RE:RE:RE:RE:RE:RE:RE:RE:cerium "Berry urged resources investors to take a leaf out of Silicon Valley’s book and look for "disruptors" linked to new technologies in the commodities space, such as the lithium, graphite and rare earths stories behind green energy and electric vehicles (EVs) and the growth in demand for oilfield mineral lead by hydraulic fracturing.
Focusing specifically on lithium, Berry told IMthat the outlook for this "speciality sector" was positive, but that winners and losers would be determined by companies’ ability to successfully implement cost-cutting, recovery maximising technologies.
"Look for technologies that can compete at the lowest cost and exploit inefficiencies in existing practices," he told investors."
https://www.indmin.com/Article/3407612/Mines-and-Money-14-Train-wreck-portfoliosback-on-track-by-2016.html