Q: The global commodity strategy team at BofA Securities has identified 27 raw materials they group under the acronym MIFT – metals important for future technology – that are vital for the rise of renewable power.
Question 1 - Given Wind, Solar and EV will drive the demand for Boron, Molybdenum, Cadmium, Gallium, Germanium, Selenium, and Tellurium. What is the best means to participate in this upside? Individual companies or ETF? Can you provide some recommendations?
Question 2 - And Nickel, Cobalt and Lithium demands are expected to also see a jump in demand relative to current levels. What is the best means to participate in this upside? Individual companies or ETF? Can you provide some recommendations?
Question 1 - Given Wind, Solar and EV will drive the demand for Boron, Molybdenum, Cadmium, Gallium, Germanium, Selenium, and Tellurium. What is the best means to participate in this upside? Individual companies or ETF? Can you provide some recommendations?
Question 2 - And Nickel, Cobalt and Lithium demands are expected to also see a jump in demand relative to current levels. What is the best means to participate in this upside? Individual companies or ETF? Can you provide some recommendations?