Developments in lithium and battery mate...

Federico Mennella, managing director and head of chemicals and materials, DC Advisory, joins host Vincent Valk for a discussion on the chemical M&A rebound in 2026. Large deals look to be returning as companies grow more comfortable with volatility and pursue portfolio reposition ... Show More

Paul Kurias, S&P Global Ratings director, lead analyst, corporate ratings, and Danny Krauss, S&P Global Ratings director, join host Vincent Valk for a discussion on the 2026 credit outlook for the chemicals sector. The sector outlook remains mixed as US chemical companies may ben ... Show More

Hexion president and CEO, Michael Lefenfeld, joins host Vincent Valk for a discussion on how to embed AI into the day-to-day operations of a chemical company—optimizing manufacturing, supply chain logistics, and organizational processes while improving speed, precision, sustainab ... Show More

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

<p>Join Eramet's Tokyo-based market research analyst <a href='https://www.linkedin.com/in/antoine-de-veyrac-b0362510b/'>Antoine DE VEYRAC</a>, and Argus’ Senior reporter, <a href='https://www.linkedin.com/in/yusuke-maekawa-140b118a?miniProfileUrn=urn%3Ali%3Afs_miniProfile%3AACoAA ... Show More

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

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

<p>As the world transitions away from fossil fuels and the electric vehicle market grows, competition to control a piece of a new source of energy is brewing. From rival carmakers to raw materials miners, different groups are racing to carve out their spots in the supply chain of ... Show More

Can we meet the soaring demand for lithium, a vital metal for electric cars and green energy? Mining is concentrated in a limited number of countries such as Australia and Chile. And with China dominating the manufacture of electric car batteries and already accounting for the im ... Show More

In this short (16 min) podcast, we discuss the key recent changes we have made to our EV sales forecasts and battery assumptions, and the resulting impacts on various upstream battery metals including lithium, nickel, cobalt, graphite, and others. BMO clients can view our reports ... Show More

Lithium-ion batteries are found everywhere, from watches to power tools to e-bikes and electric cars. But perhaps you've heard a thing or two about these batteries that make you unsure. This week, Casey and Sara discuss some of the environmental, social justice, and safety issues ... Show More

Gene Berdichevsky and his team have been working for over a decade to solve a major problem: Lithium-ion batteries are not getting any better. They power our cell phones and laptops and nearly every other modern, rechargeable device—and at this point have reached their energy-sto ... Show More