BNEF has been closely following government policy and consumer trends in the shift to a cleaner world. Howard and Rodney interview James Frith about BNEF's latest report and discuss various topics including the future market share of various passenger EV battery chemistries, whether high nickel cathodes can compete on a cost/performance basis long-term and if sodium-ion has merit.

Index:

1:30: Future battery chemistries5:20: US Biden administration announcement and impact on forecasts8:25: The case for EVs vs ICE in 203010:15: Consumer shift and OEM sales/advertising focus11:10: Can high nickel achieve a competitive cost/performance position given rising raw material costs?15:01: How important is carbon footprint? Will LFP be as competitive ex-China? Thoughts on FREYR Battery19:51: Will sodium ion compete in the future?

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Intro and outro audio credit: Jamie Klein

DISCLAIMER

RK Equity is an advisory firm run by Howard Klein and Rodney Hooper. We are exclusively focused on raising awareness about companies producing or developing the next generation critical raw materials that are powering Tesla’s EV Battery Energy Transition, including lithium, nickel, graphite, rare earths and other technology metals. We also track the growing number of EV Battery themed stocks going public through Special Purpose Acquisition Companies. Our clients include developers of greenfield raw materials projects as well as large strategic investors, and investment managers seeking to allocate capital to this rapidly growing sector. Rodney and Howard are not financial advisors or broker dealers and nothing you hear in this video is investment advice. Please do your own research and read the disclaimer at the end of this video or on our website.