Global EV sales hit 2m in 2018!
Global EV sales surpassed two million units for 2018, a rise of 63% y/y. Given that sales were only 321,000 units in 2014, this is …
Global EV sales surpassed two million units for 2018, a rise of 63% y/y. Given that sales were only 321,000 units in 2014, this is …
This month saw a bounce in wider equity markets and Battery Raw Materials segments. Our BMR Graphite basket was the top performer, buoyed by strong …
In this month’s commodity roundup: LME cobalt takes a plunger but Chinese cobalt sulphate prices hold up; Spodumene concentrate prices continue to drift off; Not …
In our seminal piece on Chinese metals demand growth when I was at UBS in the early-2000s, we modelled annual Chinese materials demand growth rates …
Continue reading “Are we under-estimating battery materials demand growth?”