| What’s Next for EV Batteries? For Wards Intelligence Subscribers
A Stellantis executive recently warned the car market could collapse if BEV prices don’t come down. But BEV prices are driven by the cost of building them which in turn is driven overwhelmingly by the cost of the battery. And that is tied to relatively rare, geographically constrained materials, making battery and car manufacturing vulnerable to politics, price volatility, and supply disruptions. Read More | 