RE: Investment Case29 Jul 2021 12:49
I can see (in the not too distant future) that EV manufacturers with traceable green credentials will create a "kite mark" of some sort and use that to sell the benefits of their brand. After all,if you are buying an EV it may as well be one that doesn't pollute the world further through it's material supply routes. Cobalt supply has seen pressure , buyers are jittery and worried about consumer criticism .Nickel,Copper,Lithium and Uranium will all follow the secure ethical supply routes.