EV Demand Outlook: Navigating Growth, Policy Shocks, and Market Uncertainty
23 Jun 2025
Pre-Day
Policy
Battery Chemistry
Market Outlook
- Language of the Industry and commonly used acronyms (NMC, LFP, BESS, DLE) and their meanings.
- Battery Chemistry Basics: Understanding cathodes, anodes, electrolytes, and separator materials.
- Market & Pricing Terms: Spot price vs. contract price, hedging strategies, and cost structures.
- Technology Buzzwords: Solid-state batteries, gigafactories, long-duration energy storage (LDES).
- Supply Chain & Trade Flow Terms: Upstream vs. downstream, black mass recycling, localization trends.
