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battery supply

Five 'battery supply' stories February 2016 - May 2025
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Trump’s tariffs stall US battery momentum as China powers ahead

Avatar for Michelle Lewis May 13 2025 - 12:51 pm PT
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US battery storage tariffs

China has reclaimed the No. 1 spot on BloombergNEF’s annual Global Lithium-Ion Battery Supply Chain Ranking, bumping Canada to second place, as its low electricity prices and strong infrastructure gave it the edge in 2024.

The report ranks 30 countries based on how well they’re positioned to build a secure and sustainable battery supply chain, and this year’s reshuffling says a lot about where the market’s headed.

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A massive 50 GWh battery factory project planned in Asia for next year

Avatar for Fred Lambert May 25 2017 - 5:27 am PT
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Li-ion battery production is the backbone of the electric vehicle revolution and supply will have to increase significantly over the next few years to support the growth.

Tesla has the most ambitious plan with Gigafactory 1 having the same capacity as the entire industry at a single location, but the world will need 100 of those to transition to electric transport and renewable energy.

A few other companies have now announced similar plans. The latest one is a 50 GWh battery factory in Asia.
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Mercedes selects a li-ion battery cell supplier for Its upcoming line of electric vehicles

Avatar for Fred Lambert Feb 18 2016 - 7:28 am PT
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SK Innovation, a battery cell maker part of the South Korea-based chemical and energy conglomerate SK, confirmed (via GreenCarCongress) that it has been selected as the supplier of battery cells for Mercedes’ upcoming line of electric vehicles.

Last month, Daimler green-lighted 4 new long-range electric vehicles, which will reportedly be two sedans and two crossover SUVs. The automaker will need an important volume of battery cells if it plans to manufacture these upcoming vehicles in significant volume.
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