Tonight's share comes in the form of forecast infrastructure spend with profits to be made, whilst RE is not directly mentioned I'm sure you can read between the lines.
mentions of EV's and wind turbines included in article.
https://www.reuters.com/article/us-ceraweek-commodities-demand/rock-and-heavy-metal-winners-emerge-in-energy-transition-idUSKBN2AW2YBDYOR
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