Battery & Storage
Battery supply chains, cell chemistry, raw materials, gigafactory plans and storage projects tied to electric mobility.
Driven by both electrification and energy storage, the global battery market size is expected to grow to US$854.9 billion by 2035, and the industrial chain will undergo deep restructuring.
According to the latest research from SNS Insider, the global energy storage market is expected to reach $521.24 billion by 2035, with a compound annual growth rate of 13.58%. From the perspective of the new energy transportation industry, this article analyzes the profound impact of energy storage market expansion on the electric vehicle battery supply chain, charging infrastructure, and energy transition.
The rapid growth of the global energy storage industry is profoundly reshaping the demand structure for critical metals. The strategic position of metals such as lithium, copper, aluminum, and vanadium in energy storage technologies continues to rise, and the supply chain landscape and cost logic are facing restructuring.
Based on Deloitte's 2026 Renewable Energy Industry Outlook, this analysis examines the impact of U.S. policy changes and energy storage growth on the electric vehicle industry, battery supply chain, and charging infrastructure.
The rapid growth of the global energy storage industry is profoundly reshaping the demand structure for key metals such as lithium, copper, and aluminum. This article, from the perspective of the electric vehicle industry, analyzes the impact of energy storage expansion on the battery supply chain, metal prices, and the competitive landscape of the industrial chain, and explores the challenges posed by technological diversification and geopolitics.
TimesTech releases a battery energy storage system market 2025–2035 forecast report, analyzing global energy storage market size, share, and growth trends. This article interprets the profound impact of energy storage market development on electric vehicles, battery supply chains, and charging infrastructure from the perspective of the EV industry chain.
The African Development Bank approved a €100 million loan to support Gotion High-Tech in building Africa's first LFP battery gigafactory in Morocco, with phase-one capacity of 10 GWh and a planned 100 GWh. This project will reshape the landscape of Africa's battery supply chain and inject new momentum into the global EV industry.
According to a GlobalData report, the global battery energy storage market is expected to grow sixfold by 2030, reaching a capacity of 1,300 GW, with China and the United States dominating. The issue of transparency in battery recycling has also attracted attention.
Alfen and CATL announced the deployment of a 5 GWh sodium-ion battery energy storage system in Europe, marking the expansion of their cooperation from lithium-ion to sodium-ion technology, providing more economical and safer energy storage solutions for Europe's energy transition.
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.