Future-orientated raw materials in deficit
In recent years, the price of industrial metals has seen vanadium soar thanks to rising demand and falling supply. Vanadium is just as important as lithium and cobalt in the electromobility industry and in the solar and wind energy sector. Energy can be stored with the so-called vanadium redox flow batteries (VRB batteries). This new generation of storage batteries has several advantages.
They are not flammable, but often reusable (about 10,000 cycles). Most of the vanadium is still needed as an alloy in the production of steel. New regulations in China - increased steel reinforcement standards in the fight against floods and earthquakes - will further increase the demand for vanadium in buildings.
Companies with vanadium projects should be the winners, such as Delrey Metals. The company holds a 100% stake in two projects (Blackie, Peneece). For a third project (Sunset), an option agreement exists for the purchase of a 100 percent stake. In addition, there are two other projects (Star, Porcher), all located in British Columbia, and the purchase of further properties on Delrey Metals' programme - https://www.commodity-tv.net/c/search_adv/?v=298835.
Another raw material, copper, is also benefiting from increasing electromobility. Because electric vehicles consume much more copper than conventional vehicles. Here too, experts expect a significant increase in demand and a copper deficit, just as with vanadium. Planned standstills could also contribute to the deficit.
Copper producers such as Copper Mountain Mining - https://www.commodity-tv.net/c/search_adv/?v=298855 - supply the valuable economic metal. The Copper Mountain Mine in southern British Columbia (75 percent Copper Mountain Mining) produced a total of nearly 79 million pounds of copper in 2018, meeting production projections. The approved Eva Copper project in Australia (100 percent) will be developed using conventional open pit mining and will have an estimated lifetime of 12 years.
Current corporate information and press releases from Copper Mountain Mining (https://www.resource-capital.ch/en/companies/copper-mountain-mining-corp.html) and Delrey Metals (https://www.resource-capital.ch/en/companies/delrey-metals-corp.html).
In accordance with §34 WpHG, I would like to point out that partners, authors and employees can hold shares in the companies mentioned in each case and therefore there is a possible conflict of interest. Only the English version of these messages applies.
Disclaimer: The information provided does not constitute any form of recommendation or advice. We expressly point out the risks involved in securities trading. No liability can be assumed for damages resulting from the use of this blog. I would like to point out that shares and in particular warrant investments are generally associated with risk. The total loss of the invested capital cannot be excluded. All information and sources are carefully researched. However, no guarantee is given for the correctness of all contents. I expressly reserve the right to make a mistake, in particular with regard to figures and exchange rates, despite the utmost care. The information contained herein has been obtained from sources believed to be reliable but does not claim to be accurate or complete. Due to court rulings the contents of linked external sites are also to answer for (so among other things district court Hamburg, in the judgement of 12.05.1998 - 312 O 85/98), as long as no explicit dissociation from these takes place. Despite careful control of the contents, I do not assume any liability for the contents of linked external sites. The respective operators are solely responsible for their content. The disclaimer of Swiss Resource Capital AG also applies: www.resource-capital.ch/en/disclaimer.html