The energy transition is spurring rapid growth in electric vehicles and energy storage, and places immense pressure to supply the batteries and critical minerals that fuel them.
The United States faces both a challenge and an opportunity to secure its place in this race and capture the economic and strategic benefits.
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Agenda Overview:
The Opportunity
+ Drivers and barriers for the energy transition
The Challenge
+ The threat from China and Chinese-origin companies
+ Overcapacity and intensifying competition
+ Cost-competitiveness of US industry
The Risk
+ Diversification and de-risking supply chains
+ Technology shifts
+ Securing critical battery raw materials:
+ Lithium: Surge of supply from new sources
+ Nickel & cobalt: Dominance of Indonesia
+ Manganese & graphite: Barriers to build-out in US-FTA countries
Also covered: Role of electrical steel in the energy transition
