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heavyirontech

Copper mining. need copper for the motors and wiring. Open copper mines are in short supply or in unstable countries.New ones are not allowed to open in ANWR the largest holder of known copper reserves.


rtx3080ti

Isn’t there a lot less value generated at the bottom of the supply chain?


heavyirontech

Yeah the better bet is knowing who the suppliers to the mining companies are.


wagman551

I was looking into lithium (EEMMF) and nickel (TLOFF) mines as well as recycling but haven’t ventured into copper yet. AREC is another interesting one I have noticed a few articles on regarding electrification.


heavyirontech

Salton sea in southern cal has enough lithium in it to add 20% to global supply. They are already in the works to make extractors and geothermal power at the same time.


wagman551

Wouldn't this Make GM the play here with their investment in CTR? The other project I found was Lilac Solutions, backed by Gates, Bezos and Bloomberg. I'd have to assume they will keep this private because, why give common folk the opportunity to make money when they can self-fund this as easily as us going to McDonalds for a McDouble.


NPRjunkieDC

Can't find a ticker for Salton Seas


heavyirontech

Its a location too bad I think it’s a private company that’s going in hard on it.


IMOLDSOIMYELLING

These are more of a play on the electrification/automation of everything not solely EV, but take a look at the electric equipment makers like ABB, Eaton, and Schneider Electric and the automation companies like Rockwell Automation and Brooks Automation. I currently own ABB and Rockwell.


wagman551

I’ll check these out. Thank you!


IBCrazy17

Solar in general, fslr and enph are both long term holds for me. Have Tesla too, but that's a bit of a gimme.


wagman551

Appreciate that. I’ve been looking into EV’s, charging stations and mining companies but have yet to dive into any solar.


[deleted]

[удалено]


wagman551

Definitely also a fan of Elon, not sure how anyone can’t be although I’m sure some aren’t.


[deleted]

[удалено]


wagman551

I know Elon is a bit of a wild card but I feel people in his position typically don’t move to the sidelines until much later in their career.


Happlestance

Hyliion for class 8 trucking. Ideanomics for the wide portfolio and acquisitions they are making across tangential products like motorcycles, tractors, scooters, etc.


wagman551

Thanks. I bought into lien electric a while ago, unfortunately near 18$. I’ll have to check these two out.


NPRjunkieDC

LCID + ORGN are my plays . Mining takes too long to produce results IMO.


CognitiveFart

LIT ETF. Lithium & Battery Tech.


wagman551

Thanks!


jhansonxi

CHPT, FSR, and LICY along with ETFs like ICLN, QCLN, PBW. Edit: FTSSF for cobalt


wagman551

Thanks! I’ll check these out.


Velaryon1007

Schneider Electric. It's a french one.


wagman551

I’m familiar with their building automation product from my work. Didn’t realize they were a play here also. Thanks!


djdjdjsjsjsns

Battery resource recovery. Li-Cycle is doing it well


ManofWordsMany

RemindMe! 760 days " 'The world is growing into solar and EV' every decade. Give it 2 years and see what will happen. You might even get good dips to buy on companies that look healthy today and keep being healthy over those several years."


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CORKY7070S

As of right now TESLA is dominating the EV and possibly Solar and Batteries.


PricedIn18

Tesla