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The Looming EV Copper Shortfall: Fireside Chat with Professor Adam Simon

Join us for the EV Copper Shortfall: Fireside Chat with Professor Adam Simon, an enlightening online investment event where we delve into the burgeoning electric vehicle (EV) industry's growing demand for copper and the looming supply challenges. Renowned expert Professor Adam Simon will provide invaluable insights into the copper market dynamics, potential investment opportunities, and strategies to navigate the anticipated shortfall. Engage with industry peers, ask critical questions, and equip yourself with knowledge to capitalize on the shifting landscape of EV manufacturing and resource acquisition. Don't miss this crucial conversation for stakeholders and investors in the EV and copper sectors.

Wed, June 5, 2024 at 2:00 PMendedReplay
The Looming EV Copper Shortfall: Fireside Chat with Professor Adam Simon

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Featured presenters

Jamie Levy

Jamie Levy

President/CEO at Generation Mining

Kerry Knoll

Kerry Knoll

Chair at Generation Mining

Adam Simon

Adam Simon

Professor at University of Michigan

Adam Simon is the Arthur F. Thurnau Professor of Earth & Environmental Sciences at the University of Michigan and a Fellow of the Society of Economic Geologists. His research focuses on the geology and geochemistry of mineral deposits that provide society w...

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Replay transcript excerpt

WEBVTT NOTE Transcription provided by Deepgram Request Id: 444ef65b-b870-47cf-b8d9-7fc93b2eb034 Created: 2024-06-06T17:52:04.998Z Duration: 3537.7708 Channels: 1 00:00:02.500 -- 00:00:05.940 Good afternoon, everyone. Generation is extremely pleased to 00:00:05.940 -- 00:00:07.700 have a fireside chat today 00:00:08.000 -- 00:00:09.740 with Professor Adam Simon, 00:00:10.200 -- 00:00:12.540 who is a co-author of a recently published 00:00:12.599 -- 00:00:15.320 report by the International Energy Forum, 00:00:15.720 -- 00:00:19.340 IEF, entitled Copper Mining and Vehicle Electrification. 00:00:20.020 -- 00:00:21.180 Kerry, Noel and myself, 00:00:22.060 -- 00:00:25.080 we reported this report last May, or last 00:00:25.080 -- 00:00:27.740 month, May of 2024, and extremely, and we're 00:00:27.740 -- 00:00:30.060 extremely impressed to find a report which has 00:00:30.060 -- 00:00:32.320 supported our thesis that the world will not 00:00:32.320 -- 00:00:35.100 be able to produce enough copper to transition 00:00:35.200 -- 00:00:38.500 to 100% electric vehicles by the mandated 2035, 00:00:38.940 -- 00:00:41.500 the target of many governments around the world. 00:00:41.640 -- 00:00:44.220 To quote the report, policy makers might consider 00:00:44.220 -- 00:00:47.340 changing the vehicle electrification goal from 100% 00:00:47.900 -- 00:00:50.520 electric vehicles to 100% hybrid manufacture 00:00:51.100 -- 00:00:51.920 by 2035. 00:00:52.739 -- 00:00:55.460 This will allow for future output of existing 00:00:55.460 -- 00:00:57.100 and new copper mines to be used for 00:00:57.100 -- 00:00:59.280 developing world to catch up with the developed 00:00:59.340 -- 00:01:00.540 world in electrification. 00:01:01.560 -- 00:01:04.120 Just a little background about the IEF. The 00:01:04...