Gianni Kovacevic - The Re-Electrification of Energy

Posted by Vincent Tie on 20 Aug 2018

SBTV latest guest is Gianni Kovacevic, Executive Chairman of CopperBank, a company that offer investors maximum optionality to future copper prices. He is the author of the book, My Electrician Drives A Porsche?. To promote the book in 2016, he embarked on a book tour driving a Tesla all-electric car from Toronto to Seattle. Gianni speaks with us about the re-electrification of everything - the growing trend towards electricity replacing incumbent energy sources such as oil and fossil fuels.

Discussed in this interview:
01:32 Realistic environmentalism.
05:00 The re-electrification of everything.
07:49 Pivoting away from incumbent energy sources.
11:19 Transportation is oil's biggest customer.
14:13 Possible to be weaned off oil?
15:29 Electric vehicle adoption to grow.
18:52 Outlook for battery metals: nickel & cobalt.
20:59 Copper already in a supply deficit.
24:41 Copper producers are trading at a discount now.
29:52 Business model of CopperBank.
31:41 No major copper mines coming online.



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