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Summary
Global efforts to deliver the energy transition have spurred investments across the battery supply chain and highlighted challenges that require significant attention. Battery demand is increasing sharply - propelled by aggressive automotive electrification, and by rising electricity storage capacity driven by expanding renewable energy generation.
As governments seek to stimulate demand, de-risk supply chains and address supply shortfalls, join our cross-divisional experts from S&P Global as we discuss the fundamental challenges facing the sector, including how evolving supply chains are expected to cope, how technology choices will affect them and how choices could impact prices for battery cells and related raw materials.
In this session, attendees will learn more about:
- The US battery energy storage market
- Global battery and energy storage trends
- Electric vehicle outlooks, battery technology choices and related supply chains
- The evolution of lithium, cobalt and nickel demand and prices: Will there be sufficient supply?
Speakers
S&P Global Commodity Insights
Mark Ferguson
Research Director
S&P Global Commodity Insights
Tony Lenoir
Senior Analyst
S&P Global Commodity Insights
Alice Yu
Senior Analyst, Metals & Mining
Alice Yu is the Principal Analyst of Future Energy Metals Research at S&P Global Commodity Insights.
Sam Wilkinson
Director, Clean Technology and Renewables
Sam Wilkinson is an expert on the solar PV, batteries and energy storage industries. He is an director within the Clean Energy Technology & Renewables research team at S&P Global Commodity Insights.
Graham Evans
Director, Auto Supply Chain & Technology
Graham Evans is a practice lead within the Automotive Supply Chain & Technology Group with a focus on Powertrain, E-Mobility & Thermal Systems domains at S&P Global Mobility.
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