In particular I track EV sales, EV metals pricing and inventory levels, and industry trends often via company presentations. Actually, I have also had some good luck. For example with EVs I was lucky in that I timed the Chinese EV boom perfectly (read “Chinese electric vehicle companies about to boom”), with lithium I was just about 2 months late (but still early) when I picked up on the boom (read Lithium Miners Are Booming As Lithium Spot Prices Rise Which Lithium Companies Should I Buy?), and with cobalt I was one of the first global analysts to pick the cobalt boom about 4 months early (read “Cobalt miners set to boom”).
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