Scrappy Companies For Scrappy Investors

By Tom Konrad, Ph.D., CFA Supply and Demand One uncomfortable fact for green investors is that the clean energy transition is going to require a lot more mines.  Lithium, nickel, cobalt, copper, manganese, graphite, even steel: just name and industrial commodity, and we’re probably going to need a lot more of it. Total mineral demand for clean energy technologies by scenario, 2010-2040   Even worse, it’s not at all clear where all these materials are going to come from.  While there are plenty of all the elements we need in the Earth’s crust, actually mining them all in the next 20 years is not...
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