Underinvestment in Battery Raw Materials is now the biggest risk to the EV event
In our Focus articles over the past few issues of Battery Materials Review we’ve discussed the emerging supply/demand gap in raw materials and our expectations for what might happen to raw materials prices as a result of those expectations. In this issue we focus on how the emerging supply/demand gap in raw materials is likely to impact the wider battery industry. As a battery materials specialist, and as an investor in some raw materials stocks, I’m very excited about the prospect of raw materials prices rising, but as an investor in the rest of the battery value chain, I’m very...
Topics
Autos
Batteries
Battery Materials
Cobalt
Europe
EV
Graphite
Lithium
Manganese
Nickel
OEMs
Prices
Tesla
Underinvestment
Vanadium
