In a way, this discussion is immaterial long term. Likely only applies for the initial starting phase.
Why?
Tesla, Chinese automakers and all legacy automakers are ramping up EV production. California mandates need to be met and Biden continues to roll out the electrification. Most European countries moving towards green energy (solar, wind) and becoming less dependent on fossil fuels. China is currently exceeding mandates by a large margin and will continue to do so. By 2025 copper price will move a lot higher if all these mandates are met or exceeded.
Some people do not understand the scale of transformation at hand IMO. It is changing the world we live in.
In a way, this discussion is immaterial long term. Likely only...
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