For those that are interested, Morgan Stanley released a 109-page report (dated 15 November 2021) called The New Oil - Investment Implications of the Global Battery Economy. See link below for the report. It is 109 pages long.
In the above report, Morgan Stanley analysed the >US$500 billion battery market, mapping the value chain from the mine to the highway line.
Exhibit 57: has a Lithium supply/demand model [page 33]
Exhibit 61: has a Cobalt supply/demand model [page 35]
Exhibit 65: has a Nickel supply/demand model [page 37]
Exhibit 68: has a Copper supply/demand model [page 38]
Cheers
These are only my thoughts and it does not constitute investment advice. Before acting on any information you read and before making any financial or investment decisions, you should always consult your advisor(s) or other relevant professional experts.
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