Cobalt 101 - The Cobalt Play: High Returns, High Stakes
Mar 7, 2025
By Gaia Research Team
Reading time: 10 mins.
The Strategic Importance of Cobalt is far more than a standard industrial metal - it underpins the shift to a low-carbon economy. As electrification accelerates, cobalt’s significance continues to rise. It remains a key ingredient in lithium-ion batteries, supporting electric vehicles (EVs), energy storage, and consumer technology. With global EV adoption and grid-scale storage expanding, cobalt demand follows an upward trajectory.
Tesla Model Y, One Maverick Metal at a Time Promise and Paradox of the Energy Transition, Powered by Cutting-Edge Tech and Global Metals.
Feb 28, 2025
By Gaia Research Team
Reading time: 4 mins.
A Metal Machine for a Greener TomorrowThe Tesla Model Y, a flagship electric vehicle (EV), is an engineering marvel designed to lead the “burden” toward a sustainable future. Beneath its sleek aluminum chassis lies a complex web of materials sourced from every corner of the globe. From ferrous metals like steel and iron to non-ferrous components such as aluminum and copper, Model Y…
EU Battery Passport: A Revolution For Mining Industry?
Aug 9, 2024
By Gaia Research Team
Reading time: 7 mins.
The European Union is ushering in a game-changing digital battery passport regulation, promising to transform the sustainability and circularity of the battery value chain. But what does this mean for the mining industry?
EV Market: How Will China EVs Tackle EU Tariffs
Jul 5, 2024
By Gaia Research Team
Reading time: 4 mins.
Analyze how Chinese EV manufacturers, like BYD, maintain a price advantage despite high tariffs, underscoring their resilience and market expansion.
Electric Vehicles
Apr 18, 2024
By François Pommier Suarez
Reading time: 6 mins.
Takeaways In China, year-to-date figures for the first quarter of 2024 show a 28.2% and 31.8% rise in production and sales of NEVs, totalling approximately 2 million units. Recent government initiatives in China are likely to accelerate the shift from ICE vehicles to EVs with a significant boost in EV demand in China this year.With a growing selection of new EV models and enhancements in…