"Does anyone give these claims much credence?"
@29101971
Substitution of copper with aluminium was covered in the Goldman Sachs 'Copper is the New Oil' report (dated 13 April 2021) who believes it may have limited aggregate impact, See pages 14 and 21:
https://www.hotchili.net.au/wp-cont... Research Green Metals- Copper is the new oil
"In EVs the lower intensity of usage can potentially come from the substitution of copper with aluminium; however, this comes at a cost of lower energy efficiency and reliability."
"The lower conductivity reduces the engine efficiency and increase maintenance costs."
Cheers
These are only my thoughts and it does not constitute investment advice. Before acting on any information you read and before making any financial or investment decisions, you should always consult your advisor(s) or other relevant professional experts.
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