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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum
GLD 375.93-1.8%Nov 14 4:00 PM EST
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To: energyplay who wrote (5749)4/23/2006 10:25:55 AM
From: Metacomet  Read Replies (2) of 217815
 
My intuition on copper demand is that it is influenced by the oil crisis.

It seems that the alternate energy technology for vehicles, closest to widespread implemantation is hybrid or pure electric vehicles.

The amount of copper per electric vehicle dwarfs the current content.

To the extent that there will be a direct replacement for pure IC powered vehicles, we will see an increased demand for copper.

In those emerging Asian economies that are looking to provide initial vehicles for newly middle class citizens, hybrids will be predominant.
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