Macro Voices cover image

MacroVoices #326 Ronnie Stoeferle: In Gold We Trust 2022

Macro Voices

00:00

The Commodity Cycle Is Not Over Yet

Fortesler, at its battery day last year a, they said that they're projecting a three terrawat ours of lith battery capacity needed in 20 30. To reach this target, tesle alone would gobble up roughly 75 % of the world's current nickel production and four times the as current lithium production. And if you walk around over here in europe, you can tell that evs are really becoming a big thing. But i think, you know this, this green demand is still being appreciated by many, many investors, especially in the commodity space.

Play episode from 49:04
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app