It would be hard to have not heard or read about Electric Vehicles (EV’s) in the last 12 months. Tesla, Lithium & Cobalt are now part of the vernacular, and automakers are committing large amounts of capital to EVs.  We believe EV’s will be a large and growing addressable market and the risk, in the words of Bill Gates, is we ”overestimate the change that will occur in the next two years and underestimate the change that will occur in the next ten”.  The challenge is finding ways to play the EV theme in Australia. In our view the battery metal producers are best positioned.

In this SGH20 Insights piece we share our thoughts on the EV industry and why we see Syrah Resources (SYR) as well positioned to help power EV’s.  Read more…