Overview:
The production costs of lithium-ion batteries are a major hurdle to the pace of the energy transition. Researchers, manufacturers, and policymakers are taking measures to reduce costs, yet this downwards trajectory is threatened by supply bottlenecks and diminishing returns.
Western battery manufacturers are struggling to compete on a cost basis with that of China, and other technologies such as sodium-ion are emerging as low-cost alternatives.
This webinar will present CRU's unique Battery Cost Model while A2MAC1 will demonstrate their own unique data from their extensive vehicle tear downs and seek to address questions such as:
Questions answered:
- How do battery costs vary between current technologies, locations, and raw material price scenarios?
- How will new technologies such as sodium-ion, LMFP batteries, and silicon anodes impact battery costs?
- How can improved battery integration technology, e.g. from companies such as BYD and CATL, help reduce battery costs?
- How can favourable policies such as the US Inflation Reduction Act help to put western battery manufacturers on a level playing field with that of China?
