Macro Insights: Winning in the EV supply chain
PICK-AND-SHOVEL PLAY: Lithium was the 2021 green commodities standout, up near 200%, and driving producer stocks (see chart). Electric vehicle (EV) battery demand surged, with...
PICK-AND-SHOVEL PLAY: Lithium was the 2021 green commodities standout, up near 200%, and driving...