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Asia

…ch 2021 by four state-owned enterprises to create an end-to-end EV battery supply chain in Indonesia. IBC plans to partner with other companies, most notably China's CATL and South Korea's LG Chem. Policy …

The Next 12 Months

…ll be shipped in new EVs. 3. Price volatility in battery raw materials will continue as the supply chain searches for new equilibriums. Lithium metal, carbonate, and hydroxide prices to see 30%+ swings. 4. Development of solid state battery technologies to achieve 120Ah cell demonstra…

Introduction

…As public and private investments in the battery industry accelerate, some challenges remain in the supply chain. In this section, we review the following: Industry Company Technology Movement Spotlights …

Supply Chain Insights

Volta Foundation Supply Chain Insights: Building up the EV Supply Chain EV supply chains are complicated and need $bn of investment *Source: BENCHMARK MINERAL INTELLIGENCE Overview Industry Research …

Supply Chain Insights

Volta Foundation Supply Chain Insights: Upstream Mining Major lithium suppliers have struggled to meet their targets ● Lithium supply is highly …

Supply Chain Insights

Volta Foundation Supply Chain Insights: Recycling Raw Materials Volume of batteries sent to recycling centers expected to grow 4x by 2025 The recycling industry is in its nas…

Talent Supply

… Foundation Building the talent supply Global competition to attract and retain top talent to meet supply chain demands. ● “China attempts to steal workers from LG, SK” (KoreaTimes), offering talented engineers salaries 3-4 times their typical salary in Korea (CBCU). ● Long-standing efforts to rec…

Europe

…igin”, as the bulk of electric car parts come from Asian countries. UK policy will build local supply chains for batteries manufactured in the UK or EU (The Times). ● Batteries from the EU need to be sustainable, high-performing, and safe over their entire life cycle to promote competitive sustain…