Panjiva Insights: Who will pay? The outlook for large-capacity batteries August 8, 2021 Panjiva Research took part in two webinars with our colleagues from S&P Global Market Intelligence’s 451 and Metals & Mining research groups to discuss the future for large capacity batteries in mobility and energy supply settings. A poll of the audience revealed 55.2% of respondents believe C... Read more →
Samsung SDI may want Biden’s cash to settle on new battery factory July 9, 2021 Samsung SDI may spend up to 4 trillion Korean won ($3.48 billion) on building new battery manufacturing facilities in the U.S. for Stellantis and Rivian. That follows the Biden administration’s critical supply chain review which may lead to incentives for such facilities as well as USMCA rules... Read more →
Ford, GM launch expansion plans as Biden charges up battery strategy June 17, 2021 The Biden administration’s review of critical supply chains has yielded 26 recommendations from the Department of Energy to bolster both demand and supply for large scale batteries. The stakes are high in the autos sector given DoE sees “benefits from co-location (e.g., cost and flexibility be... Read more →
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