kenneramg schreef op 5 augustus 2019 14:50:
Niet te hard roepen, maar de koersdaling valt mij dik mee vandaag. Dit is denk ik een must-read voor AMG volgers - hoewel die naam niet in het stuk valt - en alle automotive - en commodity-beleggers en handelaren. Kijk zelf even voor de plaatjes, hier een citaatje met de harde cijfers.
Deployment of more than 140 million electric vehicles by 2030 will require 3 million tons more copper a year, 1.3 million tons of nickel and about 263,000 tons of cobalt, according to Glencore Plc’s forecasts.
By 2040, almost 60% of new vehicle sales and about a third of cars on the road will be electric, BloombergNEF said in a May report.
BHP sees an abundant global supply of lithium, and regards cobalt as at risk of substitution, reducing the attractiveness of both commodities, Chief Financial Officer Peter Beaven said in a May speech.
Rio also remains wary over cobalt, while Glencore CEO Ivan Glasenberg said in 2017 the company has “zero interest’’ in lithium, in part because of a lack of arbitrage opportunities.