Can the battery supply chain adapt to a more fragmented global market?
The global battery industry is being reshaped by intensifying competition, shifting trade relationships and a rapidly changing demand outlook. China’s international expansion is testing Europe’s automotive sector, while growing electricity demand from data centres could accelerate the need for energy storage.
Held alongside the CRU Breakfast during LME Week, this focused workshop will explore the key developments influencing battery materials, midstream production and technology choices. CRU experts will examine geopolitical bottlenecks across the supply chain, how three countries are reshaping the cobalt outlook, whether the long-term lithium incentive price has changed, and why sodium-ion is unlikely to displace most LFP demand.
Attendance at this workshop is exclusively available to registered CRU Breakfast delegates. If you have not already registered for the CRU Breakfast, please do so before registering your interest in the workshop.
Agenda
11:45 Welcome Address
11:50 Can Europe’s auto industry withstand China’s global expansion?
David Leah, Senior Analyst, CRU
12:00 Will data centres turbocharge energy storage demand?
Edward Rackley, Head of Energy Storage, CRU
12:10 Can midstream producers navigate geopolitical bottlenecks?
Sam Adham, Head of Battery Materials, CRU
12:20 How three countries are shaping the outlook for cobalt
Thomas Matthews, Lead, Cobalt Market Services, CRU
12:30 Has the long-term lithium incentive price changed?
Cameron Hughes, Analyst, CRU
12:40 Why sodium-ion won't displace (most) LFP
Max Reid, Head of Battery Costs Analysis & Forecasts, CRU
Who should attend?
This seminar is designed for investors, battery manufacturers, miners, technology providers, policymakers and other organisations seeking to understand emerging opportunities across the global battery value chain.
Register your interest
