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Global Overview

…lobal Overview Regional approaches differ to achieve policy goals, most involving localization. The supply chain will commit to development where there is opportunity and where the carrots outnumber the sticks. Europe ● …

Canada

…ects with large emitters, including automotive. Priority given to projects with domestic IP/supply chain/manufacturing, or generate significant domestic job creation/retention Critical Minerals Strategy ● $3.8B for domestic critical mineral value chain, accounted for in Federal Budget ● Alloc…

United Kingdom

United Kingdom | A2Z, Infrastructure, R&D, Market-Based Solutions Developing The Supply Chain On A Smaller Scale Presents Unique Challenges ● Updates to COP 26 declaration for all new cars and vans to be fully zero emission at the tailpipe by 2035. ● Updates to have all car and…

Indonesia & Australia

Indonesia & Australia | Commodities Giants Different Pathways On Supply Chain Development Indonesia Australia ● Indonesia wants to develop an integrated electric vehicle EV ● Gov…

East Asia

…rchase tax. Hyundai, LGES, SK On, Samsung SDI, battery manufacturing and supply chains ● Only NEVs included in the List of NEV Posco Chemical. by 2030 Models Exempted from Purchase Tax are ○ The Ministry of Trade, Indu…

The Next 12 Months

…elated to local and regional battery manufacturing, battery materials, components, equipment supply chain, and EV infrastructure. Funding for battery and EV investments to top $45B in 2023. 2. Cell-to-Module and Cell-to-Pack designs will reach maturity and be commercialized in serial producti…

Closing pages

… Jeff Engler, Wright Electric C4V-USA, Ex Head of Batteries & EVs Costs & Supply Chain INDUSTRY Eden Yates, Cling Systems for Invest India, Govt of India Nick Albanese, Westly Group Frank Harley, GRST …

Overview

… Innovators Investment Manufacturing Supply Chain Sustainability Media Insights Industry …

Key Trends

…ted to increase in the second half due to supply chain pressures. Price Increases: Since September, Chinese producers have raised LFP pric…

Key Trends

… • e-Bus, e-Bicycle, e-Motor propagation • Power • Ni/Co supply chain • Power tools / performance • Increasing raw material cost • Lifetime sensitive applications Giv…

Industry Movement

…to cultivate local battery supply chains (BMW, Volvo, VW, Stellantis, etc). Chinese, Japanes…

Supply Chain Insights

Supply Chain Insights | Raw Materials Shortage Three major battery materials are experiencing a supply crunch. Cobalt: Projected deficit of 149 kton by 2030 Nickel: Demand 6X by 2030, outweighs s…

Supply Chain Insights

Supply Chain Insights | Raw Materials and Battery Prices Raw material and cell costs in China from Jan to Sep 2021 % Increase …

Supply Chain Insights

Supply Chain Insights | Lithium Extraction Technology With the rapid growth in demand for lithium carbonate and lithium hydroxide, the lithium industry is kicking into high gear to supply new batter…

Sustainability

Sustainability | Overview Recycling and sustainability are becoming a growing concern from a supply chain perspective. There is fierce competition for the primary materials for batteries and the tremendous growth in gigafactories will exacerbate existing supply chain issues. This section covers below lis…

Sustainability

…n rights abuses and environmental neighborhood, Congolese began digging damage in their supply chains (rules which Amnesty International believes can go under their houses.” From the New Yorker, …

Recycling

…ble, but the energy use of the upstream supply chain has the greatest impact. Research Intercalation | Volta Foundation 83 Source: Chordia, M., Nordelöf, A. & Elli…

Overview

…. Examples of National Legislation (Supply Side): Global themes of regional autonomy in battery supply chain and technology development embodied in leading government programs: ● EU: €2.9B European Batteries Innovation Project, EU Batteries Regulation, Horizon Europe ● US:…

Nationalization of Production

… “Northvolt has been among our frontrunners, set to build Europe's Global battery supply chain ranking (Top 15) first home-grown Gigafactory for lithium-ion battery cells, with a minimal carbon f…

United States

Policy | United States Building a domestic supply chain | Appraising and implementing other successful EV programs The $1.2T Infrastructure Investment and Jobs Act was passed into law on November 15, 2021. Included in the spending bill is $7.5B for EV cha…