How has China's 'zero-COVID' strategy impacted battery supply chains?
Energy Evolution · S&P Global Energy
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Show Notes
China's "zero-COVID" strategy saw the country entering multiple provincial lockdowns. While this has hit electric vehicle production, the impact on battery materials production has been limited.
Prices of battery metals, especially lithium, have fallen for the first time in 18 months.
What implications do such events have on an already stressed supply chain, EV production costs and overall EV adoption?
S&P Global Commodity Insights' Henrique Ribeiro discusses these issues with pricing specialist Leah Chen and analyst Lucy Tang.
Related feature: COVID-19 outbreak in China dents battery metals demand