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IN Tune: Accelerating EV Sales, and What It Means for Lithium and Other Battery Metals

 

IN Tune is a podcast featuring Equity Research analysts from BMO Capital Markets. Our episodes explore key emerging themes, trends, and issues which are important to our institutional clients globally.  


This episode is hosted by Joel Jackson, Fertilizers & Chemicals Analyst; Robin Fiedler, Battery Materials Analyst; Colin Hamilton, Global Commodities Analyst


BMO Capital Markets recently increased its electric vehicle (EV) penetration forecasts to 7% this year, and 15% by 2025, with important spillover impacts into lithium, nickel, and cobalt. This podcast highlights the work of our analysts, Joel Jackson, Robin Fiedler, and Colin Hamilton, and is a deep dive into our EV forecast, the supply and demand dynamics in lithium and other raw materials, and the impact on related equities, as well as the supply complexity that the industry faces.

BMO clients can view our report by visiting Equity Research: “Recalibrating EV Sales, and Lithium / Nickel / Cobalt Demand Estimates Higher

TRANSCRIPT

Subscribe to this free podcast and never miss an episode or visit the BMO Equity Research website for more great episodes of IN Tune.

Podcast disclosure

Read more
Joel Jackson, P.Eng., CFA Equity Research Analyst, Fertilizers and Chemicals

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Global Metals & Mining 30th Global Metals & Mining Conference

March 1 - 5, 2021

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