"As sales of electric vehicles continue to climb (also electric buses, trains and e-bikes), among the metals we are most bullish on, are lithium, nickel, cobalt and copper." 

"Copper is utilized in an EV’s electric motor and wiring. An electric vehicle contains four times as much copper as a fossil-fueled model. We also can’t forget residential chargers and public charging stations which require a lot of copper - consultancy Wood Mackenzie estimates that by 2030 there will be more than 20 million residential EV charging stations requiring 250% more copper. One of the largest manufacturers of public charging stations is targeting a 50-fold increase by 2025."

https://aheadoftheherd.com/Newsletter/2020/EV-predictions-show-strained-metals-supply.htm

We just need to see a rally in copper prices from near 3-year lows.