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Which critical minerals will power NextGen electric batteries
Which critical minerals will power NextGen electric batteries
value of global battery chain forecast to increase x10 between 2020-2030, worth US$410billion lithium-ion, nickel manganese cobalt oxide (NMC) share fell form nearly 90% in 2019 to 60% in 2022 Sodium-ion, solid state, manganesium-ion, and other chemistries are being developed...
Don’t count cobalt out in the long-term
Don’t count cobalt out in the long-term
demand for cobalt forecast to double by 2030, with supply deficit of 32% cobalt demand forecast to increase as EV demand expected to grow 127% concentrated supply chain from Congo and China poses risk in ESG constrained supply scenario, shortfall in...

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LFP

Which critical minerals will power NextGen electric batteries
Which critical minerals will power NextGen electric batteries
value of global battery chain forecast to increase x10 between 2020-2030, worth US$410billion lithium-ion, nickel manganese cobalt oxide (NMC) share fell form nearly 90% in 2019 to 60% in 2022 Sodium-ion, solid state, manganesium-ion, and other chemistries are being developed...
Don’t count cobalt out in the long-term
Don’t count cobalt out in the long-term
demand for cobalt forecast to double by 2030, with supply deficit of 32% cobalt demand forecast to increase as EV demand expected to grow 127% concentrated supply chain from Congo and China poses risk in ESG constrained supply scenario, shortfall in...

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Subscribe for the macro, so you can invest in the micro

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