Thursday 04 November 2021

Focus

Trends Under the Macroscope #23 - Metals, soon as economically important as fossil fuels

Welcome to Trends under the Macroscope”, the new Macro series from CPR AM dedicated to Megatrends!
CPR AM is pleased to present its new audio meeting "Trends under the Macroscope".
Discover Bastien Drut, Head of Thematic Macro Strategy, and his Macroscope on the major transformations of the economy, macro, climate and social issues most likely to affect our investment processes. 

Listen Episode 23 - Metals, soon as economically important as fossil fuels

The demand for certain metals will increase dramatically with the acceleration of clean technologies. But the lack of investment in the production of these metals increases the likelihood of tensions and price increases that could ... slow down the energy transition. It seems clear that certain metals like cobalt, nickel and lithium will become central in tomorrow's economy. 

Listen on