Do you mean you think Nova will run out before mass production of EVs? I guess I'm anticipating a much faster uptake of EVs, based on my research into lithium and rare earths.
Agree with you that batteries might change, but I think battery production is already ramping up with current technology. It's certainly a risk for all resources that new tech will replace its use but at least with Nickel it is also used in steel.
Actually, the main metal I am trying to find more exposure to is Cu, preferably without increasing exposure to gold.
opportunity?, page-393
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