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🔋Boston Strategies to Speak at Volta Foundation Battery Forum 

May 13

Boston Strategies International is pleased to share that our CEO, David Jacoby, will be speaking at the upcoming Volta Foundation Battery Forum on May 13th at 8:00 AM PT (11am ET). 

In this session, David will address a critical and timely question facing the energy and mobility sectors: 

⚡Can Local Content Battery Chains Survive the Shakeout? 

Over the past several years, the global battery industry has undergone a rapid transformation. Governments across North America and Europe have accelerated efforts to localize battery supply chains, driven by policy initiatives such as the Inflation Reduction Act (IRA), the EU Battery Regulation, and broader geopolitical considerations. 

At the same time, market dynamics are introducing significant challenges: 

  • Global battery demand is projected to exceed 3 TWh by 2030, yet announced capacity already surpasses near-term demand 
  • Gigafactory capital costs remain high, typically $80–120M per GWh, intensifying pressure on returns 
  • Tariffs and localization incentives are reshaping cost structures, often increasing input costs by 10–30% depending on sourcing strategies 
  • Established players in Asia continue to dominate, controlling approximately 70–80% of global cell manufacturing capacity and upstream processing 

This environment creates a fundamental tension:
Policy is accelerating localization, while market forces are driving consolidation. 

📊Session Overview: 

David will explore: 

  • The path to cost competitiveness for regional battery ecosystems in North America and Europe 
  • The real impact of tariffs and trade policy on manufacturing decisions 
  • What “survival” looks like in an environment of oversupply and margin compression 
  • Strategic considerations for OEMs, suppliers, and investors navigating the evolving landscape 

About the Volta Foundation Battery Forum 

The Volta Foundation has established itself as a leading platform for meaningful industry dialogue, hosting 60+ forums and 350+ speakers since 2019. Participants include leaders from organizations such as Tesla, CATL, LG Energy Solution, Panasonic, and the U.S. Department of Energy. 

Register for free at: https://volta.foundation/battery-forum/battery-forum-may-2026/  

We invite industry peers, partners, and stakeholders across EVs, battery manufacturing, and supply chain strategy to join this important discussion. 

For more information or to connect with David ahead of the event, please reach out to our team. 

#Batteries #EVs #SupplyChain #EnergyTransition #Manufacturing #BatteryIndustry 

 

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