92. Who’s winning the battery arms race? - Fe...

There is no shortage of discussion about the role of AI in the energy transition. Yet while many talk about the future of intelligent grids, only a handful of industry leaders are delivering solutions at scale. One of them is Alberto Méndez Rebollo—an executive, investor, and ent ...  Show more

Recorded at the SolarPower Summit in Brussels this conversation between Laurent Segalen and Jonathan Gifford examines why batteries have become one of the fastest growing and most strategically important technologies shaping the global energy transition. Jonathan Gifford is the c ...  Show more

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 ...

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

Peter Carlsson is steering the Swedish battery developer and manufacturer towards sustainable battery production. Northvolt is constructing one of Europe's largest battery factories, in a very competitive landscape with strong competition from China. Check out Peter’s visionar ...

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.