Competition to secure supply of key battery metals is ramping up and, as such, we’re seeing more OEMs looking directly to mining as a way to ensure that they maintain access to things like nickel, lithium, copper, etc. This panel begins with a discussion on the battery metals supply chains. With the disruptions we’ve seen over the past few years, panellists speak to the growing regionalization of the industry. They bring up the U.S. Inflation Reduction Act as one key way in which the U.S. is working to secure its own industry growth and supply.
Next, the panel discusses the gaps between supply and demand and where they see supply lagging. They point to China’s longstanding focus on this industry and how Europe and North America have a bit of catching up to do.
With the gaps in supply, competition to secure the key battery metals has grown and so the panel examines the growing roles of OEMs in the upstream and what it means for the industry moving forward.
Finally, the panel touches on ESG considerations and how the global standards of ESG , with the involvement of additional major players, is actually helping to strengthen the industry’s health.
George Q. Fang, Executive Vice Chairman, Zhejiang Huayou Cobalt
Tu Le, Managing Director, Sino Auto Insights
Henrique Ribeiro, Latin American Metals Editor, S&P Global