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Blog

Inflation & the Energy Transition (part 2): Impact of EVs
08-Sep-2021
As Editor of Battery Materials Review and Head of Research for Westbeck Capital’s Volta Energy...
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Inflation: The unintended cost of decarbonisation (part 1)
02-Sep-2021
We hear a lot in the Press and from politicians and activists at the moment...
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The dangers of understating the magnitude of the battery material S/D imbalance
20-Aug-2021
I wanted to talk about the Nature article on battery raw materials that’s been doing...
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Why most analysts are overstating lithium supply forecasts
05-Aug-2021
In recent discussions, Blogs and issues of Battery Materials Review I’ve highlighted my view that...
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Why global automakers’ battery strategies are flawed
30-Jul-2021
There are a lot of EV sales forecast upgrades going through at the moment. In...
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Why ESG investors are endangering the Energy Transition
17-Jun-2021
So, before I get deluged with hate mail I should emphasise that I help run...
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