Benchmark Mineral Intelligence held its inaugural Battery Megafactories Europe 2022 event in Berlin; the event zeroed in on a number of pertinent points for the continent’s EV and battery supply chain. Key takeaways from the Berlin event include: Raw materials enter the realm of impossible Even in the most optimistic scenarios where every single raw material project in the pipeline comes on stream and existing operations expand aggressively, there will not be enough raw material for the battery supply chain as we go into 2030. Lack of supply is not due to any geological constraints but to a simple lack of capital investment to build future mines. Benchmark forecasts that lithium chemical supply will be in a deficit of more than 300,000 tonnes by 2030, with nickel sulfate supply set to fall short of demand by nearly 400,000 tonnes, cobalt by more than 75,000 tonnes and flake graphite by […]