Global Organization

What role does China play in the global battery materials supply chain?

As highlighted in our 2017 report, China continues to play a central role in the global battery materials supply chain, as it maintains its position as the largest processor and exporter of lithium chemicals, cobalt, and graphite. USA and Europe

Will China continue to supply battery-grade raw materials over 2030?

China will continue to be the major supplier of battery-grade raw materials over 2030, even though global supply of these materials will be increasingly diversified. Possible supply shortages will remain.

What will the global demand for battery materials be in 2040?

The global demand for raw materials for batteries such as nickel, graphite and lithium is projected to increase in 2040 by 20, 19 and 14 times, respectively, compared to 2020. China will continue to be the major supplier of battery-grade raw materials over 2030, even though global supply of these materials will be increasingly diversified.

How does the lithium-ion battery industry respond to global demand?

As global demand for lithium-ion batteries continues to increase, actors in the battery industry must navigate this new environment and proactively enhance accountability across their operations and supply chains. --------------------------------

How can a battery value chain localize its supply chain?

Players in the battery value chain who want to localize the supply chain could mitigate these risks through vertical integration, localized upstream value chain, strategic partnerships, and stringent planning of manufacturing ramp-ups. The battery value chain is facing both significant opportunities and challenges due to its unprecedented growth.

Which raw materials are used in battery production?

The raw materials lithium, nickel, manganese, cobalt and graphite (natural and artificial) have supply chains of varying complexity, which are specifically examined in this study due to their economic importance and their relevance for the ecological balance of battery cells.

Greening the global battery chain? Critical reflections on the EU''s ...

This article provides a critical reflection on the new EU legislation, analysing the content, opportunities, and challenges as it seeks to transform the battery industry by …

Lithium-ion battery demand forecast for 2030 | McKinsey

The battery industry has to move from a linear to a circular value chain—one in which used materials are repaired, reused, or recycled. This transformative approach may also …

(PDF) Raw Materials in the Battery Value Chain

The new industrial value chains and material flows tile (described in the present report) and the related RMIS data browser have a double objective: to capture in a compact manner relevant raw ...

How to build more sustainable global battery value …

A report by McKinsey and the GBA – an alliance which brings together more than 140 industry majors, financial institutions, NGOs, governments, and academics, based on the idea of developing and assuring a …

RMIS

The global demand for raw materials for batteries such as nickel, graphite and lithium is projected to increase in 2040 by 20, 19 and 14 times, respectively, compared to 2020. China will …

Battery Supply Chain | Industrial Info Resources

6 · IIR''s Battery Supply Chain Database is a comprehensive roadmap for tracking the various manufacturing and usage implementation aspects of the industry. In this sector, IIR …

Resilient Supply Chains in the Battery Industry

Battery cell manufacturing supply chains | 3 2 BATTERY CELL MANUFACTURING SUPPLY CHAINS Worldwide exports of goods accounted for more than one-fifth of the global gross …

Resilient Supply Chains in the Battery Industry

None of the raw materials required for battery cell manufacturing are currently mined in significant quantities in Europe. Europe is therefore highly dependent on the import of mineral raw …

RMIS

The global demand for raw materials for batteries such as nickel, graphite and lithium is projected to increase in 2040 by 20, 19 and 14 times, respectively, compared to 2020. China will continue to be the major supplier of battery …

Trends in electric vehicle batteries – Global EV Outlook 2024 ...

Rising EV battery demand is the greatest contributor to increasing demand for critical metals like lithium. Battery demand for lithium stood at around 140 kt in 2023, 85% of total lithium demand …

Guide to the EV Battery Supply Chain in 2024

The EV battery supply chain involves the entire process of making, distributing, and maintaining batteries for electric vehicles. ... The Role of Each Industry in the Supply …

Achieving resilience and sustainability for the EV battery supply chain

However, battery supply chains remain complex, global, and fragile, with many still evolving from scratch. Their resilience is impacted by a growing number of factors, from …

Battery 2030: Resilient, sustainable, and circular

battery-chain segments are already mature in that country. Nevertheless, growth is expected to be highest globally in the EU and the United States, driven by recent regulatory changes, as well …

Leading the Charge: EV Battery Supply Chains

So far, the US has made just one critical minerals trade deal, with Japan in 2023 (the US-Japan Critical Minerals Agreement), allowing Japanese companies to leverage US tax …

The battery revolution: Balancing progress with supply …

The battery supply chain has undergone a significant transformation since 2017, driven by intensified regulatory pressures and evolving industry expectations around responsible sourcing. The EU and US now …

Lithium-ion battery demand forecast for 2030 | McKinsey

1 · Berlin, 16 December – The transition to electric vehicles (EVs) is driving a surge in demand for batteries and the materials required to produce them. A new study from the …

Materials and battery supply chains ready to meet future global …

1 · Berlin, 16 December – The transition to electric vehicles (EVs) is driving a surge in demand for batteries and the materials required to produce them. A new study from the …

The Lithium-Ion (EV) battery market and supply chain

The dependency of the industry on LiB cells and critical battery materials creates significant supply chain risks along the full value chain Overview LiB Cell Supply Chain (CAM/AAM only, …

The battery revolution: Balancing progress with supply chain risks …

The battery supply chain has undergone a significant transformation since 2017, driven by intensified regulatory pressures and evolving industry expectations around …

Global Supply Chains of EV Batteries – Analysis

This special report by the International Energy Agency that examines EV battery supply chains from raw materials all the way to the finished product, spanning different …

Breaking the Battery Industry''s Mineral Supply Crunch

Since supply chains were thrust into the spotlight by the Covid pandemic and the tentatively settled U.S. port strike, every imaginable industry has grappled with ensuring …

Sustainability challenges throughout the electric vehicle battery …

Various factors have disrupted the supply chains of battery materials creating a serious mix of risks for secure and rapid road transport decarbonization. ... Electrical road …

Global Supply Chains of EV Batteries – Analysis

This special report by the International Energy Agency that examines EV battery supply chains from raw materials all the way to the finished product, spanning different segments of manufacturing steps: materials, …

Insights into the Critical Materials Supply Chain of the Battery …

Herein, we propose using materials per gallon-electric as a metric for the battery supply chain. This metric aims to quantify the material requirements of EVs relative to the fuel …