Workshop 6
The Hinge Of History In Global Energy: Fortunes Will Be Made In The Revenge Of The Miners 2019 And Beyond
Energy is at a Hinge Of History and metals and miners will benefit the most from this. Imagine that ~50% of the brains that work in Global Mining have Canadian Passports, and the R&D of that industry is going to have a golden era as metals surpass previous all-time highs. This is not hyperbole, it's already under way. In this presentation, Gianni will provide fascinating graphics from his Q4-2018 around the world speaking tour that you can use for years to come. In a nutshell, electricity as final energy usage is only 19% today - same as it was 20 and 30 years ago. That number goes to better than 50% in the next ~30 years and requires a power of magnitude more metals to be enabled. In reality, many metals never actually left the long-term bull market that started before the China Super-cycle in 2001/2002, it's been disguised in the energy pivot and economic noise as oil is by far the dominate commodity.