Grid-connected vehicles face a myriad of challenges on their struggle towards mass adoption, including potential shortages and price volatility of necessary raw materials. At the Critical & Rare Metals Summit III last week, speakers delivered both positive and negative news for the grid-connected ve...
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News Commentary | September 09, 2021
After pledging carbon neutrality by 2050, South Korea has decided to invest $41 billion to boost the electric vehicle market by the end of the decade. The announcement follows after Korea's battery manufacturers reported positive performance in 2020. The trio of LG Energy Solution, SK Innovation, ... Not part of subscription
News Commentary | November 01, 2021
The announcement comes amid the rising nickel and cobalt prices across the globe. Tesla's switch to LFP can be viewed as a move toward cheaper production costs and mitigating supply chain risks in rare earth metals like nickel and cobalt. It should not be a surprise, as Tesla offers the LFP‑based ... To read more, click here.
News Commentary | March 09, 2022
The Russian invasion of Ukraine has incited anxiety about global nickel supply, which relies on Russian mining companies like Nornickel for a bulk of that supply. Previously, a large firm had been building a short position, anticipating falling prices this year; however, the unexpected supply crunch... Not part of subscription