He indicates that green energy is real and walks through an analysis of solar. In the Question and Answer, he also explains that the same reason that he uses for solar justifies electric cars. The electric cars and solar will build and are building the infrastructure.
Four producers control 85% of the lithium market. If your company is going to make it in the lithium market then it has to move the market for the four big guys.
The ways to play the battery future on the commodity side is cobalt and copper. He is playing it with copper.
Georgian Mining Corp (LON:GEO) is an AIM listed copper & gold development and exploration company. The Company, along with its 50% joint venture partner, Caucasian Mining Group, operates in Georgia on the prolific Tethyan Belt, a well-known geological region and host to many high grade copper-gold deposits and producing mines.