We’ve been banging this drum since we launched Battery Materials Review in 2018 but, over time, many analysts are starting to realise that EVs aren’t …
Continue reading “Why many investors are wrong on EVs and copper demand”
Much of the rhetoric on this has been pretty broad brush up to now, but the Center for Strategic and International Studies (CSIS) has now …
Continue reading “How substantial are Chinese EV subsidies?”
We recently had the opportunity to grill some of our contacts who’d been to view lepidolite mines and spodumene conversion operations in China. And it …
Continue reading “The evolution of China’s lepidolite industry”
Local press reports that BYD has decided to put small cars at the centre of its strategy for Europe, building on the success of the …
Continue reading “BYD to put small cars at the centre of its European strategy”
