Bullish Case for Electrical Vehicles and Battery Metals Still in Place says Analyst Chris Berry
In this interview, independent energy metals analyst Chris Berry explains that even with the economic downturn due to the covid-19 crisis, the bullish case for electrical vehicles (EVs) and battery metals is still in place. He addresses whether Telsa’s valuation is justified. Furthermore, Chris discusses green trends in the United States and whether it is feasible for the country to become oil free by 2035. He also provides commentary on the copper, palladium and lithium markets. Chris is the president of House Mountain Partners (www.DiscoveryInvesting.com).
0:00 Introduction
1:01 My EV/Battery Metals watchlist was completely green on July 13th
2:59 Is Tesla’s valuation justifiable?
5:21 Covid-19 crisis’ effect on EV adoption?
7:17 U.S. economy completely green by 2035?
9:08 Thoughts on wind and solar power?
12:01 No widescale EV adoption without increasing nuclear power output?
13:01 Thoughts on palladium in light of EV trend?
14:30 Thoughts on copper approaching $3/lb.?
17:22 Key things to know about the lithium market right now?
