Battery metals markets continue bullish, recent industry events have shown, but with concerns in both the lithium and cobalt camps. In the first of S&P Global Platts’ monthly podcasts on battery metals, Marcel Goldenberg, markets and methodology development, metals, talks to Diana Kinch about the planned entry of a host of junior miners which may push the lithium market into surplus within five years, if indeed they gain financing.
Technology will play a vital part in market development: blockchaining may help ease concerns over responsible sourcing of cobalt for the EVs sector, while collaborative projects between utility companies and carmakers may help reduce grid balancing costs and overcome range anxiety.
Blog post: Might nickel be the brake on the progress of electric vehicles?
Blog post: How long can the lithium bull run last?
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