Eoin Treacy's view -
About the development of technologies in Batteries and EV, I think a great standpoint is that of Umicore (UMI BB), which is one of the main producers of cathodes. They had their Capital Market Day in June, and with a bit of patience one can follow the webcast on their site here: , and specifically the part presented by Mr Vandeputte
One of the points made is that manufacturing autos is complex to the point no one takes on technological risk with a light heart, so the technology currently in use will probably stay around for a years before we get some leap forward into something different such as solid-state batteries.
Thank you for this informative email as well as the reports from Umicore which I’m sure will be of interest to the Collective. Much of the investment focus for batteries has been on lithium but as you say other battery components also offer investment avenues for the sector.
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