A Backdoor Way to Play the EV Infrastructure Boom

Green is becoming the new "Green" – as in higher stock prices and big money. The U.S. is joining Germany on global emissions policies and moving forward on clean energy. That is going to send the demand for specific raw materials into orbit soon. While everyone is talking about charging stations and Tesla (what else), I have one undervalued way that you can ride this infrastructure boom. Are you ready?   A Backdoor Way to Play the EV Infrastructure Boom Dear Reader, It's easy to get investors into a frenzy. Just look at EV stocks since Joe Biden became the U.S. President. Biden has put climate change at the center of his policy issues. As we speak, billions in subsidies are flowing toward renewable energies and electric mobility. Green is becoming the new "Green" – as in higher stock prices and big money. The U.S. is joining Germany on global emissions policies and moving forward on clean energy. That is going to send the demand for specific raw materials into orbit soon. While everyone is talking about charging stations and Tesla (what else), I have one undervalued way that you can ride this infrastructure boom. Are you ready? A Silver Lining Silver is no longer just a financial instrument in the eyes of investors. It is an important raw material for the EV industry. Silver is soft and easy to shape. It offers the highest electrical conductivity of all elements. And it has the highest thermal conductivity of all metals. (Want to ensure your silver coins or bars are silver? Put a piece of ice on top of it. The ice should melt VERY quickly). Silver remains an indispensable primary raw material for several future trends. Take electromobility, for example. According to the Silver Institute, more than three ounces of silver are used in hybrid and, above all, electric cars. In internal combustion cars, the silver content is just 0.5 ounces to 0.9 ounces. Given the government's push for electromobility, the Silver Institute expects demand for silver from the automotive industry to grow significantly in the current year compared to 2020. According to a conservative calculation, this demand could rise to a total of 61 million ounces. By 2025, demand is expected to grow by more than 44% and reach 88 million ounces. Also, tech companies and automakers are researching new battery technologies. The South Korean company Samsung, for example, presented a new solid-state battery last year. Unlike conventional lithium-ion batteries, it also relies on silver. Solar Continues to Lead the Way Photovoltaics – critical in solar power – also needs a lot of silver. Because of its conductive properties, silver is also in high demand from this future-oriented industry. For example, silver demand from the PV industry has doubled between 2014 and 2019, even though the amount of silver per solar panel has been reduced by technological advancements. The Silver Institute forecasts that silver demand from the PV industry will increase to 98 million ounces in 2021. Already in the current year, demand would thus be significantly greater than the demand from the automotive industry forecast for 2025. But the organization also expects further increases in the coming years due to government solar campaigns. China, for example, plans to double its PV capacity to 400 gigawatts by 2025 compared to 2019. The EU plans to increase from the current 145 gigawatts to 240 gigawatts by 2024. The U.S. is now pushing for a similar increase under Biden. Looking for Higher Prices Overall, the Silver Institute forecasts an 11% increase in silver consumption for 2021. Accordingly, many analysts expect further impetus for the silver price. Mike McGlone of Bloomberg expects the price to mark a new all-time high in the current year. The previous record high was around $50 per ounce 10 years ago. Currently, the precious metal is trading at around $25 (as of Tuesday). Silver expert David Morgan estimates a price rise as well. Morgan sees silver at the beginning of a multi-year upward trend. His price target for 2021 is $40 per ounce. Now, keep in mind. Silver is now also traded as an industrial metal; its price increase depends on the global economy. If, contrary to expectations, the containment of the Corona crisis should take longer or even new industrial lockdowns are imposed, this could significantly depress the price. However, in the long term, silver is an essential building block of climate protection and, consequently, a commodity with potential. I'll be back on Sunday with another trend that should be on your radar. Enjoy your weekend, Dr. Gregor Bauer PS: We are always seeking your feedback to make Haven Investment Letter the best source of market information. What do you think so far? What would you like to see? 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