Palisade Radio recently interviewed Andrew Miller, Head of Price Assessments at Benchmark Mineral Intelligence, who shared his thoughts on the market for battery metals.
The average E.V. requires 80kg more copper than a regular vehicle. There is also significant copper needed to build out E.V. infrastructure in the power grid as well as battery charging infrastructure.
There is a powerful economic tail-wind in play right now. Battery technology and prices are continuing to get cheaper, Solar, wind, and batteries are all getting more affordable and as technology improves the energy metals look increasingly promising.
A Palisade radio show providing immediate outlook for gold and gold stocks, as well as how gold stocks fit into history of recoveries from mega bear markets.