Why substitution is not easy in the battery metal space

Why substitution is not easy in the battery m...

Up next

Another week, another 9-figure mining deal and gold churns at $2,300 level

The gold market is spinning its wheels, caught in a stalemate, which could create some profit-taking among investors and weigh on prices in the near term, noted mining audiences manager Michael McCrae. On Saturday McCrae recorded Kitco Roundtable. Heading into the weekend, market ...  Show more

Gold investors aren't profit taking yet and blockbuster M&A deal announced

Given higher than expected inflation print this week, the Federal Reserve is less likely to lower interest rates. On Friday mining audiences manager recorded Kitco Roundtable. Gold investors could see higher volatility next week as the Federal Reserve is expected to signal it wil ...  Show more

Recommended Episodes

Developments in lithium and battery materials
Chemical Week

Nell Agate Tsui and Luke Bednarksi from the Global Battery Materials team at IHS Markit discuss the important role lithium plays in the electric vehicle market, supply-demand dynamics, and technology developments, with CW's Vincent Valk. 

This Is What's Hard About Building a US Domestic Battery Industry
Odd Lots

The growth of electric vehicles has heightened concerns about China's current dominance in lithium-ion batteries. So as part of the Inflation Reduction Act, the US government is spending money and providing tax credits to companies that are attempting to build up a domestic suppl ...  Show more

Sweden’s Northvolt Electric Battery Maker: A Startup with a Mission
Cold Call

In Stockholm, Sweden an upstart battery maker, Northvolt, is trying to recreate the value chain for European car manufacturers making the switch to EVs. With two founders from Tesla and two experienced financiers at the helm, the company seems bound for success. But can they part ...  Show more

The push to dominate the battery supply chain
The Story of Money

As the world transitions away from fossil fuels and the electric vehicle market grows, competition to control a piece of a new source of energy is brewing. From rival carmakers to raw materials miners, different groups are racing to carve out their spots in the supply chain of ...

  Show more