Andrew Miller: Battery Metals Demand Growth Just Getting Started


This interview was filmed on May 20, 2021.

Battery metals have been performing better than many expected this time last year. 

Andrew Miller, product director at Benchmark Mineral Intelligence, believes the market is starting to see a turnaround in these markets from a price perspective.

“But more importantly, the demand fundamentals that we’ve been talking about for so long now start to come to fruition,” he said.

#Investing #Lithium #Cobalt

0:00 – Intro
0:15 – Battery metals prices in 2021 so far
2:20 – Will higher prices help battery metals projects?
4:21 – Supply chain security trends to watch
6:37 – Role of legislation in lithium-ion economies
9:04 – Can North America challenge Asia?
11:51 – Key trends for cathodes and anodes
14:07 – Evolution of ESG in the battery space
16:25 – Benchmark’s upcoming EV Fest
17:41 – Outro


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