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COP26: Why battery raw materials are a highly-charged topic

From woodmac.com

Transportation accounts for 23% of global emissions, so it’s unsurprising that decarbonising the sector is one of the four key pillars of COP26. Dramatically accelerated electric vehicle (EV) uptake is needed to put the world on a 2° C trajectory. Yet there is a very big battery shaped barrier to rapid electrification. This week’s COP26 briefing explores the tension between the unprecedented demand for battery raw materials that EV uptake will create and the reality of likely supply. Fill in the form to read the report, or read on for a quick overview. With costs falling, vehicle range improving and charging ... (full story)

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  • Category: Fundamental Analysis