Marin Katusa: Copper, Uranium & the EV Revolution


by Erik Townsend, Macro Voices:

Considerations on uranium exports to from Russia to the US
What options does the US have for new uranium sources?
Is there an investment play for uranium?
Electric vehicles and why they’ll be a dominant trend over the coming years
Why is copper a key component, and how to play it during this trend
Is copper a sole source material for EV or is there an alternative?
Will more efficient electric vehicles require more or less copper?
The copper industry and its ability to scale up
The investment play for copper and uranium prices going up