Will electric vehicle manufacturers be able to secure enough raw materials moving forward?

Uncertainty has plagued global markets for the past few years. Lithium-ion battery cathodes are not excluded from this, despite the high growth. Raw material availability, pricing and speed to market are all in a precarious balance. Throw in western incentives vs china's dominance and we have an increasingly unnerving situation. In this Investment Horizon Outlook (IHO) we explore the market through the lenses of capital investment, regional growth and geo-politics. In Q3 we introduce for the first time a look into the evolution of the market on a regional basis as well as our traditional global view out to 2050.