

The State of Play in Battery Metals Episode 3 | Andrea Hotter, Special Correspondent, Fastmarkets
9 snips Jan 25, 2025
Andrea Hotter, Special Correspondent at Fastmarkets, dives into the fast-changing world of battery metals. She discusses how recent executive orders from the President could reshape the landscape for electric vehicles and critical minerals. The conversation touches on the transition to alternative battery technologies like sodium ion and solid-state batteries, along with the impact of trade policies and tariffs on inflation. Hotter also highlights challenges facing U.S. suppliers in competing with imports from China while addressing the implications for climate initiatives.
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Executive Orders Impacting Natural Resources
- President Trump signed 42 executive orders, impacting the natural resources sector.
- These orders favor oil and gas, Alaskan resources, and uranium, but disfavor electric vehicles and climate initiatives.
IRA Funding Pause
- President Trump directed agencies to pause IRA funds, including those for climate change and electric vehicles.
- This pause could lead to legal battles if made permanent, as it impacts projects in Republican states.
Electric Vehicles and the Musk Factor
- Despite Elon Musk's role in the Trump administration, electric vehicles are not favored.
- This could benefit Tesla by slowing down competitors while Tesla continues its focus on EVs and autonomous vehicles.