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).\n\nNano 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.\n\nWe publish regular stories about companies we like the look of at www.thearmchairtrader.com\n\n00:00 Intro to Nano One\n02:32 Strategic asset in North America\n04:12 The Sumitomo Metal Mining tie-up\n07:00 How Nano One and Sumitomo can collaborate\n08:40 The sustainability of production\n10:11 Does the deal open new opportunities in Asia?\n11:22 The Candiac scale-up in Quebec\n15:33 The impact of the US Inflation Reduction Act\n18:00 Scaling up further to meet demand\n20:34 Trend in global demand for lithium batteries\n24:11 Energy grid storage\n25:07 Future plans