The market, the companies and the technologies moving battery supply — written for buyers rather than investors. This page carries the whole set; there is no need to split a set this size.

Market, prices and demand

Companies and supply chains

New technologies

Trends by application

More industry reading

Industry questions

Short answers to the ones that come up most.

What is happening in the battery industry right now?

LFP is taking share from NMC in storage and entry-level vehicles, sodium-ion is entering the cheapest segments, and cell prices have been volatile for two years.

Which companies matter?

CATL, BYD, EVE and REPT lead LFP cells; LG, Samsung SDI, Panasonic and SK On lead NMC; Tesla sets the integration benchmark.

Is solid-state about to replace lithium-ion?

Not yet. It is arriving in premium and specialist products first; LFP keeps improving faster for storage and traction.

Where are battery prices heading?

Down over time, but not linearly — cell prices track lithium carbonate and factory utilisation.

Why does Chinese supply dominate?

Scale, integrated cathode production and process know-how, rather than raw materials.

Need the buyer’s view?

Ask us how a market shift affects cell choice, lead time or price on your next order.

Ask an engineer

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