The transition to net zero is not a cost, but an opportunity, according to a new report by ARUP and Oxford Economics, which forecasts total value add to the global economy to be US10.3 trillion by 2050.

In particular, total economic activity created by the global electric vehicle sector by 2050 forecast to be worth $3.4 trillion; total economic activity created by the renewable electricity sector will amount to $5.3 trillion.
This, needless to say, will have significant impact on metals.