The push to dominate the battery supply chain

Behind the Money

Topher Forhecz

Markets, Investing, News, Banking, Finance, Business, Business News, Crypto

4.4 • 350 Ratings

🗓️ 20 September 2023

⏱️ 18 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

As the world transitions away from fossil fuels and the electric vehicle market grows, competition to control a piece of a new source of energy is brewing. From rival carmakers to raw materials miners, different groups are racing to carve out their spots in the supply chain of one important technology: lithium-ion batteries. How will it shake out? The FT’s commodities correspondent Harry Dempsey explains who’s likely to succeed, and what that could mean for the future of corporate and national power.

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For further reading:

Rival battery technologies race to dominate electric car market

The search for winners in the new battery era

Can anyone challenge China’s EV battery dominance?

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On X, follow Harry Dempsey (@harrydemps) and Michela Tindera (@mtindera07)

Read a transcript of this episode on FT.com

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Transcript

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0:00.0	Am I missing anything? Is this the right decision?
0:02.0	Could it be a alternative?
0:04.0	Am I too late?
0:05.0	Find clarity in your investment decision-making.
0:08.0	Manage your portfolio for sustainable growth
0:11.0	and regulatory alignment
0:12.0	with the ultimate blend of powerful AI and
0:14.6	industry expertise.
0:16.5	Reduce risk, meet your sustainability goals and push the boundaries of possibilities based on
0:21.1	facts, not opinions.
0:23.0	Clarity AI scaling human decisions through tech.
0:26.6	Visit clarity.
0:28.3	And take action today.
0:30.0	As the world is pushing to move away from fossil fuels, there are many new opportunities for different groups to make a fortune.
0:41.0	The F.T.'s Comm correspondent Harry Dempsey says, just look at the electric vehicle
0:46.4	sector.
0:47.4	So the electric vehicle market is set to be absolutely enormous. It's already quite big, but it's
0:52.4	set to grow even more and by 2028 according to some
0:56.2	forecasts the size of the electric vehicle market could be 1.3 trillion dollars.
1:02.3	But in order to make the most of this transition, all the players involved from carmakers to countries like China and the U.S.
1:10.0	They all have to figure out their place in the supply chain of this one specific product.
1:16.0	Excuse me. Yeah. That's a Sony handicam, isn't it? Yeah. You can record for 12 hours with that,
	...

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