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Blog

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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Why most analysts are understating battery raw materials demand
02-Jun-2021
Any long-suffering readers who've been with me for a while will know that I tend...
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Lithium-ion battery recycling won't solve the Raw Materials shortage
21-May-2021
You can’t seem to turn around in the batteries sector at the moment without seeing...
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Full effect of higher spot RM prices could take a while to reach battery end users
15-Apr-2021
You don’t have to be a battery materials specialist to know that Chinese spot lithium...
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