Powering Up in North America | Ep.93

This week we are joined by Alex Holmes, COO of Canadian battery metal firm Nano One (TSX:NANO). Nano One recently announced a tie-up with Sumitomo Metal Mining of Japan, so we look at what this means for the business and their scale-up plans. We publish regular stories about companies we like the look of at www.thearmchairtrader.com 00:00 Intro to Nano One 02:32 Strategic asset in North America 04:12 The Sumitomo Metal Mining tie-up 07:00 How Nano One and Sumitomo can collaborate 08:40 The sustainability of production 10:11 Does the deal open new opportunities in Asia? 11:22 The Candiac scale-up in Quebec 15:33 The impact of the US Inflation Reduction Act 18:00 Scaling up further to meet demand 20:34 Trend in global demand for lithium batteries 24:11 Energy grid storage 25:07 Future plans