The “Must-Buy” Battery Metal and Uranium Demand Overhyped explains Analyst Gianni Kovacevic
Gianni Kovacevic reveals the speculative “must-buy” battery metal and explains why uranium demand is overestimated in this MSE episode. Gianni Kovacevic is a renowned expert on incumbent energy systems and a sought-after strategist in the divestment movement. He has invested over 20,000 hours of research and experience in the analysis of the natural resource sector. His specific expertise on copper markets has brought him to lecture at institutions and think-tanks around the world. An avid proponent of realistic environmentalism, Gianni is frequently interviewed by the media and his new book, My Electrician Drives a Porsche? was published in 2016 and is available in multiple languages at book sellers everywhere. Gianni is a graduate of electrical studies from The British Columbia Institute of Technology, fluent in English, German, Italian and Croatian, he is a founding member of the CO2 Master Solutions Partnership and has co-founded junior mining companies.
0:00 Introduction
1:09 ‘Must-buy’ battery metal
6:02 EV demand
7:07 China & lithium
9:58 Overhyped EV demand?
13:48 Copper vs aluminum
17:00 Four ways to profit via copper juniors
18:18 Natgas base lode generation
19:37 Uranium demand overhyped
26:50 Copper vs lithium?
Very good and smart information. I believe Gianni is bang on with his comments.