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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.?