EVs: Battery metals demand and challenging Tesla’s dominance
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RockTalks is a Stockhead video series featuring a roundtable of resources experts discussing a new macro topic each week. The program is sponsored by Bridge Street Capital Partners, a leading ECM and principal investment firm focused on mining, energy & tech.
In this episode, host Peter Strachan takes a look at key shifts in the battery metals and electric vehicles markets.
Populating the expert panel for this discussion is Benjamin Bell, managing director of Australian Mines (ASX:AUZ) and Pete Petrovsky, managing director, Imppact Energy Consultancy.
The group discuss a range of topics, including changes in battery technology, chemistry shifts driving demand changes, Australian Mines’ Sconi project, Imppact’s key projects in the renewables sector, challenges to Tesla’s EV dominance, Elon Musk’s impact on the valuation of Tesla and the role of artificial intelligence in the EV market.
So tune in above to hear the panel discuss all things battery metals and EVs.