The Assay Live: Investment Thesis for Battery Materials and the Hidden Economics of Electric Vehicles - The Assay
The Assay Live: Investment thesis for Battery materials and the hidden economics of electric vehicles

The Assay Live: Investment Thesis for Battery Materials and the Hidden Economics of Electric Vehicles

Tuesday, 19 October 2021 – UK BST 15:00
This session considers the demand growth drivers for battery materials, most notably developments in lithium-ion batteries and electric vehicles penetration. The panel of investors and analysts will examine the lack of harmony between automotive, mining and government sectors regarding the EV penetration trajectory to 2030, and the true economics of owning EVs and scaling their adoption will be scrutinised.

Strategies will be discussed with regards to raising capital and enhancing finance options to bring more battery grade materials online and alleviate potential supply bottlenecks. The panel will also share their expectations for supply tightness across the battery metals complex in the near term.
Panellists:
Aline Carnizelo, Portfolio Manager, Pala Investments
Matthew Fernley, Head of Research at Westbeck Volta Fund
Milan Thakore, Head of Battey Metals Research, Johnson Matthey
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Date

Oct 19 2021

Time

UK Time Zone
3:00 pm - 4:00 pm

Local Time

  • Timezone: America/New_York
  • Date: Oct 19 2021
  • Time: 10:00 am - 11:00 am

More Info

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