Feb 05, 2025 | 47:04
Mine to Grid: NCM
Will Roberts, Automotive Research Lead - Rho Motion; Harry Tinker, Senior Analyst - Benchmark; Jorge Uzcategui, Senior Analyst - Benchmark; Will Talbot, Research Manager - Benchmark; Matt Stock, Product Director - Benchmark (Chair)
In this roundtable Benchmark dissects the NCM supply chain from end-to-end. Here we look at demand trends from EV applications, developments in cell and cathode manufacturing, and the evolving interplay between nickel, cobalt, and manganese supply