Energy transition requires fivefold increase in base metal supply, but US domestic resources cannot meet nickel, cobalt, and manganese demand while China controls the global battery metal supply chain (mining through cathode production).
| Form | 8-K |
|---|---|
| Sentiment | bearish |
| Importance | high |
| Materials | Copper, Lithium, Nickel, Cobalt, Manganese, Base metals |
Primary source: https://www.sec.gov/Archives/edgar/data/1798562/000110465921138504/tm2131710d1_ex99-2.htm
GET /v1/edgar.
Free key (100/day) or x402 micropayment, no signup. Get access ->