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

One year into his return to the White House, President Donald Trump is exerting a major impact on the US energy landscape. With policy direction shifting rapidly, the administration's moves on fossil fuels, regulation and geopolitics are already rippling through markets, supply c ...  Show more

President Donald Trump's federal budget bill, signed in July 2025, accelerated the end of the Section 25D residential clean energy tax credits in the US, which had been previously set to extend into the mid-2030s. With the sunsetting of the Section 25D tax credit at the end of 20 ...  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