Adamas Intelligence reports that 54% of battery capacity deployed onto roads globally in new plug-in electric vehicles was powered by high nickel cathode chemistries.
Balancing reliance on China’s technology providers with local interests is now a key political as well as environmental challenge, says Wood Mackenzie.
If an average price of $130 a tonne is assumed for the first half of 2022, it implies that BHP is making $50 a tonne more than what Beijing might deem reasonable, writes Clyde Russell.