Unravelling the battery value chain: How do shrinking profit margins impact battery and raw materials cost? Image

The battery value chain is becoming increasingly intertwined and complex, with the APAC region remaining at its centre. To gain insight and construct meaningful forecasts, it is vital to understand the interconnections between shifting technologies, supply chains and raw material markets. These interconnections can only be unpicked with solid costings. 


Deep dive into battery raw material costs and emissions 

  • How battery raw material costs impact the entire value chain? 
  • Spodumene costs, what you need to know 
  • How to unpick costs/emissions trends in the nickel industry 
  • The rise of Indonesia in the nickel industry, HPAL capacity, is this time different? 

 

Chinese battery industry: competition at home, expansion abroad 

  • Where next for the Chinese battery industry? 
  • China’s battery sector will continue to dictate raw material flows  
  • Will Chinese companies continue to ‘go global’ across battery value chain? 

 

Battery costs: a determinant of manufacturing competitiveness 

  • Why raw materials matter for battery costs  
  • Why we need to understand the costs of competing technologies  
  • How scenario planning can help us manage risk

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