In the first week of November I was lucky enough to visit China, spending time in Shanghai and Beijing as I have on many occasions …
Continue reading “Letter from China: What I learnt about China’s lithium industry”
“How come if their costs are so far below their realised selling prices, they only made A$50m of free cash in the quarter?” A colleague …
Continue reading “Time for lithium producers to come clean on costs”
EREVs or Extended Range Electric Vehicles are a rapidly growing subset of plug-in hybrid electric vehicles (PHEV). But the difference between a PHEV and an …
Continue reading “What does the growth in EREVs mean for battery materials demand?”
We were lucky enough to be invited to attend SMM’s second Li-ion Battery Europe event in Brussels at the start of October. The event roughly …
Continue reading “SMM Li-ion Battery Europe conference report”
