Charles De Trenck

Thematic (Sector/Industry)

United states It / Thematic (Sector/Industry)

<p>I have spent the last few weeks immersed in hundreds of papers on EVs and EV batteries to get a fix on increased volumes in related materials. My greatest interest is understanding volume demand growth. My head is spinning from contradictions raised at almost every stage of research.</p><p>I am preparing a longer paper on impact on transport volumes and initial thoughts. But on the way there I have struck up discussions with EV battery investors and fund managers who have also faced difficulties making…</p>

I have spent the last few weeks immersed in hundreds of papers on EVs and EV batteries to get a fix on increased volumes in related materials. My greatest interest is understanding volume demand growth. My head is spinning from contradictions raised at almost every stage of research.I am preparing a longer paper on impact on transport volumes and initial thoughts. But on the way there I have struck up discussions with EV battery investors and fund managers who have also faced difficulties making…

What's the Secret Sauce in EV Production Forecasts