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Caspar Rawles, chief data officer at Benchmark Mineral Intelligence, believes the main trend in battery manufacturing this past year has been a big increase in production volume.
“Lots of new battery plants, lots of new capacity now producing and delivering largely into the electric vehicle market, but sort of growing into the energy storage spectrum as well,” he said. “One of the key trends within that as well has been the continued growth of lithium-iron-phosphate batteries within the Chinese market specifically.”
Listen to the interview for more of his thoughts on the anodes and cathodes markets going forward.
#Investing #Lithium #ElectricVehicles
0:00 – Intro
0:32 – Battery manufacturing trends in 2022
1:48 – Challenges for domestic battery supply chains
4:18 – Will the west step up cathode production?
6:12 – Battery makers facing high raw materials prices
7:54 – Why haven’t cobalt prices stayed elevated?
10:08 – Will LFP and NCM cathodes stay dominant?
12:29 – Is the graphite market at a tipping point?
14:07 – New battery technology to watch
16:09 – Outro
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The Investing News Network does not guarantee the accuracy or thoroughness of the information reported in the interviews it conducts. The opinions expressed in these interviews do not reflect the opinions of the Investing News Network and do not constitute investment advice. All readers are encouraged to perform their own due diligence.