When do we get off our high-horse?
When do we get off our high horse and accept that the volume of funds raised in battery materials is enough? Well, in some materials it is approaching high enough levels, but in others it is still deficient. 2023 funding is on course to beat 2021 funding in lithium, itself a record level, and funding in nickel has been multiples of the level seen in 2021. But in graphite and REE, funding is down y/y this year… In lithium, one would likely say that funding looks like being enough for now. We can’t access data on Chinese funding for the...
Topics
Capital
ESG
Exploration
Financing
Graphite
Lithium
Nickel
REE
Upstream
