In their efforts to decarbonize, emerging market (EM) countries are increasing their spending in technological developments. Daniel Graña, Matthew Culley and Matt Doody discuss where they see potential opportunities, particularly in the electric vehicle (EV) space.
- Decarbonization efforts in emerging markets are creating potential opportunities as countries increase spending on technological development. Of particular interest is the EV space.
- As EV penetration increases, we expect to see greater demand and higher sustained prices for critical and green metals.
- Those battery cell manufacturers that have access to critical raw material supply, scale and technology will be competitively positioned going forward.