Many western EV manufacturers have no option to remain reliant on China for battery production
Reducing returns will force oil producers to change tack
EV revolution to bring 'growth rates the mining sector has never seen before'
Lack of minerals investment will be a challenge for EV sector
Graphite and vanadium companies could offer cheap options in London and Australia
Benchmark's Andy Leyland on African battery projects and the struggling platinum industry
Battery infrastructure finding money, mining projects not so much
Benchmark's Andy Leyland talks graphite prices, supply and potential offtakes
The UK government's hot-cold approach to electric vehicles shows stumbling blocks to major take-up
Pricing consensus gulf made more obvious as carbonate price stays low
Benchmark's Leyland talks Ganfeng deals, market outlook and other trends
Benchmark's Andy Leyland on the Metals Aus/Weihai Nanhai Carbon deal
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