Here are 5 reasons that will make us enter a period of relatively long tension (2022-2027) for components and the field of energy-related storage such as electric batteries :

1. The automotive industry has been forced to take the turn to "all electric" for 2025-2030. Its late start and gradual unpreparedness absorb current resources. This situation of tension will continue in the next few years to try to catch up with the delay in the development of the Gigafactory which we need to follow production. In the meantime, the automotive industry will have to buy from current producers (ex CATL-China).
   
   
2. Even if the automotive industry has its own battery factory, the pressure will increase on the supply of raw materials. The supply of sale on the markets will be reduced and the demand will increase. The economic war for purchase contracts will harden in order to bring the materials necessary for production.
   
   
3. The Covid crisis affecting China (79% of lithium-ion battery suppliers) does not seem to be stopping. China will take many quarters to restore pre-Covid production. During this period, the economic war of raw materials and the strong global demand will continue an uncontrollable ascent which will cause the sector to flare up and have a lasting impact on production in China.
   
   
4. Unstable price developments will continue to affect global battery prices and availability for several quarters.The consequences of the sanctions of the war in Ukraine, the speculation on energy, the OPEC+ policy, the lack of investment... has created a significant tension on the price of energy and by extension of electricity. If the winter of 2023 proves to be harsh, we may see entire sectors of the industry stop for a few hours or several days to give priority to other priority sectors. Shortages or the risk of a shortage of energy will force the industry to invest and find solutions for energy storage and absorb peaks in demand.

It is a reality that has never changed and will not change. Months or even quarters pass between the submission of an offer and the purchase of the energy storage units. In the context of equipment such as lithium batteries or others, on the day the order is signed, the deadlines, prices and/or availability will have changed and the solution initially planned will in some cases no longer be possible. Any change in supply is very tedious and costly. It could even impact other components of the project.

Normally, any modification will require days or even weeks of work and will have a strong impact on the margin on a project and its feasibility. ENERGY STOCK ALLIANCE takes up the challenge to reduce the risk as much as possible and wishes to be the partner that will allow you to find the components and solutions to reduce the time required to consult supplies and stocks in Europe and Asia.

• Thanks to the experience acquired since 2008 in engineering, OEM development in the photovoltaic and LED field, we have the know-how to support you in the phases of estimation and selection of products and producers, as well as some phases of purchase, quality control and transport.
  
  
• The many challenges encountered during the last 15 years of production and purchasing in China for European partners will be assets in reducing the hazards and risks associated with future uncertainties.
  
  
• We have developed for a partner the production in a foundry in CHINA, and in peak periods, export 3 tons of rail and fixing by plane every week, launch the manufacturing of cables, connectors, inverters in OEM in China for a European brand , help start solar panel stock...
  
  
• We have expertise in group purchasing. When buyers can combine to buy, they always benefit. Negotiations accumulated in previous purchases made for other companies do not add any competition for purchases, on the contrary, it makes it possible to negotiate better conditions.