Behind the Money
The push to dominate the battery supply chain
Sep 20, 2023
The podcast discusses the competition to control the lithium-ion battery supply chain as the world transitions to electric vehicles. It explores the winners and losers in the race, the involvement of different car makers and countries, and the challenges of managing the supply chain. The chapter also highlights the strategic importance of Europe's automotive industry and the need for strategic partnerships with mining companies.
17:14
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Quick takeaways
- Competition is intensifying among various players to secure their positions in the lithium-ion battery supply chain, which holds significant geopolitical and corporate power.
- The key players in the battery supply chain include raw material producers, battery producers, car manufacturers, and governments, each pursuing their strategies to dominate the industry.
Deep dives
The Electric Vehicle Market Potential
The podcast highlights the enormous potential of the electric vehicle market, which is projected to reach $1.3 trillion by 2028. To fully capitalize on this opportunity, all players, including car manufacturers and countries like China and the US, need to find their place in the supply chain.
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