If everybody woke up tomorrow, had money in hand, and wanted to buy an EV, it couldn’t happen. It’s not that we don’t want everybody to have one, but increasing EV battery production involves a number of complex processes, which require a large amount of minerals, which we’d need more … [continued]
If the true goal of the Inflation Reduction Act of 2022 was to bring manufacturing back to the US, you can hardly argue with its results. Almost every week, there’s news of carmakers and electronics firms investing millions — if not billions — into new US supply chain manufacturing, with … [continued]
Electric vehicle batteries are quickly becoming one of the most important commodities in the USA. Mineral processing operations are largely happening overseas, but one US company created by a Tesla founder and previous CTO is now delving into cathode and anode processing. Tesla co-founder JB Straubel is currently in the … [continued]
I recently sat down with Brian Menell, CEO and Chairman of TechMet, to talk EV battery mineral mining, investment in this fast-changing market, and the Inflation Reduction Act of 2022. As someone whose company is investing in mines and lithium mining startups, Brian had more to share and more perspective … [continued]
In July 2020, I interviewed the EV battery mineral experts at RK Equity for the first time. The core story was clear: there was growing demand for electric vehicles, but not enough investment in EV battery mineral mining, and lithium mining in particular. The result was as predictable as could … [continued]
Tesla has entered into an agreement with Indonesia to purchase $5 billion worth of nickel over the next 5 years.
There’s been a lot of discussion about the new Clean Vehicle Credit in the Inflation Reduction Act of 2022 that is making its way toward Joe Biden’s desk (having left the Senate, it’s now just got to get through the House of Representatives). However, for all of the simple — … [continued]
It is imperative that the United States adopt policies that will improve both the sustainability and security of the materials supply needed to enable a clean energy transition. The policies the Biden administration has advanced through executive action and Congress is currently considering through this climate deal will help meet this goal.
The timeline of a transition to a new technology can be seen as a series of constraints — obstacles that temporarily prevent the new technology from displacing the old. These obstacles aren’t always technological — sometimes they have to do with economic or social factors. Of course, to the croakers and … [continued]
Oliver Gunasekara, CEO and co-founder of Impossible Mining, recently sat down with me to share a bit about the company and what inspired him to take on the critical metals, EV batter materials, and mining industry. This is part one of our interview. In this part, we discuss: Reinventing The … [continued]
