After studying the impacts of our own EV sales forecasts on battery materials demand in general, and lithium in particular, in last month’s Battery Materials …
As many long-time readers will know, we’ve been much more positive than consensus on the outlook for EV sales in the near-term and the mid-term. …
Continue reading “EV sales forecasts can’t go any higher – there won’t be enough lithium”
The news that the US plans to look abroad for raw materials for battery supply chains came as an unwelcome surprise for many US-based raw …
Continue reading “Canada, Brazil the beneficiaries of US, EU squeamishness on Mining”
According to BMR’s monthly Financing Tracker, US$5.2bn of funds have been raised in the battery materials sector in year-to-date 2021. That sounds like a lot, …
