Insight
The battle of the battery: The global Li-ion battery manufacturing landscape
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Report summary
China's li-ion battery manufacturing base approached 3.5 TWh in 2025, underpinned by vertical integration, policy continuity, and scale that Western markets are finding structurally difficult to match. This insight examines why the gap is challenging to close. The analysis covers the strategic divergence between CATL and BYD, the unravelling of North America's IRA-driven capacity buildout, and Europe's persistent struggle to translate policy ambition into gigawatt-hour reality. It assesses the ESS pivot as a condition of survival for mid-tier producers, the fast-charging benchmark reset driven by BYD's 2026 Tech Day, and LFP's consolidation as the dominant near-term chemistry.
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