Batteries as Commodities: Trading the platform technology of the Electric Revolution

Lithium-ion batteries are the platform technology of electric revolution. The cells are standardized, produced under long-term supply contracts and demand is stratospheric. There is little free supply and delivery is in the future, with mega factories taking four years to build. The products themselves go into EVs and the power industry itself. Will batteries be the ultimate commodity of the future? Will trading houses have battery desks sat alongside their metals and power groups? Simon Moores, CEO and founder of Benchmark Minerals (www.benchmarkminerals.com) joins us for a deep dive on the battery industry. What is the supply chain? How does the market operate? What are the technology challenges with validating, shipping, storing, and marketing? And when will batteries be traded? Moores helps us to answer these questions.

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To connect with our host Paul Chapman, you can find him at www.linkedin.com/in/paulchapmanhc/