While traditional car suppliers may be hurt by EV growth, some...

While traditional car suppliers may be hurt by EV growth, some commodities will get a lift, according to BNEF:

• Graphite demand will soar to 852,000 tons a year in 2030 from just 13,000 tons in 2015
  
• Nickel and aluminum demand will both see demand from EVs rise to about 327,000 tons a year from just 5,000 tons in 2015
  
• Production of lithium, cobalt and manganese will each increase more than 100-fold.

great article tcb. i didnt know manganese was a key component in a EV. will buy some more tomorrow at 1 cent there are still plenty of sellers around.

cheers