The geopolitics of battery supply chains
The geopolitics of battery supply chains recording description
Explore the global battery supply chain through a geopolitical lens and see what it means for energy markets, security and the clean energy transition. The session traces how battery supply chains formed and globalised, examines the strategic role of China in manufacturing and mineral processing, and reviews efforts in Europe, North America and Asia to secure and diversify production. We close with forward looking scenarios on policy, recycling and new technologies, plus clear takeaways for strategy and risk.
The geopolitics of battery supply chains overview
Introduction to the strategic role of batteries in power systems, renewable integration and grid flexibility
How the battery value chain evolved from 1990 to 2020, including producers, technologies and regional specialisation
Mineral sourcing and processing, from extraction to refining and active materials
China’s position in cells, components and midstream processing, and why it matters
Regional responses to secure supply, including localisation, alliances and friend shoring
Policy, trade and sustainability standards, and how they shape investment decisions
The role of recycling, second life and material substitution in future supply
Scenario outlook for the next decade, with risks, trade offs and opportunities
Q and A and practical takeaways for procurement and strategy
The geopolitics of battery supply chains agenda
Introduction
The strategic role of batteries in renewable integration, grid flexibility and system resilience
The history of the battery supply chain from 1990 to 2020
Key producers and technologies over time
Evolution of mineral sourcing and processing
Early globalisation and regional specialisation
Outlook can the grid be redrawn
Strategies to diversify supply and reduce dependence on China
The role of policy, recycling and new technologies
Risks and trade offs in localising battery production
Q and A and final takeaways
Open questions from participants and a summary of key insights
Who should watch?
Energy companies, utilities and system operators planning storage and flexibility
Corporate energy buyers and procurement teams managing supply risk and sustainability
Investors, lenders and advisors assessing battery value chains and project bankability
Policy, trade and sustainability professionals working on industrial strategy and standards
Developers, OEMs and technology providers focused on storage deployment and recycling