The reality of who pushes who.
Whether it is better labor and ESG practices, geopolitical situations or industries desire to make profits, our policymakers are driving this agenda to secure the supply of raw materials from sovereign-trusted sources like Australia. So, these stories are going to keep building and strengthen time and time again.
Democractic countries just can’t afford to hold things back. By example, only 2 months ago Japan reported that it could lose 14% GDP and millions of jobs by stalling on electric cars – see report
Where can fund managers, sophisticated investor's at large 'hide' their reserves other than in the 'right' EV battery project?
Like a tsunami on wheels, maybe a few big weeks coming up!
All IMO, DYOR, GLATH
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