Energy Evolution

S&P Global Commodity Insights
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Aug 1, 2018 • 8min

Battery 'Gigafactories' and their impact on battery metals raw materials

S&P Global Platts Battery Metals Podcast series continues, tracking one of the most-followed topics in the market and how this has impacted lithium carbonate prices over recent weeks. In this edition, Platts looks at Gigafactories and why Europe seems to be the next hotbed for these to be...
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Jun 19, 2018 • 4min

Chinese EV subsidies squeeze lithium carbonate prices

S&P Global Platts Battery Metals Podcast series continues, tracking one of the most-followed topics in the market and how this has impacted lithium carbonate prices over recent weeks. In this edition, Platts looks into the implementation of the 2018 Chinese electric vehicle subsidies that came...
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Apr 30, 2018 • 6min

The battle between spodumene and brine – lithium mining

S&P Global Platts Battery Metals Podcast series continues, tracking the most-followed topics in the market. In this edition, Platts looks into lithium and how mining techniques differ for one of the lightest metals in the world. The podcast sheds light on what brine and spodumene are, where and...
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Apr 3, 2018 • 6min

Will there be enough nickel to support the EV hype?

Battery technology appears to be driving towards the 8:1:1 nickel-cobalt-manganese format from the currently used 6:2:2 version, but with nickel prices a third of what they were at the beginning of the decade, investment into nickel projects has been limited and poses the question of whether the...
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Mar 23, 2018 • 13min

Battery metals move to the front, oil still driving sentiment

Battery metals, the electric vehicle revolution and protectionism versus free trade dominated discussions at this year's FT Commodities Global Summit in Lausanne, Switzerland. But like any gathering of the commodities industry's biggest players, oil pricing and the outlook for energy weren't too...
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Feb 20, 2018 • 7min

Battery metals still on the up: technology may be game-changer

Battery metals markets continue bullish, recent industry events have shown, but with concerns in both the lithium and cobalt camps. In the first of S&P Global Platts’ monthly podcasts on battery metals, Marcel Goldenberg, markets and methodology development, metals, talks to Diana Kinch...

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