This edition of Thematica will focus on the “battery metals” that go into lithium-ion batteries, examine the individual metals markets as Jeff Neilson endeavors to provide investors with some guidance on where the best opportunities can be found.
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Many investors – especially mining investors – have developed a keen
interest in the battery metals used in the lithium-ion batteries that power EVs.
In line with this, lithium demand has surged, driven by electric vehicles. But did you know lithium accounts for only 3 per cent of a lithium-ion battery?
In this Thematica Segment, Coreena Robertson sits down with Chris Kerlow, CFA, senior portfolio manager at Canaccord Genuity Wealth Management Canada, to discuss the current state of the battery metals sector, Canada’s position in the battery metals industry and how battery metals stocks are reflective of the current EV battery market, among other things.