With headline inflation at multi-decade highs investors are rightly concerned and it bears an in-depth look. Some of the drivers of price rises have persisted longer than the Fed expected. But looking beyond the headlines at some of those drivers of the last twelve months could be useful.
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Demand drivers stemming from electric vehicles (EVs) and their infrastructure could impact the utilization of several metals and the countries from which they are sourced—many of them emerging markets (EMs). Specifically, the push toward EVs and their infrastructure supports the demand for a number of metals we call commodities of the future—lithium, nickel, aluminum, and copper. |
