Suzuki Motor's Indian LIB Move - LiB Supply Chain Readthrough

Information Technology Consultant

Ishita Jain

Thematic (Sector/Industry)

Turkey Materials / Thematic (Sector/Industry)

As per the Financial Times ("FT") <a href="https://www.ft.com/content/4f88cb60-f8f7-11e6-bd4e-68d53499ed71" target="_blank">article</a> dated 24th Feb 2017, electric vehicle ("EVs") manufacturers and battery producers have been scrambling to secure supplies of Cobalt. This has been driven by the fact the a handful of hedge funds have purchased and stored Cobalt on expectations that the demand for EVs will pick up. Battery producers such as Panasonic, who supply Lithium Ion ("Li-ion") batteries to the likes of Tesla are hard pressed for supplies. As FT reported, prices have risen by more…

As per the Financial Times ("FT") article dated 24th Feb 2017, electric vehicle ("EVs") manufacturers and battery producers have been scrambling to secure supplies of Cobalt.   This has been driven by the fact the a handful of hedge funds have purchased and stored Cobalt on expectations that the demand for EVs will pick up. Battery producers such as Panasonic, who supply Lithium Ion ("Li-ion") batteries to the likes of Tesla are hard pressed for supplies.  As FT reported, prices have risen by more…

China National Building Material (3323 HK)

Zhejiang Longsheng Group Co., (600352 CH)

Jinduicheng Molybdenum Co, Ltd. (601958 CH)

Gansu Jiu Steel Group Hongxing Iron (600307 CH)

Chongqing Iron & Steel Co Ltd H (1053 HK)

Inner Mongolia Baotou Steel Union (600010 CH)

Jiangsu Protruly Technology Group (600074 CH)

Inner Mngl Jnzhng Eng & Cmci Gp (601216 CH)

Shandong Sinobioway Biomedicine (002581 CH)

Tongling Nonferrous Metals Group (000630 CH)

Shandong Gold Mining Co., Ltd (600547 CH)

China Northern Rare Earth Group High-Tech (600111 CH)

China Northern Rare Earth Group High-Tech

Xinxing Ductile Iron Pipes Co, Ltd. (000778 CH)

Beijing Sanju Ep& New Materials (300072 CH)

Kingenta Ecological Enginering Gp (002470 CH)

Cefc Anhui International Holdi (002018 CH)

Jiangsu Kangde Xin Composite Mtrl Co (002450 CH)

Zhejiang Zhongcheng Packing Mtrl (002522 CH)

Future of Cobalt Vis-A-Vis EVs