Tesla

 “In the case of Panasonic, as one of Tesla’s main battery suppliers, most of the batteries used in Tesla in the North American market accounted for it,” SNE said.
BASE METALS

Global battery usage surges 52% in Jan-May

CATL maintains its dominance

05 July 2023

Don't worry about copper, Musk tells shareholders
BASE METALS

Don't worry about copper, Musk tells shareholders

Tesla tweaks vehicle design to cut copper usage

18 May 2023

Chinese battery giant CATL has proposed sharp discounts on purchases of EV batteries for strategic clients if they agreed to source the bulk of their battery demand from the company. Source: CATL
ENERGY MINERALS

Little reprieve in sight for China's soured battery metals sentiment

Lithium, cobalt Chinese prices freefall on EV announcements

09 May 2023

Total global sales rose by 75% from 255.3GWh to 446GWh, with the CATL and BYD accounting for about 51% of that.
BASE METALS

CATL increases dominance in EV battery sales

CATL's sales slightly more than doubled year-on-year to 165.7GWh worth of batteries for Jan-Nov 2022

05 January 2023

 Nouveau Monde aims to finalise Panasonic deal
ENERGY MINERALS

Canada graphite deal faces technical challenges

Seen as important early graphite mover

24 October 2022

 Tesla to build Texas lithium refinery
ENERGY MINERALS

Musk ready to mine lithium, commits to US refinery

Musk highlights "crazy expensive" lithium prices, says "we will mine"

20 October 2022

Musk gets closer to Indonesia
BASE METALS

Musk hosts Widobo, eyes on Indonesian nickel

Indonesia has world's largest nickel reserves

16 May 2022

RESOURCE STOCKS

GTI well-placed to advance US uranium projects

Prime time with supportive jurisdiction, strong price environment

RESOURCE STOCKS

Low-Cost, High-Quality Uganda Graphite Project

Investment rationale behind Blencowe Resources’ Orom-Cross graphite project in Uganda.

RESOURCE STOCKS

Lindian moving to develop 'the king' of rare earth projects

Company also aiming to commercialise plus-1Bt bauxite assets

A growing series of reports, each focused on a key discussion point for the farming sector, brought to you by the Kondinin team.

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