Speculation idea

in speculation •  7 years ago 

We all know that electric cars are the future. Tesla gets everyones attention, but there are hundreds of other manufacturers of electric cars, many of those are in China. By 2035 1/ 3 of all vehicles are projected to be electronic vehicles. It is projected that all new cars made in 2035 will be electric.

Here is what everyone is missing however. Electric cars require far more copper zink and cobalt than regular cars. Based on my estimation the worlds copper supplies would have to double for that to work. In economics that means the price of copper goes up, way up.
One of the worlds biggest copper mining companies is Glencore. Its currently trading at a 49% discount to its former high.

To me, it makes a lot of sense to sell the nose bleed valuation level stocks that are trading at 200 plus times earnings, and buy a solid company like Glencore at a discount.

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I can't agree more. Miners are generally a great buy now... Everything else is a sell. In fact, those who are holding anything other than miners, should consider themselves lucky and get out while they still can because these imaginary prices are gonna have to correct one day...

  ·  7 years ago (edited)

No worries......The copper isn't just in the batteries. Its in the wiring, like an airplane.

nice post
the electric cars is the futur

It seems like a pretty good idea if no other technologies are found.
As steem-buzz posted graphene technology may be the future.
It requires little atom thin pieces of graphene to hold a huge amount of power as well as to charge in seconds.
I don't know how quickly this will be mass produced but it could be a contender in the markets @davidp

Agreed the battery technology is the key to making it successful from a user standpoint. Also as a side note from a resale standpoint!!! Ask yourself do you want to buy a used electric car with a battery inside that could cost 5-7k to replace it if its bad? So to me they really need to perfect the battery situation. But the copper is in the wiring like an aircraft.

Very nice suggestions @davip sir and great analysis of electric cars.

  ·  7 years ago (edited)

electric cars are the future and our planet need them

Awesome post sir nice to meet you.

Upvoted and resteemed sir this info really deserves to spread.

if steem goes up to 200 dollar each I will buy a lambo with 40L benzin/100km :)

HA! me too.......funny

A possible Investment! I like that :)

Buying Glencore at a discount sounds like a good idea.

Makes sense; copper should start going up soon. Captain Poldark would make a fortune :)

Yeah, copper will start going up looks like.

It will be good if all new cars in 2035 will be electric!

I didn't know that electric cars require much more copper zink and cobalt than regular cars. But that is true.

Upvoted and resteemed!

Yes, electric cars are the future! I won't be surprised if all new cars will be electric before 2035.

Electric is gonna rule by 2035

You will become billionaire before 2030 lol

but the trend of adoption is very slow

That was a freaking cool Speculation idea

  ·  7 years ago (edited)

But battery technology is sure to change to something more cost effective (even if less efficient). This is why stock prices are not already factored in. I can't see present battery technology being used much longer.

Edit:
But mining stocks are the future.

your idea is superb time to get started now

  ·  7 years ago (edited)

yes u r right and really next electric cars genration very good suggestion about it all formulation about copper @davidp sir

Almost everywhere in the media, the electric car is non-polluting and represents the environmentally-friendly car par excellence. The only faults found are limited battery life and recharge time of the battery

Great logic. I do however have my doubts. As we start to recicle more in the westren world. Alot of the copper is allready out there.

Like to say; One day I'm gonna drive around with Tesla for sure.

See big days will come for electric cars for sure. Sooner or later...

electric cars will be on a huge level in upcoming years so sound really cool to buy a company ;)

Great post on electric cars!

This is already the reality. Some countries already have their years counted on the oil.

fantastic its really good if a electric car have us..but how many expensive of electir car is it easy and cheap from others sir

thanks will do research and invest

its a big revollution to go to the electric cars but world whole oil pwers not suggest it in good words its only have motor but its for heavy only for simple and small cars..its first step maybe in next some compnies try to increase it

yes david u r right about its copper and cobalt and its almost right many of project are in china in this time and its also true trader of copper and cobalt are try to up it for more profit and maybe its go to very up in next some year

its really very good post on electric cars feedback and sure everone think to purchase this now in time good feedback on cars modules copper

awesome electric cars then sure we will not go to pumps for filling and we charg it in home sir

Interesting idea! The Chilean government own a large part of the world copper market though, so there's potential for political price manipulation if the resource becomes key / super-scarce (a little like OPEC, I suppose). Could be good or bad news for the price.

Non-ferrous metals are still very expensive. I agree, they probably will soon vytesyanyut gold

hmm, good toughts on this! So how exactly do we proceed? doing the thing with the fingers haha

Very nice suggestions

brilliant suggestion electric cars :) great idea :)

Electric cars already is here ,looking for some Tesla 📈😉

My next car will be Tesla.

Copper will rise but electric cars or fuel cell car are the future. Its good for environment