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On May 18, 2023, the India Program at the Center on Global Energy Policy (CGEP) at Columbia University’s SIPA held the Columbia India Energy Dialogue in partnership with the Columbia Global Center in Mumbai.
Existing energy system models do not consider factors such as supply chain costs, production growth rates, and the time it takes to construct mines.
This commentary addresses the economics of the battery supply chain, who controls its key components, and, most importantly, how the IRA changes the position of the US in the global battery market.
