Lithium-ion battery supply chain technology development and investment opportunities

Global demand for lithium-ion based applications such as electric vehicles and grid-scale energy storage is expected to grow tremendously over the upcoming decade. This surge in demand has resulted in the announcement of 100+ lithium-ion battery “megafactories” with >2TWh of planned capacity. However, the lack of investment and technology development in the upstream supply chain for lithium, nickel, and cobalt battery-grade chemicals could threaten the industry’s progress. This talk will explore key steps that industry, academia, and governments could undertake to unlock the opportunities in this rapidly growing industrial supply chain.

Speaker: Vivas Kumar, Stanford