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...It does not mine lithium but recently started to trade the metal....
...to supply the technologies and infrastructure required to reduce the world’s dependence on fossil fuels....
...“There was an enormous consensus at the end of last year that supply was going to be problematic and the reality has been that the record supply in January has been absorbed extremely well,” said Andres...
...Labour supply is tight in the US,” he said....
...The story of the professor in nonferrous metals research turned hard-headed executive with a fastidious focus on technology, supply chains and cost- cutting has become gospel in Chinese science and business...
...The unusual angular design meant Tesla could make the Cybertruck’s roof from a single piece of metal, he said, rather than investing in an expensive stamping press....
...Goncalves was born in Brazil, trained as an engineer and has spent his entire career in metals and mining....
...A $441mn investment last month by Korean metals giant Posco in a nickel smelting plant on the Indonesian island of Halmahera has taken South Korea’s hard-cash dealmaking in the south-east Asian country to...
...Moscow has not indicated it plans to reduce metals exports, but it has already cut overseas energy supplies, which are a much larger source of revenue....
...Yuzawa said: “Gigacasting is going to reshape the whole underbody supply chain network.”...
...The consolidation of the lithium sector comes as prices of the battery metal have crashed by more than half from heights of $80,000 per tonne at the end of last year to below $30,000 on weak Chinese EV sector...
...Elon Musk can thumb his nose at Opec: an oil supply cartel holds no fears for an electric vehicle tycoon. He cannot afford complacency when it comes to metals vital to EVs....
...They use new material which includes aluminium, a relatively abundant and lower cost metal, and less raw materials overall....
...Another approach is to go for funds linked to metals prices....
...Persistent shortages of lithium over the next decade will lead to fewer car sales and hit the cheaper end of the market hardest, the head of one of the biggest producers of the vital battery metal has warned...
...Geopolitical tensions are also shaking up supplies of metals, including copper....
...The issue primarily is supply,” Weeks said....
...These cleaned and processed metals, minerals and derivatives make their way into products worldwide — and there are no back-up sources.”...
...best-run corporate supply chains....
...Security of supply is a looming problem for the years ahead, as are environmental concerns around the dirty business of digging these metals out of the ground....
...Metal barriers have been erected around the campus. Workers must take daily Covid tests and have been restricted to the factory floor and their dorms....
...Nickel is needed for the most powerful lithium-ion cells used in electric vehicles and the supply agreement with the Brazilian group marks the latest move by Elon Musk’s group to lock down non-Chinese supplies...
...“Our view of the recession is that it is a short-term issue that is affecting sentiment, but after that we should see metal supply is at all-time lows and no one is long.”...
...But amid all the EV excitement — and anxiety about the alarmingly limited supply of battery metals — many investors and industrial groups are now looking more closely at hydrogen too....
...A version of this article was first published by Nikkei Asia on January 13 2023. ©2023 Nikkei Inc....
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