BlackRock's Hambro Says My Next Car Will Be Electric

The video discusses China's significant investment in clean energy and its implications for the electric vehicle (EV) market. It highlights the strategic investments in battery materials and the structural demand growth for certain commodities. The role of major companies in the EV market and the challenges of financing lithium production are explored. The video also predicts future trends in the auto industry, emphasizing the shift towards electric cars and the evolving battery technology.

What is the expected trend in the auto industry regarding electric vehicles?

What factors are influencing the evolution of battery chemistry?