not just the scale of change in auto out to 2030 but 1 billion cars globally to be replaced by 2050 with EVs or for those owners to convert to other forms of carbon free transport. Only 27 years away. my son is 2, by the time he is driving, there will barely be an ICE vehicle on the roads and those that are will be hybrid or vintage and allowed to drive x km per year at $75+ per carbon unit.
i doubt it is under appreciated but askari have to firm up a resource in Namibia before getting excited on other projects or the macro opportunity of the commodity.
AS2 Price at posting:
42.0¢ Sentiment: Buy Disclosure: Held
