June 23, 2026 | 11 AM ET
Despite continued funding and policy support, North America’s battery materials supply chain continues to face execution challenges in the midstream (refining, cathode, and anode production). Projects in this area routinely stall due to first-of-a-kind scale-up risks, permitting delays, and qualification cycles rather than capital constraints. Join Worley, an industry expert, as they share hard-won lessons from building a resilient battery supply chain in the Americas, exploring how stronger upfront engineering, realistic schedules, and enabling policy can de-risk projects and close the competitive gap with China’s dominant, low-cost incumbents.
Persistent overcapacity and ~80% supply-chain control continue to suppress prices, overwhelming tariff protections and challenging Western project economics.
While cell manufacturing capacity is expanding, refining and cathode/anode material projects remain delayed, under-scaled, or commercially uncompetitive.
FOAK scale-up, permitting, labor, and qualification challenges—not funding shortages—are driving delays and failures, increasing the need for stronger upfront engineering and realistic project timelines.
