The Dawn of EV, page-490

I loved the following in this article:

• Of all the critical metals set to benefit from the oncoming flood of demand for electric vehicles, none are expected to get a bigger bump than manganese.
• While lithium equities are currently running hot, manganese has the biggest growth profile for any of the currently recognised battery metals\
• steel manganese is not substitutable
• Manganese producers are enjoying solid margins this year

plus, of course...

Tesla and Volkswagen, one of the world’s largest automakers, have flagged shifts to higher manganese chemistries.

“People are looking now on cathode battery manufacturing to drive costs down to make batteries more accessible to the wider market,” Allen said.

“As Volkswagen announced a few months ago, they were looking at the base model for their gross market segment as a manganese rich battery, which will have more manganese and nickel in comparison to the manganese nickel cobalt standard battery today.

“So on the base level interest is being driven by EV manganese, manganese sulphate, batteries, people are forecasting significant exponential growth over the next 10 years.”