Analysts’ Ideas – Three Overlooked Commodities used in Electric Vehicles

The Electric Vehicle (EV) revolution, fueled by the pursuit for a greener planet, is expected to impact the supply chain of multiple commodities. The most commonly discussed EV-related commodities are nickel, cobalt, lithium, and graphite. In this video, we review three relatively under-followed commodities - Rare Earth Elements (REEs), niobium, and fluorspar. EVs are expected to be their biggest long-term demand driver.