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サマリー
あらすじ・解説
Andy Leyland (@andyleyland1 on X) is the founder and MD of Supply Chain Insights (@insights_SC on X). Supply Chain Insights is a leading advisory firm on all things related to the lithium ion battery supply chain.
Topics:
State of the LIB supply chain
China vs the rest of the world
Battery demand growth in 2025
Korea's bet on the US
Is LFP "the answer" for North America?
President Trump and critical metals
Market "reset" or "new normal"
CATL's lepidolite restart
Price in 2025 and beyond
The incentive price for western projects
Contracts: the latest trends
The cost curve
Conversion projects ex China
The change industry structure (Rio, Exxon, etc)
The futures market