Benchmarks Giga Europe conference has just finished. As always...

Benchmarks Giga Europe conference has just finished. As always most articles hidden behind the paywall except the 1st paragraph. A couple of topics below were discussed

Carrots and sticks: How Europe can improve its battery value chain funding
Securing funding for projects across the battery supply chain remains challenging despite strong demand long-term fundamentals. Uncertainty over raw material prices, costs of production, and the regulatory environment make investors hesitant, panellists told Benchmark’s Giga Europe conference attendees this week. At the event held in Sweden, speakers discussed Europe’s approach to funding projects

Europe must face up to supply chain challenges Giga Europe 2024 conference told
Europe is facing key challenges as it scales its lithium ion battery supply chain, according to panellists at Benchmark’s Giga Europe 2024. “Electrification is here to stay. It’s now about European competitiveness. We’ve gone from ambition to putting money where our mouth is,” said Jessica Olsson, Head of Europe Energy & Transport at Business Sweden.

This one below you can read all of it. It has a chart showing Pre calcinated pet coke prices dropping like a rock compared to natural graphite fines (-100)
https://source.benchmarkminerals.com/article/more-raw-material-price-volatility-to-come-this-decade-benchmarks-chief-data-officer-warns

“In the next five years, all of these raw material markets, whether it’s lithium, nickel, cobalt, graphite, whatever it may be, are expected to go through a period of deficit,” said Rawles, at the inaugural keynote presentation at Benchmark’s Giga Europe 2024 -

Me - But come 1 Jan 2025 there is going to be a deficit of IRA compliant graphite not to mention Europe reaching its 40% processed on-shore graphite target.

The global EV landscape is complicated and it's not about to get any easier to understand anytime soon.