217. Lithium, Copper, Silver and other metals go ballistic - Feb26
カートのアイテムが多すぎます
ご購入は五十タイトルがカートに入っている場合のみです。
カートに追加できませんでした。
しばらく経ってから再度お試しください。
ウィッシュリストに追加できませんでした。
しばらく経ってから再度お試しください。
ほしい物リストの削除に失敗しました。
しばらく経ってから再度お試しください。
ポッドキャストのフォローに失敗しました
ポッドキャストのフォロー解除に失敗しました
217. Lithium, Copper, Silver and other metals go ballistic - Feb26
-
ナレーター：
-
著者：
概要
But this isn’t just another commodity cycle. These metals sit at the core of the energy transition. They’re embedded in batteries, EVs, transmission lines, datacenters, wind turbines, and solar modules. When they move, the entire transition complex moves with them.
So, what are we really looking at? Is this a positioning squeeze in thin markets? Or the early tremors of a structural repricing?
The divide is clear. At The Carlyle Group, Jeff Currie argues we’re only “on the foothills of the Himalayas” — the early stage of a structural supercycle driven by electrification, grid build-out, and constrained supply. Ed Morse pushes back. High prices cure high prices. Capital flows. Supply responds. Markets rebalance. Cycles end the way they always have. Two very different frameworks. One structural. One cyclical.
To cut through the noise, Laurent and Gerard sit down with Matt Fernley, Managing Director at Battery Materials Review and Partner at RK Equity. They dissect what’s actually driving these rallies — inventory tightness, permitting bottlenecks, capital discipline, geopolitics, demand elasticity.
They confront the supply question head-on: Can new production realistically catch up — on time, on budget, and at scale? And they explore the technologies that could reshape the curve — from the re-emergence of direct lithium extraction (DLE) to the accelerating development of sodium-ion batteries.
This isn’t just about price volatility. It’s about whether the energy transition is entering a new cost regime. Because if these inputs are structurally repricing, everything downstream changes. And if they aren’t — the unwind could be just as violent.
----
Link to the report by the Volta Foundation
https://volta.foundation/battery-report-2025/
まだレビューはありません