Commodity Market Report

Global lithium-ion battery supply and demand update: Q1 2026

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This report analyzes the increasing demand of lithium-ion battery in electric vehicles and stationary energy storage systems. The report includes forecast of global supply from 2026 out to 2035 based on over 700 battery manufacturing facilities in our database. This report reviews manufacturing capacity trends through battery supply chain and covers the battery component capacity, such as cell, cathode, electrolyte, and separators. It also includes capacity investment dynamics of global battery manufacturers by region in Q1 2026.

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    Global lithium ion battery supply and demand update Q1 2026_PR.pdf

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