• European commodity risks to 2030 – Dynamics of raw materials in Lithium-ion batteries
• Inconsistencies in broker reported Lithium supply
• Supply concentration – the limiting factor to automotive transformation and European cell manufacturing
• The challenge – excessive investment in upstream required to increase battery-grade lithium supply
• Hydrogen market challenges to scale
• PGMs dynamics – with Russian and Ukrainian supply now off-line
Website: www.bgr.bund.de/EN/Themen/Min_rohstoffe/DERA/dera_node_en
Guest:
Michael Schmidt, Economic Geologist & Senior Analyst, DERA/BGR