Demand

Below is a table of critical materials after a review by the European Commission.

Red shows materials classed with the highest supply risk.

Scaling down to green which indicates no forecast supply risk.

You can map key themes playing out in the stock market to the above table.

  • Chips / processors
  • Electric cars
  • Alternative energy
  • Drones
  • AI
  • Robotics

Lithium is seen as the biggest supply risk.

I know nothing about lithium.

But I’m sure Elon is a few steps ahead of the game.

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