Investing in Nickel: Betting on the EV boom

03/22/22 • 22 min

THE CHARGE: Nickel and the electric revolution

The electric vehicle/battery revolution is here - and an auto industry that dates back more than 125 years is now being forced to change and adapt on an unprecedented scale. As the automotive world pivots, and supply chains are completely redefined, new “critical materials”, like Nickel, are being prioritised - while at the same time, “sustainability” is reshaping corporate governance and in many cases, innovation itself. Investors are taking notice, recognizing that the rise of EVs represents a once in a hundred years kind of phenomenon, a la the internet - with seemingly limitless potential and opportunities.

(Note: be sure to listen to Episode 4 that addresses Nickel's wild blow up in price, subsequent to these interviews)

Topics discussed in this episode

The three metals critical to the EV revolution | Interview with Robert Morris, Director at Giga Metals and the leading expert on battery metals from mine to active cathode materials [01:23]
The sustainability effect | Interview with Angela Durrant, Principal Analyst, Nickel for Wood Mackenzie [07:25]
What is sustainable mining? | Interview with Robert Morris [10:26]
EV battery trends and stakeholders | Interview with Robert Morris [15:02]
A once in 100 year phenomenon, and opportunity | Interview with Robert Morris [18:02]

The Charge is a Giga Metals Podcast, produced and marketed by Podium Podcast Co.

(Note: be sure to listen to Episode 4 that addresses Nickel's wild blow up in price, subsequent to these interviews)

Topics discussed in this episode

The three metals critical to the EV revolution | Interview with Robert Morris, Director at Giga Metals and the leading expert on battery metals from mine to active cathode materials [01:23]
The sustainability effect | Interview with Angela Durrant, Principal Analyst, Nickel for Wood Mackenzie [07:25]
What is sustainable mining? | Interview with Robert Morris [10:26]
EV battery trends and stakeholders | Interview with Robert Morris [15:02]
A once in 100 year phenomenon, and opportunity | Interview with Robert Morris [18:02]

The Charge is a Giga Metals Podcast, produced and marketed by Podium Podcast Co.

Previous Episode

Nickel Mining: Searching For Sustainability

As the world goes electric, we’re going to need a whole lot more nickel to build batteries - which means we’re also going to need a whole lot more nickel mining. In Episode 2, we learn how nickel mining can be done properly, relative to our net-zero goals. Sustainable mining has become a reality, built from necessity - and with the recent investments and innovation, we’re seeing this once stigmatised industry now changing: from an obstacle to overcome, to an opportunity we can all embrace.

Topics discussed in this episode:
- Mining and the sustainability stigma | Interview with Lyle Trytten, Manager of Development at Giga Metals - former General Manager Sustainability at Sherritt Corporation [01:06]

Sulphide vs. Lateritite | Interview with Lyle Trytten [06:08]

Nickel mining and carbon sequestration | Interview with Dr. Greg Dipple, Professor of Geological Sciences at the University of British Columbia [11:38]

The future: carbon-negative mining | Interview with Dr. Greg Dipple [14:14]

The Charge is a Giga Metals Podcast, produced and marketed by Podium Podcast Co.

Next Episode

Nickel Prices: What the $@#! just happened?!?

Unprecedented doesn't begin to touch what happened. So the question is what happened? As a quick follow up to episode 3, we turned to Robert Morris to help answer this question and to give his point of view on what to expect for the future of nickel trading. Bob is an expert in base metals trading in markets and the former vice president of worldwide base metal sales for Vale, the giant Brazilian mining company. Here's some of that conversation:

Topics discussed in this episode

Is this really a Russia thing? [1:20]
How does this affect the N.A. supply chain? [2:37]
If companies don't want to use Russian nickel, what are the implications? [5:12]
The London Metals Exchange was closed for over a week. What does that mean for future nickel trading? [6:53]
Is there an investment opportunity? [8:54]

The Charge is a Giga Metals Podcast, produced and marketed by Podium Podcast Co.