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REEs: Stop panicking about raw materials – it’s all in the processing

Posted on - 09 Feb 2021

Category - Features

Just look at some of the rubbish being written about the battery raw material sector over the past few months and you can understand the magnitude of the issue that raw material project developers have been faced with as they seek to raise capital over the past few years. Just last week a €2.9bn project for the “battery value chain” was announced by the European Commission which seemed to allocate over 95% of funds to the battery manufacturing and downstream supply chain, with a minimal amount going to the upstream. The CEO of a battery materials developer lamented to me...

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