Battery & Storage
Battery supply chains, cell chemistry, raw materials, gigafactory plans and storage projects tied to electric mobility.
The global battery manufacturing landscape is shifting from China to the Middle East, Southeast Asia, and India. Based on the latest industry data, this article analyzes the capacity layout, supply chain dynamics, and profound impact of these emerging hubs on the electric transportation industry.
Wood Mackenzie released the first comprehensive global ranking of BESS integrators, with Sungrow, Tesla, CATL, and BYD taking the top four spots, highlighting the dominance of Chinese companies.
Honda has begun producing batteries for data center energy storage after canceling its US EV programs. This analysis explores the implications for the global EV market, battery supply chain, and the accelerating energy storage sector.
As demand for battery energy storage systems surges, lithium producers are optimistic about a market recovery. Fastmarkets projects annual growth of 40% in lithium demand for energy storage, with lithium prices already tripling from their 2025 lows. The industry landscape is being reshaped, and the dominance of Chinese companies in the processing segment has raised concerns among Western governments about supply chain security.
A Nature review reveals breakthrough progress in hydrogen-based materials for hydrogen storage, batteries, and thermal energy storage, offering a new technological pathway for the electric vehicle industry.
General Motors announced its entry into the energy storage market and plans to launch sodium-ion battery products, directly facing the competitive landscape dominated by Tesla. Analysis shows that the demand from AI data centers and electrification is driving rapid market growth, and GM's differentiated technology path may reshape the industry landscape.
The world's largest battery manufacturer, CATL, expects that by 2030, energy storage systems will account for 50% of its global sales, up from the current 25%. This strategic shift reflects the profound impact of renewable energy integration demand on the battery industry chain.
Australia’s battery energy storage capacity is growing rapidly, lowering electricity price volatility, squeezing the room for gas peaking, and creating new industry linkages for EV charging, distributed energy, and electricity market mechanisms.