Found the original article where Matthew said the iPhone "won't make a long-term mark on the industry". It is glorious.
Hindsight is wonderful. If you're going to make bold claims, as Matthew now does with EVs, you can expect to get burnt occasionally.
https://t.co/FdUl1cNRuX
Oil and gas majors possess uncomparable technologic inputs. Their involvement in the direct lithium extraction (DLE) could cause a new shale revolution in the critical raw material's market, speeding up the extraction from months to days and increasing the recovery rates.
@janrosenow Some of those are moving, but they lag behind for sure. For Belguim our estimates are 28% smart at the end of last year, Bulgaria 38%. Slovakia is 34%. Germany is a woeful 19%, but that should accelerate a bit now. Czechia 5%.
The "Green Transition" is here.
And it's one the most bullish events in metals and mining's history.
This month, the OECD released a paper on "Raw Materials Critical For The Green Transition."
I read it so you don't have to.
A thread on what I found most important ... 🧵