We sit down to discuss the challenges to the consensus of enormous structural tailwinds for EV batteries. The Inflation Reduction Act has reinforced this highly constructive narrative. Battery cost is the key to long-term adoption, and with the BloombergNEF energy storage forecast showing the largest year-on-year increase in lithium-ion batteries on record, questions need to be asked. We explore the slew of new chemistries being considered and the efficiency gains required to scale the total overhaul of the auto industry.
Will Roberts is a research analyst at Rho Motion working on electric vehicle, battery, and charging market analysis. Damien Despinoy is the CEO of Volexion, a developer of next-generation lithium-ion batteries. Roger Lin, is the VP of Marketing & Government Relations at Ascend Elements, a US-based battery recycling tech firm.
