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Bullboard - Stock Discussion Forum Ballard Power Systems Inc T.BLDP

Alternate Symbol(s):  BLDP

Industrials
Ballard Power Systems Inc. is engaged in the design, development, manufacture, sale and service of proton exchange membrane (PEM) fuel cell products for a variety of applications, focusing on power products for bus, truck, rail, marine, stationary and emerging market (material handling, off-road and other) applications, as well as the delivery of services, including technology solutions, after... see more

TSX:BLDP - Post Discussion

Ballard Power Systems Inc > Critical Minerals for Energy Transition - Michael Schmidt
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Post by thegreenmile656 on Dec 15, 2022 11:27am

Critical Minerals for Energy Transition - Michael Schmidt



Commodity Industry Keynote: Critical Minerals for the Energy Transition - Michael Schmidt, DERA/BGR

121 Mining Investment TV

Dec 15, 2022

• European commodity risks to 2030 - Dynamics of raw materials in Lithium-ion batteries

• Inconsistencies in broker reported Lithium supply

• Supply concentration - the limiting factor to automotive transformation and European cell manufacturing

• The challenge - excessive investment in upstream required to increase battery-grade lithium supply

• Hydrogen market challenges to scale

• PGMs dynamics - with Russian and Ukrainian supply now off-line

Website: www.bgr.bund.de/EN/Themen/Min_rohstoffe/DERA/dera_node_en

Guest:

Michael Schmidt, Economic Geologist & Senior Analyst, DERA/BGR
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Ballard Power Systems Inc