As the first wave of electric vehicles have landed in the hands of consumers, the growing electric vehicle market holds as much promise as it does peril. To help businesses, investors, and policy makers avoid mismatched expectations, we have forecast the markets for the energy storage technologies u...
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News Commentary | February 18, 2022
New energy vehicle (NEV) sales in China surged in January, far exceeding expectations. NEV sales, which include battery electric, plug‑in hybrid, and fuel cell powertrains, typically increase ahead of subsidy drops as buyers rush to take advantage of expiring financial subsidies. In this case, that ... Not part of subscription
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
News Commentary | May 16, 2022
NACFE (the North American Council on Freight Efficiency) found that 50% of Class 8 regional haulage trucks are ready to be fully electrified today. This is actually a slight downward revision ofNACFE's claims in 2021 that 70% are electrifiable after conducting additional interviews with fleet owners... Not part of subscription