Capacity at flake graphite plant set to jump ten-fold by Q1 2022
Higher nickel cathode to eliminate "range anxiety"
Bold aims, lacking some reality
WoodMac less bullish on capacity build out than Benchmark Mineral Intelligence
Investors might be more circumspect about entry points second time around
Li-ion battery chemistries need refinement before new tech will rise
Fast-evolving battery space requires miners to integrate with supply chain
Supply contract signed in Munich
"VW alone has potential to boost global NCM 811 deployment by orders of magnitude," says Adamas
New supplies coming on stream to erode the price another 20% by the second half of 2019
Technology, environmental and upstream supply challenges do little to dent global dominance
Lithium-ion batteries are the 'now', but what's coming next?