Is self-sufficiency in battery materials a pipe dream for Europe & US?
Yes. At least that's the conclusion of our analysis in the April edition of Battery Materials Review. Because governments don't seem to have grasped an important concept. It takes maybe 18-24 months to build a battery megafactory and maybe 2-3 years to build a chemical or intermediate plant. But it takes 7-10 years from discovery to production to build a mine and we are just not seeing enough Government support, either from a soft point of view or in plain, hard cash, for mining. We analysed how much demand would be needed for just the announced megafactories and compared that...