Running discussion on SP, page-16108

Now as Scarpa keeps reiterating………… if AVZ gets its act together, I would actually like to see commitment to funding by the end of this financial year.

Would like to see competition to China INC.
Has anyone spoken to ML and management about Glencore?
They are positioned with copper , cobalt ,nickel , but no lithium??
30 % EV market share is very bullish.

https://www.glencore.com/dam/jcr:ca...uptive-force-underpinning-our-commodities.pdf

Our commodities are crucial to the electric vehicle (EV) story The energy and mobility transformation currently underway is forecast to unlock material new sources of demand for enabling underlying commodities including copper, nickel and cobalt. We are uniquely positioned with our commodity mix, having strong production growth across these three core EV metals over the next three years.
ALL IMO