And so it starts. My favorite line:" He said to stay tuned for ways to profit"

Eventually, the focus will turn to  the raw materials like, nickel, copper, iron ore, chrome(to create the high strength steel), and not to forget the uranium to power the plugging in of all these EV's around the world.

And not to forget the "responsible steel" and the "responsible raw materials" to make the "responsible steel." The supply during a time of upcoming historical demand will be that much tighter.

And the best of the best stocks in these catagories have been hammered the hardest for over a decade.

https://www.streetinsider.com/Analyst+Comments/%2425+Trillion+Bull+Case+for+Autos...+Replace+Every+Gas-Guzzler+with+an+EV/16188124.html

$25 Trillion Bull Case for Autos... Replace Every Gas-Guzzler with an EVArticle

.November 27, 2019 12:09 PM EST

Imagine replacing every gas-guzzling, carbon-dioxide-emitting jalopy on earth with a sleek, zero-emissions electric vehicle. Not only would this be every global warming activists' dream come true, but it would also be a dream come true for beleaguered auto market investors.

Morgan Stanley analyst Adam Jonas highlighted today that the potential replacement value of electric vehicles for gas-powered vehicles is a whopping $25 trillion. His math is 1 billion cars on earth multiped by the average cost to replace a car of between $20k and $25k: 1 billion x $25k = $25 trillion.

There are real issues at stake, Jonas claims - the environment.

The analyst notes each car emits roughly 4 tons of CO2 per year. That's 4 gigatons of CO2 per year from using current internal combustion cars globally (roughly 130 metric tons per second). In the US, they estimate cars emit around 40 metric tons per second. In Los Angeles alone, they estimate the 8 million vehicles emit roughly 1.2 metric tons/second.

"Decarbonizing the fleet requires a viable auto industry production zero emission vehicles", he said. While government support is nuanced and difficult to analyze, they strongly expect government policies will be required to usher in the transition.

While Jonas didn't provide any specific stocks to benefit from the shift, he believes "the investment implications of climate change have the potential to be the most dominating force in global autos over the next few years." He said to stay tuned for ways to profit.