With global temperatures rising and an increasing urgency to speed progress on the energy transition, our Head of Sustainability Equity Research examines the key materials needed—and the risks of disruption from U.S.-China trade tensions.
Jun 8
The High Cost of AI Memory
The Head of our Europe and Asia Technology Team, Shawn Kim, explains how AI’s appetite for memory chips is boosting the cost of everything from data centers to smartphones, with consequences that may reach far beyond the tech industry.Read more insights from Morgan Stanley.----- ... Show More
4m 32s
Aug 2023
103. Battery chemistry: China against the World - Aug23
As the growth of the EV market and Energy Storage continues unabated, we wanted to know what the current State of Play in the Battery industry is.
In 2023, China dominates the Li_Ion battery market and its main companies, BYD and CATL are – alongside Tesla – blazing the trail of ... Show More
31m 10s
Feb 2023
The IRA 9 Months On: What's Standing in the Way of Progress?
<p><strong>The US Clean Energy Boom: What Might Stop It?</strong></p><p><br></p><p>The US Inflation Reduction Act, signed into law by President Joe Biden last August, has transformed the outlook for low-carbon energy in the US, because of the array of tax credits and other policy ... Show More
1h 1m
Sep 2020
Energy: Daniel Yergin on Energy, Climate, and Geopolitics
This week’s guest is Daniel Yergin, Pulitzer prize winning author and renowned expert in energy, international relations, and economics. We discuss his latest book is The New Map: Energy, Climate, and the Clash of Nations (available now). Topics include: the growing conflict betw ... Show More
47m 1s
Sep 2021
Accelerating EV Sales, and What It Means for Lithium and Other Battery Metals
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 Ham ... Show More
15m 42s