In
this episode of Autology, Rebecca Bellchambers is joined by Ali
Adim and Hugo Cruz from S&P Global Mobility’s battery research
team to unpack one of the most important topics in the EV industry:
battery pricing. The discussion explores why batteries remain the
biggest cost driver in electric vehicles, how raw material
volatility and manufacturing location shape pricing, and what the
latest Battquant model reveals about cell and pack cost
trends.
The
episode also examines the impact of lithium price swings,
geopolitics, regional policy frameworks in Europe and North
America, and how these factors are influencing the path to BEV-ICE
parity. The team also looks ahead to the future of LFP and
sodium-ion batteries, discussing where further cost reductions may
come from and whether new chemistries could reshape the market in
the years ahead.
- Ali Adim- Battery Research Manager
- Hugo Cruz- Principal Battery Research Analyst
- Rebecca Bellchambers- Host/ Senior Battery Research
Analyst
We’d love to hear your thoughts on this episode at
autology@spglobal.com, and you can find much more at
autotechinsight.ihsmarkit.com. Don’t forget to subscribe, follow,
and like to stay updated with the latest Autology podcasts! hear
your thoughts on this episode at autology@spglobal.com, and you can
find much more at autotechinsight.ihsmarkit.com. Don’t forget to
subscribe, follow, and like to stay updated with the latest
Autology podcasts!