The energy storage revolution has arrived, but who will hold dominion?; Diverging fortunes of China’s battery kings; Lithium oversupply? Not likely; Huayou targets 5x nickel leap; LME doubts lead to new nickel pricing methods ; US silicon scene anode scene gathers pace; Vale-Tesla deal highlights nickel’s carbon conundrum; Gigafactory pipeline hits 300 ; Lithium ion’s burning question; Germany’s battery boom; LFP cooldown
EV and battery big talk must now switch to mining as supply chain bites, LME nickel shutdown, Biden invokes Defense Production Act, Solid state enters the gigawatt hour era, LGES expands in North America, CATL targets domestic lithium supply, How does lithium ion recycling scale up?, Quebec’s battery rush, Charting Europe’s battery build out and more
Lithium reaches $50/kg, Johnson Matthey quits batteries, Cell price rises - first time in gigafactory era, China's graphite grip threatens western automakers, Argentina's lithium scramble, Northvolt-Galp in lithium JV, cathode coming to America, Koch's $500m battery bet, can solid-state compete on cost? and more
Lithium carbonate sets record high, China’s new anode hub, Rio Tinto invests $2.4bn in Jadar, Tesla’s battery bottleneck, Peripheral price rises, Synthetic anode price pressures, CATL’s sodium ion cell, The West’s disconnect, China’s energy shortage, Polysilicon supply crunch, Winds of change, and more
The megafactories are mainstream, Tesla & BHP strike sustainable nickel deal, Washington sets out its lithium ion strategy, Sweden’s battery alliance, Renault backs NCM cathodes, China’s BYD promoted to tier one EV battery manufacturer status, the pushes and pulls of ESG, charting silicon’s rise, and more
Volkswagen’s Power Day unwrapped, lithium carbonate price surge in China, cobalt price volatility through Q1, disruption in the nickel market, Syrah Resources restart Balama, megafactories in the pipeline hit 200, LFP market draws in titanium dioxide producers, Canada’s lithium ion battery opportunity and more
Lithium price rises, Trafigura & DRC Artisanal cobalt partnership, China continues graphite expansions, UK sets new EV target, EV recalls risk high nickel uptake, battery cell prices fall to $110/kWh, 2020 in review, Benchmark launches ESG division and more
Tesla enters lithium & Battery Day analysis (lithium, cells, anodes, cathodes), OEMs' battery ambitions grow, China reignites cobalt stockpiling, lithium joins EU critical minerals list, Benchmark launches new nickel price, 5G to expand lithium ion's reach, building the battery supply chain: location strategy, nickel in the limelight and more
Volkswagen takes stake in Gotion, Europe’s politicians lead battery push, SVOLT unveils cobalt-free cathode, China’s graphite supply resurgence, Delays and developments for nickel HPAL projects, LFP 2.0 is not about the price of lithium
We enter a brave new world, Coronavirus supply chain shift was already underway, LFP batteries at the core of Tesla’s China strategy, CATL reaches tier 1 producer status, China’s NEV subsidies extended, Toyota chase the electric vehicle pack
India's electric vehicle push, Heat across the lithium triangle in Chile, Argentina and Bolivia, Double Digit Paradox as raw material prices fall but demand , ESG and Nickel - Wading through the issues, GM-LG Chem to build US Megafactory
US critical raw material supply concerns, cobalt shockwaves as Glencore announce Mutanda closure, Tesla eyes NCM 811 for its Chinese electric vehicles and more.
The megafactories are here, is nickel the next battery raw material facing a supply cliff, recycling lithium ion batteries is getting serious and more.
Total doubles down on solid state batteries, raw material price spikes threaten battery cost reduction targets, China's giants cement position at lithium's top table & more.
Volkswagen pursuit of cobalt sparks a raw material red alert, cryptocurrency and minerals, China pollution crackdown sends flake graphite prices up, global battery arms race reaches new peaks.
Lithium majors step up hydroxide plans, the missing link in China's graphite empire, Berkshire Hathaway Energy's thoughts on the future of energy sources and more.
