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.
Vivas Kumar is a MBA Candidate at the Stanford Graduate School of Business. Concurrently, he is a Principal at London-based Benchmark Mineral Intelligence, a leading market intelligence and consultancy firm focused on the lithium-ion battery supply chain. He was previously responsible for managing battery supply chain strategy and procurement at Tesla, Inc. He has been invited to speak on lithium-ion battery supply chain issues at conferences and senior-level government meetings worldwide, including most recently at the US White House and Pentagon.
Free and open to all.