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Pedal to the Metals: Are There Limits to the Supply of EV Batteries?
Manage episode 287583497 series 2452325
Content provided by ARC ENERGY RESEARCH INSTITUTE. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by ARC ENERGY RESEARCH INSTITUTE or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
This week our guest is Simon Moores, Managing Director of Benchmark Mineral Intelligence. Benchmark Mineral Intelligence offers price reporting and market intelligence for the supply chains of lithium ion batteries, electric vehicles and energy storage.
Here are some of the questions Jackie and Peter asked Simon: What is driving the increase in lithium, cobalt, and nickel prices today? Are there new mineral mines coming? Are auto manufactures considering the battery supply chain in their ambitious growth plans? What about the geopolitics of battery production and minerals?
To learn more about Benchmark Mineral Intelligence research and events visit: https://www.benchmarkminerals.com/
For access to the Energyphile Book Clubs, and other Energyphile content, signup here.
Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/
244 episodes
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Manage episode 287583497 series 2452325
Content provided by ARC ENERGY RESEARCH INSTITUTE. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by ARC ENERGY RESEARCH INSTITUTE or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
This week our guest is Simon Moores, Managing Director of Benchmark Mineral Intelligence. Benchmark Mineral Intelligence offers price reporting and market intelligence for the supply chains of lithium ion batteries, electric vehicles and energy storage.
Here are some of the questions Jackie and Peter asked Simon: What is driving the increase in lithium, cobalt, and nickel prices today? Are there new mineral mines coming? Are auto manufactures considering the battery supply chain in their ambitious growth plans? What about the geopolitics of battery production and minerals?
To learn more about Benchmark Mineral Intelligence research and events visit: https://www.benchmarkminerals.com/
For access to the Energyphile Book Clubs, and other Energyphile content, signup here.
Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/
244 episodes
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Similar to ARC ENERGY IDEAS
The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
…
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…
continue reading
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…
continue reading
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