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The Periodic Table of Commodity Returns

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The Periodic Table of Commodity Returns

The Periodic Table of Commodity Returns

If for some reason, you still think that the commodity markets are predictable, today’s chart provides a nice piece of humble pie.

The Periodic Table of Commodity Returns, which comes to us annually from our friends at U.S. Global Investors, shows the returns of commodities over each year of the past decade.

As you may have guessed, commodities are a volatile asset class – and as a result, their respective rankings fluctuate wildly each year, making things really interesting for any observer.

The Year in Review

In 2017, we experienced the second full year of recovery from the collapse of commodities that plagued the dreaded stretch from 2011 to 2015.

Aside from natural gas (-20.7%), commodities were basically up across the board. The graphic, which focuses mostly on major commodity markets, has palladium (56.3%), aluminum (32.4%), coal (31.2%), copper (30.5%), and zinc (30.5%) as the big winners over the last year.

It’s worth mentioning that some smaller markets are not included on the table – and battery metals like cobalt (133%) also did exceptionally well in 2017.

Deeper Digging

If you are not yet thoroughly geeked out, there is an interactive version of this graphic as well. It allows you to sort by category, performance, or volatility.

Surprisingly, the least volatile substance on the table is gold:

Gold volatility

While the gold market has been eerily quiet as of late, this is unexpected. That’s because, at least compared to other financial assets like bonds or stocks, gold has quite the reputation for being volatile and risky.

But, when compared to other commodities, gold actually appears relatively tame.

What Real Volatility Looks Like

Here are the charts for natural gas and coal, each which much better represent a Dr. Jekyll / Mr. Hyde relationship.

Natural gas volatility

Natural gas is in weird place.

It’s a better alternative than coal or oil for emissions, but it’s still a fossil fuel. This, along with the natural ebbs and flows of the oil and gas markets, have made gas particularly volatile over the last few years.

Coal volatility

Of course, coal is falling out of favor in the long-term global energy mix – but that doesn’t mean it can’t get a shot in the arm from Chinese or Indian demand in the short term.

As a result, coal is all over the map on the Periodic Table of Commodity Returns, as well.

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Batteries

Animation: The Entire History of Tesla in 5 Minutes

Everything you need to know about the history of Tesla, including Elon Musk’s vision for the future of the iconic electric car company.

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How did Tesla accelerate from 0-60 mph in such a short period of time?

Today’s five-minute-long animation is presented in association with Global Energy Metals, and it tells you everything you need to know about the history of Tesla, including Elon Musk’s vision for the future of the iconic electric car company.

Watch the video:

The video primarily keys in on Tesla’s successes and the setbacks the company has faced along the way – it also shows that Tesla was able to pass Ford in market value just seven years after the company’s IPO.

The Rise of Tesla Series

The above video is the culmination of our Rise of Tesla Series, which also includes three full-length infographics that tell a more in-depth story about the history of Tesla, and what the company aspires to:

1. Tesla’s Origin Story (View infographic)

  • What was the vision behind the founding of Tesla?
  • Early hurdles faced by the company, including its near escape from the brink of bankruptcy
  • Elon Musk’s takeover of the company, and the dramatic actions taken to keep it alive
  • A timeline showing the development of the Roadster, and why this first car matters

2. Tesla’s Journey: How it Passed Ford in Value (View Infographic)

  • The company’s plan to parlay the Roadster’s success into a viable long-term company strategy
  • Introducing the Tesla Model S and Model X
  • How the company would use the Gigafactory concept to bring economies of scale to battery production
  • Other milestones: Powerwall, Autopilot, and Tesla’s growing Supercharger network
  • The announcement of the Model 3

3. Elon Musk’s Vision for the Future of Tesla (View Infographic)

  • Detailing Tesla’s ambitions for the future, including how it plans to productize the factory
  • Other vehicles Tesla plans to release, including the Tesla Semi and a future ultra low cost model
  • How Tesla plans to combine fully autonomous cars with the future sharing economy
  • Exploding demand for lithium-ion batteries, and why Tesla is planning on building additional Gigafactories

Part 1: TeslaPart 2: From IPO and OnwardsVisualizing Elon Musk

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Automotive

How Much Copper is in an Electric Vehicle?

Have you ever wondered how much copper is in an electric vehicle? This infographic shows the metal’s properties as well as the quantity of copper used.

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How Much Copper is in an Electric Vehicle?

Copper’s special relationship with electricity has been apparent since ship designers first regularly began installing copper to protect the masts of wooden ships from lightning in the early 19th century.

Today, of course, you might be more used to seeing copper’s electrical applications through the use of power lines, telephone wires, and wiring in practically every major home appliance you own.

Millions of tons get used for these applications every year, but it is still early days for copper’s use in electrification. That’s because copper will continue to be a critical component of the green energy revolution, thanks to the rising adoption of battery-powered vehicles.

Why Copper?

Today’s visualization comes to us from Canadian Platinum Corp., and it focuses on showing how much copper is in an electric vehicle, along with the properties that make it the ideal choice for an EV-powered future.

Here is why copper is a crucial component to vehicle manufacturers:

Cost
Copper costs roughly $0.20 per ounce, compared to silver ($15/oz) and gold ($1200/oz), making it by far the cheapest option for electrical wire.

Conductivity:
Copper is nearly as conductive as silver – the most conductive metal – but comes at a fraction of the cost.

Ductility:
Copper can easily be shaped into wire, which is important for most electrical applications.

It’s also important to note that temperature does not affect copper’s conductivity, which makes the metal ideal for automobiles in all climates.

Copper in Gas vs. Electric Vehicles

The UBS Evidence Lab tore apart a traditional gas-powered vehicle as well as an EV to compare the different quantities of raw materials used.

What they found was crucial: there is 80% more copper in a Chevrolet Bolt, in comparison to a similar-sized Volkswagen Golf.

The major reason for this is that at the heart of every EV is an electric motor, which is built with copper, steel, and permanent magnets (rare earths). Electric motors tend to be much simpler than gas-powered engines, which have hundreds of moving parts.

Incredibly, in an electric motor, there can be more than a mile of copper wiring inside the stator.

The More Electric, the More Copper

According to Copper.org, along the scale from gas-powered cars to fully electrical vehicles, copper use increases dramatically.

Conventional gas-powered cars contain 18 to 49 lbs. of copper while a battery-powered EV contains 183 lbs. Meanwhile, for a fully electrical bus, a whopping 814 lbs. of copper is needed.

With the rapidly increasing adoption of electric vehicles, copper will be an essential material for the coming electrification of all forms of ground transport.

Copper is at the heart of the electric vehicle and the world will need more. By 2027, copper demand stemming from EVs is expected to increase by 1.7 million tonnes, which is a number just shy of China’s entire copper production in 2017.

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