Switched On20 Sep 2023

Lithium Rush: The Key Metal Powering the EV Revolution

Lithium is integral to the majority of electric vehicle battery chemistries, making it one of the world’s most sought-after metals. Once it’s out of ground, who controls the supply of lithium and its refining? With the majority of major diversified miners not actively taking part in lithium extraction, who are the companies involved in this space?

On today’s show, Dana speaks with Ellie Gomes-Callus from BNEF’s metals and mining team, and Dr. Andy Leach from the energy storage team. Together, they discuss the different methods of lithium mining and their varying ecological impacts, why the major diversified miners are largely avoiding the extraction of this metal, and the relationship between lithium and different battery chemistries. They also consider whether sodium-ion technology poses a threat to lithium’s current dominance.

Complimentary BNEF research on the trends driving the transition to a lower-carbon economy can be found at BNEF<GO> on the Bloomberg Terminal, on bnef.com or on the BNEF mobile app.

Links to research notes from this episode:

1H 2023 Battery Metals Outlook: Shift In Demand Dynamics

Energy Transition Metals Production Scores: Australia Top

Sodium-ion Batteries Target China’s Mini EVs to Cut Costs

Rio Tinto Doubles Down on Lithium Mining With Rwanda Deal

Battery Metals Monthly - August 2023

See omnystudio.com/listener for privacy information.

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(318)

Global Gas Tug of War Is Brewing for Winter

Europe’s gas market is heading into winter with little room for error. Lower storage levels and disruption in the Middle East have left the region more exposed to weather and competition for LNG. BNEF...

23 Sep 27min

Food and Farming Caught in Geopolitical Crossfire

No country can feed itself entirely on its own. The global food system depends on a complex web of trade, not just for food but for fertilizer, animal feed, pesticides and labor. Even major agricultur...

18 Sep 26min

US Grid Ban Hits Batteries Hardest: Analyst Reaction

US efforts to secure its power grid could come at a cost. A new executive order could restrict grid and power equipment supplied by companies tied to China, with batteries particularly exposed. Around...

14 Sep 17min

BNEF Pioneers: Buses, Bioleaching and Better Batteries

Some of the most interesting climate technologies don’t fit neatly into a category. That is the idea behind the Wildcard entries in BloombergNEF’s annual Pioneers competition, which recognizes promisi...

9 Sep 44min

Six Months In, the Iran War Redraws the Energy Map

The Iran war is redrawing the global energy landscape. Six months of high oil prices and disrupted trade have strengthened the case for technologies that reduce reliance on imported fossil fuels. Chin...

2 Sep 33min

Turkey's Renewables Boom Has More Than Climate in Mind

Turkey is quietly becoming a renewables heavyweight. Rapid wind and solar deployment is helping the country meet rising electricity demand while reducing exposure to imported fossil fuels. Turkey rank...

27 Aug 32min

States Put Data Centers on Pause: Analyst Reaction

America’s data center boom is running into political resistance. Texas, New York and Pennsylvania are moving to slow or pause new projects amid concerns over electricity costs, infrastructure and loca...

24 Aug 14min

EV Boom Changes Lanes as New Markets Take the Wheel

The electric vehicle boom is entering a new phase. As China’s market matures and the US steps back from EVs, emerging markets are becoming the new hotspot for electrified transport. At the same time, ...

20 Aug 31min