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The material ‘gigafactories’ supplying the battery gigafactories will need to scale material supply capacity to meet demand. Various global policy initiatives encourage localization throughout the value chain including domestic battery material production. The battery materials sector is viewed as more investible than battery manufacturing itself and faster to respond to demand signals. Scarcity of CAPEX equipment will be a dominating factor in timing of manufacturing launch.
Industry: Manufacturing
Volta Foundation
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