In short: Cited as the demand-forecast source: "According to research by Novelis, a leading provider of sustainable aluminum solutions, EV production alone is projected to increase aluminum demand to 31.7 million tonnes, up from 19.9 million tonnes in 2020." A forecast reference, not a rated company.
Nothing matches this filter.
Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.