What could it cost for Europe and North America to localise the battery supply chain? - CRU Group

Chinese companies are increasingly intertwined in the complex global battery supply chain as they continue to expand production at home and overseas. Western policymakers are attempting to onshore a battery supply chain and this is already initiating a shift in regional supply and demand.

Despite this, the efforts to exclude Chinese content will incur an overwhelming cost at a time when cost is the most important metric for battery producers and end users. Why we need to understand the full battery value chainHow can western companies to compete as China continues to ‘go global’?

Battery costs: why this unlocks understanding through the value chain Why understanding costs is needed if the west is able to catch upWhy we need to understand the costs of competing technologiesHow scenario planning can help us manage risk