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Chemicals & Materials
Electrifying the Future: How is the Li-Battery Value Chain Evolving in the US and Europe?
The battery value chain is transforming—are you prepared?
Chemicals & Materials 
2 min readWith electrification at the forefront of the energy transition, understanding the evolving battery value chain is imperative for industry players, policymakers, and investors. As demand for Li-ion battery materials surpasses supply, businesses must proactively:
- Optimize supply chains
- Align with evolving regulations
- Accelerate innovation to maintain a competitive edge
The key takeaways of this report include:
- *Scaling Production Capacity: To achieve self-sufficiency in materials, scaling production capacity and securing critical minerals are essential. However, this requires supportive government policies and regulations to ensure long-term viability.
- *Battery Chemistry Evolution: Several emerging battery chemistries, such as sulfide-based solid-state batteries, hold significant promise. Yet, overcoming the commercial viability hurdle through industrial-scale breakthroughs remains a key challenge.
- *Recycling Revolution: Implementing circular economy strategies, particularly battery recycling, is crucial for ensuring long-term supply sufficiency of battery materials and reducing dependency on imports.
- *Diversification Beyond China: The US and EU are accelerating domestic production and focusing on recycling to reduce reliance on foreign suppliers, especially China. However, China’s influence across the value chain is substantial, making diversification efforts complex.
Download the report to gain insights into the key developments, challenges and opportunities shaping the future of Li-batteries in the US and Europe as they intensify competition with China and navigate their own regional policy environments.
For more detailed insights into Strategic Investments, Supply Chain Innovations and Next-Gen Battery Technologies, contact our experts.
