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Cover and introduction

… CHINA History, state-of-art, and state-of-play of the world's most integrated battery supply chain ACADEMIA Academic breakthroughs in fundamental battery science & applications TALENT Supply, demand, and insights on talent working in the field …

Notable Events

…um-ion Alternative Chemistries Supply Chain Upstream and Midstream Recycling & Secondary Markets Software / AI …

Industry Value Chain

… Solid-state Sodium-ion Alternative Chemistries Supply Chain Upstream and Midstream Recycling & Secondary Markets Software / AI BATTERY REPORT 2025 | 21

Industry Value Chain

…ensive Database of Battery Companies: The Battery Business Directory 3,000 COMPANIES MAPPED TO 15 SUPPLY CHAIN SEGMENTS Key Industry Pain Points: …

Industry Value Chain

INDUSTRY Industry Value Chain | Supply Chain Criticality Chinese Companies Have the Largest Market Share for Critical Battery Materials LFP cathode and graphite anode are the most critical materials in the supply chain …

Industry Value Chain

…h (a 13% drop YoY ● Chinese firms are also largely vertically integrated across the battery supply chain and control the majority of global high-purity battery raw material production ● This dominance is being exacerbated by fierce competition in China pushing prices downward that wil…

Industry Value Chain

…mand and Production ESS demand has exhibited remarkable growth, but that is being magnified up the supply chain as manufacturers overreact to perceived demand. ESS battery cell production this year is around 600 GWh – almost twice that of installations – and even higher for ESS-destined CAM production, even wh…

Industry Value Chain

… to higher costs and minimal trade barriers. Local supply chain ❌ ❌ ❌ ❌ ❌ ❌ The concern from the European side is that these partnerships currently lack meaningful Local workforce …

Industry Value Chain

… Securing ex.China LFP CAM for new Establishing supply chain for Ongoing Asian-led Li/Ni/Co partnerships fuel growing ESS demand …

Industry Value Chain

…the acquisition of bankrupt companies either as a whole or in parts to enter new sectors, expanding supply chains for critical materials, or boosting production capacities. Scania VW subsidiary Bought Northvolt assets Volvo takes full control Takes over insolvent Complet…

Industry Value Chain

…ging over-leveraging the commitment of technology reaches full into existing global supply chains. any single investor. commercial maturity Source: previous slide, company announcements …

Finance

… Solid-state Sodium-ion Alternative Chemistries Supply Chain Upstream and Midstream Recycling & Secondary Markets Software / AI BATTERY REPORT 2025 | 50

Finance

… materials prioritized → grid reliability + supply chain security. ● Midstream manufacturing missing from top-10 suggests it is …

Costs

… Solid-state Sodium-ion Alternative Chemistries Supply Chain Upstream and Midstream Recycling & Secondary Markets Software / AI BATTERY REPORT 2025 | 68

Costs

…rowing focus on domestic supply chains gives North American and European battery manufacturers greater negotiating …

Costs

…esired energy density levels, however, cannot achieve LFP cost parity without significant tech and supply chain development. Source: Content & analysis provided by Roland Berger Distinguished Partner), interviews with market participants. BATTERY REPORT 2025 | 82

Cell & Pack Manufacturing

… Solid-state Sodium-ion Alternative Chemistries Supply Chain Upstream and Midstream Recycling & Secondary Markets Software / AI BATTERY REPORT 2025 | 83

Cell & Pack Manufacturing

…turing portfolios. production. US tariffs on Chinese manufacturers threatened supply chain disruption. Manufacturing Localization: Europe focused on local Security Awareness: Security awareness in the battery battery supply chains and materials partnerships …

Cell & Pack Manufacturing

…e low-carbon production, local supply chains, and recycling Source: McKinsey 1 BATTERY REPORT 2025 | 120

Applications

… Solid-state Sodium-ion Alternative Chemistries Supply Chain Upstream and Midstream Recycling & Secondary Markets Software / AI BATTERY REPORT 2025 | 127