I don’t subscribe to the EV revolution. However, I cannot ignore...

I don’t subscribe to the EV revolution. However, I cannot ignore an observation. The Gina Rineharts and Andrew Forrests of the world are going big into Lithium. These folks know how to make money.

Same goes for investing in Energy Transition. The Brookfields and Forrests of the world are prioritising Capital allocation to it. PE doesn’t operate for benevolence.