A Day Will Come When Lithium-ion Battery Recycling Is Practical, But It Is Not This Day

In the US, lead acid batteries have a near perfect recycling record of 99.3% and recycled lead from used batteries satisfies over 80% of domestic demand. Roughly 85% of lithium-ion batteries are discarded because there is no infrastructure, collection, sorting and transportation are challenging and used electronics, including their batteries, frequently end up in China. … Continue reading A Day Will Come When Lithium-ion Battery Recycling Is Practical, But It Is Not This Day

Petersen critiques Tesla’s cobalt, lithium and graphite disclosures for EV batteries

It’s been a fascinating week as one of my readers forwarded copies of a May 12th “Commodities Comment” from Macquarie Wealth Management that focused on China’s recent efforts to shore up its cobalt supply chains and a May 16th report from Morgan Stanley that focused on expected growth in global demand for lithium, graphite, cobalt, … Continue reading Petersen critiques Tesla’s cobalt, lithium and graphite disclosures for EV batteries