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VSA Battery Supply Chain Report

  • 07 Jan 16

Proponents of battery technology have long decried its slow development when compared to the exponential growth of microchip processing capacity over the past few decades. However, a massive increase in the number of devices that require batteries, with exciting new growth sectors such as electric vehicles and renewable energy storage, has delivered significantly larger amounts of global investment into the sector. Last year, Gordon Moore, co-founder of Intel, said ‘I see Moore's Law dying here in the next decade or so’. As the sun is perhaps setting on Moore’s Law, are batteries about to get their own moment in the spotlight? In this report, we utilise the expertise across the VSA research team to produce an overview of the battery supply chain, from raw material mining to end use, highlighting the various ways in which investors can gain exposure to this important trend.