UBS are not alone. Reuters and K*i*t*c*o have been publishing reports in a similar vein. It largely comes down to how you view green hydrogen and EV uptake versus continuation of internal combustion. Another factor is supply and there seems to be greater divergence of opinion concerning this in regard to Russia and South Africa as the key sources.
UBS are not alone. Reuters and K*i*t*c*o have been publishing...
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