Battery Metals Podcast artwork

Battery Metals Podcast

27 episodes - English - Latest episode: over 3 years ago - ★★★★★ - 4 ratings

Listen to our monthly insight into the current and future trends fueling the global electric vehicles (EV) revolution.

News s&p global platts electric power electric vehicles evs lithium nickel cobalt commodities energy
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Episodes

The key to electric vehicle uptake: subsidies

October 02, 2020 15:40 - 13 minutes

Overall global electric vehicle sales have been weaker in 2020, mostly due to the COVID-19 pandemic hitting sales in Asia, although European sales are notably up year on year, with European governments employing a number of incentives and subsidies to encourage car buyers to switch over to EVs. In...

The LFP resurgence in electric vehicles

August 13, 2020 22:00 - 21 minutes - 9.72 MB

For some time, many lithium-ion industry participants believed LFP (lithium iron phosphate) would be progressively phased out from electric vehicles due to its intrinsic lower energy density compared with nickel-rich chemistries. However, technology improvements -- coupled with the current market...

A conversation with NanoGraf's Francis Wang

July 03, 2020 14:45 - 18 minutes

NanoGraf Technologies CEO Dr Francis Wang talks to S&P Global Platts senior pricing specialist Jacqueline Holman about the COVID-19 pandemic’s impact on China’s dominance in the battery metal supply chain, as well as the challenges and opportunities of the supply chain becoming more...

Boost to EVs from China’s new policy at risk due to COVID-19

June 03, 2020 21:45 - 10 minutes - 4.83 MB

The battery metals industry has welcomed China’s two-year extension of subsidies for new energy vehicles, but the COVID-19 pandemic has prevented EV sales from picking up as expected. In this edition of S&P Global Platts’ monthly Battery Metals podcast, Jacqueline Holman and...

Cobalt in the time of Corona: refining, mining and pricing

May 05, 2020 18:00 - 12 minutes - 10.4 MB

S&P Global Platts Battery Metals podcast looks at how cobalt markets are faring during the current coronavirus pandemic. Emmanuel Latham is joined by Battery Metals editor Melvin Goh to discuss the impact of COVID-19 on Chinese cobalt sulfate refining, the developing situation in the DRC,...

Lithium demand heads for 2020 decline as market feels effects of coronavirus

March 27, 2020 22:00 - 28 minutes - 13.2 MB

Joe Lowry of Global Lithium -- known as "Mr. Lithium" -- forecasts lithium demand to fall in 2020 compared with 2019, the first annual decrease in many years. Lowry examines the impacts of the coronavirus outbreak on the lithium market with Henrique Ribeiro of S&P Global Platts.

China battery metals sector remains optimistic about 2020 demand despite soft Q1

March 05, 2020 16:00 - 9 minutes - 13.2 MB

In this episode of the S&P Global Platts Battery Metals podcast, Platts head of APAC Metals Insights Paul Bartholomew, analyst Lucy Tang, and associate editor Joyce Zhang discuss how the coronavirus outbreak is affecting China's automobile and new energy vehicle industry, and illustrate the...

What's in store for Nickel over 2020?

February 04, 2020 22:00 - 12 minutes - 13.2 MB

The S&P Global Platts Battery Metals podcast kicks off 2020 with a deep dive into nickel. Platts Editor Henrique Ribeiro is joined by Jason Sappor, nickel analyst at S&P Global Market Intelligence, to discuss his expectations for the nickel market in 2020, the implications of the Indonesian...

2019: A formative year for battery metals

December 19, 2019 21:55 - 13 minutes - 12.3 MB

The December edition of S&P Global Platts Battery Metals podcast takes a look back on 2019. With the year coming to a close, the Battery Metals team explores the highs, lows and very lows that have been experienced over the last 12 months. S&P Global Platts editors Emmanuel Latham,...

Stationary storage market today and expectations for the future

November 12, 2019 15:00 - 13 minutes - 13 MB

Stationary storage takes the stage in the November edition of S&P Global Platts Battery Metals podcast. Senior pricing specialist Emmanuel Latham is joined by Felix Maire, lead analyst on US and European Power Storage markets at Platts Analytics, to discuss the major drivers on this growing...

Interview with Formula E Team Principal Mark Preston

October 15, 2019 18:00 - 21 minutes - 19 MB

In this month’s Battery Metals podcast, regional manager Marcel Goldenberg talks to Mark Preston, Team Principal of the Techeetah Formula E racing team, about battery technology and innovation in the world of electric vehicle racing and its possible applications to the everyday use of EVs, as...

Rising nickel prices, Indonesia's planned export ban on unprocessed ore, pose global challenges

September 21, 2019 00:00 - 11 minutes - 12.2 MB

Nickel prices have been strong since mid-July, aided by Indonesia's plan to move forward on its ban of unprocessed ore exports beginning in 2020, as well as global supply issues. Three-month nickel prices reached a year-to-date high in September. S&P Global Platts editors Marcel Goldenberg,...

Lithium producers seek direction amid changing scenarios

August 30, 2019 21:10 - 15 minutes - 11.8 MB

Despite the consensus on lithium demand spiking in about five years from now, the current outlook is challenging producers in many different ways. The bearish price trend triggered different strategies among some of the major worldwide producers, but which of them is more likely to succeed? And how...

What does H2 hold for Chinese battery metals prices?

July 31, 2019 15:50 - 6 minutes - 8.79 MB

S&P Global Platts Battery Metals Podcast brings its focus back to China, the world's largest producer of new energy vehicles and the largest consumer of battery raw materials. In this episode, Platts commodity associate Melvin Goh and metals associate editor Joyce Zhang examine the impact of...

Will potassium-ion batteries replace lithium-ion batteries? (Part 2 of 2)

June 26, 2019 19:40 - 14 minutes - 9.07 MB

As technology evolves, several researchers are trying to identify the game-changer that could disrupt lithium-ion technologies in the battery space by being more cost effective and delivering longer driving ranges. The low price and high energy density of the potassium-ion technology has brought...

The battery of the future: Seeking higher energy density

June 12, 2019 21:00 - 12 minutes - 10.3 MB

Lithium-ion battery manufacturers are in a quest to develop new, more efficient cathodes -- such as NCM 811—featuring higher energy density which allows electric vehicles to drive for longer distances. In addition to the cathode, there are several other areas of study being researched...

Lithium market to remain oversupplied in 2019 despite Q1 disruptions

April 18, 2019 22:00 - 12 minutes - 2.69 MB

Despite some production issues related to heavy rains in South America, lithium production is expected to keep growing faster than demand this year, especially in the case of lithium hydroxide. S&P Global Platts pricing analyst Marcel Goldenberg in London and battery metals pricing specialist...

What's in store for China's new energy vehicles?

March 22, 2019 15:00 - 10 minutes - 13.9 MB

China plays a crucial role in the global electric vehicles industry. It consumes more than half of the world's battery raw materials. In this podcast, editor Joyce Zhang and analyst Lucy Tang take a look at the rapid growth of new energy vehicles in China as well as the demand and supply of metals...

Developments in battery metal raw materials; nickel and cobalt supply outlooks

February 14, 2019 19:30 - 10 minutes - 15 MB

S&P Global Platts global market and methodology specialist Marcel Goldenberg, battery metals pricing specialist Emmanuel Latham and news journalist focusing on battery metals Ben Kilbey discuss developments and outlooks on nickel and cobalt supply. High anticipated demand has seen the 'much...

The state of cobalt supply and the potential impact on battery metal raw materials

December 03, 2018 12:00 - 8 minutes - 11.6 MB

S&P Global Platts Market and Methodology Specialist Marcel Goldenberg and battery metals pricing specialist Emmanuel Latham examine recent developments in the global cobalt supply and the potential ramifications on battery feedstocks as we head into 2019. Glencore’s recent announcement...

Electric vehicle chargers: CHAdeMO, CCS, TESLA and GB/T

September 21, 2018 05:00 - 12 minutes - 16.5 MB

S&P Global Platts Battery Metals podcast series continues, tracking one of the most-followed topics in the market and how this has impacted lithium carbonate prices over recent weeks. Platts looks at chargers for electric vehicles and the East vs West battle about which technology will become...

Battery 'Gigafactories' and their impact on battery metals raw materials

August 01, 2018 06:01 - 8 minutes - 11.5 MB

S&P Global Platts Battery Metals Podcast series continues, tracking one of the most-followed topics in the market and how this has impacted lithium carbonate prices over recent weeks. In this edition, Platts looks at Gigafactories and why Europe seems to be the next hotbed for these to be...

Chinese EV subsidies squeeze lithium carbonate prices

June 19, 2018 13:00 - 3 minutes - 5.47 MB

S&P Global Platts Battery Metals Podcast series continues, tracking one of the most-followed topics in the market and how this has impacted lithium carbonate prices over recent weeks. In this edition, Platts looks into the implementation of the 2018 Chinese electric vehicle subsidies that came...

The battle between spodumene and brine – lithium mining

April 30, 2018 06:24 - 6 minutes - 8.31 MB

S&P Global Platts Battery Metals Podcast series continues, tracking the most-followed topics in the market. In this edition, Platts looks into lithium and how mining techniques differ for one of the lightest metals in the world. The podcast sheds light on what brine and spodumene are, where and...

Will there be enough nickel to support the EV hype?

April 03, 2018 09:01 - 6 minutes - 8.74 MB

Battery technology appears to be driving towards the 8:1:1 nickel-cobalt-manganese format from the currently used 6:2:2 version, but with nickel prices a third of what they were at the beginning of the decade, investment into nickel projects has been limited and poses the question of whether the...

Battery metals move to the front, oil still driving sentiment

March 23, 2018 09:39 - 12 minutes - 17.3 MB

Battery metals, the electric vehicle revolution and protectionism versus free trade dominated discussions at this year's FT Commodities Global Summit in Lausanne, Switzerland. But like any gathering of the commodities industry's biggest players, oil pricing and the outlook for energy weren't too...

Battery metals still on the up: technology may be game-changer

February 20, 2018 17:41 - 7 minutes - 6.56 MB

Battery metals markets continue bullish, recent industry events have shown, but with concerns in both the lithium and cobalt camps. In the first of S&P Global Platts’ monthly podcasts on battery metals, Marcel Goldenberg, markets and methodology development, metals, talks to Diana Kinch...