Goehring & Rozencwajg (G&R) research paper titled “Copper and uranium: the coming divergence”
It's courageous to question the investment credentials of copper, a metal widely hailed as the key to the successful transition to a renewables energy future, but that's what a New York research firm has just done, quite convincingly.If correct, the case promoted by Goehring & Rozencwajg has the potential to upend the plans of major mining companies and accelerate expansion of uranium mining and the broader nuclear power industry.
technology giants, Amazon and Google, which are investing heavily in nuclear to power their data centres with clean energy.G&R said it was an early believer in the case for copper and it remained bullish for the short term, but a divergence was coming over the next decade which would favour uranium.
United Kingdom Latest News, United Kingdom Headlines
Similar News:You can also read news stories similar to this one that we have collected from other news sources.
London-listed news in briefCapital Metals, Metals Exploration, Condor Gold, East Star Resources, Castillo Copper
Read more »
Romsey lights show to go ahead despite £80k cable theftA Christmas lights show will go on, despite £80,000 worth of copper cabling being stolen.
Read more »
Vedanta plans $2B investment in Saudi ArabiaCopper smelter and refinery, and rod project planned
Read more »
AI ambition is pushing copper to its breaking pointAyar Labs contends silicon photonics will be key to scaling beyond the rack and taming the heat
Read more »
BHP’s need for copper prompts speculation of fresh Anglo bidThe six-month dealmaking standstill since rejection of the last takeover offer ends today
Read more »
Infrastructure key to unlock Argentina's copper promiseArgentina could become one of the leading copper producers in Latin America
Read more »