As battery demand diversifies across EVs, energy storage and new applications, the role of different chemistries is shifting rapidly. LFP continues to gain ground globally, and sodium-ion is emerging as a potential low-cost alternative. At the same time, Europe remains more heavily invested in NMC, raising questions about competitiveness, positioning, and long-term strategy.

• How is the balance between LFP and NMC evolving and what does this mean for different vehicle segments and markets?
• With Europe more heavily exposed to NMC, how does this impact its competitiveness against lower-cost Chinese EVs?
• How is the growth of energy storage systems (ESS) and data centres reshaping demand for LFP and alternative chemistries?
• Where does sodium-ion realistically fit, and which applications could it serve at scale?
• Which next-generation technologies are moving closer to commercial deployment and where are the remaining barriers?