Agree to an extent, seems wind turbines are on the nose with the public perception, I think nuclear will make a resurgence, the amount of energy we need now to run AI severs , Blockchain servers , and in the future robotics through AI development there is going to be a huge growth deficit in energy, but nuclear power plants are very slow from development to operation so it's going to be interesting how it all plays out.
i wouldn't discount EV growth , as it is still growing market share over combustion and with main issues being the battery tec is improving in Leaps and bounds with recharge cycles , range improvement and the fire issues. Seen loads of Tesla and know few people now who love their EV cars in my small town in past year, almost daily now see an EV. Our next car will be an EV as a daily driven runaround. As the Ram is the tourer and long distance vehicle we use.
the issue with military use of magnets is stuff has to be blown up for it to have a steady rate of requirements. missiles have a use by date of it's propellant and explosive chemistry. Twitter X plenty of info regarding North Koreans art shells blowing up in Russian art . A drone that uses rare Earth can be stored until it's needed, a consumer item will always have a higher growth requirement then a military one
PEK Price at posting:
13.5¢ Sentiment: Hold Disclosure: Held
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