Lithium and the Global Battery Arms Race with Simon Moores

The HC Insider Podcast - Episode 42

  • HC Insider
  • Lithium and the Global Battery Arms Race with Simon Moores
24 March 2021
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Globally, we have begun the transformation to the lithium-ion Economy. Mega battery factories are growing exponentially. The problem is lithium supply. Mining is constrained by available ores and multiyear start up times. Chemical processing and cathode production is technically challenging, environmentally impactful, and concentrated in China. EV manufacturers are buying all the Lithium supply they can on decade-long contracts. Lithium demand is forecast to outstrip supply by double in 2040 – even with the most optimistic forecasts. What does this mean for producers, commodity traders, financiers, governments and OEMs? How can the world tackle the problem of lithium. Simon Moores, CEO of Benchmark Minerals, the foremost independent pricing agency for Lithium walks us through the lithium supply chain and its consequences.

 



The HC Insider Podcast

Each day, around the world, we have fascinating one-on-one conversations with our connections. Our collaborators are uniquely informed, creative and inspirational in their fields. We want to provide our community a seat alongside us, listening in to these conversations in that special way podcasting provides, as we tackle topical and people related issues with the leaders and leading minds in our sector.

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