Are ETF Investors Too Optimistic About Electrification? | Sep 14, 2021 at 3:30 PM
  • Exchange-traded funds, or ETFs, are sometimes punted as an alternative to direct investments on metals exchanges, like the LME or CME.
  • More retail or private investors buy ETFs, seeing themselves as investors rather than speculators (if that distinction is a fair one).
  • The supercycle narrative is based on the transition to a new clean energy landscape and the demand that new, low-emission technologies will generate for certain metals like cobalt, nickel, copper, and aluminum.