A Common Concern: Is There Enough Lithium to Support the Expected Growth in EVs?
In our previous report: Commercialisation of Solid-State Battery Technology Seems to Be Taking Too Long , we mentioned that solid-state technology,...
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Toyota: Revenge of the Hybrids
As the focus on EVs continues to intensify, we examine the growing penetration of the now-overlooked, humble hybrid. With its flagship bearer, the...
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Ganfeng Lithium IPO: Present Perfect, Future Tense
Fengxin Ganfeng Lithium Co Ltd (FWNGXZ HK)has filed a draft prospectus for a Hong Kong IPO. In this initial note, we analyse the current state of...
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Electrification/Autonomy Trends Begin Reshaping Global Auto Sector…
Last month saw a spate of key auto sector news flow, from Honda and SenseTime collaborating on self-driving to BMW acquiring a solid state battery...
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India Vulnerable to EM Reversal, Li-Ion Batteries Set to Dominate Grid Storage...
The stunning EM equity rally YTD led by Asia has been justified by improving earnings/macro momentum and underpinned by tumbling IG and HY...
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