Discover and read the best of Twitter Threads about #quantamental

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From @MarketWatch

Interest in #EVs is outpacing infrastructure development

loom.ly/EhmwHWg
2/4 In our piece, The Role of Critical Minerals in Clean Energy Transitions we stated, " The electrification of transportation is going to require a massive amount of #mining. The stocks are incredibly cheap."

kailashconcepts.com/white-papers/t…
3/4 The chart below shows the total change in annual #mineral demand by these scenarios. Demand growth is enormous.

Despite incorporating significant future efficiencies, the IEA predicts that mineral #demand will grow 4x. Image
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