Insight

Energy transition outlook: Electric vehicle and battery supply chain

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Read this report to find out - - What tech innovations and policy shifts are needed to accelerate EV sales growth - How much added investment is required in new EV manufacturing across scenarios and where - How an open trade policy can lower added investment requirements for new gigafactories - How accelerated deployment of advanced battery tech like solid-state LFP can impact demand for lithium, nickel and graphite - Whether commodity prices can be balanced in a way to incentivise new mining without hindering battery cost degressions

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What's included

This report contains:

  • Document

    EVBSC 2025 ETO.pdf

    PDF 1.56 MB

  • Document

    EVBSC 2025 ETO Data.xlsx

    XLSX 116.66 KB