{
  "docId": "019dd923-622b-71dc-a6db-031ec5c4d0e6",
  "docSlug": "baf493eda4f0",
  "documentTitle": "Teck Resources (TECK)",
  "authorId": "04_Greenlight_Capital",
  "authorName": "David Einhorn",
  "documentKindSlug": "conference-presentation",
  "documentKindLabel": "Conference presentation",
  "sourceTypeSlug": "activist_investor",
  "sourceTypeLabel": "Activist investor",
  "presentationDate": "2021-05-12 00:00:00",
  "orientation": "portrait",
  "aspectRatio": 0.77272725,
  "pageNumber": 15,
  "pageCount": 66,
  "prevPage": 14,
  "nextPage": 16,
  "slideType": "other",
  "function": "size_opportunity",
  "density": "overcrowded",
  "nDataPoints": 4,
  "notes": "The slide highlights the specific copper requirements for charging ports (1-25kg) and motor coils, leading to a total demand forecast.",
  "elementsJson": [
    "headline_text",
    "paragraph",
    "infographic",
    "footnote"
  ],
  "metadataConfidence": 0.95,
  "imagePath": null,
  "slideHref": "/slides/019dd923-622b-71dc-a6db-031ec5c4d0e6/15",
  "deckHref": "/decks/019dd923-622b-71dc-a6db-031ec5c4d0e6",
  "deckJsonHref": "/decks/019dd923-622b-71dc-a6db-031ec5c4d0e6.json",
  "deckAnchorHref": "/decks/019dd923-622b-71dc-a6db-031ec5c4d0e6#slide-15",
  "components": [
    {
      "bbox": null,
      "kind": "callout",
      "text": "Total demand in 2030: 2.6mn mt and 3.2mn mt in the hyper adoption case",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd953-25b8-778f-bc67-33c97ded3fb9",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.15,
        "w": 0.5,
        "x": 0.25,
        "y": 0.25
      },
      "kind": "image",
      "text": null,
      "attrs": null,
      "subkind": "infographic",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "6fdeca80-c33b-439d-8b5a-f0ed18385672",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 0.5,
        "x": 0.25,
        "y": 0.4
      },
      "kind": "metric",
      "text": "Total demand in 2030: 2.6mn mt and 3.2mn mt in the hyper adoption case",
      "attrs": null,
      "subkind": "big-number",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "1de789ac-c425-496f-a3dd-23e3f3d40ded",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "Total demand in 2030: 3.2mn mt",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd953-25b8-778f-bc67-37a58fa55cf3",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 0.75,
        "x": 0.12,
        "y": 0.5
      },
      "kind": "paragraph",
      "text": "An electric vehicle has 4 times more copper than an Internal Combustion Engine vehicle. Batteries and electric motors require lots of copper. Chargers require several pounds of copper.",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "7e52b531-512f-431c-b0a0-d36ed8c98b6c",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.15,
        "w": 0.4,
        "x": 0.25,
        "y": 0.22
      },
      "kind": "paragraph",
      "text": "Additionally, the cabling for charging stations of electric vehicles will be another source of copper usage. For example, level 1 and 2 AC charging ports contain between 1 and 7 kg of copper and fast DC charger can contain up to 25 kg.",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "c55b85cb-d8af-4590-8343-2cacacc41c5a",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.02,
        "w": 0.4,
        "x": 0.2,
        "y": 0.45
      },
      "kind": "source-note",
      "text": "Source: Copper Alliance, Goldman Sachs Global Investment Research",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "04a215c6-446e-4e64-a389-47111617ded6",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.75,
        "x": 0.12,
        "y": 0.58
      },
      "kind": "source-note",
      "text": "Source: Goldman Sachs Commodities Research, Green Metals: Copper is the New Oil, April 13, 2021, page 8.",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "edd40f18-c95d-44d5-9b34-1e51c072d564",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.3,
        "x": 0.35,
        "y": 0.13
      },
      "kind": "title",
      "text": "Copper in EVs",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "8d48171e-e66b-4bd2-bf8b-7c3c65026e6f",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 23,
      "from": 9,
      "beatId": "6f588e0c-5676-4587-a139-7aa7ae83889e",
      "arcName": "Problem-Agitate-Solution",
      "arcSlug": "problem-agitate-solution",
      "beatName": "Agitate",
      "beatSlug": "problem-agitate-solution-agitate-make-it-worse",
      "evidence": "The presentation emphasizes the challenges in meeting copper demand, including limited supply and difficulties in bringing new mines online.",
      "position": 1,
      "confidence": 0.8,
      "parentBeatName": "Development",
      "parentBeatSlug": "development"
    }
  ],
  "loops": [],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}