Inflation: What to watch out for in battery materials
It’s difficult to turn around at the moment without some commentator or other, or some company or other, talking about inflation. We all know it’s here, many of us think it’s here to stay, but what impact will it have for battery materials developers and producers at the project and the stock level? In our view there are two main areas where inflation can impact companies in the sector; on the supply side, and on the demand side. In this month's piece in BMR we’ll focus on the supply side, where we’re talking about cost and hence profitability impacts. But...