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Summary
Global efforts to deliver the energy transition have spurred investments across the battery supply chain and highlighted challenges that require significant attention. Battery demand is increasing sharply - propelled by aggressive automotive electrification, and by rising electricity storage capacity driven by expanding renewable energy generation.
As governments seek to stimulate demand, de-risk supply chains and address supply shortfalls, join our cross-divisional experts from S&P Global as we discuss the fundamental challenges facing the sector, including how evolving supply chains are expected to cope, how technology choices will affect them and how choices could impact prices for battery cells and related raw materials.
In this session, attendees will learn more about:
- The US battery energy storage market
- Global battery and energy storage trends
- Electric vehicle outlooks, battery technology choices and related supply chains
- The evolution of lithium, cobalt and nickel demand and prices: Will there be sufficient supply?
Speakers
S&P Global Energy
Mark Ferguson
S&P Global Energy
Director, Metals & Mining Research
Mark Ferguson is the Research Director for the Metals & Mining Research group at S&P Global Energy. Having worked for previous iterations of the division since 2004, he has extensive experience in producing exploration and supply-side studies and topical research for the mining sector.
Increasingly focused on energy transition-related needs pertinent to the metals & mining sector, the Research team tracks the industry’s upstream efforts while assessing demand and price expectations for key industrial and battery metals.
Mark holds a Bachelor of Science in Geology/Geography from Saint Mary’s University, and an MSc in Earth Sciences from Dalhousie University.
S&P Global Energy
Tony Lenoir
S&P Global Energy
Associate Director, Energy Research
Tony Lenoir is an analyst with the S&P Global Energy Energy Research team.
Specializing in the US renewables space, he has published research on the expansion of solar and wind energy and also of battery storage; the REC market; and energy communities as defined by the Inflation Reduction Act, among other topics.
Tony holds an MBA with a specialization in international finance from the Middlebury Institute of International Studies at Monterey.
S&P Global Energy
Alice Yu
S&P Global Energy
Senior Analyst, Metals & Mining
Alice Yu is the Principal Analyst of Future Energy Metals Research at S&P Global Energy.
Alice Yu is Senior Analyst in Lithium and Cobalt for S&P Global Market Intelligence. She launched the Lithium and Cobalt Commodity Briefing Service report in June 2020 and generates the monthly five-year outlooks on the global electric vehicle, lithium and cobalt markets. She has presented on battery metals markets at multiple global conferences in Australia, China and the U.S., and has spoken regularly at S&P events.
Alice has specialized in battery metals research for the past six years, with nine years of experience across commodities research. Prior to joining S&P, she spent six years as a commodities consultant in Hong Kong and London where she led projects ranging from lithium company stock listing, to coal market research and steel M&A analysis.
Alice graduated with a MSc in Economic History and BSc in Economics, both from the London School of Economics.
Sam Wilkinson
Director, Clean Technology and Renewables
Sam Wilkinson is an expert on the solar PV, batteries and energy storage industries. He is an director within the Clean Energy Technology & Renewables research team at S&P Global Energy.
Sam Wilkinson is an expert on the solar PV, batteries and energy storage industries. He is an director within the Clean Energy Technology & Renewables research team at S&P Global Energy. Sam coordinates and contributes to a wide range of custom research, consulting, and advisory projects, in addition to continued contributions to the team's syndicated research products. His areas of expertise are solar PV, battery technology and supply chain, and battery energy storage (for grid applications). Upon joining the team in 2008, He was responsible for researching the photovoltaic (PV) inverter market and the PV module and polysilicon supply chain, working closely with leading global suppliers to develop detailed analysis on these markets. He has also been responsible for establishing primary research reports focusing on solar demand and policy, complementing S&P Global Energy extensive research of the complete PV supply chain. Building on his experience in the solar research team, Sam established the Clean Energy Technology team's coverage of energy storage in 2012, covering a wide range of topics within this fast-developing sector, including the development of battery technology and the battery supply chain. Sam analysis and commentary is regularly published by leading PV and energy industry media and the global press. He has also presented at many leading industry events and conferences and previously worked in structural engineering. Sam holds a bachelor's degree in math and engineering from the University of Nottingham, United Kingdom.
Graham Evans
Director, Auto Supply Chain & Technology
Graham Evans is a practice lead within the Automotive Supply Chain & Technology Group with a focus on Powertrain, E-Mobility & Thermal Systems domains at S&P Global Mobility.
Graham Evans is a practice lead within the Automotive Supply Chain & Technology Group with a focus on Powertrain, E-Mobility & Thermal Systems domains at S&P Global Mobility. Graham leads the global research practice for Powertrain, E-Mobility, and Thermal Systems Component Forecasting. His research interests lie in the areas of batteries, motors, power electronics, charging infrastructure, legislation, and incentives, as well as conventional powertrain components and technologies such as exhaust after treatment. He is also Manager of the Europe, Middle East, and Africa (EMEA) Research & Analysis team. Previously employed in engineering positions within the automotive industry, Graham has 10 years' experience in Powertrain Development and Noise, Vibration, and Harshness (NVH) having previously worked for Ricardo, Bentley Motors, and Jaguar Land Rover. Graham graduated from Loughborough University in the UK with a Master's Degree in Automotive Engineering and is a Chartered Member of the Institution of Mechanical Engineers.
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