thinking
A journalist recently contacted me to ask whether Europe would have enough lithium to power the EV revolution.
The EU has set targets for local production of critical and strategic metals and minerals…
The Australian Financial Review today wrote about this plan to build a battery gigafactory in Tomago.
An interesting take on Australia's comparative advantage. I would have thought (in fact we analysed this a couple of years ago in terms of the economics) that Australia is very well positioned to produce CAM, or at least pCAM, for nickel-rich lithium ion batteries…
At Surrey Hills Strategy, we foresee up to 50% of planned and announced European battery gigafactory projects will fail. This won't be random…
Why is Northvolt scaling back when it should be expanding at pace?