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.
Breakfast presentation with Mark O’Dea, Chairman and Founder of Oxygen Capital oxygencapitalcorp.com and presentations from Pure Gold Mining, Discovery Metals, Liberty Gold and Sun Metals. To reserve a spot please contact: firstname.lastname@example.org. Spaces are Limited.
Key Commodities & Investment Opportunities to watch in 2019
The strong US$ impacted prices of most of the commodities in 2018. Zinc suffered the most (down 16% YoY), followed by platinum (down 12% YoY), and silver (down 7% YoY). The TSXV is down 29% YoY. He expects commodity prices to strengthen in 2019 from a weakness in the US$, driven by a slower expected U.S. GDP growth in 2019, tariffs imposed on Chinese goods, as well as a potential for China to reduce its exposure to U.S. treasury holdings. H will talk about the key commodities to watch in 2019, along with specific investment opportunities in each sector. Our two best picks were up 205% and 114% since we initiated coverage over 12 months ago.