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Sep 28, 2022 29:15 MINS

Autology Podcast: Battery raw materials: How they will reshape global battery supply chain

Jay Hwang
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Han Gao

Senior Research Analyst, Automotive Supply Chain & Technology, S&P Global Mobility

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Ali Adim

Senior Research Analyst, Supply Chain & Technology, S&P Global Mobility

On this week’s episode of Autology, we are joined by 3 members of the S&P Global Mobility Battery team to discuss the battery raw material domain and give a global outlook on the supply chain. Battery raw material sourcing is undoubtedly one of the biggest talking points in the automotive industry right now, and we take a dive into the regulations and the complications these are having on the upstream suppliers, the solutions to challenges and concerns, as well as a first look into the newly published Battery Raw Material forecast launched in September.

Electrified vehicles, including full battery electric vehicles, will continue to require a 12V battery for myriad features and ancillary applications onboard. With increasing connected and intelligent vehicles coming to market, S&P Global Mobility expects demand for 12V batteries to continue to grow until at least 2025. Depending on the requirements and performance characteristics, these batteries can be either lead acid or lithium ion.

As an industry-leading provider of 12V flooded, advanced AGM (absorbent glass mat) lead acid batteries as well as 12V lithium-ion, Clarios experts help outline some of the key development areas and advanced content in state of the art lead acid technology, as well as the technical characteristics and use cases of lithium ion technology, shedding light on the technical decision making of the Automotive OEMs.

Tune in to hear perspectives from thought leaders in this evolving technology space as we mate S&P Global Mobility data with the perspectives of those at the forefront of product development.

Speakers: Rebecca Bellchambers- Host- S&P Global Mobility Supply Chain and Technology- Thermal Research Analyst
                    Jay Hwang- S&P Global Mobility Supply Chain and Technology North America battery market- Senior Technical Research Analyst
                    Ali Adim- S&P Global Mobility Supply Chain and Technology European battery market- Senior Technical Research Analyst
                    Han Gao- S&P Global Mobility Supply Chain and Technology China Region battery market Senior Research Analyst

We’d love to hear your thoughts on this episode at our autology@spglobal.com email – and you can find out much more across the autotechinsight.ihsmarkit.com website.

Don’t forget to hit all the subscribe, follow and like buttons to stay on track with the latest Autology podcasts!


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