Andy Miller: It's a Wait-and-See Period for Battery Metals | Summary and Q&A

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March 13, 2020
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Investing News
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Andy Miller: It's a Wait-and-See Period for Battery Metals

TL;DR

Sentiment towards battery metals is strong in the long-term, but short-term challenges exist due to pricing corrections and financing difficulties. The coronavirus outbreak could impact supply chains, particularly in China, and add uncertainty to the market.

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Questions & Answers

Q: How has sentiment towards the battery metal space been affected by pricing corrections and financing difficulties?

While the short-term has seen challenges, sentiment in the long-term remains positive. The development of new projects and the strengthening demand for battery materials in the automotive and battery sectors are driving the market forward.

Q: How is the coronavirus outbreak expected to impact battery metal supply chains?

The impact of the coronavirus outbreak on battery metal supply chains is yet to be fully determined. While production in China hasn't been significantly affected so far, concerns arise over the supply chain bottleneck and potential disruptions in Japan and South Korea.

Q: How many mega factories have been tracked, and what are the challenges faced in developing new battery capacity in Europe?

Over 100 mega factories with over two terawatt-hours of new capacity have been announced. The challenge in Europe lies in diversifying the supply chain and building confidence from Western OEMs to invest in new battery capacity.

Q: Can countries outside of China gain market share in the anode sector?

While there is exciting research and development taking place outside of China, challenging China's dominant position in the anode market will be difficult. However, progress can be made by focusing on the development of carbon-based graphite anodes with additives like silicon.

Summary & Key Takeaways

  • Sentiment towards battery metals is positive in the long-term, but short-term challenges include pricing corrections and financing difficulties.

  • The coronavirus outbreak may impact battery metal supply chains, particularly in China, and raise concerns about the availability of raw materials.

  • Over 100 mega factories with a total capacity of over two terawatt-hours have been announced, driven by commitments from major OEMs in Europe and North America.

  • Challenges faced by Europe and North America in developing new battery capacity include diversifying the supply chain and bridging the gap between mining and advanced materials production.

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