I'm keeping an eye on a number of companies in the Battery Technology and Rare Earth metals space. If this conflict has shown one thing, it is that there will be an accelerated movement away from Russia and towards greener energy.
Companies like LYC, NVX, PLS, AKE, ARU, ALK, ASM and INR play in this space and could be considered 'growth' stocks.
The other worth keeping an eye on are some of the newer Iron Ore miners. With the talk about 'green steel' magnetite will be the ore of choice and companies JNO, HIO, MGU, MGT and MIO are worth watching.
