Copper amp Lithium The Macro Investment Case Explained

>> YOUR LINK HERE: ___ http://youtube.com/watch?v=gQzV3Ixp_Ts

Interview with George Ogilvie, President CEO of Arizona Sonoran Copper and Simon Clarke, CEO Director of American Lithium Corp. • Recording date: 4th April 2024 • The green energy transition is driving strong demand growth for critical battery metals like copper and lithium. Electric vehicles require significantly more copper than traditional internal combustion engines, while lithium-ion batteries are essential for both EVs and renewable energy storage. Despite near-term volatility, the long-term outlook for these metals is highly favorable. • On the supply side, copper and lithium production is struggling to keep pace with the projected demand surge. Bringing new mines online is a capital-intensive and time-consuming process. Much higher commodity prices will be needed to incentivize the necessary investments. This creates an attractive opportunity for investors in well-positioned copper and lithium developers. • Arizona Sonoran Copper Company is advancing the Cactus Mine in Arizona, which boasts 7.4 billion lbs of copper resources - the 6th largest unmined deposit in the U.S. The company expects to produce 55,000 tons of cathode annually over an initial 21-year mine life, with significant expansion potential. The project benefits from existing infrastructure, including roads, power, and water. Management is targeting very low carbon emissions, which could command a green copper premium. With a low capital intensity of $10,300 per annual ton of production capacity, Arizona Sonoran is well-placed to deliver strong returns in a rising copper price environment. • American Lithium offers exposure to both lithium and uranium through its projects in Nevada and Peru. The company's two key lithium assets, TLC and Falchani, are both at surface and amenable to low-cost open-pit mining. American Lithium's straightforward processing approach yields a high-purity lithium chemical on-site, reducing dependence on Chinese refiners. The company's projects have a combined NPV of $8.5B based on recent studies, far exceeding its current $200M market capitalization. American Lithium is also working to unlock value from its uranium asset, providing an additional avenue for growth. • While the EV revolution is global in nature, increasing emphasis on supply chain security is driving efforts to boost domestic production of these critical metals, particularly in the United States. Government incentives and a streamlined permitting process could provide a tailwind for U.S. copper and lithium projects in the coming years. By investing in companies like Arizona Sonoran Copper and American Lithium, investors can gain leveraged exposure to rising metals prices, while also participating in the re-rating potential as these projects move towards production. • — • Learn more: https://cruxinvestor.com/companies/ar... • https://www.cruxinvestor.com/companie... • Sign up for Crux Investor: https://cruxinvestor.com

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