Global Battery Thematic Intelligence Report 2023-2025: Geopolitical Concerns Rise as China Dominates Global Battery Supply Chain

DUBLIN, Dec. 12, 2023 /PRNewswire/ — The “Batteries – Thematic Intelligence” report has been added to ResearchAndMarkets.com’s offering.

This insightful report provides a holistic overview of the dynamic batteries theme, a pivotal driver of innovation and sustainability in various industries. It meticulously examines the key trends poised to influence the theme’s growth over the next 12 to 24 months, categorizing them into three essential dimensions: technology trends, macroeconomic trends, and regulatory trends.

Over the past decade, the battery industry has progressed sufficiently to enable portable consumer electronics, the mobile internet, the first electric cars, and the initial adoption of intermittent renewable power storage and generation. Given stored energy’s accelerating and expanding role in tackling climate change, it will become one of the world’s most significant industries over the next 10 years.

Key Highlights

As governments worldwide get serious about decarbonizing their economies, demand for cheap, safe, high-performance, long-lasting, and low-carbon-footprint batteries will soar, most notably from the automotive industry.

Consequently, supply chain bottlenecks will materialize over the next decade. The lack of low-cost, easy-to-purify raw materials to feed the world’s existing and planned battery gigafactories is the biggest threat to supply security. Moreover, the decline in investment in crucial mineral mines-coupled with the growing importance of environmental, social, and governance (ESG) factors-will restrict the development of new capacity.

There will likely be a severe but temporary global battery shortage by 2025 due to a sharp increase in demand for electric vehicles (EVs) and a shortage of mined and refined battery metals. However, the industry is investing heavily to prevent this from becoming a sustained threat by reducing its use of scarce materials, developing new materials and battery technologies, and, most importantly, creating a global battery recycling industry.

Meanwhile, China’s control of the entire global supply chain, from mines and refiners to component markers and cell producers, is a mounting geopolitical issue. The US and Europe are taking significant steps to reduce the dependence on China within their battery supply chains by 2030. Battery recycling is as much about geopolitics as it is about environmental sustainability. The circular battery economy will be critical to the energy transition, and nations (and companies) must develop domestic recycling.

Furthermore, a detailed value chain dissection forms the core of this report, offering comprehensive insights into each segment’s role within the batteries theme. This encompasses raw materials, smelting and refining processes, component manufacturers, battery technologies, end markets, and the crucial aspect of end-of-life considerations.

Key Topics Covered:

Executive SummaryPlayersTechnology BriefingTrendsIndustry AnalysisSignalsValue ChainCompaniesSector ScorecardGlossaryFurther ReadingThematic Research Methodology

A selection of companies mentioned in this report includes

3MABBAESAfrican Rainbow MineralsAir ProductsAlbemarleAllkemAmbriAmerican Battery TechnologyAMICO IndiaAmpriusAmvoltAnglo AmericanAntora EnergyAppleAquionArcelor MittalAsahi KaseiAsusBASFBHPBloom EnergyBMWBTR New MaterialsBYDCALBCanada CobaltCangzhou Mingzhu PlasticCATLCelgardCeres PowerChangan AutomobileChengxin Lithium (Sichuan Zhiyuan)CheryChubu ElectricCMOCCodelcoDaikin IndustriesDaimler (Mercedes Benz)DellDuke EnergyDuracellDysonE.ONEast Penn ManufacturingEcobatElectricite de FranceEnelEnergizerEnerSysEnevateEnovixEntek InternationalErametExideFactorial EnergyFirst Quantum MineralsFordFortescue MetalsFreeport McMoRanFREYRFuel Cell EnergyGACGanfeng LithiumGEGecaminesGeelyGeneral MotorsGlencoreGroup 14Grupo MexicoGS YuasaGuangdong KaijinGuangzhou Great PowerGuangzhou TinciHitachi ChemicalHondaHPHuaweiHunan Zhongke ShinzoomHyundaiIlikaIM3NYIon Storage SystemsIonic MaterialsIvanhoe MinesJiangxi ZichenJohnson MattheyJupiter MinesKansai ElectricKurehaLeading Edge MaterialsLeclancheLenovoLeoch International TechnologyLG Energy SolutionLi-CycleLilac SolutionsLindeLithion RecyclingLithium AmericasLiventLytenMaxwell Technologies (UCAP Power)Mitra ChemMitsubishi ChemicalMitsubishi ElectricMitsubishi MotorsMitsuiMOILMorrow BatteriesMurataNabaltecNacional de Grafite LimitidaNEC TokinNEINexeonNGK InsulatorsNingbo ShanshanNippon ChemNMDCNornickelNorthern GraphiteNorthvoltOharaOppoOur Next EnergyPacific Gas & ElectricPanasonicPOSCOPutailaiPutailai (Jiangxi Zichen)QualmegaQuantumScapeRedwood MaterialsRetriev TechnologiesRio TintoRondo EnergySAIC MotorSamsung ElectronicsSamsung SDISESShangtai TechnologyShanshan GroupShenzhen Capchem TechnologyShenzhen NovaShin EtsuShowa Denko MaterialsSiemensSila NanotechnologiesSila TechnologiesSK Group (SK On)SK IE TechnologySkeleton TechnologiesSolid PowerSolvaySonySouth32SQMStellantisStoreDotSumitomoSyrah ResourcesTalga ResourcesTeslaTianjin Lishen BatteryTianqi LithiumToda KogyoToray IndustriesTsingshan HoldingUBEUmicoreValeVianodeVolkswagenWildcat Discovery TechnologiesW-ScopeXiaomiXizi Clean EnergyXTC New EnergyZhangjiagang Guotai-Huarong Chemical New MaterialsZijin MiningZincFive

For more information about this report visit https://www.researchandmarkets.com/r/55f0mc

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