Our latest thinking and selected external content for decision makers in energy | minerals | transport and scale-ups.
Northvolt is cutting back when it should be growing - what’s gone wrong?
Why is Northvolt scaling back when it should be expanding at pace?
Does Europe have enough lithium?
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…
Australia’s first battery gigafactory?
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…
NDA Transformation Office
NDA Corporate Strategy
Building required gigafactory capacity will require cross-value chain partnerships
At Surrey Hills Strategy, we foresee up to 50% of planned and announced European battery gigafactory projects will fail. This won't be random…
What is leadership to you?
A practical guide to being a better leader for your team
Subscribe for updates.
Sign up with your email address to receive news and updates.