Materials Intelligence

EV / Batteries

From critical minerals and cell chemistry to battery management and recycling — exploring the materials powering the electric vehicle revolution.

The EV Battery Landscape

The shift to electrification is reshaping automotive supply chains at every level. Battery technology — and the materials, manufacturing processes, and supplier ecosystems that support it — is now the most strategically important area in the industry.

Cell Chemistry & Pack Design

From NMC and LFP lithium-ion chemistries to emerging solid-state cells, battery chemistry determines the fundamental trade-offs between energy density, cycle life, safety, and cost. Pack architecture — prismatic, pouch, or cylindrical — defines thermal management and structural integration strategy.

Critical Minerals & Anode/Cathode Materials

Lithium, cobalt, nickel, manganese, and graphite are the primary active materials in today's EV batteries. Supply chain security for these critical minerals — through responsible sourcing, recycling, and domestic extraction — is a defining challenge for the automotive industry.

Battery Management, Thermal & Recycling

Battery Management Systems (BMS) optimise performance, safety, and longevity. Thermal management — liquid cooling, phase-change materials, and cell-to-pack design — is critical for performance and durability. End-of-life strategies including second-life repurposing and hydromet recycling are rapidly maturing.

~40%

of EV cost is the battery pack

800+

km range in leading EVs

2030

EU ICE sales ban deadline

95%

lithium recyclable via hydromet