Part iv. The metals that stand to win the vehicle energy transition

Presented by

Mobeen Tahir, Research, WisdomTree

About this talk

An economic recovery and rising inflation bodes well for industrial commodities but the metals with the greatest potential could depend on how ‘green’ the recovery is. Electric vehicles need various metals, but not necessarily the same ones as internal combustion engine cars. Platinum and palladium are not needed in pure battery cars but nickel, cobalt and graphite for example are needed for battery cars (and less so in pure ICE cars). However both types of vehicles require copper and silver but in different proportions. In part iv of this series of 30 minute webinars, we will take a closer look at the use of different metals in the drive for green vehicles. Across this series we will also consider the key forces fuelling industrial metals right now, which are: + Investors are seeking inflation hedges as prospects for prices are rising + Industrial demand is rising across US, Europe, and China as they recover from the deep COVID-19 recession + Fiscal and monetary stimulus are likely to see a rise in commodity-intensive infrastructure spending + In Europe a ‘green recovery’ is sought as the European Commission remains committed to its climate goals Other webinars in this series: + Part i: A greener world for precious metals - Spotlight on Palladium & Platinum + Part ii: A standout winner as vehicles de-carbonise - Spotlight on Nickel + Part iii: The demand for increasing robustness of grid infrastructure - Spotlight on Copper This event is CPD certified.
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