Chinese companies are increasingly intertwined in the complex global battery supply chain as they continue to expand production at home and overseas. Western policymakers are attempting to onshore a battery supply chain and this is already initiating a shift in regional supply and demand. Despite this, the efforts to exclude Chinese content will incur an overwhelming cost at a time when cost is the most important metric for battery producers and end users.
The webinar will explore at the following key areas
The raw material challenge
- Where can the west get the material it will need from
- Spodumene costs, what you need to know
- What is the current state of mining projects globally?
- Are low prices going to create raw material shortages?
The battery industry – what you need to know
- US and EU battery industries – what you need to know?
- Why we need to understand the full battery value chain
- How can western companies to compete as China continues to ‘go global’? Is the IRA enough?
Battery costs: why this unlocks understanding through the value chain
- Why understanding costs is needed if the west is able to catch up
- Why we need to understand the costs of competing technologies
- How scenario planning can help us manage risk
