New commodities super cycle.

It’s always been true that rising oil prices will push consumers to seek alternatives. In the 1970s, oil was still widely used as a power generation fuel, and coal-fired generating capacity was added to replace it when oil prices soared. In transportation, however, alternative fuels and electric powertrains were pipe dreams.This time, there are alternatives to oil in surface transportation which are technically effective, increasingly economically competitive, and globally available. The last time oil was $100 a barrel, in 2014, only 300,000 electric passenger vehicles were sold. Last year, that figure was 3.1 million; this year, it’s likely to be closer to four-and-a-half million. The expanding EV fleet reduces oil demand; add in the world’s two- and three-wheel light electric vehicles, and buses, and we’re already looking at a million barrels a day of avoided oil demand as of 2019. QUOTE
The metals in great demand will all be needed due to the electrification of global industries IMO

https://www.mining.com/web/we-may-be-entering-a-new-commodities-supercycle/