Several EV makers have raised their prices this month, citing surging raw material costs. BYD, Tesla, Xpeng, Li Auto and Rivian all ended up passing …
Continue reading “EV makers forced to raise prices because of Raw Materials”
We’ve talked several times in these pages about the similarities between what’s happening with pricing in the lithium market now and what happened in the …
Continue reading “Lithium stocks and the great “realised price” conundrum: which is best-placed?”
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”
The magnitude of the growth in adoption of LFP batteries in 2021 caught many in the industry by surprise. But certainly now LFP batteries are …
Continue reading “Identifying the pinch points in the LFP supply chain”
