Marielle Remillard

the materials and components that go into these could gain a share in a trillion-dollar energy economy.

And it's not just rare earth metals and clean tech.

We're talking about commodities.

I mentioned aluminum a little bit earlier.

This is an industry that has been stagnant since the 1980s.

But if we take our approach to net zero seriously, they will see a boon in their industry.

It's used in solar panel mounting hardware and frames.

It's used in conductors for the electric grid.

It's used to lightweight electric vehicles.

It can also replace other scarce materials like copper, thereby seeing increased demand through substitution.

And it's not just aluminum.

We're seeing this trend for certain grades of steel, for silver, for epoxy resin.

There's also opportunities that exist by entering new markets.

So we could say, for an example, perhaps you are a manufacturer of automotive parts.

You may think that the electric vehicle industry is going to be the death of your industry.

But the same skills and labor that go into manufacturing parts for a gas car translate incredibly well to the wind energy sector, where wind turbines require thousands of mechanical parts.

Getting a foothold in that supply chain could diversify your product portfolio and lead to new revenue opportunities.

Or say you make lubricant.

There's an opportunity for you, too.

There's two drivetrains that are common in wind turbines.