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Electric vehicle and battery supply chain: Mid-year check-in 2026

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Despite huge disruption from the Middle East conflict, the EV and battery market has remained surprisingly resilient. Possibly a sign that the industry is maturing and supply chains are becoming more robust. At the start of the year, we published our 2026 predictions for the EV and battery market. As we near the mid-point of the year, we take stock, look back at our analysis from the start of the year and review the major moves that have validated or altered our perspectives, as well as unexpected developments encountered during the first half of 2026.

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    Electric vehicle and battery supply chain: Mid-year check-in 2026

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