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Industry Players & Movement

… CATL remains significantly ahead of the market, with 70.9 GWh of cells produced for EV’s in the fi…

Cell Chemistry Development

…th Aleees signs MOU with CATL signed an agreement about 10% in low temperature L300 and L600 models are Aleees for Production of …

Cell Chemistry Development

…d LMFP shares the same olivine crystal structure but the addition of The M3P battery developed by CATL is based on the olivine structure of manganese gives LMFP a theoretical energy density of up to 230 Wh/kg. LFP, with some of the iron replaced by doping with magnesium, zinc, …

Cell Chemistry Development

… Natron Energy and Arxada Sodium intercalation HiNa Battery, the first CATL reveals sodium-ion Three Gorges partners with start la…

Cell Chemistry Development

… Applied WACKER, SK CATL, TDK, Airbus, US Army BASF, Showa Volta Energy Vinfa…

Technology Applications

… Volta Foundation Sources: Electrek, VW 1, VW 2, GM 1, GM 2, CATL 1, CATL 2, CATL 3, Ford, NIO, Panasonic, Forbes, Reuters

Technology Applications

…as reduces number of components and battery safety and thermal propagation CATL Qilin Structural Battery assembly costs, and increases packing remain before CTP can achieve the BYD Blade Structural Battery …

Technology Applications

…ompensate for shortcomings in performance, cost and lifetime Nio CATL Li+Na ONE Gemini Chemistry NCM + LFP Li+ + Na+ Anode-free LMO + LFP Energy Density 142 Wh/kg …

Technology Applications

…770 105,000 0-100% / 2.5 hr In operation eCascadia CATL 438 230 0.52 270 23000 82,000 0-80% / 1.5 hr 2021 Formerly Romeo Power T680…

Recycling

Recycling | Investments by Startup and Incumbents CATL takes the biggest move among large cell manufacturers and major material companies to build recycling facilities Investments Company planned …

Manufacturing

…our ● Capacity up ~54% from 492 GWh in 2021 despite rising material prices (BNEF) ● CATL & BYD are leading growth with highest market share increases ● Implied utilization rate of GWh manufacturing capacity estimated at ~85% for commissioned facilities ● End o…

Manufacturing

…ly lead to multi-year production ramp periods. ● Large format market leaders like CATL have implemented better engineering, process control, controlled feedback loops, and benefited from standardized facility design to reduce scrap. Line Commission …

Notable Events

Notable Events | Q3 2021 CATL announces new Ford and SK announce sodium ion battery cells …

Notable Events

… Battery pack CATL announces prices fall 6% plans for $5B FREYR Battery A…

Key Trends

… and pouch cell manufacturers (CATL, SDI, LG, SK) will be in a range of $61-73/kWh in 2030. The 4680 Tesla cell …

Key Trends

…ew (LiFePO4 or LFP) is subsidies shift focus blade battery. CATL and LFP surpassed NMC for construction of the identified as a cathode towards higher energy BYD increase LFP’s pack the first time in 3 years.…

Industry Movement

… Toyota Research Institute CATL $36M for its Accelerated Materials Design CTP (cell to battery pack) technology …

Industry Movement

… Partnership CATL BP Partnership Ultra fast electric vehicle (EV) charging …

Industry Movement

… Stellantis Cementing battery capacity for the Fisker CATL JV for battery production in North America …

Manufacturing

…all located in China, South Korea, and Japan, the largest 3 being CATL (32.5%), LG Energy Solutions (21.5%), and Panasonic (14.7%). European and North American …