Recently, the following headline caught my eye:
‘Tesla Supplier Panasonic Plans Additional $4 Billion EV Plant in U.S.’ 1
Even in an environment with significant inflation, and a monetary policy that may continue raising rates for some time, significant capital expenditure continues within the battery space.
Panasonic is particularly notable because, in July...
Taking stock of where we find ourselves roughly half way through 2022, a few things are very clear:
- The Russia/Ukraine situation has created a source of stress in fossil fuel markets, contributing to rising price levels that feed into the inflation narrative, which remains high.
- The world—with some regions pushing harder than others—continues to affirm its...