MINING STOCKS | A Generational Opportunity? | BRIEN LUNDIN
Description:
Dive into the dynamic world of precious metals and mining with Brien Lundin, President & CEO of The Gold Newsletter and the New Orleans Investment Conference! In this exclusive Metals and Miners interview, we explore the current gold and silver bull market, the impact of Federal Reserve policies, and the potential for a silver supply crunch. Discover why mining stocks could be your next big investment opportunity. Don’t miss expert insights on copper, energy costs, and junior miners!
Takeaways:
The summer slump in gold prices is typical and temporary.
Expectations of lower interest rates will positively impact precious metals.
The current gold bull market is unique and driven by central bank buying.
Silver is expected to outperform gold as a monetary metal.
A potential silver supply crunch is anticipated due to increasing industrial demand.
Sound Bites:
“I expect them to go lower.”
“You can’t innovate around copper.”
“Silver always outperforms gold.”
“This is a generational opportunity.”
“Don’t be penny wise and pound foolish.”
Timestamps:
00:00 Introduction to Precious Metals and Market Trends
01:05 Understanding the Current Market Dynamics
03:04 Impact of Federal Reserve Policies on Precious Metals
05:36 The Fourth Great Gold Bull Market
08:05 Gold Price Trends and Consolidation Patterns
15:57 Copper Market Insights and Future Outlook
19:11 Silver’s Role in the Precious Metals Market
24:02 Anticipating a Silver Supply Crunch
26:01 Energy Costs and Mining Profitability
28:35 Investment Strategies in the Mining Sector
30:35 Future of Junior Mining Stocks
32:49 Long-Term Outlook for Gold and Silver Investments
35:42 Key Takeaways and Conclusion
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Website: https://www.metalsandminers.com
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Follow Brien Lundin:
Website: https://www.goldnewsletter.com
Conference: https://www.neworleansconference.com
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12 Comments
What are your thoughts on investing in mining stocks right now? Share below!
ITS NOT TO LATE !!!
Put your FOMO away.
YES, it has started, BUT we are coming out of a lonnnngggg bearish cycle. There are many MONTHS ahead…!!!
FYI… The SAUDI'S just purchased 932,000 shares of the ETF 'SLV' on August 14th !!!
Gogogold
Samsung new battery technology increases EV distance at least 2X , charging speeds will dwindle to less than 10 minutes from empty to 80% . Each battery will consume 2 lbs of silver.
Impact of EV market penetration: Industry analysts have projected potential annual silver demand based on different adoption rates for the new battery technology in the EV market. For example:
20% EV adoption: If 20% of global car production adopts the technology, demand could be 16,000 metric tons per year. This would represent about 64% of the world's current annual silver production.
80% EV adoption: At 80% adoption, demand could surge to 64,000 metric tons annually, requiring more than double the world's current production.
Overall effect: In 2027, the silver use in Samsung batteries will shift from minimal to potentially millions of kilograms, depending on the speed of adoption in the EV market. This surge in demand could put pressure on the global silver supply, which is already in a deficit. Hold on to your silver
No safer place than in the ground, hold what lasts, "Holdgold Canada",,,
A BI RECESSION IS ON THE AY WITH STAGFLATION LIKE THE 1970S MINERS TO GO CRAZY
Brian is a big believer in Group Eleven Resources
8:24 "the negotiations about to start between Russia and Ukraine as organized by President Trump."
This is the point at which I stopped the video….
My best stock this summer has been SCZ.V – it broke out during the "sell in May and go away" period and has been on a relentless re-evaluation!
China installed 93 gigawatts of solar panels in May alone. It takes between 6-10 metric tonnes of silver to produce one gigawatt of solar energy . So that could be 560 to 930 metric tons of Silver obviously bought and produced prior to installation. 26,000 metric tons of silver were mined in 2023. So that figures between 2-4% approximately. For just one project. India is also going to be installing major solar projects of a top ten in the world.
Drones and he new drone warfare will include new battery technologies that use quite a bit of silver. The new technology that uses silver in their batteries will travel at least twice as far or carry more than twice the payload.
Thank you gentlemen