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Battery minerals trends: Electric vehicles leads Twitter mentions in Q2 2021

Battery minerals trends: Electric vehicles leads Twitter mentions in Q2 2021
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How to make sense of Pilbara s big lithium price

EV Batteries: The Next Victim of High Commodity Prices? - Governors Wind Energy Coalition

Governors Wind Energy Coalition EV Batteries: The Next Victim of High Commodity Prices? Source: By Jacky Wong, Wall Street Journal • Posted: Thursday, July 22, 2021 Batteries have gotten a lot cheaper due to economies of scale, but rising commodity prices could upend that trend Companies such as China’s Contemporary Amperex Technology may have better bargaining power with auto makers. Photo: jake spring/Reuters Ever-cheaper batteries over the past decade have made electric vehicles more price-competitive. But rising demand for EVs could now disrupt that trend. The race to secure key materials will become more crucial. Prices of battery materials have skyrocketed this year as EV demand jumps. Prices of lithium carbonate, used in cathodes, have doubled year-to-date, according to research firm Benchmark Mineral Intelligence. Prices for cobalt hydroxide, which boosts energy density and battery life, have risen more than 40%.

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