Dryblower and the problems with EVs (and what it might mean for battery metals)

THE business of battery metals is attracting more companies every day but as Dryblower was absorbing the latest news about electric cars he wondered whether a traffic jam could be forming which might slow demand for lithium, cobalt and graphite.

Dryblower and the problems with EVs (and what it might mean for battery metals) Dryblower and the problems with EVs (and what it might mean for battery metals) Dryblower and the problems with EVs (and what it might mean for battery metals) Dryblower and the problems with EVs (and what it might mean for battery metals) Dryblower and the problems with EVs (and what it might mean for battery metals)

A topic explored previously in this column it increasingly looks like forecasts of a rush to switch from fossil fuel-powered vehicles to electric-powered vehicles might not be as smooth or as rapid as hoped for thanks largely to one man, Elon Musk.

Adding to doubts about the speed of change is a recent and sobering analysis of the outlook for electric cars by one of the world's leading management consultancies, McKinsey & Company.

Musk first because he really is Mr Electric Car, doing more for demand in the battery-metals sector than anybody else on the planet.

Best-known for his pioneering range of Tesla cars Musk is starting to stumble with his promise to produce a "people's electric car", the heavily-promoted Model 3, looking like it will take longer an...