This podcast episode focuses on the global EV battery supply chain, its challenges, and various scenarios for the future outlook of electric vehicles. The discussion covers three main scenarios: The China Case, De-risking Case, and Slow EV case and explores the policy gaps, industrialization, and technologies involved in each. Central to the discourse is the need for sustainable sourcing of materials and innovative solutions to mitigate carbon emissions in the battery manufacturing process.
Outlines
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