Great article, I did like this bit...
"Ostermann said the interest in Shell in Sonnen, and other “new energy technologies such as electric vehicle charging companies in the US and Europe, and the shift by other oil majors to these technologies proved that the energy transition is happening, and very quickly. “This is the proof point that renewable energy and cleantech is commoditising. The big guys are entering the game and that is what we have been fighting for … the main players of the old energy world are doing that. It is a great achievement. Asked if he feared that Shell, and others, would put such acquisitions into the bottom draw, and seek to protect their incumbent fossil fuel interests, Ostermann said: “It’s too late – renewable energy is already competitive today. Anyone who has an IQ larger than 30 knows that this is not stoppable any more. They can either join or be disrupted. I’d prefer them to join.”
Sounds like disruption is underway to me!
re:Lithium demand surge, page-1730
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