4min chapter

China EVs & More cover image

MAX Episode #11 - Henry Sanderson, Author - Volt Rush, Executive Editor - Benchmark Mineral Intelligence

China EVs & More

CHAPTER

Nickel, Cobalt, and Manganese - What Are You Seeing?

Lithium prices in China are up 400% over the past years. nickel has been extremely volatile with the Russian invasion of Ukraine. The money being made in the supply chain now is shifting from battery to lithium and raw materials. And we saw a situation where nickel just rapidly increased in price. So all these metals have been volatile, increasing the cost for the... Not only increase the cost for battery and battery producers and OEMs, but raising concerns just about security of supply or locking down supply.

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