Why Invest in Copper? 为何投资铜业?

公司报告
年1月

Average mine reserve grades are declining, few new discoveries and little exploration investments over the last 5 years 最近5年,矿山储量的平均品位正在下降,新发现很少,勘探投资也很少
Demand for copper is growing from global “Green” transformation and infrastructure developments 全球“绿色”转型和基础设施发展对铜的需求正在增长
Important factor in Electric Vehicle revolution – 5x more copper in EV than regular vehicle 电动汽车革命是重要因素——电动汽车用铜量是普通汽车的5倍多
Six years of supply deficit in copper – 195,000 t deficit in 2017 六年铜供应短缺——2017年赤字195,000吨
Copper prices improving since 2015 but under strain since US-China trade war began 铜价自2015年以来有所改善,但自中美贸易战开始以来一直承压

STRATIFORM COPPER IN QUEBEC
魁北克省层状铜

Exploration Target 勘探目标
1-2 B Lbs Cu / 10-20亿磅铜
0.5-1% Grade
品位为0.5-1%