Rodrigo P. Navarro

Principal

Rodrigo P. Navarro

Rodrigo P. Navarro

Recent Publications

Achieving resilience and sustainability for the EV battery supply chain
Achieving resilience and sustainability for the EV battery supply chain
However, battery supply chains remain complex, global, and fragile, with many still evolving from scratch. Their resilience is impacted by a growing number of factors, from rising raw material costs to geopolitical disruption. Average battery pack prices have risen in 2022, the first increase since 2013. Environmental, social, and governance (ESG) concerns, greater regulation, and governments’ desire to localize battery production add to pressure on already-stretched global supply chains. All of these factors lead to potential bottlenecks that affect production.
European battery recycling: An emerging cross-industry convergence
The rise of electric vehicles (EVs) and associated battery gigafactories is pushing forward the creation of a European closed-loop battery recycling value chain. Increased recycling demand, intensified EU regulations, and a strong desire to localize supply chains and safeguard critical raw materials is driving multiple opportunities. In this context, as we explore in this Viewpoint, new ecosystems are emerging, and players interested in scaling need to act quickly to take advantage of the current environment.
BUILDING THE BATTERY ECOSYSTEM OF TOMORROW
Combining technology, scale-up capabilities, and capital to power change Realizing the strategic importance of batteries, Western governments are aiming to build their own ecosystems, competing (and collaborating) with Asian leaders. So, what will the battery ecosystem of tomorrow look like? To discuss current and future trends, Arthur D. Little (ADL) brought together representatives of established and emerging players. This Viewpoint provides a high-level summary of the discussion.

Rodrigo P. Navarro

Recent Publications

Achieving resilience and sustainability for the EV battery supply chain
Achieving resilience and sustainability for the EV battery supply chain
However, battery supply chains remain complex, global, and fragile, with many still evolving from scratch. Their resilience is impacted by a growing number of factors, from rising raw material costs to geopolitical disruption. Average battery pack prices have risen in 2022, the first increase since 2013. Environmental, social, and governance (ESG) concerns, greater regulation, and governments’ desire to localize battery production add to pressure on already-stretched global supply chains. All of these factors lead to potential bottlenecks that affect production.
European battery recycling: An emerging cross-industry convergence
The rise of electric vehicles (EVs) and associated battery gigafactories is pushing forward the creation of a European closed-loop battery recycling value chain. Increased recycling demand, intensified EU regulations, and a strong desire to localize supply chains and safeguard critical raw materials is driving multiple opportunities. In this context, as we explore in this Viewpoint, new ecosystems are emerging, and players interested in scaling need to act quickly to take advantage of the current environment.
BUILDING THE BATTERY ECOSYSTEM OF TOMORROW
Combining technology, scale-up capabilities, and capital to power change Realizing the strategic importance of batteries, Western governments are aiming to build their own ecosystems, competing (and collaborating) with Asian leaders. So, what will the battery ecosystem of tomorrow look like? To discuss current and future trends, Arthur D. Little (ADL) brought together representatives of established and emerging players. This Viewpoint provides a high-level summary of the discussion.

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