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From Critical Minerals to Battery Systems – The Economics of the Battery Supply Chain

Battery supply chains are facing mounting pressure as they scale to meet rising demand. From raw materials to cell production, cost-effectiveness is becoming the defining factor of success — and failure. This session takes a detailed look at the upstream, midstream, and downstream economics of the battery supply chain, exploring how technical innovation, policy shifts, and regional strategies are reshaping competitiveness. Learn how vertical integration, process control, and automation are helping industry leaders outperform, and why location, yield, and investment discipline will determine who thrives in the next decade.

Key Themes:

  • The shifting cost dynamics across the battery value chain
  • Strategic responses to overcapacity, shrinking margins, and rising protectionism
  • Pathways to regional cost-competitiveness through innovation and integration