Ros Davidson Technology - 19/February/2021

Battery supply chains the oil pipelines of tomorrow

For savvy investors, upstream opportunities in the EV battery market are opening up, driven by forecasts of soaring demand. Raw materials are plentiful, but mining and refining capacity of the minerals needed for high-grade vehicle batteries is under pressure, say market researchers

The EV battery sector is immature and somewhat chaotic and a period of volatility lies ahead as supply chains scramble to secure needed investment

INVESTMENT OPPORTUNITY Forecasts of soaring demand for electric-vehicle grade batteries have revealed a shortage of mining and refining capacity for raw materials

INNOVATION Both battery makers and car companies are focused on advancing new technology to avoid pinch points in raw material supplies and reduce costs to secure a competitive edge

KEY QUOTE The EV battery sector is immature and somewhat chaotic ...


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