• As EV sales reach record levels (26% of new automotive sales globally in 2021), how will the battery industry cope with present supply risks in battery metals and semiconductor shortages?
• Which projects stand to make the greatest impact to European critical minerals supply?
• Risk of competing technologies eroding lithium demand – Lithium-ion vs Sodium-ion batteries for example
• Are sustainable thematic funds comfortable investing in upstream mining projects?
• What is the battery sector view of upstream projects? Are supplyside and industry OEMs coming closer through practice and capital provision?
Moderator:
Katharina Löckinger, Head of Corporate Communications, DGWA
Panellists:
Antony Beckmand, CEO, Kuniko Robert Baylis, Portfolio Manager, EIT InnoEnergy Wolfgang Bernhart, Senior Partner, Roland Berger