Credit to Author: Zachary Shahan| Date: Fri, 23 Sep 2022 12:00:42 +0000
The following is a wonderful article by Charles Morris that communicates several important points superbly. It presents a bit of a different take on lithium than we’ve typically been presenting, while still referencing a comment from a battery exec that emphasizing a key point we’ve been communicating for years. That key point is that while […]
Credit to Author: Zachary Shahan| Date: Sun, 04 Sep 2022 18:57:46 +0000
In July 2020, I interviewed the EV battery mineral experts at RK Equity for the first time. The core story was clear: there was growing demand for electric vehicles, but not enough investment in EV battery mineral mining, and lithium mining in particular. The result was as predictable as could be for an Econ 101 […]
Credit to Author: Zachary Shahan| Date: Sun, 04 Sep 2022 18:57:46 +0000
In July 2020, I interviewed the EV battery mineral experts at RK Equity for the first time. The core story was clear: there was growing demand for electric vehicles, but not enough investment in EV battery mineral mining, and lithium mining in particular. The result was as predictable as could be for an Econ 101 […]
Credit to Author: Guest Contributor| Date: Wed, 10 Aug 2022 01:59:54 +0000
Elon Musk had a special message for those involved in Tesla’s Q2 earnings call last month, noting a global need for lithium and other battery materials. While lithium mining is something many companies can do, and a necessary part of the electric vehicle industry’s growth, Musk says lithium refining is tougher — which makes it a perfect market in […]
Credit to Author: Guest Contributor| Date: Sat, 04 Jun 2022 04:10:03 +0000
Tesla and other electric vehicle manufacturers rely heavily on a few different minerals. One of them, lithium, is largely mined, refined, and processed by China, though lithium deposits can be found worldwide. Still, China’s jump on the raw materials game for EV minerals will make it hard for other countries to compete at such a […]