BMO Capital Markets recently increased its electric vehicle (EV) penetration forecasts to 7% this year, and 15% by 2025, with important spillover impacts into lithium, nickel, and cobalt. This podcast highlights the work of our analysts, Joel Jackson, Robin Fiedler, and Colin Hamilton, and is a deep dive into our EV forecast, the supply and demand dynamics in lithium and other raw materials, and the impact on related equities, as well as the supply complexity that the industry faces.

BMO clients can view our report, “Recalibrating EV Sales, and Lithium / Nickel / Cobalt Demand Estimates Higher”, by visiting: https://researchglobal0.bmocapitalmarkets.com/research/c03825ba-8af5-4803-a7fe-c37b3b4be4a9/

Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/56739524-749B-4FC8-9AD2-D4ADB9FC0F37.PDF

To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/