Developments in battery metal raw materials; nickel and cobalt supply outlooks

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Developments in battery metal raw materials; nickel and cobalt supply outlooks

FromPlatts Future Energy

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11 minutes

Released:

Feb 14, 2019

Format:

Podcast episode

Description

S&P Global Platts global market and methodology specialist Marcel Goldenberg, battery metals pricing specialist Emmanuel Latham and news journalist focusing on battery metals Ben Kilbey discuss developments and outlooks on nickel and cobalt supply. High anticipated demand has seen the 'much...

Released:

Feb 14, 2019

Format:

Podcast episode

Titles in the series (94)

S&P Global Commodity Insights shares market insights on energy transition, tomorrow’s fuels and energy sources, and the implications for commodity markets, from oil to power to metals.

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Chinese EV subsidies squeeze lithium carbonate prices: S&P Global Platts Battery Metals Podcast series continues, tracking one of the most-followed topics in the market and how this has impacted lithium carbonate prices over recent weeks. In this edition, Platts looks into the implementation of the 2018 Chine by Platts Future Energy
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What does H2 hold for Chinese battery metals prices?: S&P Global Platts Battery Metals Podcast brings its focus back to China, the world's largest producer of new energy vehicles and the largest consumer of battery raw materials. In this episode, Platts commodity associate Melvin Goh and metals associate edi by Platts Future Energy
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The state of cobalt supply and the potential impact on battery metal raw materials: S&P Global Platts Market and Methodology Specialist Marcel Goldenberg and battery metals pricing specialist Emmanuel Latham examine recent developments in the global cobalt supply and the potential ramifications on battery feedstocks as we head into 2019. by Platts Future Energy
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Battery metals still on the up: technology may be game-changer: Battery metals markets continue bullish, recent industry events have shown, but with concerns in both the lithium and cobalt camps. In the first of S&P Global Platts’ monthly podcasts on battery metals, Marcel Goldenberg, markets and methodology develop by Platts Future Energy
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The battle between spodumene and brine – lithium mining: S&P Global Platts Battery Metals Podcast series continues, tracking the most-followed topics in the market. In this edition, Platts looks into lithium and how mining techniques differ for one of the lightest metals in the world. The podcast sheds light on by Platts Future Energy
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Lithium producers seek direction amid changing scenarios: Despite the consensus on lithium demand spiking in about five years from now, the current outlook is challenging producers in many different ways. The bearish price trend triggered different strategies among some of the major worldwide producers, but whic by Platts Future Energy
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China battery metals sector remains optimistic about 2020 demand despite weak Q1: In this episode of the S&P Global Platts Battery Metals podcast, Platts head of APAC Metals Insights Paul Bartholomew, analyst Lucy Tang, and associate editor Joyce Zhang discuss how the coronavirus outbreak is affecting China's automobile and new... by Platts Future Energy
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Will there be enough nickel to support the EV hype?: Battery technology appears to be driving towards the 8:1:1 nickel-cobalt-manganese format from the currently used 6:2:2 version, but with nickel prices a third of what they were at the beginning of the decade, investment into nickel projects has been limi by Platts Future Energy
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Developments in battery metal raw materials; nickel and cobalt supply outlooks: S&P Global Platts global market and methodology specialist Marcel Goldenberg, battery metals pricing specialist Emmanuel Latham and news journalist focusing on battery metals Ben Kilbey discuss developments and outlooks on nickel and cobalt supply. High a by Platts Future Energy
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Electric vehicle chargers: CHAdeMO, CCS, TESLA and GB/T: S&P Global Platts Battery Metals podcast series continues, tracking one of the most-followed topics in the market and how this has impacted lithium carbonate prices over recent weeks. Platts looks at chargers for electric vehicles and the East vs West bat by Platts Future Energy
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The battery of the future: Seeking higher energy density: Lithium-ion battery manufacturers are in a quest to develop new, more efficient cathodes -- such as NCM 811—featuring higher energy density which allows electric vehicles to drive for longer distances. In addition to the cathode, there are several othe by Platts Future Energy
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The Evolving Energy Sector: Updated Takeaways for Energy Transition Outlooks: In the latest S&P Global Platts Future Energy Podcast, Roman Kramarchuk, Head of Future Energy Outlooks, is joined by Dan Klein, Head of Future Energy Pathways, to talk about the main takeaways of , a comprehensive study that includes Platts oil,... by Platts Future Energy
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Battery metals move to the front, oil still driving sentiment: Battery metals, the electric vehicle revolution and protectionism versus free trade dominated discussions at this year's FT Commodities Global Summit in Lausanne, Switzerland. But like any gathering of the commodities industry's biggest players, oil prici by Platts Future Energy
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Rising nickel prices, Indonesia's planned export ban on unprocessed ore, pose global challenges: Nickel prices have been strong since mid-July, aided by Indonesia's plan to move forward on its ban of unprocessed ore exports beginning in 2020, as well as global supply issues. Three-month nickel prices reached a year-to-date high in September. S&P Glo by Platts Future Energy
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Cobalt in the time of Corona: refining, mining and pricing: S&P Global Platts Battery Metals podcast looks at how cobalt markets are faring during the current coronavirus pandemic. Emmanuel Latham is joined by Battery Metals editor Melvin Goh to discuss the impact of COVID-19 on Chinese cobalt sulfate... by Platts Future Energy
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Voluntary Carbon Credits: what they are, why they matter: have seen significant growth in recent years and are expected to surge in the years ahead. But they have traditionally been seen as opaque, complex and niche. That is rapidly changing as a large range of companies start to engage with them. In the... by Platts Future Energy
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Battery 'Gigafactories' and their impact on battery metals raw materials: S&P Global Platts Battery Metals Podcast series continues, tracking one of the most-followed topics in the market and how this has impacted lithium carbonate prices over recent weeks. In this edition, Platts looks at Gigafactories and why Europe seems to by Platts Future Energy
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Stationary storage market today and expectations for the future: Stationary storage takes the stage in the November edition of S&P Global Platts Battery Metals podcast. Senior pricing specialist Emmanuel Latham is joined by Felix Maire, lead analyst on US and European Power Storage markets at Platts Analytics, to discu by Platts Future Energy
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The key to electric vehicle uptake: subsidies: Overall global EV sales have been weaker in 2020, mostly due to the COVID-19 pandemic hitting sales in Asia, although European sales are notably up year on year, with European governments employing a number of incentives and subsidies to encourage car... by Platts Future Energy
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A conversation with NanoGraf's Francis Wang: NanoGraf Technologies CEO Dr Francis Wang talks to S&P Global Platts senior pricing specialist Jacqueline Holman about the COVID-19 pandemic’s impact on China’s dominance in the battery metal supply chain, as well as the challenges and... by Platts Future Energy
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Spain’s Repsol taking the front seat in transition drive: Spain’s Repsol was the first oil major to set net-zero emissions to target in December 2019, and the company has pivoted fast to grow its low-carbon energy business launching a raft of wind, solar, biofuels, and green-hydrogen projects. The surge in... by Platts Future Energy
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Electrification and biofuels: Combination, not disruption, is the path to decarbonize transportation: Electric vehicles have been trending as the primary choice to decarbonize the transportation sector worldwide. Although some could expect the EV revolution to disrupt all current technologies, existing biofuels can keep playing a key role where they... by Platts Future Energy
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Exploring Distro: Rotterdam Port’s new high-frequency trading platform: In the latest Platts Future Energy podcast, Janjoost Jullens, Energy Lead at the at the Blocklab innovation lab in the Netherlands, and James Rilett, Senior Director of Innovation at S&P Global Platts, tell Henry Edwardes-Evans about Platts... by Platts Future Energy
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The LFP resurgence in electric vehicles: For some time, many lithium-ion industry participants believed LFP (lithium iron phosphate) would be progressively phased out from electric vehicles due to its intrinsic lower energy density compared with nickel-rich chemistries. However, technology... by Platts Future Energy
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Boost to EVs from China’s new policy at risk due to COVID-19: The battery metals industry has welcomed China’s two-year extension of subsidies for new energy vehicles, but the COVID-19 pandemic has prevented EV sales from picking up as expected. In this edition of S&P Global Platts’ monthly Battery... by Platts Future Energy
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Marine Fuels of the Future: Vessel Optimization and Oil-based Fuels: Ahead of London International Shipping Week 2021, a six-part S&P Global Platts podcast miniseries looks into the pricing of alternative marine fuels for the global shipping industry. In each episode of Marine Fuels of the Future, Platts editors... by Platts Future Energy
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Developments in battery metal raw materials; nickel and cobalt supply outlooks

Developments in battery metal raw materials; nickel and cobalt supply outlooks

Description

Titles in the series (94)

More Episodes from Platts Future Energy

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