Our latest thinking and selected external content for decision makers in energy | minerals | transport and scale-ups.
Prices are down, but should we be investing in lithium refining?
Smelt, refine, manufacture, add value?
Lithium prices are down, but should we be investing in refining?
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?
What does Energy Transition Strategy really mean for a miner?
Back in December, Rio Tinto announced it was ‘reluctantly’ seeking acquisition opportunities (check out the Financial TImes 15 December 2022). It wants to buy critical minerals assets such as nickel and lithium. But it’s not exactly a strategy…
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…
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