The bill of materials for lithium ion batteries appears to be rising rapidly – again, but this time round this raises a questions about the business model (no, it is not as simple as we will run out of lithium soon).

As readers may have noted, the supply chain investment process that I follow requires continuous monitoring of large shifts in prices or volumes of commodities, products and assets. The process flagged the prices of lithium, cobalt, nickel and aluminum a few weeks back; all these components of a typical lithium ion battery chemistry have been up considerably in the past few months.

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