Investing in the battery minerals fueling the energy transition
Energy Evolution
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The Future of Metals Markets
Aaron Carroll: We believe that the world will not have enough cobalt to satiate demand next year. Even if you found lithium in your kitchen today, it's going to take eight to 12 years for that lithium to be manufactured into a battery," he says. "If any adoption curve of Teslas or Ford lightnings goes up one increment, that's only going to get worse" The amount of government stimulus that would be required to make that much of a difference in that short period of time would drive the price of these metals parabolic, said Carroll.
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