Credit to Author: Zachary Shahan| Date: Sun, 04 Sep 2022 18:57:46 +0000
In July 2020, I interviewed the EV battery mineral experts at RK Equity for the first time. The core story was clear: there was growing demand for electric vehicles, but not enough investment in EV battery mineral mining, and lithium mining in particular. The result was as predictable as could be for an Econ 101 […]
Credit to Author: Zachary Shahan| Date: Sun, 04 Sep 2022 18:57:46 +0000
In July 2020, I interviewed the EV battery mineral experts at RK Equity for the first time. The core story was clear: there was growing demand for electric vehicles, but not enough investment in EV battery mineral mining, and lithium mining in particular. The result was as predictable as could be for an Econ 101 […]
Credit to Author: Steve Hanley| Date: Wed, 10 Aug 2022 03:30:16 +0000
Tesla has entered into an agreement with Indonesia to purchase $5 billion worth of nickel over the next 5 years.
Credit to Author: Zachary Shahan| Date: Tue, 09 Aug 2022 20:59:01 +0000
There’s been a lot of discussion about the new Clean Vehicle Credit in the Inflation Reduction Act of 2022 that is making its way toward Joe Biden’s desk (having left the Senate, it’s now just got to get through the House of Representatives). However, for all of the simple — and mostly good — changes […]
Credit to Author: Guest Contributor| Date: Sun, 31 Jul 2022 20:10:59 +0000
It is imperative that the United States adopt policies that will improve both the sustainability and security of the materials supply needed to enable a clean energy transition. The policies the Biden administration has advanced through executive action and Congress is currently considering through this climate deal will help meet this goal.
Credit to Author: Guest Contributor| Date: Sun, 31 Jul 2022 20:10:59 +0000
It is imperative that the United States adopt policies that will improve both the sustainability and security of the materials supply needed to enable a clean energy transition. The policies the Biden administration has advanced through executive action and Congress is currently considering through this climate deal will help meet this goal.
Credit to Author: Guest Contributor| Date: Fri, 10 Jun 2022 14:12:29 +0000
The timeline of a transition to a new technology can be seen as a series of constraints — obstacles that temporarily prevent the new technology from displacing the old. These obstacles aren’t always technological — sometimes they have to do with economic or social factors. Of course, to the croakers and boo-birds of the world, every […]
Credit to Author: Johnna Crider| Date: Sat, 21 May 2022 19:12:31 +0000
The Metals Company and Allseas have announced the successful deepwater commissioning of its riser pipe and jumper hose. These tools are designed to lift polymetallic nodules from the seafloor to the surface. The nodules typically fit inside the palm of your hand (they sent me one in 2020 as a sample back when they were […]
Credit to Author: Guest Contributor| Date: Thu, 12 May 2022 05:03:24 +0000
As the cost of important minerals for electric vehicle battery production increases, some Tesla investors are wondering if they should be worried. Some think that an upcoming supply crunch could make EV batteries skyrocket, and maybe even cause buyers to switch back to internal combustion engine vehicles instead. Commodity prices for raw materials such as […]
Credit to Author: Johnna Crider| Date: Fri, 15 Apr 2022 11:40:01 +0000
We don’t need nickel from Russia. There is a critical need for nickel and other EV battery metals worldwide, but we don’t need to get it from Russia. In March 2022, Morgan Stanley’s Adam Jonas shared worries about Russia’s outsized role in the nickel supply chain for EVs. CNBC’s Phil LeBeau then discussed the note […]