To serve you better, our new website displays information specific to your location.
Please visit the site and bookmark it for future use.

Roundup Presentation: Commodities and Financial Markets

January 21, 2020 | 1:20 pm | East Ballroom AB

Lithium & Cobalt: Has the EV Bubble Burst?

The meteoric rise in “battery metal” prices tied to the hype around electric vehicle (EV) markets (e.g. lithium and cobalt) has just as quickly turned to a subsequent price crash. With the majority of the EV-driven pricing gains now lost, was this price crash the inevitable bursting of the EV bubble or is it just a speedbump for these EV minerals?

This presentation evaluates the state of the current EV market and how potential future demand scenarios for EVs will impact the potential demand for key EV commodities, lithium and cobalt, including supply and prices.

 

See All SRK AME Roundup Presentations



 


SRK Presenter
John Pfahl, ME
jpfahl@srk.com
 
John Pfahl is a mining engineer with over 15 years of global experience in the mining industry. He is a Corporate Advisory Consultant with SRK. Mr. Pfahl has expertise in strategic planning, business improvement, investment analysis, risk analysis, capital markets and project valuation in the mining field. His background activities include project and investment management, strategic evaluations, technical and commercial due diligence, technical studies, financial modeling, structuring and negotiating terms in mergers and acquisitions, mine planning and project finance for projects ranging from exploration through production and across a broad spectrum of commodities.
 


 
SRK North America