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The OEM Strategy – Managing Demand, Supply Chains & Market Positioning

24 Jun 2026
Battery & Energy Storage Stage
  • Managing supply chain risk, localisation, and partnerships 

  • The shift from battery buyer to long-term strategic investor in supply chains 

  • What OEMs need from developers and partners to offer competitive terms 

  • Production constraints and allocation strategies across EV and ESS markets 

Speakers
John Kwon, General Counsel, Chairman of the Board - CATL