Executive at Waters & Associates LLC.
- Key trends and developments in the EV battery industry
- Comparative analysis across major OEMs (original equipment manufacturers) and battery manufacturers
- New innovations and cost reduction opportunities
- Medium-to-long-term outlook – infrastructure dynamics and BEV penetration
What 2-3 key trends or developments are you following in the EV battery industry?
Could you roughly size the EV battery industry, however you might break that out? At what pace has the industry been growing, and what are your growth expectations over the next few years?
You referenced a 19% CAGR in 2020-28. What are your thoughts on 2022-23 growth?
Could you elaborate on the competitive landscape and the major players’ positioning on the battery manufacturing side? You’ve already highlighted a few. Could you group them and also discuss some of the OEM [original equipment manufacturer] players?
Tesla is starting to think about making its own battery cells, and Lucid also owns and manufactures its battery technology. How are the OEMs thinking about this? Do you see the manufacturing being brought in-house by OEMs longer term under this transition to EVs?
Can an independent, non-automotive electric battery supplier or manufacturer be part of the value chain? Is there enough demand or market for the independents, or are the OEMs going to take control of that part of the value chain?
How has battery technology evolved, and what developments will you be monitoring closely over the next few years? You’ve discussed the incredible efforts around lithium and mentioned solid state, and I want to include cathode in there. How would you characterise the innovations and findings around some of these chemistries and an optimum battery pack?
Some of the charging networks being built up are already replacing 50kW legacy chargers with 350kW chargers. How will that impact the batteries being made and put in cars? Can the batteries take that kind of charge, and will it deteriorate the battery faster? How should we think about the infrastructure being put up to support the growth in these batteries being put on the road?
What is your 2030 outlook on BEV penetration given the pace of battery supply?
Could you summarise a best- and worst-case scenario for the industry over the next 12-18 months?
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