Battery pack costs on the rise: will it slow ...

Offshore wind once looked like a natural play for oil majors: big offshore projects, complex engineering, and familiar operating conditions. But as costs and interest rates have risen, the sector's economics have started to clash with the companies' return expectations. This has ...  Show more

As AI-driven electricity demand surges and companies race to decarbonize, environmental commodity markets are growing swiftly. Host Eklavya Gupte interviews John Melby, CEO of Xpansiv, who provides insight into what it takes to create the digital trading infrastructure for market ...  Show more

In this short (16 min) podcast, we discuss the key recent changes we have made to our EV sales forecasts and battery assumptions, and the resulting impacts on various upstream battery metals including lithium, nickel, cobalt, graphite, and others. BMO clients can view our reports ...  Show more

BMO Capital Markets recently increased its electric vehicle (EV) penetration forecasts to 7% this year, and 15% by 2025, with important spillover impacts into lithium, nickel, and cobalt. This podcast highlights the work of our analysts, Joel Jackson, Robin Fiedler, and Colin Ham ...  Show more

This week, Sim & Sonya discuss the environmental impact of electric vehicles (EVs). They mention that while EVs have some benefits, like lower greenhouse gas emissions over their lifetime, there are concerns about battery production and the energy sources used for charging ...

For decades, we have wildly underestimated the growth of renewables. Now that cost curves and deployments have exceeded all expectations, what’s next for the clean energy industry? This week, we feature a conversation between journalist David Roberts and futurist Ramez Naam about ...  Show more