Tag Archives: cobalto

Battery raw materials: tracking key market dynamics

The forces shaping nickel, cobalt and lithium markets – from the supply growth challenge to carbon costs and the rise of recycling. The past year has seen major paradigm shifts with significant implications for energy transition metals. The war in Ukraine, the energy trilemma and China’s changing growth dynamics have all contributed to ongoing uncertainty … Continue reading Battery raw materials: tracking key market dynamics

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China’s electric vehicle and climate ambitions jeopardized by surging critical material prices

The adoption of electric vehicles (EVs) on a large scale is crucial for meeting the desired climate commitments, where affordability plays a vital role. However, the expected surge in prices of lithium, cobalt, nickel, and manganese, four critical materials in EV batteries, could hinder EV uptake. To explore these impacts in the context of China, … Continue reading China’s electric vehicle and climate ambitions jeopardized by surging critical material prices

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