EV Battery Supply Chain: Scale, geography & recycling
Morgan Bazilian, Director, Payne Institute & Professor of Public Policy, Colorado School of Mines; Paul Kearns, Laboratory Director, Argonne National Laboratory; Jonas Moberg, Head of Corporate Affairs, Trafigura; Martín Pérez de Solay, Managing Director & Chief Executive Officer, Orocobre Ltd; Henning Wicht, Executive Director, Consulting, IHS Markit. Increased sales and penetration of EVs and the leading battery technology are creating pockets of suppliers dominating the market. Small clusters of mining and refining infrastructure are concentrated - creating risks of potential supply interruptions. How will geopolitical concerns factor in the battery supply chain? Is there room - and a resource base - for new entrants to disrupt the status quo? How will recycling and re-use impact the current system?