The reports coming out over the course of June about how auto companies are in a full panic over rare earths supply really boggle the …
Continue reading “Auto companies don’t think enough about raw materials”
As noted in the chart above, LCE demand growth in China is currently close to its recent lows in terms of growth rates. And that’s …
Continue reading “Could LFP be on the cusp of demand recovery?”
Lazard has published the 18th edition of its LCOE report and the 10th version of its LCOS. While fascinating, one drawback on the report is …
Continue reading “Lazard publishes 2025 LCOE and LCOS report”
May was a strong month for global EV sales with over one million units sold in China, the highest European sales since December and continuing …
Continue reading “Strong month for EV sales; over 1m units in China”
