The geopolitics of battery supply chains

This webinar will explore the global battery supply chain from a geopolitical perspective, focusing on its implications for the energy sector.

It is designed for professionals in energy, policy, sustainability, and related fields who are interested in understanding:

- How supply chains for batteries have evolved and globalised
- The strategic role China plays in battery manufacturing and mineral processing
- Efforts by other regions to secure and diversify battery production
- What these trends mean for the clean energy transition, energy security, and global cooperation

Agenda

Introduction – the strategic role of batteries in energy systems

Brief overview of batteries as critical enablers in renewable integration, grid flexibility, and energy system resilience

The history of the battery supply chain (1990–2020)

How the battery value chain developed:

· Key producers and technologies over time

· Evolution of mineral sourcing and processing

· Early globalisation and regional specialisations

Outlook – can the grid be redrawn?

Exploring future scenarios:

· Strategies to diversify supply and reduce dependence on China

· The role of policy, recycling, and new technologies

· Risks and trade-offs in localizing battery production

Q&A and Final Takeaways

Open floor for questions from participants Summary of key insights

Speakers

Sebastian Ligewie

Analyst, Montel

Juri Schwartz

Analyst, Montel

Session recording

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