Tesla Motors is starting to shake up the auto industry with its sleek electric cars. Now some say it’s only a matter of time until it helps reshape the metal industry, too.
As demand for Tesla’s cars grows, some market participants are starting to anticipate long-term changes in the consumption of metals within the auto industry. The individual metals needed to manufacture an electric car are numerous, but potential beneficiaries range from obscure materials such as lithium to beleaguered commodities like copper.