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THE CHARGE: Nickel and the electric revolution
Trailer
Bonus
Episode 3
Season 1
Investing in Nickel: Betting on the EV boom
The electric vehicle/battery revolution is here - and an auto industry that dates back more than 125 years is now being forced to change and adapt on an unprecedented scale. As the automotive world pivots, and supply chains are completely redefined, new “critical materials”, like Nickel, are being prioritised - while at the same time, “sustainability” is reshaping corporate governance and in many cases, innovation itself. Investors are taking notice, recognizing that the rise of EVs represents a once in a hundred years kind of phenomenon, a la the internet - with seemingly limitless potential and opportunities.
(Note: be sure to listen to Episode 4 that addresses Nickel's wild blow up in price, subsequent to these interviews)
(Note: be sure to listen to Episode 4 that addresses Nickel's wild blow up in price, subsequent to these interviews)
Topics discussed in this episode
- The three metals critical to the EV revolution | Interview with Robert Morris, Director at Giga Metals and the leading expert on battery metals from mine to active cathode materials [01:23]
- The sustainability effect | Interview with Angela Durrant, Principal Analyst, Nickel for Wood Mackenzie [07:25]
- What is sustainable mining? | Interview with Robert Morris [10:26]
- EV battery trends and stakeholders | Interview with Robert Morris [15:02]
- A once in 100 year phenomenon, and opportunity | Interview with Robert Morris [18:02]