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The transition from conventional cars to electric vehicles (EVs) is accelerating, creating investment opportunities across the EV ecosystem.
A good sign of a reviving economy is the blistering run in the price of mining stocks since their Covid depths in March last year.
Renewable and alternative energy, as well as materials and services supporting the move towards a more sustainable economy, are as vital to global economic activity as the commodities themselves.
We believe the global metals and mining sector is entering an era of tenacious focus on operational efficiency and optimal capital management.
We see the potential for an ongoing recovery in the natural resources space. However, there are certainly no guarantees that it will be hassle-free or consistent across sub-sectors.