Re: ENERGY PRICES SET TO SKYROCKET (blog article)
The article you posted is timely and accurate. I follow the battery metals area closely as I manage a Fund focused on them. It is absolutely mind boggling to see people predict huge electric car sales without any recognition that the supply curves for most metals is inelastic.
The fact that TGB is still waiting on the EPA to start the public comment period for their proposed Florence mine shows the problem with ramping energy metal supply.