SBTV speaks with Matt Geiger, Managing Partner at MJG Capital, about how the electric vehicle megatrend becoming mainstream and why nickel will be a winner for electric vehicle adoption. We asked Matt if EVs are an easy sell to consumers and how one can invest in nickel early in the electric vehicle megatrend.
Discussed in this interview:
02:42 The electric vehicle megatrend.
07:59 Appeal of electric vehicles to consumers.
10:18 Race to build electric vehicle batteries.
15:10 Nickel-rich EV battery chemistries.
20:20 Role of nickel in EV batteries
22:20 Only class I nickel usable for batteries.
25:11 Possible for class I & II to be priced separately.
28:07 Nickel price compared with lithium and cobalt.
34:12 Could nickel be replaced in batteries?
35:12 How can one invest in nickel?
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