Implications for the battery supply chain of the new OEM focus on sustainability
One of the key thematics in the industry at the moment, driven by the auto producers, is the sustainability of the battery supply chain, both from an environmental and social standpoint. This started with the focus on responsible sourcing of cobalt, but has become much, much bigger and all-encompassing over the past 12-18 months. Talking to battery materials project developers, I routinely hear that final customers (auto producers) are extremely engaged with regards to the environmental aspects of their operations, even to the extent of appointing their own consultants to oversee them. One of the segments which has become very...