen, Sweden, and Alicanto’s Arakaka and Ianna Projects, located in Guyana.
Coda Minerals Ltd (ASX:COD)
Chris Stevens, CEO
Coda Minerals is an advanced exploration company primed to unlock the value of the highly prospective Elizabeth Creek Copper Project in South Australia’s world class mining jurisdiction, the Gawler Craton.