Latest / Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
How a Nickel Glut Is Reshaping the EV Battery Race
Episode 126 of Energy Economics with Fexingo digs into the global nickel surplus that's reshaping electric vehicle battery costs. Lucas and Luna break down how prices have fallen over 40% from 2023 peaks, Indonesian supply growth, and what this means for battery chemistries and EV affordability. They connect the nickel glut to recent moves by Tesla and Chinese battery makers to shift toward lithium-iron-phosphate cells, and explain why the glut may persist despite growing demand. A sharp, data-driven look at a quiet revolution in the energy transition supply chain.
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The skinny
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