Electric vehicles - a disruptive force
http://www.glencore.com/index/media-and-insights/insights/Electric-vehicles---a-disruptive-force
'An additional c.4.1Mt of copper (18% of 2017 supply), c.1.1Mt of nickel (55% of 2017 supply) and 314kt of cobalt (332% of 2017 supply) will be required to enable 30M EV sales by 2030.'
DYOR
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- Cobalt price: automakers waking up too late.