Market Opinion
-
Will the EU Critical Raw Materials Act be Too Little Too Late?
As announced on March 16, the European Commission released its proposal for the European Union’s (“EU’s”) Critical Raw…
-
ESG and Critical Minerals Development – Part 5: The Challenge of Disclosure
It is my style to attempt to personalize my writings by adding historic anecdotes from my past resources…
-
Automotive’s Existential Challenge – Supply Chain Awareness for EV Production
It has become necessary today for the OEM automotive assemblers to assert varying degrees of control over the…
-
What are the Implications if Tesla’s Next Generation Motors are Rare Earths-Free?
At Tesla’s Investor Day on March 1, 2023, Franz Von Holzhausen, Lead Design Executive at Tesla Motors (Nasdaq:TSLA),…
-
The High Cost of Neglecting ESG in Critical Minerals Projects and Cobalt Companies ESG Survey
The article below provides some insight into the questions raised in the Sustainability Program at PDAC 2023 and…
-
After Recent Lithium Discovery, Can India Work with Tesla to Develop a Vertical EV Ecosystem
With the discovery of a lithium deposit in India, there is a potential for India to achieve energy…
