I wonder what exposure PAC have to the following:
Nickel ?
Lithium ?
Rare Earths ?
Fossil fuels ?
Suspect the enthusiasm towards this sector is just getting off the ground now the realisation that low emissions are coming faster than previously expected, the West now seeking self-sufficiency in energy which will include fossil fuels for some time to come, with scarcity of EV inputs & Biden now identifying how critical supply will be well into the future as they chase demand.
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I wonder what exposure PAC have to the following:Nickel ?Lithium...
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