The news that Johnson Matthey (LSE:JMAT) was out of the battery business came as a shock to most industry participants. Johnson Matthey had invested big …
Continue reading “Johnson Matthey exits battery materials business”
BNEF’s annual battery price survey concluded that 2021 average battery pack prices fell 6% y/y to US$132/kWh (in 2021 US dollars). The key level of …
Continue reading “BNEF battery survey shows smaller price drop”
Tesla (NASDAQ:TSLA) has signed a questionable nickel supply deal with Prony Resources, the new operator of the Goro nickel mine in New Caledonia, formerly owned …
Continue reading “Tesla sustainability cred in doubt after Prony nickel deal”
A lot’s been made recently about the high EV sales penetration levels. EV sales penetration is measured as the number of new EV sales as …
Continue reading “Take this year’s EV penetration no.s with a pinch of salt”
