ESG, Recycling, & Climate | Monthly Thematic Piece

Lithium – A “Special” Commodity For Now – Adding To Inflation
January 26, 2022
Products Mentioned:
Carbon, Metals, BioMaterials, Fossil Fuels, Polysilicon, Hydrogen, BioFuels, LNG, Wind, Silicon, Lithium, EVs, LPG, Solar
Companies Mentioned:
Albemarle, Livent Corp., Lithium Americas, Li Cycle , Arrival, ChargePoint, Fisker, Li Auto, Lucid, MP Materials, Nio, Rivian, Tesla, Blink Charging, Canoo Inc, EVgo Inc., Faraday Future, Hyliion Holdings, Hyzon Motors, Lion Electric, Nikola Corp., Niu Tech, Proterra Inc., REE Auto, Volta Inc., Wallbox N.V., GreenPower Motor, Arcimoto, EHang , Electra Meccanica Vehicles, Electric Last Mile Solutions, Ideanomics, Lightning eMotors, Mullen Automotive, Nuvve Holding, Lordstown Motors, TPI Composites, VivoPower, Workhorse Group, XL Fleet, Air Liquide, BASF, Shell, ExxonMobil, ADM, Wacker, Vestas
Subjects Covered:
Recycling, Renewables, Carbon Capture, Emissions, New Energy, The Hydrogen Economy, ESG Investing

C-MACC Weekly “CRETER” (Climate etc.)

Lithium – A “Special” Commodity For Now – Adding To Inflation

  • Despite lithium price strength, the equities of those within this product chain on avg. have fallen but have outperformed the overall ESG sector in recent months.
  • While Electric Vehicle (EV) demand surges – especially outside the US, the recent market sell-off cut EV equity values – we prefer equipment suppliers to producers.
  • EV and lithium demand will likely continue to grow very strongly, but materials inflationary pressure could limit margins for battery producers and EV makers.
  • We discuss broader problems with bias in energy transition narratives, with the loud voices pushing focused agendas and the common sense lobby far too quiet.
  • Otherwise, we look at recycled polymers shortages (not surprised), rising carbon values (again not surprised), and solar installation shortfalls (even less surprised).

See PDF below for all charts, tables and diagrams

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