Today we had the chance to chat with Andy Leyland, co-founder of SC Insights.

Andy has spent his career analysing commodities markets, with a particular focus on the battery supply chain. In our conversation we dive into his contrarian views on hybrids, what’s next for lithium, what the future holds for European automakers, what trends he thinks more people should focus on, the role of stationary storage and a whole heap more.

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Chapters:
(0:00:00) Introduction
(0:02:15) Andy's view on current sentiment
(0:06:00) Are the '2030' phase-out dates real or not?
(0:12:13) China outcompeting on every metric
(0:18:45) Market failure led to government intervention
(0:21:20) Northvolt failure
(0:22:30) Lithium cost curve with post CATL curtailment
(0:30:32) Brine and DLE production
(0:39:45) Roll of Solar and Storage
(0:49:26) Where are the Green Premiums?
(0:55:55) China matters the most


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The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional.

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MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.

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