The S&P Global Platts Battery Metals podcast series continues, tracking one of the most-followed topics in the market and how this has impacted lithium carbonate prices over recent weeks. This podcast analyzes the key drivers behind Platts Analytics' forecast of 5 million EVs sold per year by 2021 and how they differ between China, the US and Europe.
China has set ambitious goals with the New Energy Vehicle Mandate, but Europe is advancing on policies to reduce carbon emissions in the transportation sector, and the Tesla Model 3 in the US is getting a lot of traction.
The podcast also examines the main drivers behind battery price reductions and how technology evolutions could limit the dependence on key raw materials.
This podcast is brought to you by Platts EMEA metals pricing specialist Marcel Goldenberg; Platts Analytics Head of Energy Scenario, Technology and Policy Analytics Roman Kramarchuk; and Senior Analyst for Clean Energy and Storage Felix Maire.