RE:RE:bingo.Interesting podcast . If that battery technology comes to fruition using palladium Genm will really fly !
However , let's remember that Genm already has three avenues to success .
1. Paladium -- Increase demand in hybrid electic vehicles plus the increased demand in gas operated vehicles necessary to meet new environmental standards .
2.Platinum-- Still needed for some catalytuc cinverters plus increasing demand as a precious metal
And it is a necessary component in hydrogen fuel cell battery technology which is currently available. ( Many articles suggest that this will likely be adopted to some degree !!!!!! )
3. Copper- Much greater demand in the future with all the green tech / EVs etc.
These Blue skies and great tailwinds will make for great sailing in the next few months !!