Electric Vehicle
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A Tale of Two Critical Mineral (Rare Earths) Markets, the Subsidized and the Unsubsidized
The twenty-first century began with an unprecedented (outside of war) mammoth growth of demand for the ores of…
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Auto OEMs are heading to Indonesia to secure nickel for their EV batteries, but what about North America & Australia?
In recent months the rush to secure nickel has begun, with Indonesia taking the main stage. What does…
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EV Sales Expected to Grow in 2023 Despite a Slow Start in Q1, Now Fueled by Tesla-Led Price Wars
After a stellar 2022, which saw global plugin electric car sales increase by 55% year on year (“YoY”)…
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The Second Fuel Crisis and the Potential Doom of the Domestic Automotive Industry
Economic illiteracy in general and a complete lack of understanding, in particular, of the economics of what the…
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Rare earths giant MP Materials invests heavily to rebuild a U.S. magnetics supply chain
Taking private companies public through alternative investment vehicles, such as special-purpose acquisition companies (SPAC), was a popular trend…