I was interviewed by Kerry Lutz of the Financial Survival Network to discuss the future of electric vehicles and why battery metals such as nickel and cobalt will be in great demand in this electrification supercycle.

Discussed in this interview:

02:19 Cobalt - essential battery metal but in short supply.
05:29 Product costs for Lithium-ion batteries are declining.
08:19 Where is Tesla in this battery race?
10:07 'Gold Standard' for battery chemistry is NMC-811.
10:50 10 to 15 years from lab to production for new battery technologies.
12:59 Cost of electric cars vs ICE cars will likely reach parity
15:24 Removing cobalt from lithium-ion batteries.
17:29 Banning of diesel cars in European cities.
21:35 Biggest proponent of EVs is China.
22:32 Class I battery grade nickel will be in short supply.
24:50 Unlike cobalt, nickel price is still less than 30% of its 2007 high.
27:07 Good to own physical precious metals given the increasing economic uncertainties.
29:47 Investing to have a direct price exposure to nickel and cobalt.