E41: Frithing At The Mouth - BNEF Battery Bull

BNEF has been closely following government policy and consumer trends in the shift to a cleaner world. Howard and Rodney interview James Frith about BNEF's latest report and discuss various topics including the future market share of various passenger EV battery chemistries, whether high nickel cathodes can compete on a cost/performance basis long-term and if sodium-ion has merit. Index: 1:30: Future battery chemistries5:20: US Biden administration announcement and impact on forecasts8:25: The case for EVs vs ICE in 203010:15: Consumer shift and OEM sales/advertising focus11:10: Can high nickel achieve a competitive cost/performance position given rising raw material costs?15:01: How important is carbon footprint? Will LFP be as competitive ex-China? Thoughts on FREYR Battery19:51: Will sodium ion compete in the future? ----If you like this video, please click the like button and please also comment so we can improve our content going forward. And please register your email at www.rkequity.com and follow Rodney and me on Twitter (@lithiumionbull @RodneyHooper13) and on LinkedIn. Please also subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content. And finally, if you find value in our content, please consider joining us on Patreon at patreon.com/rockstockchannel Intro and outro audio credit: Jamie Klein DISCLAIMER RK Equity is an advisory firm run by Howard Klein and Rodney Hooper. We are exclusively focused on raising awareness about companies producing or developing the next generation critical raw materials that are powering Tesla’s EV Battery Energy Transition, including lithium, nickel, graphite, rare earths and other technology metals. We also track the growing number of EV Battery themed stocks going public through Special Purpose Acquisition Companies. Our clients include developers of greenfield raw materials projects as well as large strategic investors, and investment managers seeking to allocate capital to this rapidly growing sector. Rodney and Howard are not financial advisors or broker dealers and nothing you hear in this video is investment advice. Please do your own research and read the disclaimer at the end of this video or on our website.