Chris Berry | Profit Opportunities in Battery Metals & the Emerging Electrical Vehicle Revolution

A growing world-wide trend from which investors can profit is the electrical vehicle revolution and the corresponding increased demand for battery metals such as cobalt, lithium, graphite, nickel and copper. In this interview, Chris Berry shares his outlook for the battery metals, the growing electrical vehicle market, vanadium and the vanadium redox battery. Chris Berry is the President of House Mountain Partners, LLC. He has been an independent analyst since 2009 with a focus on Energy Metals including lithium, cobalt, graphite, vanadium, and rare earths. His research provides strategic insights to institutional clients and has a specific focus on how disruptive trends in energy, strategic metals, and technology create opportunities. Before shifting focus to analysis of these trends, Chris gained twelve years of capital markets experience on both the buy side and sell side. 0:05 Introduction of topic and guest 2:29 Vanadium market outlook 5:22 How does a retail investor locate & research niche metals price trends? 7:43 Thoughts regarding the Vanadium Redox Battery (VRB) 9:25 Comparing the lithium-ion battery vs. vanadium redox battery 10:45 Will we see VRB’s installed in electric vehicles (EV)? 11:36 How soon will EV’s achieve price parity with internal combustion vehicles? 13:26 What % of EV’s will be on the road when price parity is achieved? 16:24 Thoughts on the future profitability of EV manufacturers 18:08 Discussing the growing demand for battery metals 19:25 Strong Demand for Cobalt & Lithium in next 24-30 months & beyond 20:39 Concluding advice regarding investing in battery metals