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

Last year, the nuclear industry experienced something close to a gold rush. SMRs — Small Modular Reactors — became the hottest story in energy. Private capital poured in, valuations exploded, and the industry produced an impressive collection of truly bombastic promises. The back ...  Afficher plus

The current datacenter buildout is the biggest GDP bet in America since the railroads 150 years ago. We have never seen a frenzy quite like this. The system is running on overdrive—and the cracks are starting to show. While Anthropic and OpenAI announce dizzying financing numbers ...  Afficher plus

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 ...  Afficher plus

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.