Pertinent market/industry news/articles, page-1812

Apologies for the source of the poll & actually the use of a poll at all but it is worth considering what energy policy is on the horizon in the upcoming US elections.

https://oilprice.com/Alternative-Energy/Renewable-Energy/Who-Is-The-Greenest-2020-Presidential-Candidate.html

Said it before & ill say it again- it was the unexpected hammer blow to cobalt supply from Kantanga pulling back that ultimately drove prices in tue 2017 bonanza & it will be the same that we need to look out for in the future ( nickel or cobalt pen even gold etc ), - either an unexpected blow to supply or an unexpected demand announcement by a major automaker or the US department of defence.

The steady growth brought by EV sales expansion etc is good but it won’t deliver the huge & very rapid runs we saw back then. An announcement by a major to get in bed with us here will of course be good but sector wide we need a shock to get the wider investing public back in the room.

The above story ( link ), is interesting because policy can also be like that- we wake up one day & the government has changed a whole industry via a mandated target or new regulation.