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EV Transition & Battery Supply Chain

avg score 7.0 · 1 pods
insights
1
net direction
100%
tail / head / mixed / risk
1/0/0/0

tailwind · 1

  • Stellantis pursues EV cost parity via controlled battery supply (ACC JV) and Chinese tech partnership
    john elkann · In Good Company with Nicolai Tangen

headwind · 0

  • — no headwind insights —

all insights

EV Transition & Battery Supply Chain
score 7/10
TAILjohn elkann·In Good Company with Nicolai Tangen·2 years ago
Stellantis pursues EV cost parity via controlled battery supply (ACC JV) and Chinese tech partnership
Winning in EVs requires owning battery supply — Stellantis built ACC with TotalEnergies/Mercedes in Europe and partnered with LG/Samsung in North America, while Leap Motors gives China market access.
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