Analysis of the supply chains and investments supporting the expansion of electric vehicles and other industries focused on reducing GHG emissions.

Vice President, Energy Markets

Eric Lundin

Manager, Clean Energy & Transport

Janire Riobello

The CleanTech and Battery Supply Chains service (CBSC) provides in-depth analysis of the supply chains and investments supporting the expansion of electric vehicles and other industries focused on reducing GHG emissions. The data and analysis is designed for clients to easily gain an insightful understanding of these critical industries and the changes they undergo as the global EV and renewables markets develop.
The core focus of CBSC is the global EV battery market supply chain&mdash;the knowledge base provided by the service illuminates key trends in the geographic and technological diversification of the EV industry, with end-to-end coverage from the mining of vital minerals to the final assembly of EVs and the types of batteries they will employ. As the largest end-user EV markets in North America and Europe seek to build their domestic industries and diversify supply chains, impacts will be seen across markets, technologies, and competitors. CBSC closely monitors these impacts and delivers the key takeaways to clients along with insights into potential opportunities that may develop as the overall market shifts and expands.
CBSC&rsquo;s in-depth assessment of the global EV battery supply chain covers every level of the industry:
<ul>
<li>Mining &amp; refining sites
<ul>
<li>Cobalt</li>
<li>Lithium</li>
<li>Nickel</li>
<li>Copper</li>
<li>Silicon</li>
<li>Aluminum</li>
<li>Manganese</li>
</ul>
</li>
<li>Intermediates processing</li>
<li>Cell component and cell manufacturing facilities</li>
<li>EV assembly plants</li>
<li>EV battery recycling plants</li>
<li>Raw materials offtake agreements</li>
</ul>
In addition, CBSC also assesses industry activity by competitor, tracking both physical assets and supply chain integration as well as offtake agreements.

The CleanTech and Battery Supply Chains service (CBSC) provides in-depth analysis of the supply chains and investments supporting the expansion of electric vehicles and other industries focused on reducing GHG emissions.&nbsp; Within the EV sector, CBSC includes coverage of:
<ul>
<li>Mining and resource extraction for battery raw materials</li>
<li>Refining capacities and trends for processing mined ores</li>
<li>Battery and EV production</li>
<li>Competitors and supply contracts</li>
</ul>
CBSC Content in Stratas Advisors Data Tools:
<ul>
<li><a rel="noopener noreferrer" href="https://tools.stratasadvisors.com/Crm/CleantechSupplyChainMap" target="_blank">EV Supply Chain Map</a></li>
<li><a rel="noopener noreferrer" href="https://tools.stratasadvisors.com/Crm/Brmo" target="_blank">Battery Raw Material Supply &amp; Demand Outlook</a></li>
<li><a rel="noopener noreferrer" href="https://tools.stratasadvisors.com/Crm/Evbco" target="_blank" aria-invalid="true">EV Battery Chemistry Outlook</a></li>
<li><a href="https://tools.stratasadvisors.com/Crm/OfftakeAgreements" target="_blank" rel="noopener">Raw Material Offtake Database</a></li>
<li><a href="https://tools.stratasadvisors.com/GlobalAutomotive/EVChargingInfrastructure" target="_blank" rel="noopener">EV Charging Infrastructure Outlook</a></li>
</ul>

Global Automotive,Global Alternative Fuels,Global Refining and Products

Transportation & Demand

CleanTech and Battery Supply Chains

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services

Clients also have access to the following data tools
<ul>
<li>EV Supply Chain Map</li>
<li>Battery Raw Material Supply Projection</li>
<li>EV Battery Production Capacity Projection</li>
</ul>

Related Data Tools

Additionally, the service provides the following
<ul>
<li>Country-level data on rare earths including associated mines, refining capacity, magnet manufacturing plants, and demand segments with respect to the current situation and forecasts across time horizons
<ul>
<li>Plant-level data includes all relevant information regarding operator(s), current and planned capacity, start year, location, and subproduct</li>
<li>The service also offers a supply agreement database which includes information on offtakes for rare earths and NdFeB magnets&nbsp;</li>
</ul>
</li>
<li>Country-level coverage of semiconductor supply chains including high-purity polycrystalline silicon processing for wafer production as well as semiconductor manufacturing plants with respect to current situation and forecasts</li>
<li>Data on EV charging points at the country level with long-term forecasts on slow and fast infrastructure, as well as detailed information on plug type and power rating</li>
</ul>