• CERAWeek
  • March 18 - 22, 2024

Henning Wicht

IHS Markit

Executive Director Consulting

Sessions With Henning Wicht

Tuesday, 12 March

  • 04:00pm - 05:00pm (CST) / -

    EV Battery Supply Chain: Scale, geography & recycling

    Panel Transportation/Mobility

    Increased sales and penetration of EVs and the leading battery technology are creating pockets of suppliers dominating the market. Small clusters of mining and refining infrastructure are concentrated - creating risks of potential supply interruptions. How will geopolitical concerns factor in the battery supply chain? Is there room - and a resource base - for new entrants to disrupt the status quo? How will recycling and re-use impact the current system?