This is a question we ask perennially, and it’s an important one from the point of view of battery materials demand. When analysts are forecasting …
Continue reading “Are forecasters over- or understating average battery sizes?”
Could Volkswagen’s (ETR:VOW) US$700m investment in Xpeng (NYSE:XPEV) simply be the first of a wave of investments by Western automakers in Chinese EV makers? Many …
Continue reading “Role reversal? Now WW carmakers want to partner with China Inc.”
It’s great to see that lithium chemical inventory levels have been falling in recent months in China as EV production, cell production and cathode production …
Continue reading “Raw materials inventory levels falling in China”
Carmakers including Stellantis (BIT:STLAM) and Toyota (TYO:7203) have reacted angrily to an EPA plan (first reported in our May issue) to impose stricter emissions targets …
Continue reading “Carmakers not happy about proposed EPA targets”
