March 5th, 2021, 4:48 pm
Does anyone have thoughts on how the markets will adapt to the materials needed to manufacture EV batteries and motors? Specifically, hedging to keep costs under control. LME already has nickel, CME announced a Cobalt contract spec. Gold and silver have hedge solutions. I don't think there is anything for Lithium, Neodymium, Terbium, or Dysprosium among others. Some car makers may operate their own mines or just do locked fixed price deals?