Commodity Market Report
Global lithium-ion battery supply and demand update Q3 2025
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Report summary
This report analyzes the increasing demand of lithium-ion battery in electric vehicles and energy stationary storage systems and forecasts global supply from 2024 out to 2034 based on over 700 battery manufacturing facilities. 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 manufactures by region in Q3 2025.
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