There’s no denying that the big investment banks, particularly those led by analysts based in the US, are down on EVs at the moment. To …
Continue reading “Why (we think) battery prices won’t get any lower”
US ESS deployments hit 4.2GW (12.4GWh) in Q4/23 up over 300% y/y. Deployments for the year were up c.90% y/y with average duration holding flat …
Continue reading “US storage deployments hit record in Q4/23”
It seems that the US has finally decided to stop talking about Chinese concentration of the supply chain and decided to dust off its National …
Continue reading “Stockpiling critical materials moves to centre stage”
Perhaps by the time we publish this the trend may have reversed but, as we write it, Chinese lithium carbonate futures prices have been up …
