Tiberius Group CEO Says Electric Cars Drive Metals

The video discusses how to make money in commodities, focusing on the impact of electric vehicles on metal demand, such as lithium, copper, and nickel. It highlights the role of disruptive technologies like drones and robotics in changing commodity consumption. The video draws parallels with past trends like bioethanol and fracking, suggesting future shifts in energy and commodity markets. It also touches on the potential resurgence of fuel cells and the challenges of adapting the power grid to new demands.

What lessons can be learned from the bioethanol story in relation to current commodity trends?

In what ways might the fuel cell technology become relevant again in the context of commodity consumption?