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 Summary
Players
Technology Briefing
Trends
Industry Analysis
Signals
Value Chain
Companies
Sector Scorecard
Glossary
Further Reading
Thematic Research Methodology

A selection of companies mentioned in this report includes

3M
ABB
AES
African Rainbow Minerals
Air Products
Albemarle
Allkem
Ambri
American Battery Technology
AMICO India
Amprius
Amvolt
Anglo American
Antora Energy
Apple
Aquion
Arcelor Mittal
Asahi Kasei
Asus
BASF
BHP
Bloom Energy
BMW
BTR New Materials
BYD
CALB
Canada Cobalt
Cangzhou Mingzhu Plastic
CATL
Celgard
Ceres Power
Changan Automobile
Chengxin Lithium (Sichuan Zhiyuan)
Chery
Chubu Electric
CMOC
Codelco
Daikin Industries
Daimler (Mercedes Benz)
Dell
Duke Energy
Duracell
Dyson
E.ON
East Penn Manufacturing
Ecobat
Electricite de France
Enel
Energizer
EnerSys
Enevate
Enovix
Entek International
Eramet
Exide
Factorial Energy
First Quantum Minerals
Ford
Fortescue Metals
Freeport McMoRan
FREYR
Fuel Cell Energy
GAC
Ganfeng Lithium
GE
Gecamines
Geely
General Motors
Glencore
Group 14
Grupo Mexico
GS Yuasa
Guangdong Kaijin
Guangzhou Great Power
Guangzhou Tinci
Hitachi Chemical
Honda
HP
Huawei
Hunan Zhongke Shinzoom
Hyundai
Ilika
IM3NY
Ion Storage Systems
Ionic Materials
Ivanhoe Mines
Jiangxi Zichen
Johnson Matthey
Jupiter Mines
Kansai Electric
Kureha
Leading Edge Materials
Leclanche
Lenovo
Leoch International Technology
LG Energy Solution
Li-Cycle
Lilac Solutions
Linde
Lithion Recycling
Lithium Americas
Livent
Lyten
Maxwell Technologies (UCAP Power)
Mitra Chem
Mitsubishi Chemical
Mitsubishi Electric
Mitsubishi Motors
Mitsui
MOIL
Morrow Batteries
Murata
Nabaltec
Nacional de Grafite Limitida
NEC Tokin
NEI
Nexeon
NGK Insulators
Ningbo Shanshan
Nippon Chem
NMDC
Nornickel
Northern Graphite
Northvolt
Ohara
Oppo
Our Next Energy
Pacific Gas & Electric
Panasonic
POSCO
Putailai
Putailai (Jiangxi Zichen)
Qualmega
QuantumScape
Redwood Materials
Retriev Technologies
Rio Tinto
Rondo Energy
SAIC Motor
Samsung Electronics
Samsung SDI
SES
Shangtai Technology
Shanshan Group
Shenzhen Capchem Technology
Shenzhen Nova
Shin Etsu
Showa Denko Materials
Siemens
Sila Nanotechnologies
Sila Technologies
SK Group (SK On)
SK IE Technology
Skeleton Technologies
Solid Power
Solvay
Sony
South32
SQM
Stellantis
StoreDot
Sumitomo
Syrah Resources
Talga Resources
Tesla
Tianjin Lishen Battery
Tianqi Lithium
Toda Kogyo
Toray Industries
Tsingshan Holding
UBE
Umicore
Vale
Vianode
Volkswagen
Wildcat Discovery Technologies
W-Scope
Xiaomi
Xizi Clean Energy
XTC New Energy
Zhangjiagang Guotai-Huarong Chemical New Materials
Zijin Mining
ZincFive

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

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