What are the implications for battery materials of the Energy Crisis?
You don’t have to look around too much at the moment to see signs of the emerging energy crisis. While most governments are insistent that it’s transitory, we are increasingly convinced that it’s structural and could persist over most of the next decade. Whether it’s industrial outages in China due to shortages of coal, Indian power stations down to four days of coal supplies, gas and power prices in Europe, or just oil prices rising, everywhere there are signs that the cost of energy is on the increase. In this article we discuss the causes of these problems, the results...
Topics
Battery Materials
Energy Crisis
ESS
EVs
Inflation
Macro
Opportunities
Renewables
Residential Solar
Residential Storage
