As futurist Elon Musk makes a surprise visit to the South by Southwest Festival in Austin, Texas, discussing space travel, and he tweets regarding his Hyperloop concept in California putting people’s needs ahead of cars, his electric automotive company, Tesla, is positioned in the middle of a disruptive societal trend. The move from carbon-based engines to electric is one that will transform society, Bernstein benchmarks in a March report. How and when fundamental changes occur is a matter of degrees, but what could be a benchmark for the historic difference might be found in the commodity markets. Electronic vehicle demand…
Cobalt And Nickel Could Be Big winners Amid EV Revolution: Bernstein
Mark Melin
Mark Melin is an alternative investment practitioner whose specialty is recognizing the impact of beta market environment on a technical trading strategy. A portfolio and industry consultant, wrote or edited three books including High Performance Managed Futures (Wiley 2010) and The Chicago Board of Trade’s Handbook of Futures and Options (McGraw-Hill 2008) and taught a course at Northwestern University's executive education program.