Panel | Battery Chemistries for Energy Storage: Risk and Demand Implications
22 Jun 2026
Pre-Day
Pre-Day: ESS Fundamentals
Evolving chemistries,?shifting demand: How is the global scaling of?energy?storage?reshaping demand for critical raw materials??
How will market share evolve between LFP, NMC, and sodium-ion batteries as?ESS?deployment accelerates??What risks does?shifting?ESS?chemistries, particularly the attractiveness?of sodium-ion,?pose for medium to long term lithium demand??
Regional policy insights and geopolitical trends affecting?the sourcing and supply of battery raw materials.?
ESS fundamentals:?Supply chains, key players,?market dynamics, growth by region, state positioning in the U.S.??
Energy storage supply chain: key players, manufacturing, and deployment.?


