50 min listen
Lithium and the Global Battery Arms Race
FromThe HC Insider Podcast: Conversations in Energy & Commodities
Lithium and the Global Battery Arms Race
FromThe HC Insider Podcast: Conversations in Energy & Commodities
ratings:
Length:
46 minutes
Released:
Mar 24, 2021
Format:
Podcast episode
Description
Globally, we have begun the transformation to the lithium-ion Economy. Mega battery factories are growing exponentially. The problem is lithium supply. Mining is constrained by available ores and multiyear start up times. Chemical processing and cathode production is technically challenging, environmentally impactful, and concentrated in China. EV manufacturers are buying all the Lithium supply they can on decade-long contracts. Lithium demand is forecast to outstrip supply by double in 2040 – even with the most optimistic forecasts. What does this mean for producers, commodity traders, financiers, governments and OEMs? How can the world tackle the problem of lithium. Simon Moores, CEO of Benchmark Minerals, the foremost independent pricing agency for Lithium walks us through the lithium supply chain and its consequences.To find out more about HC and our talent advisory services in the energy & commodities sector visit www.hcinsider.global To connect with our host Paul Chapman, you can find him at www.linkedin.com/in/paulchapmanhc/
Released:
Mar 24, 2021
Format:
Podcast episode
Titles in the series (100)
Commodity finance in challenging times with Christine McWilliams: In this episode Paul Chapman, Managing Partner of HC, discusses financing the commodity markets and the challenges and opportunities presented by current events with Christine McWilliams, Global Head Commodity & Energy Trade & Client Management at Citi. by The HC Insider Podcast: Conversations in Energy & Commodities