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Strategies & Market Trends : Dividend investing for retirement -- Ignore unavailable to you. Want to Upgrade?

To: TigerPaw who wrote (33675)	6/21/2021 8:51:50 PM
From: Jacob Snyder	1 Recommendation Recommended By Graustus Read Replies (2) \| Respond to of 34328

Re: inverters vs. copper as a solar play: Competitors can make inverters that compete with Enphase. But copper is an element, made by fusion in the heart of ancient stars. Supply is constrained by nature. On average, it takes 10 years to fully develop a new mine, so copper supply cannot increase rapidly. New supply will lag demand by a decade. An EV has 5X as much copper as a ICE car. Wiring and generators for wind and solar need lots of copper. If the world decides to seriously address global warming, we will need multiples of current supplies of copper, silver, aluminum, cobalt, rare earths, lithium. These are elements with unique and specific properties. Prediction: Copper miners will be better than Enphase as a solar play.