Gianni Kovacevic

Subject

Gold and Silver > a destination for liquidity

Quote from Video

And and people that are seeing that and listening to that, the propensity is to want to go into cash or go into liquidity. gold and silver I think are where people are going to take their liquidity.

Subject

Copper market > deficit

Quote from Video

Copper is going to be perpetually um in deficit. So everyone's already heard about all that. when copper is scarce and at times it's going to be very scarce and this is where the speculators really push it up dramatically.

Subject

Copper prices > a correction of 10-20%

Quote from Video

Expect volatility and at least once or twice a year probably you're going to see something where where the price of copper can correct 10 to 20%.

Subject

Aluminum > substitute for copper

Quote from Video

We substitute not everything, but a lot of things are substituted with aluminum. So, the aluminum price, that 4:1 ratio, I think that's going to stay. And aluminum is the thing that will be used when they use less copper.

Subject

Lithium demand > 25-30% annually

Quote from Video

It's the the keer growth rate for lithium this year is going to be probably like um 25 30% for the next couple years. It already got resolved. We we can now plausibly say, hey, it's already been growing by 20 25%.

Subject

Lithium demand growth rate > 25-30%

Quote from Video

It's the the keer growth rate for lithium this year is going to be probably like um 25 30% for the next couple years. The base becomes. So it surprised everyone.

Subject

Natural gas wells in Hungary > 5 to 8 BCF

Quote from Video

The models show that they can be 5 to 8 and there is past production here but this is like 30 40 years ago never has modern fracking technology been applied here. So the models are showing 5 to 8 if you get better than two BCF per well.

Subject

Global electrification > 30% of final energy usage

Quote from Video

I'm of the belief that Europe and America are actually going to surprise people. We are going to be climbing more and more towards electrification where final energy usage rest of world is 22%. That's going to go to 30% very quickly probably in the early 2030s.

Subject

Global final energy usage from electrification > 30%

Quote from Video

We are going to be climbing more and more towards electrification where final energy usage rest of world is 22%. That's going to go to 30% very quickly probably in the early 2030s.

Subject

China > disintermediation of the global energy mix

Quote from Video

Now when you disintermediate global energy Jesse which China has done where you take a structure a residence a factory whatever you have solar panels with um batteries and wind power. You don't you you disintermediated the way the global energy is done.