What does Chatham House rule mean for the lithium supply chain?

Stakeholders across the lithium supply chain—from mining companies to battery recycling companies—gathered to discuss, under Chatham House rule, its current state and barriers to growth. Increased supply of lithium is paramount for the energy transition, as the future of transportation and energy storage relies on lithium-ion batteries.

Are lithium-ion batteries a strategic resource?

This article explores the geopolitical relations and interdependencies emerging in the lithium extraction and manufacturing of lithium-ion batteries. It discusses the characteristics of the lithium-ion battery supply value chain to argue that lithium is not just a strategic resource.

Can lithium ion batteries be adapted to mineral availability & price?

Lithium-ion batteries dominate both EV and storage applications, and chemistries can be adapted to mineral availability and price, demonstrated by the market share for lithium iron phosphate (LFP) batteries rising to 40% of EV sales and 80% of new battery storage in 2023.

What is the nexus of auto-manufacturing & lithium-ion batteries post-Brexit?

Spotlights nexus of auto-manufacturing and lithium-ion batteries, post-Brexit. Battery supply chain shaped by a state project of green industrial transformation. State action towards onshoring converges battery science & manufacturing.

Is the UK a 'Entrepreneurial State' for lithium-ion batteries?

These gaps reflect limits in the scope and scale of the UK government's efforts to act as an ‘entrepreneurial state’ with regard to lithium-ion batteries, particularly in the context of growing competition from Europe and the US in the wake of the US Inflation Reduction Act.

How is the UK re-working lithium-ion battery production networks?

As demand for electrical energy storage scales, production networks for lithium-ion battery manufacturing are being re-worked organisationally and geographically. The UK - like the US and EU - is seeking to onshore lithium-ion battery production and build a national battery supply chain.