Exawatt tracks over 220 companies in the lithium-ion battery supply chain for EVs and energy storage sectors. These inputs are used in our forecasting and cost modelling
Our bottom-up models and forecasts include data from the following:
- Detailed cost modelling for all stages of the battery supply chain, from material processing (including spodumene/brine, lithium hydroxide/carbonate, graphite anode material and cathode active material) through cell processing and battery integration
- Analysis of quarterly, semi-annual, and annual reports, initial public offering prospectuses and ad hoc financial disclosures from manufacturers in the battery supply chain
- Monitoring of lithium-ion battery material, cell specifications and manufacturer technology roadmaps
- Discussions with battery industry executives
Meet the energy storage team

Edward Rackley
Head of Energy StorageEdward Rackley
Ed uses his electrochemical materials knowledge to inform our supply chain analysis and bottom-up cost modelling. He has a PhD in Chemical Engineering from the University of Sheffield, specialising in solid oxide fuel cell anodes. Ed’s industrial experience includes research into novel battery current collectors and spinel cathode synthesis.