The battery and battery material supercycle is already underway, presenting vast opportunities for market participants.
However, despite numerous gigafactory announcements over the past five years, the infrastructure for battery materials has lagged, resulting in a significant shortage of active materials, especially in Europe and North America.
Underinvested active materials segment offers key opportunities – is standardization the right solution?
Active materials are situated in a complex, underinvested segment of the value chain, where technological advancements are consistently emerging. Despite this gap, opportunities remain. The commercial success of projects depends on the speed at which facilities are built and reach steady-state operation while remaining adaptable to advances in cell chemistry.
In this paper, we cover:
- Understanding battery value chain complexity
- Bridging the gap: supply deficits present market opportunities
- Standardizing facility design
- How standardization can reduce timeframes
- The obstacles to standardization