Master Investor Sector Focus: The EV Economy

Despite growth in electric car sales stalling over the last 9 months, electric vehicles are still expected to become more prevalent, with projections that they could make up 45% of global car sales by 2035.

The EV revolution is undoubtedly accelerating, and experts suggest progress lies with developments in the battery. As we look to the future, the landscape of EV batteries is set to undergo dramatic changes, promising increased range, faster charging times and more sustainable solutions.

This webinar brings investors together with the management teams of promising EV-related companies and our industry expert to discuss what the future holds for this dynamic industry.

Key moments:

00:00 Intro

00:10 About Master Investor Sector Focus: The EV Economy
Sarah Lowther introduces the format of "The EV Economy", an interactive webinar that sets the scene of the EV and tech economy, and hosts 15-minute presentations from two companies active in this space.

00:53 A review of the EV market
Mining journalist Alastair Ford gives a high-level overview of the EV economy, including the commodities and wider framework conditions needed to meet the future growth of this market. Stressing the long view that investors need to take, he also points out some promising listed exploration companies, and how investors can tap into the increasing supply constraints of raw materials.

16:01 About Cornish Metals
Chief Development Officer Fawzi Hanano introduces Cornish Metals, a mineral exploration and development company listed on both the TSX in Canada and AIM in London. Recognising the increasing demand for tin as driven by new technologies and the energy transition, Cornish Metals is working towards re-opening its fully permitted South Crofty underground tin mine in Cornwall. As the world's highest-grade non-producing tin resource, South Crofty presents an opportunity for domestic tin supply in Europe.

38:17 About CleanTech Lithium
Head of Communications Nick Baxter gives an overview of AIM-listed lithium exploration and development company CleanTech Lithium. Driven by the expected long-term demand for lithium, the company focuses on advancing the next generation of sustainable lithium projects in Chile such as its flagship asset, Laguna Verde. In early 2024, CleanTech Lithium launched a pilot plant that uses the direct lithium extraction technology.

Find out more about past and upcoming Master Investor webinars: https://events.masterinvestor.co.uk

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