Recording of Tuesday, June 18, 2024 | The smarter E Europe 2024 | Conference Program | Language: English | Duration: 6:11 .
The speaker, new to the energy industry, discusses recent discoveries and the evolving nature of supply chains in the context of Fluence, a battery storage company. Fluence's mission is to promote sustainable energy through their 24-gigawatt-hour installations across more than 225 projects globally and managing nearly 7 gigawatts in services. They offer solutions like Mosaic for bidding management (supporting over 12.1 gigawatts) and Nispera for asset management. The discussion then shifts to how supply chains have evolved due to challenges such as COVID-19. Traditional models focused on service, cost, and quality are being replaced by more complex systems emphasizing resilience, agility, sustainability—signified by a transition from a triangle model to a hexagon one. In terms of product cycles and innovation within the battery storage sector, there's been significant acceleration—from two-year cycles down to nine months—for products like GridStack Pro series. These newer products present logistical challenges: increased weight and size complicate transport methods previously reliant on ISO containers necessitating specialized transportation solutions including break bulk shipping. Overall, this transformation demands efficient adaptation while maintaining sustainability throughout operations.
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Violette Coquatrix
Vice President Supply Chain Operations EMEA
Fluence
United Kingdom
The worst appears to be over. After significant bottlenecks in the battery energy storage systems (BESS) supply chain, the supply of lithium-ion batteries is expected to far exceed demand, helping to resupply the market. However, a closer look reveals that BESS players should continue to actively manage their supply chain, given the continued market dominance of EV OEMs, rising ESG concerns, increasing barriers to free trade and the notorious "pork cycles" of the mining industry. But how should players respond?In this panel, key players will discuss key trends in the BESS value chain, share their perspectives on the resulting challenges and opportunities, and discuss the best strategies to secure supply at optimal cost.
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