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We supply materials into the automotive and battery market segments (displays too) and I can tell you the speed of the coming change is incredibly breathtaking.
The planned transition by the big auto makers is unlike anything I have seen before. Very technology change “S” curve stuff…(think adoption of mobile phones and related).
I am not sure people truly comprehend the likely speed and magnitude of the change coming.
While there are some situations where fossil fuels still have competitive advantage, that list is shrinking fast. Some of our own (and others) chemical recycling technologies have the potential to really alter the cost curve on reusing and replacing carbon…
If your investment horizon is longer than 15 years, be very aware of the potential cost of stranded assets in Super Fund investments…
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