Description of need
The global battery market is already running up against material input constraints, particularly nickel, cobalt, etc for Li-ion batteries. See Elsa Olivetti’s research.
There is a growing need for a reliable, cost-stable, sustainable supply of material inputs for batteries.
Problem severity (1-10)
8
Who has this need
Battery manufacturers Car manufacturers
Total addressable market (TAM)
XXL
Solutions today, and their shortcomings
- Regular sourcing approaches
- Battery recycling (e.g. Redwood Materials)
Potentially relevant capabilities
There is a startup at Activate that is developing organic active cathode materials with no critical materials.