Скачать или смотреть Investment Thesis for Battery Materials & the Hidden Economics of Electric Vehicles

In this webinar a stellar group of minds from backgrounds in investing, analysis and metallurgy come together to highlight to the community the less widely reported factors that will alter the course of EVs mass market adoption.

While the near-term momentum of the sector remains very positive with EVs expected to take further market share from ICEs this decade, the financing gap and long lead time to develop vital new battery metals projects is indeed very real.

The guest panel examine where there is some improvement to the perception of financing critical minerals extraction, the supply tightness for cathode materials remain paramount.

Critical thinking is shared on the strategies OEMs and battery manufacturers could take to gain greater control of upstream businesses that produce the metals vital to their end products.

Timestamps:
00:00 - Intro
02:45 - Are we in agreement on EVs penetration rages given what we know about materials shortages?
18:27 - Is the infrastructure ready to support grid demand from even lower case EV penetration rates?
27:17 - Are higher prices drawing more capital into battery metals projects?
38:48 - What is holding OEMs and automotive companies back from investing in mines directly?
48:36 - Will ESG slow down or accelerate the energy transition?
59:50 - Where to invest now?

Panellists:
Aline Carnizelo, Portfolio Manager, Pala Investments
Erez Ichilov, Managing Director, Traxys Battery Holdings
Marcos Camhis, CEO, FOS Asset Management
Matthew Fernley, Head of Research, Westbeck Volta Fund and Founder, Battery Materials Review
Milan Thakore, Principal Analyst, Johnson Matthey