Sep 3, 2026 · 26 min · 12 segments
The march of AI and electrification have opened up diverse applications for storage and mineral companies. At RBC Capital Markets’ Energy Transition Conference, three players in different parts of the…
André BurdetGuestMatti HeitanenGuest
Monique RodriguesGuestSo I'd like to maybe start with a simple question.
We get to hear from each of you in terms of one, what excites you most about the future for the battery ecosystem and also concerns you the most?
What excites us the most is simply, let's say, the scale of this industry where we are heading and the importance of the industry, because now it's not only about the battery value chain anymore.
Perhaps if I need to mention one thing that worries is obviously the competitive evidence of Europe and Western countries as a whole.
It brings about cleaner air, less pollution, better health, and we are excited about the growing uptake of electric vehicles.
There's still misconceptions like there's not enough infrastructure to support the BEV uptake.
You have a big hype, and batteries were the big hype five, six, seven years ago.
Of course, the demand for batteries as the capacity were built up were not maybe where they should be.
The EV market didn't grow as we were maybe expecting, even though now it's coming back.
Now, what excites me today is actually it's a perfect situation with AI coming in, because really what it means is that the entire industrial ecosystem is electrifying.
If you think about AI, you think about robots, you think about autonomous trams or autonomous cars, industrial processes that will be electrified more and more.
So I'd like to maybe start with a simple question.
We get to hear from each of you in terms of one, what excites you most about the future for the battery ecosystem and also concerns you the most?
What excites us the most is simply, let's say, the scale of this industry where we are heading and the importance of the industry, because now it's not only about the battery value chain anymore.
Perhaps if I need to mention one thing that worries is obviously the competitive evidence of Europe and Western countries as a whole.
It brings about cleaner air, less pollution, better health, and we are excited about the growing uptake of electric vehicles.
There's still misconceptions like there's not enough infrastructure to support the BEV uptake.
You have a big hype, and batteries were the big hype five, six, seven years ago.
Of course, the demand for batteries as the capacity were built up were not maybe where they should be.
The EV market didn't grow as we were maybe expecting, even though now it's coming back.
Now, what excites me today is actually it's a perfect situation with AI coming in, because really what it means is that the entire industrial ecosystem is electrifying.
If you think about AI, you think about robots, you think about autonomous trams or autonomous cars, industrial processes that will be electrified more and more.
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