The move towards electric vehicles and green energy, together with significant improvements in battery technology, will drive demand for Lithium-Ion batteries by a factor of ten in the next decade.
This growth will significantly increase demand for cathode and anode materials and their precursors, refined and raw materials, resulting in new supply chain risks.
In the second instalment of this free two-part webinar series, Roland Berger’s Dr Wolfgang Bernhart and Tim Hotz discuss different approaches to mitigate supply, cost and sustainability risks. The experts also summarize strategic implications for the various players in the value chain.
Key topics and takeaways:
- Recognize the impact of EoL recycling on critical materials supply
- Understand the impact of regionalization and co-location of pCAM-, CAM- and cell production on costs and CO2 emissions
- Gain insight into vertical integration strategies of leading players and strategic implications for OEMs, cell- and CAM suppliers, mining companies and legislators