EV battery Sector – Q1 2020 Update – 27 January 2020

  • Multi Asset
  • Industrials
  • North America


Former manager at Tesla Inc


  • Commercial update highlighting technological development of EV batteries
  • JVs between battery manufacturers and auto OEMs – LG Chem (KRX: 051910) and General Motors (NYSE: GM)
  • Legacy lithium-ion batteries vs solid-state, lithium-sulphur and lithium-metal
  • Cost reduction opportunities across battery life cycle 5. Innovation and improvements in 2020 and beyond


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