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Showing episodes and shows of
Media@kitco.com (Matt Fernley, Neils Christensen, Michael McCrae, Paul Harris)
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Kitco NEWS Roundtable
Car ownership may fade due to rising battery metal costs
The shortage of battery metals is driving up the costs of electric vehicles to the point where car ownership may transition to various types of rental models, said Matt Fernley, editor of Battery Materials Review and Head of Research for Westbeck Capital’s Volta Energy Transition fund.On Friday Fernley recorded Kitco Roundtable with Mining Audiences Manager Michael McCrae, Editor Neils Christensen and Kitco correspondent Paul Harris.Demand for electric vehicles is up sharply due to a big worldwide regulatory push and swiftly changing consumer sentiment. However, battery metals costs are rising quickly due to su...
2022-01-22
44 min
Kitco NEWS Roundtable
'We are in a super cycle' - Battery Materials Review
Elevated demand for battery materials due to energy transition makes this period a super cycle, said Battery Materials Review Editor Matt Fernley. On Friday Fernley recorded Kitco Roundtable podcast with Mining Audiences Manager Michael McCrae, Kitco correspondent Paul Harris and editor Neils Christensen.Battery materials like copper, nickel and lithium have had big price run ups in 2021. "We are in a super cycle. I define a super cycle where you see a structural demand event tied to a situation where you have tight supply, and this is the very definition of a super cy...
2021-07-24
51 min