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Carmakers will have to spend big to guarantee metals supply

That is easier said than done. Despite their flaws and previous tendencies to throw away billions of shareholder dollars, miners are pretty good at getting the market what it wants. It can take some time – see most bull and bear markets for evidence of this – but the professionals will deliver. 

The difficulty for companies like Volkswagen is dealing with the existing players. Earlier this year, Johnson Matthey (JMAT) announced an exciting new venture for its battery cathode business, with a new plant being built in Finland.

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