Cell & Pack Manufacturing

Key Trends & Notable Events Strategic Shifts & Geopolitics

Technology and Manufacturing Trends

Domestic Push & Tariffs: The Sign-off of U.S. Governmentʼs Big Beautiful Bill to encourage domestic production. US tariffs on Chinese manufacturers threatened supply chain disruption.

Portfolio Diversification: Diversification of suppliers and manufacturing portfolios.

Manufacturing Localization: Europe focused on local battery supply chains and materials partnerships reinforcing manufacturing localization with opening of new battery factories.

Security Awareness: Security awareness in the battery industry as LGES battery facility attacked by ransomware.

Export Control & Expansion: Material and technology export controls and focus on more sustainable Chinese capacity expansion domestic and overseas

LFP/BESS Pivot: Pivot to LFP and BESS battery manufacturing for AI Data Centers.

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