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EQM Indexes Battery Metals Commentary: May 11, 2020 Image

EQM Indexes Battery Metals Commentary: May 11, 2020

Author headshot Jane Edmondson / May 11

EV sales have held up as the overall auto market collapses.  April EV sales outperformed expectations with the Tesla Model 3 selling exceptionally well.  Battery EV sales rose 197% in March followed by MHEV's (mild hybrids) up 241% and hybrid gas vehicles up 86%. The Tesla Model 3 and Jaguar I-Pace accounted for 75% of British EV registrations for the month.  And in China, EV sales are also holding up well as consumers avoid public transit for commuting.  And a new Supercycle is possible, according to SP Angel research, as nations prepare to kick-start growth through stimulus and infrastructure programs.


China's grip on battery metals supply chain

The back story on how China came to dominate the lithium-ion battery to electric vehicle (EV) supply chain by building capacity in metal refining, battery-grade chemicals production and cathode and anode making is being told via new data from Benchmark Mineral Intelligence.


Tesla or NIO: Who Won China's Aggressive EV Push?
As China's EV opportunity grows, investors want to know who will benefit the most. Tesla and NIO are the two EV names that immediately come to mind. 

Albemarle eyes Tianqi's stake in world's largest lithium mine

U.S. lithium miner Albemarle revealed on Thursday it was mulling a possible acquisition of all or part of Tianqi's stake in Greenbushes mine in Western Australia, which is the world's largest hard-rock lithium operation.

Oceans May Be Best Place To Get EV Battery Metals
A new study explores the environmental, social, and economic costs of different sources of base metals used in the world's transition away from fossil fuels. The white paper is entitled Where Should Metals for the Green Transition Come From? The research considers the age-old question of land vs. ocean, in this case with regards to where mining for EV battery metals should take place.


High Voltage: Battery metals price rally to be higher and longer as project delays pile up

Big project deferrals will just amplify the size and length of a lithium price rebound in ~2023 when supply struggles to maintain pace with battery demand growth.


Potential Tesla Batteries With Less Cobalt, More Energy Density Revealed

Tesla's research partner Jeff Dahn is making many improvements to the potential million-mile battery.

Shanghai implements Internet-of-Vehicle plans with 100,000 new data-collecting EV chargers
The Shanghai Municipal Government announced its smart-city action plan. Activities include adding 100,000 charging ports, so-called Internet-of-Vehicle roadways, and 34,500 5G base stations. Those charging ports double as interactive devices that collect a lot of data, including "user portraits."

Crisis Could Tighten Material Supply for EV Batteries and Clean Energy

The global coronavirus pandemic could present a major issue for electric cars and clean energy by restricting supplies of materials needed for batteries, solar panels, and wind turbines, the International Energy Agency (IEA) warned.

About the Author

Author thumbnail Co-Founder of EQM Indexes LLC and Founder of EQM Capital LLC. Ms. Edmondson is a former Quantitative Portfolio Manager with Allianz Global Investors and its predecessor firm Nicholas-Applegate. She started her career at Merrill Lynch and has more than 25 years of experience in the investment industry. She holds an MBA in Finance from San Diego State University and a BA from UC Irvine.

During February lithium stocks showed mostly negative performance, led by Pilbara Minerals & Orocobre with a decrease of -12% and Galaxy Resources dropping -11% in comparison with the previous month.

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