In this short (16 min) podcast, we discuss the key recent changes we have made to our EV sales forecasts and battery assumptions, and the resulting impacts on various upstream battery metals including lithium, nickel, cobalt, graphite, and others.
BMO clients can view our reports, "Raise EV Targets Higher and Update Key Assumptions to Varying Upstream Effect", by visiting: https://researchglobal0.bmocapitalmarkets.com/research/abe03309-3d6b-432e-8507-3ebf507894eb/ and "Changing Some EV and Lithium Assumptions, Though Conclusions Remain Same" by visiting: https://researchglobal0.bmocapitalmarkets.com/research/65f1a666-1549-4b11-9c93-009328f5f574/
Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/0E975775-C5A2-487E-9B85-98EBA70158BA.PDF
To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/
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