The Battery Show Europe took place from June 23rd to 25th,2023, in Stuttgart, Germany. At its core, the battery show as exhibition and conference aimed to connect battery industry, research institutes and investors to exchange hot topics, innovations, and transformation of the industry. Roland Berger participated with in total 3 presentations and 1 panel discussion to connect with the industry and show insights on Roland Berger’s view on the battery market, raw material supply chain and recycling topics.
Dennis Gallus has given a presentation on the Lithium-ion battery market and emerging battery technologies.
While the global demand of lithium- and sodium-ion cells is expected to reach 5.1 TWh in 2030, cell technology is further developed to lower cost, reduce dependency of critical raw materials and to increase energy density:
- In the cathode active material, the Ni content was successively increased in order to maximize the energy density of the cell. On the other hand, low-cost variants as LFP are gaining in importance, also to reduce Ni-dependency. Therefore, Mn-rich materials and advanced LFP (LMFP) are currently developed as well.
- Technological progress for anodes takes place with a time delay – We expect anode chemistries with Si content to dominate the light vehicle battery anode demand by 2030.
- In addition, sodium-ion as alternative cell chemistry is gaining momentum, especially in China. For 2025 already ~125 GWh cell production capacity is currently announced. Sodium-ion is expected to significantly lower the cell cost at the expense of lower energy density. Therefore, suitable use cases include especially ESS and the BEV entry segment.
To check out the other conference presentations from the Battery Show Europe 2023, please follow:
this link on Battery materials supply vs. demand and impact of US and EU regulations
this link on Opportunities and Challenges for battery recycling and reuse