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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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Why I believe the collapse in Nickel prices is overdone
05-Mar-2021
Over the past three days the LME nickel price has fallen c.14%. Nickel market commentators...
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Why I think consensus is too low on EV sales growth
24-Nov-2020
If I look at consensus forecasts for EV sales, most analysts are forecasting slower growth...
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