How Battery Chemistries & Technologies Affect Materials Demand - Battery Materials Review

Matt Fernley, Founder and Editor of Battery Materials Review and hedge fund analyst provides an insight on the primary battery chemistries for the EV industry and emerging technologies likely to change the raw materials demand in this decade.

Matt’s shares his views on the key issues to consider when looking at investing in raw materials miners and primary extraction companies.

Timestamps:
00:00 - Soundbite
01:35 - How the energy transition fits together
02:03 - Primary chemistries NCM & LFP / different properties
04:51 - What does the chemistry of the future look like?
07:06 - What chemistries mean for materials D
11:03 - Cell vs Pack factors to consider
16:01 - Is materials substitution a viable long-term solution to supply constraints?
19:22 - Manganese; lithium; the materials presenting highest supply risk
23:41 - Investment opportunity in unloved ‘gen 4’ junior lithium development projects
25:13 - Solid-state significantly far off commercial use
27:15 - Elasticity of supply across raw materials
29:45 - Can EV manufacturers absorb long term price increases with increases in manufacturing efficiencies?

Guest:
Matt Fernley, Founder & Editor, Battery Materials Review

#batterymaterials #miningforbatterymaterials #materialsusedtomakeelectriccarbatteries #lithiumionbatterymaterials #evbatterymaterials #evbatterymaterial #NCM #LFP #BatteryChemistry #CellvsPack #Manganese #Lithium #EVindustry #BatteryMaterialsReview

[sunpiljang]

I enjoyed your video.
I want to learn more about BMS or something. Is there any institution or certification you can recommend?

[chonpincher]

At 13:20 - Very important point about EV copper usage.

[chonpincher]

At 06:40 - Manganese is cheap and abundant; so why bother to consider the demand for it?