4.6 • 2.7K Ratings
🗓️ 30 April 2025
⏱️ 2 minutes
🧾️ Download transcript
Click on a timestamp to play from that location
0:00.0 | This is John Batchel, a conversation with colleague Simon Constable about copper. |
0:06.1 | We're told by the copper desks that the supply is very tight |
0:12.2 | and that what that means for copper in China is that they're going to run out from their supply |
0:18.8 | by the middle of June. |
0:22.2 | What is to be done? |
0:25.0 | Is there a way around this? |
0:31.5 | Without copper, you can't build all the high-end electronics that China wants to export or the B.Y.D. |
0:34.7 | Vehicle, electric battery without copper. But is there a workaround and Simon addresses the work |
0:39.2 | around? Aluminum. Aluminium. However, there's a catch. Here's Simon Constable on a workaround |
0:46.4 | without enough copper, which China will quickly not have enough of unless there's a deal. Here's Simon. |
0:54.8 | Well, there is a workaround, but it's a disastrous work around that I believe they've |
0:58.8 | tried before. Copper is very good for wiring houses for electricity, so you can |
1:03.7 | have lights on and your oven on and all that sort of stuff. One thing that Chana tried |
1:09.0 | about 20 years ago was to use aluminum, or aluminum, as Americans call it. |
1:14.7 | And the problem is, is that when you put that inside a house, it tends to set on fire and burn the house down. |
1:21.7 | So that really doesn't work very well. |
1:23.6 | It can work. |
1:24.8 | Aluminum can conduct electricity when it's outdoors in the air so it can be cooled down by the air. |
1:32.0 | And that's why you've got the pylons going across country, which are typically steel cord covered by aluminium aluminum. |
Transcript will be available on the free plan in 27 days. Upgrade to see the full transcript now.
Disclaimer: The podcast and artwork embedded on this page are from John Batchelor, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of John Batchelor and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2025.