Goldman Sachs Research

Batteries: The Greenflation Challenge

Published on15 MAR 2022
Topic:
Carbonomics Clean Tech and Renewables

Ever-increasing demand, component shortages and rising raw material prices are now challenging the long-standing consensus that battery prices will continue to decline in the coming decade. To assess the impact of this “Greenflation” and potential supply chain bottlenecks ahead, Goldman Sachs Research introduces a proprietary battery pack price and cost curve model, supply-demand models across battery components and a bear case battery TAM scenario.

Goldman Sachs Research

Batteries: The Greenflation Challenge

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