Caspar Rawles from Benchmark Minerals Intelligence comes on SBTV to discuss the electric vehicle revolution and sheds light on the ongoing global battery arms race of which the US is a bystander.
Simon Moores’ testimony on supply chains of key battery raw materials before US Senate: https://www.benchmarkminerals.com/benchmarks-minerals-simon-moores-warns-senate-us-a-bystander-in-battery-raw-materials/
Benchmark Price Assessments: https://www.benchmarkminerals.com/price-assessments
Discussed in this interview:
01:50 Growth of the electric vehicle trend
04:24 How is charging infrastructure keeping up with EV sales
07:34 Falling production costs of lithium-ion batteries
08:58 Why cobalt prices fell in 2018 despite growing EV trend?
14:35 Which battery metal is most promising: Lithium, Cobalt and Nickel
18:01 Feasibility to eliminate cobalt from batteries
21:13 Challenges with solid state batteries
24:04 The global battery arms race
32:57 Any constrictions in supply of battery metals?
Invest in Nickel & Cobalt: https://www.silverbullion.com.sg/EV
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