Industry Players & Movement

Ningbo Rongbay BASF Dynanonic (LFP) Liyuan New Energy Shenghua New Materials

CNGR LG Chem Ningbo Ulica POSCO Umicore Beijing Easpring

Ningbo Rongbay Xiamen Tungsten Dynanonic (LFP) Liyuan New Energy Shenghua New Materials Beijing Easpring

Fangyuan Sumitomo Metal Mining Zhejiang New Power Umicore Beijing Easpring

Ningbo Rongbay EcoPro Fangyuan

Ningbo Ronbay EcoPro Fangyuan GEM Umicore

Xiamen Tungsten Guoxuan Keleng New Energy

Guoxuan Keleng New Energy Xiamen Tungsten

Anode

BTR Guangdong Kajin Ningbo Ulica Novonix Shanghai Putailai Zhongke Electric

BTR Ningbo Ulica Novonix Shanghai Putailai Hitachi Chemicals

BTR Jiangxi Zichen Ningbo Ulica Shanghai Putailai Zhongke Electric

BTR Novonix Hitachi Chemicals

BTR

BTR Putailai

BTR Guangdong Kajin

BTR Guangdong Kajin

Electrolyte

Ningbo Ulica Tinci Materials Jiangsu Guotai Enchem

Jiangsu Guotai Ningbo Ulica Enchem

Ningbo Ulica Capchem

Capchem Enchem

Enchem

CapChem Technology GTHR Panax-Etec Enchem

Capchem Tinci Materials

Senior Technology Material Enchem

Metal foils

Anhui Tongguan Copper Dingsheng New Materials Hubei Zhongyi Jiayuan Nuode

Dingsheng New Materials Nuode

Anhui Tongguan Copper Dingsheng New Materials Henan Mingtai Aluminium Nuode

Nuode

SK Nexilus IlJin Materials

Panax-Etec

Nuode

Anhui Tongguan Copper Dingsheng New Materials Nuode

Separators

SEMCORP Shanghai Putailai Senior Technology Material Suzhou Greenpower New Energy Materials

SEMCORP Shanghai Putailai Senior Technology Material Asahi Kasei

SEMCORP Shanghai Putailai Senior Technology Material

SEMCORP Sumitomo Metal Mining Asahi Kasei Celgard

SKI

Asahi Kasei Toray Tonen SKI

Shanghai Putailai Canzhou Mingzhu

SEMCORP Senior Technology Material

Industry: Industry Players Source: Exawatt analysis of 2021 and 2022 financial disclosures of cell manufacturers and suppliers. NB the list is not exhaustive

Volta Foundation

Extracted from the PDF; charts and images may read imperfectly.