Could nickel be the next battery raw material facing a supply cliff?

By Andrew Leyland, Head of Forecasting & Consultancy

While the world seems settled that current and near-term lithium-ion battery investments will have time to fully depreciate ahead of any game-changing new technology, there remains more debate about what cathode formulations will be at the forefront of the market.

The cost savings and relative thermal stability of 523 and 622 chemistries have made them the go-to, along with NCA, of the electric vehicle (EV) industry . . .

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