BMO Capital Markets recently increased its electric vehicle (EV) penetration forecasts to 7% this year, and 15% by 2025, with important spillover impacts into lithium, nickel, and cobalt. This podcast highlights the work of our analysts, Joel Jackson, Robin Fiedler, and Colin Hamilton, and is a deep dive into our EV forecast, the supply and demand dynamics i ... Show More
Apr 9
Global Trade Outlook: Tariff Risks and Energy Shock (27 min)
On April 8, BMO hosted a digital event exploring how global trade could evolve this year, the potential impact of volatile oil prices, how U.S. tariff policy could evolve, and risks to U.S.–Canada trade. Steve Verheul, former Chief Trade Negotiator for Canada, joined a panel of B ... Show More
27m 16s
Feb 2023
92. Who’s winning the battery arms race? - Feb23
We discovered Simon Moores, CEO of Benchmark Minerals Intelligence, on YouTube, during a legendary testimony during the US Senate in 2019. Simon just blew our mind, so it had been an ambition for this show to bring him on. And we did.
With Simon, we analyse the whole supply chain ... Show More
32m 9s
Apr 2025
Current Market Conditions and the Impact of EV Demand and Geopolitics on Lithium Outlook
Send us Fan MailJoe Lowry and Dmitry Silversteyn discuss the current state of the lithium industry, including lithium mining and processing companies and regions, and EV battery technology evolution’s impact on lithium demand, as well as the role of geopolitical considerations wh ... Show More
23m 9s
Sep 2025
EV and Autonomy State of the Union
Autonomy is advancing quickly with Waymo leading the charge, but where are there opportunities for investors? And we discuss the future for Rivian and Tesla as EV tax credits expire. Travis Hoium, Lou Whiteman, and Rachel Warren discuss: - Waymo’s rapid expansion - Rivian breaks ... Show More
22m 17s
Jun 2024
Taking Stock of Counter-Seasonality
In this episode we discuss the unusual rise in visible metal inventory during May, supply issues in alumina and manganese ore, and the latest on batteries from the Rhomotion Europe conference. (13 mins) Click here for transcript. To access our full disclosures, please visit: http ... Show More
12m 56s