Ivanhoe Mineralsi asutaja Robert Friedland ennustas esimesel Future Minerals Forumil Saudi Araabias Riyadhis, et isegi kui elektrifitseerimisest tulenevat kasvavat nõudlust ei võeta arvesse, seisavad ülemaailmsed vasevarud endiselt silmitsi&kvotiga; märkimisväärne puudujääk".
Hr Friedland ütleb, et maailm on sisenemas" elektrilise kõike ajastusse". Perioodilises tabelis on kaheksa või üheksa elementi, mis on elektrifitseerimise jaoks väga olulised, eriti vask.
He predicts there will be more than 20 million electric vehicle charging stations worldwide by 2030 and copper consumption will be more than 2.5 times what it was in 2019. The plug-in electric car uses 109 kilograms of copper, five times as much as a standard internal-combustion car.
"Now we're talking about electric trucks, which use copper and have to be pulled by trucks," he said.
Rahvusvahelised vasehinnad on olnud tugevad alates 2022. aasta algusest, tõustes sel nädalal taas 10 000 dollarini tonni kohta.
& quot;Kuid maailmamajandus pole' isegi päriselt elektriliseks minema hakanud," ta ütleb.
He predicts that world demand for copper will increase tenfold by 2030. Mine copper demand is as high as 700 million tons. Even without electrification, it would take only 22 years to consume 700m tonnes of copper.
& quot;Kust ma leian nii palju vaske?"&tsitaat;Ta küsis."Meie tööstuses kardab, et maailmas pole piisavalt kaevandusi, et rahuldada elektrifitseerimise nõudlust."
He predicts that even on the most conservative estimates, the world will need to invest at least $240bn over the next five years to meet expected demand.
Nõudluse rahuldamiseks peab mitte ainult vase, vaid ka nikli tootmine jätkuvalt oluliselt suurenema.
Mr Friedland cites Goldman Sachs's prediction that metals markets will enter a supercycle over the next 20 years. "The world desperately needs a lot of battery metals to combat climate change," he said.
