Indeed, it is. We're in for a rude awakening. The average rate of discovery for copper deposits has fallen dramatically in the last decade. The problem? We'll need many more deposits to respond to demand… 📊 S&P Global Market Intelligence Why is that? Copper has been fundamental to electrification so far due to its many … Continue reading The copper conundrum… is it really an issue?
Nickel used in EVs soared from 8% in 2020 to 13%. Most analysts expect this trend to accentuate significantly over the next decade. How big will this awakening be? 📊 CRU Group For exposure, here are some names to consider:- SOUTH32 LIMITED | S32 - Nickel 28 Capital Corp. | NKL - MINCOR RESOURCES NL … Continue reading Nickel used in batteries already doubled in 2021. Does it belong in your portfolio?