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]
Elon Musk and “Mr. Lithium” are both right about the issues surrounding lithium’s supply and demand. Lithium prices are rising to insane levels — especially for a metal that isn’t rare. The issue isn’t rarity or scarcity, but it’s how to get it out of the spodumene and into an … [continued]
In this episode of CleanTech Talk, RK Equity cofounder Howard Klein talked with me about what’s new in the EV battery market, current & future supply chain concerns, Tesla’s battery progress, and more. Starting off by taking a big-picture look, Klein summarized some of the big movements in the stocks … [continued]
I recently sat down with Rodney Hooper of RK Equity to get an update on what’s happening in the EV battery market and EV battery mining world, including what’s happening with Tesla’s EV battery goals nearly a year after Tesla Battery Day. Rodney started off by highlighting the huge EV … [continued]
In part two of this CleanTech Talk interview with Rodney Hooper of RK Equity, I started off by asking about his forecasts for EV market share in Europe. He expects that plugin vehicles will account for 18.5% of vehicle sales in Europe this year (well above his US forecast of … [continued]
In this first part of a two-part interview for CleanTech Talk, Rodney Hooper of RK Equity talks lithium and EV battery production and supply forecasts for 2025–2030 in Europe, China, the US, and globally. Listen via the embedded SoundCloud player below, or via your preferred podcasting network (see options below). … [continued]
A look at trends in the lithium industry, including forecasts for Tesla and reactions to Volkswagen Power Day.
In this episode of our CleanTech Talk podcast interview series, CleanTechnica CEO Zach Shahan sits down with Howard Klein, Founder and Partner at RK Equity, to talk about the lithium, nickel, and graphite markets in the United States, North America, and Canada. You can listen to the full conversation in … [continued]
We’ve written at length about the vast need for lithium if the electric vehicle market is going to keep growing at the pace it’s been growing at. Lithium is abundant on Earth, but it takes years to set up lithium mines and manufacturing facilities to get that lithium ready for use in a battery, so it’s not a resource issue, but rather a business and investment issue.
Earlier this month, Tesla and Piedmont Lithium signed a five-year agreement. In this agreement, Tesla will purchase spodumene concentrate (SC6), which is vital for manufacturing lithium-ion batteries.
