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Energy Storage & Batteries

China dominates battery manufacturing and the West is trying to build other sources. Lithium iron phosphate (LFP) has become the mass-market chemistry. Solid-state batteries remain three to five years from production.

high conviction 17 technologies

Category overview

CATL and BYD control 55%+ of global battery production. LFP has won the mass-market chemistry war. Solid-state remains 3-5 years from production. Sodium-ion entering mass production for budget applications. The West's response (IRA subsidies, Northvolt) faces structural Chinese cost advantages. Battery recycling is the one supply chain China doesn't yet control.

Technologies tracked

17 total

Battery electric vehicles (EVs) Battery Energy Storage Systems (BESS) Battery management system EV battery manufacturing Flow batteries Lithium-Ion Battery Cells Lithium-iron-phosphate (LFP) Lithium-manganese-rich (LMR) Lithium-Sulfur Batteries Long-duration energy storage Recycling technology Silicon-Carbon Battery Anodes Sodium-Ion Battery Chemistry Solid-state batteries Supercapacitors Vehicle-to-grid (V2G) Zinc-air batteries

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