Coronavirus update: global battery supply chain prepares for challenging months ahead

As the coronavirus — COVID-19 —is now a global pandemic and China is no longer the epicentre of the outbreak, supply chains worldwide are under threat from developments of this disease. What started as a supply shock in China is now becoming a global demand-side issue affecting the entire lithium ion battery supply chain. However, some regions are more affected than others and China is already showing early signs of bouncing back.
Upstream constraints
From an upstream supply perspective, the main issue has been a logistics slowdown. Within China there have been continued bans and delays on . . .

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