The Lithium-Ion (EV) battery market and supply chain

Roland Berger
arc beats above · slides in the middle · loops below · scroll → 3 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
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Slide inventory

38
every slide · same image gating as the playbook
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Slide 1
front_matter
Open slide detailBeat · Situation & Context
02
The chart uses a waterfall structure to illustrate the cumulative cost build-up from raw materials to final pack price.quantify_impact
Open slide detailBeat · Situation & Context
03
The slide uses a horizontal bar chart to represent the timeline of different battery technologies (LiB roadmap).present_solution
Open slide detailBeat · Situation & Context
04
The chart uses a waterfall structure to decompose cost savings across three main categories: process optimizations, improved module & pack designs, and improvedquantify_impact
Open slide detailBeat · Situation & Context
05
The chart displays regional data for North America, Europe, China, and Global total. Powertrain categories are color-coded.size_opportunity
Open slide detailBeat · Situation & Context
06
The chart uses a stacked bar format to show the breakdown of demand by vehicle/application type, with a callout for 2030 capacity.size_opportunity
Open slide detailBeat · Situation & Context
07
The slide uses a value chain framework to map out the production process from mining to cell assembly, with red boxes indicating high-risk areas.frame_problem
Open slide detailBeat · Problem & ComplicationLoop · Cost Of Inaction
08
The slide uses a combination of trend lines and descriptive text to illustrate supply constraints for battery raw materials.analyze_data
Open slide detailBeat · Problem & ComplicationLoop · Cost Of Inaction
09
The chart uses a waterfall structure to aggregate costs across the supply chain segments.quantify_impact
Open slide detailBeat · Problem & ComplicationLoop · Cost Of Inaction
10
The slide uses a custom timeline/roadmap visualization to compare battery technologies.analyze_data
Open slide detailBeat · Problem & ComplicationLoop · Cost Of Inaction
11
The slide highlights the strategic shift toward spodumene due to its suitability for high-purity battery requirements.compare_options
Open slide detailBeat · Problem & ComplicationLoop · Cost Of Inaction
12
The slide uses a dark theme with a bar chart and accompanying table columns for mine type and share of total.analyze_data
Open slide detailBeat · Problem & ComplicationLoop · Cost Of Inaction
13
The slide highlights the extreme price volatility of battery materials, specifically noting a 743% increase for Lithium carbonate between Jan 2021 and Jan 2022.analyze_data
Open slide detailBeat · Problem & ComplicationLoop · Cost Of Inaction
14
The slide uses two line charts to visualize price trends for various battery materials.analyze_data
Open slide detailBeat · Problem & ComplicationLoop · Cost Of Inaction
15
transition
Open slide detailBeat · Solution & Approach
16
summarize
Open slide detailBeat · Solution & Approach
17
The charts show a negative trend in the supply-demand balance across all three materials, with specific numerical values for the gap provided for each year.quantify_impact
Open slide detailBeat · Solution & Approach
18
The slide outlines specific regulatory requirements for EV batteries, including recycled content percentages for 2030 and 2035, and producer obligations for wasestablish_context
Open slide detailBeat · Solution & Approach
19
The slide uses a circular flow diagram to explain battery lifecycle management.present_framework
Open slide detailBeat · Solution & Approach
20
The slide uses a value-chain framework to map recycling incentives across the battery lifecycle.present_framework
Open slide detailBeat · Solution & Approach
21
Includes a summary callout at the bottom and a footnote regarding EU regulatory framework.compare_options
Open slide detailBeat · Solution & Approach
22
The chart illustrates a 30% CAGR for total supply, with a shift in composition from scrap-dominated to EoL-dominated over the decade.size_opportunity
Open slide detailBeat · Solution & Approach
23
The slide uses a stacked bar chart format to visualize the supply-demand gap, with specific annotations for the net balance.analyze_data
Open slide detailBeat · Solution & Approach
24
summarize
Open slide detailBeat · Solution & Approach
25
The slide uses a dot-matrix visualization to indicate the degree of impact (high vs marginal) of specific levers on cost categories.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Mece Breakdown
26
The slide uses a waterfall-style breakdown to show how different supply chain configurations (South Korea vs US) impact final cell costs.compare_options
Open slide detailBeat · Evidence & ProofLoop · Mece Breakdown
27
The chart compares baseline estimates (GREET2018) with specific U.S. and China-centric supply chain models.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Mece Breakdown
28
The slide uses a custom dot-plot visualization within a table to show ranges and scenario-specific values.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Mece Breakdown
29
The table compares hard rock, evaporation ponds, geothermal, and sedimentary/clay extraction methods.compare_options
Open slide detailBeat · Evidence & ProofLoop · Mece Breakdown
30
The slide uses a process flow diagram to compare four distinct nickel production routes, culminating in a delta calculation of 110 t CO2.illustrate_case
Open slide detailBeat · Evidence & ProofLoop · Mece Breakdown
31
The slide uses a process flow diagram to show the transition from raw ore to CAM production, highlighting specific cost and ESG benefits at each stage.illustrate_case
Open slide detailBeat · Evidence & ProofLoop · Mece Breakdown
32
summarize
Open slide detailBeat · Evidence & ProofLoop · Mece Breakdown
33
The slide uses a structured comparison matrix to evaluate supply chain risk mitigation strategies.compare_options
Open slide detailBeat · Impact & Next StepsLoop · Quick Win Big Bet
34
summarize
Open slide detailBeat · Impact & Next StepsLoop · Quick Win Big Bet
35
summarize
Open slide detailBeat · Impact & Next StepsLoop · Quick Win Big Bet
36
The slide uses a dark background with lightbulb imagery, suggesting innovation or expertise.present_solution
Open slide detailBeat · Impact & Next StepsLoop · Quick Win Big Bet
37
other
Open slide detailBeat · Impact & Next StepsLoop · Quick Win Big Bet
38
front_matter
Open slide detailBeat · Impact & Next StepsLoop · Quick Win Big Bet