Independent Strategy

Metals – the new princes of power

Report Date:  24th November, 2021

As fossil fuel production is reduced over the next generation, the electrification of the planet will mean a massive increase in the demand for the metals that contain and conduct that power. Copper is king and we are already long the red metal. But the new princes of power will be cobalt, lithium and rare earth minerals. We would be long these too.

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