logo
episode-header-image
Feb 2022
17m 50s

Battery pack costs on the rise: will it ...

S&P Global Commodity Insights
About this episode

For the first time in over a decade, battery pack costs started to increase —even in the low cost segment. Battery packs are the main cost component in an electric vehicle (EV), meaning that this uptrend should either squeeze manufacturers' margins or lead to higher EV price tags. Henrique Ribeiro (S&P Global Platts) and Alice Yu (S&P Global Market Intelligence) discuss how surging battery metals prices, particularly lithium, are playing a key role in the recent battery market developments.

Tell us more about your podcast preferences so we can keep improving our shows. Take our two-minute survey here: https://bit.ly/plattspod22

Up next
Yesterday
AI demand is intensifying the race to build advanced nuclear reactors
Dozens of North American private startups and established companies, state agencies and academic institutions are racing to develop and commercialize an advanced nuclear reactor. Whether these companies, and the advanced nuclear sector at large, can succeed depends on numerous fa ... Show More
32m 16s
Sep 8
War and decarbonization: Rewriting the UK and Europe's refining future
By most conventional metrics, the European refining sector is in rude health. The Middle East conflict has driven key fuel price benchmarks to unprecedented heights, and refiners are running flat out to plug supply gaps left by disruptions to key Gulf exporters. In this episode, ... Show More
32m 43s
Sep 1
Why protesters want to slow America's data center boom
Alongside a surge in data center construction, a growing protest movement has emerged in the US, with locals voicing concerns over electricity and water usage. Protests have put around 12 gigawatts of data center capacity at risk, analyst John Murray from S&P Global Energy tells ... Show More
25m 29s
Recommended Episodes
Oct 2023
Babbage: How to avoid a battery shortage
In the coming decades, electric vehicles will dominate the roads and renewables will provide energy to homes. But for the green transition to be successful, unprecedented amounts of energy storage is needed. Batteries will be used everywhere—from powering electric vehicles, to pr ... Show More
44m 44s
Jul 2022
The Carbon Copy: Get ready for the battery recycling boom
On the Carbon Copy podcast this week: It’s been over three months since Russia’s invasion of Ukraine sent shockwaves into global oil markets, causing supply constraints and skyrocketing prices. The conflict has complicated the flow of energy at a time when supply chains were alre ... Show More
21m 16s
Sep 2021
Accelerating EV Sales, and What It Means for Lithium and Other Battery Metals
BMO Capital Markets recently increased its electric vehicle (EV) penetration forecasts to 7% this year, and 15% by 2025, with important spillover impacts into lithium, nickel, and cobalt. This podcast highlights the work of our analysts, Joel Jackson, Robin Fiedler, and Colin Ham ... Show More
15m 42s
Feb 2022
Battery Baatein
Finance Minister in her Budget speech spoke about a battery swapping policy. But will this push re-energise the battery manufacturers and hasten EV adoption? And why will it take off in India when even Tesla has had to face challenges? Host Arijit Barman speaks to Ajay Goel, Co-f ... Show More
29m 29s
Sep 2023
The push to dominate the battery supply chain
<p>As the world transitions away from fossil fuels and the electric vehicle market grows, competition to control a piece of a new source of energy is brewing. From rival carmakers to raw materials miners, different groups are racing to carve out their spots in the supply chain of ... Show More
17m 14s
Aug 2019
Developments in lithium and battery materials
Nell Agate Tsui and Luke Bednarksi from the Global Battery Materials team at IHS Markit discuss the important role lithium plays in the electric vehicle market, supply-demand dynamics, and technology developments, with CW's Vincent Valk. 
18m 54s
Sep 2022
Battery Materials: Raising EV Sales, and What It Means for Lithium and Other Key Battery Metals
In this short (16 min) podcast, we discuss the key recent changes we have made to our EV sales forecasts and battery assumptions, and the resulting impacts on various upstream battery metals including lithium, nickel, cobalt, graphite, and others. BMO clients can view our reports ... Show More
15m 47s
Sep 2024
Current affairs: how batteries will green the grid
<p>Though we use more renewable energy than ever before, electricity grids need ways to cope with intermittent wind or solar power. Innovations that make batteries to store that energy <a href="https://www.economist.com/business/2024/09/01/clean-energys-next-trillion-dollar-busin ... Show More
23m 42s
Feb 2022
Do we have enough lithium to power the future?
Can we meet the soaring demand for lithium, a vital metal for electric cars and green energy? Mining is concentrated in a limited number of countries such as Australia and Chile. And with China dominating the manufacture of electric car batteries and already accounting for the im ... Show More
23m 37s