The Price of Power: What’s Driving EV Battery Costs?

In this episode of Autology, Rebecca Bellchambers is joined by Ali Adim and Hugo Cruz from S&P Global Mobility's battery research team to unpack one of the most important topics in the EV industry: battery pricing. The discussion explores why batteries remain the biggest cost driver in electric vehicles, how raw material volatility and manufacturing location shape pricing, and what the latest Battquant model reveals about cell and pack cost trends. The episode also examines the impact of lithium price swings, geopolitics, regional policy frameworks in Europe and North America, and how these factors are influencing the path to BEV-ICE parity. The team also looks ahead to the future of LFP and sodium-ion batteries, discussing where further cost reductions may come from and whether new chemistries could reshape the market in the years ahead. Speakers:

Ali Adim- Battery Research Manager
Hugo Cruz- Principal Battery Research Analyst
Rebecca Bellchambers- Host/ Senior Battery Research Analyst

We'd love to hear your thoughts on this episode at autology@spglobal.com, and you can find much more at autotechinsight.ihsmarkit.com. Don't forget to subscribe, follow, and like to stay updated with the latest Autology podcasts! hear your thoughts on this episode at autology@spglobal.com, and you can find much more at autotechinsight.ihsmarkit.com. Don't forget to subscribe, follow, and like to stay updated with the latest Autology podcasts!

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