As demand accelerates, ESS market participants face rising geopolitical pressures, cost volatility, and tightening industrial policy. This session examines where supply resilience is genuinely achievable, where dependencies remain structural, and where new alignment and partnership opportunities may emerge. This discussion will examine:

• China's dominance across midstream and downstream battery value chains and what this means for ESS
• Global pricing and technology pathways
• US and EU policy implications on project timelines, cost curves, and FDI.
• Geopolitical exposure, precursor bottlenecks, trade disputes, and regional market fragmentation
• Korea and Japan as strategic partners for the US and Europe's supply-chain strategies and ESS supply chain diversification
• Joint ventures, licensing, precursor partnerships, and manufacturing localisation that meets FEOC-compliance thresholds
• How developers and OEMs are renegotiating procurement, contracts, and risk allocation in a volatile supply chain environment