The effects of the invasion fall into three main categories in our view: things that have happened; those that might happen; and those that we …
Continue reading “Ukraine invasion re-emphasises supply chain risks”
Unsurprisingly, given the volatility in global equity markets, February wasn’t a great month for capital raisings in the battery material sector. Only US$491m was raised …
US EV developer Lucid (NASDAQ:LCID) has become the latest EV maker to report issues with its supply chain. It cut its production goal for 2022 …
Continue reading “OEMs struggling with supply chain and cost pressures”
In line with seasonal trends, Global EV sales fell m/m but were still very strong on a y/y basis. As we’ve noted before, EV sales …
