EV Metals BoomMeditate for a while on this quote from Bernstein that caught my eye in an article on cobalt:
Those at Bernstein, for example, estimate the rapid adoption of electric vehicles between now and 2035 will create an uplift for commodities demand eight times larger than that generated by China’s boom in the early 2000s.
https://www.ft.com/content/bc8dc13c-07db-11e7-97d1-5e720a26771b