Battery Metals Panel: Supplying the EV Value Chain

Moderator:
Howard Klein, Founder and Partner, RK Equity
Panel discussion with:
Jessie Chen, Director, Long State Investments
Brian Savage, CEO, Electric Metals USA
Frank Nikolic, VP, North America - Base and Battery Metals, CRU Group
Erez Ichilov, Traxys
Timestamps:
00:00 - Introductions
03:14 - Which metals are we most optimistic about? Investment outlook
16:23 - Impact of different battery technologies
26:58 - AI’s role in copper, lithium, aluminum, energy storage
33:43 - Manganese market and outlook
36:40 - EV adoption, costs, charging
40:13 - Traditional automakers moving to EV market
47:27 - Audience Q&A
This was recorded at our 121 Mining Investment New York event from 3-4 May 2024. For more information about the event and those who participated, click here: www.weare121.com/121mininginv...

[@wantonfuey1]

most chinese EVs are poorly made and dangerous to drive over the long term. Insurance will be absurdly high or not available on those machines.