I like the geo-political
I like the geo-political implementation to non-rare earth elements to manufacture electric motors. Right the fear is that China holds most of the reserves and has shown in the past it can tweak markets to squeeze extra pennies from manufacturers. The truth is that we really don't need them and can find alternatives. One thing though, copper is a tricky market. The past decade has seen copper price skyrocket, so I wonder how feasible it is to put ones weight behind it. Nonetheless, it will be interesting to hear what the symposium concludes with. I will be at the EV Symposium in Los Angeles early May where they will also talk about it. Nicolas