June 1, 2022

Rho Motion’s Adam Panayi Provides EV & Battery Analysis for the Energy Revolution

Midas Letter
Midas Letter
Rho Motion's Adam Panayi Provides EV & Battery Analysis for the Energy Revolution
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Rho Motion is an industry leader, delivering forecasts and analysis on the EV & battery, EV charging and energy stationary storage markets.

The company’s core assessments, databases and outlooks provide actionable intelligence on the development of electric vehicle, battery, charging and infrastructure markets.

Rho Motion takes into consideration the implications of government legislation and incentives, OEM and battery manufacturer strategy, in addition to raw material, technology and infrastructure costs, capital investment and consumer behaviour.

Transcript

πŸš— Rho Motion Managing Director Adam Panayi (00:00)

πŸ”‹ Rho Motion business overview (00:30)

πŸ“ˆ What’s driving lithium price higher? (00:44)

🏷 OEM purchase prices (02:37)

⚑️ Lithium hydroxide vs lithium carbonate (03:25)

πŸͺ« LFP vs NCM battery trends (05:13)

πŸ’¦ Will brine sources become larger on supply-side? (08:13)

🀝 Rho Motion clients & actionable intelligence (10:56)

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