Notable Events
Cover and introductionp.1
IndustryOverviewp.5
IndustryNotable Eventsp.7
IndustryIndustry Value Chainp.21
IndustryFinancep.50
IndustryCostsp.68
IndustryCell & Pack Manufacturingp.83
IndustryApplicationsp.127
IndustryApplications: EVp.130
IndustryApplications: Stationary Energy Storagep.182
IndustryApplications: Data Centersp.233
IndustryApplications: Aviation, Drones, Spacep.243
IndustryApplications: Roboticsp.256
IndustryApplications: Otherp.264
IndustrySafetyp.266
IndustryCell Design and Materialsp.282
IndustryCell Design and Materials: Li-Ionp.297
IndustryCell Design and Materials: Lithium Sulfurp.360
IndustryCell Design and Materials: Solid-Statep.367
IndustryCell Design and Materials: Sodium-Ionp.387
IndustryCell Design and Materials: Alternative Chemistriesp.397
IndustrySupply Chain: Upstream and Midstreamp.419
IndustrySupply Chain: Recycling & Secondary Marketsp.439
IndustrySoftware / AIp.455
ChinaOverviewp.486
ChinaHistoryp.489
ChinaPolicy Landscapep.498
ChinaTalent & Ecosystem Maturityp.505
ChinaCapitalp.510
ChinaSupply Chainp.518
ChinaTechnology Innovationp.536
AcademiaOverviewp.552
AcademiaResearch Trendsp.555
AcademiaSeminal Literaturep.560
AcademiaFundamentalsp.571
AcademiaLithium-Ionp.575
AcademiaSolid State Batteriesp.594
AcademiaBattery Degradation and Performancep.605
AcademiaNew / Alternative Chemistriesp.618
AcademiaFast Charging & Extreme Fast Chargingp.630
AcademiaArtificial Intelligence and Machine Learningp.632
AcademiaBattery Management System (BMS)p.638
AcademiaRecyclingp.642
AcademiaBattery Safetyp.649
TalentOverviewp.653
TalentWorkforce Landscapep.657
TalentEmerging Trendsp.662
TalentPolicy & Immigrationp.668
TalentCompensation & Benefitsp.675
TalentIndustry Sentimentp.680
TalentSkills & Training Gapsp.687
TalentEducational Developmentp.692
TalentWorkforce Researchp.698
TalentAccess & Advancementp.702
PolicyNorth Americap.706
PolicyEuropep.724
PolicyAsiap.731
PolicyLegalp.737
CommunityConferencesp.755
PredictionsThe Next 12 Monthsp.760
Closing pagesp.762
Directory profiles (9)
Organizations mentioned or cited on this 2025 report page. A historical mention does not establish current products, availability or endorsement.
Sources and links on page 11 (15)
Links embedded in the original report PDF, including citations and other references. These destinations have not been independently reviewed. Links open in a new tab.
- https://www.reuters.com/markets/asia/samsung-sdi-cuts-stock-offering-price-by-14-2025-04-09/
- https://www.automotivedive.com/news/samsung-sdi-begins-production-4695-battery-cells-for-us-customer/744290/
- https://www.catl.com/en/news/6401.html
- https://www.federalregister.gov/documents/2025/04/07/2025-06063/regulating-imports-with-a-reciprocal-tariff-to-rectify-trade-practices-that-contribute-to-large-and?
- https://www.wsj.com/livecoverage/trump-tariffs-trade-war-stock-market-04-03-2025/card/white-house-publishes-hundreds-of-tariff-exemptions-N7o4V7gxmuRUWOROnhqX
- https://www.just-auto.com/news/lges-to-acquire-gms-stake-in-battery-plant-for-krw3trn/?cf-view
- https://www.prnewswire.com/news-releases/lucid-group-inc-prices-1-000-000-000-convertible-senior-notes-offering-302419398.html
- https://electrek.co/2025/04/09/byd-launches-first-evs-with-ultra-fast-charging-starting-at-30000/
- https://www.reuters.com/business/autos-transportation/china-tighten-ev-battery-rules-reduce-fire-explosion-risks-2025-04-15/
- https://electrek.co/2025/04/17/archer-unveils-evtol-air-taxi-network-united-connect-all-major-nyc-airports/
- https://www.ess-news.com/2025/04/16/catl-unveils-587-ah-battery-energy-storage-cell/
- https://www.reuters.com/markets/commodities/us-power-sector-battery-storage-momentum-keeps-charging-2025-06-24/
- https://www.stellantis.com/en/news/press-releases/2025/april/stellantis-and-factorial-energy-reach-key-milestone-in-solid-state-battery-development
- https://www.businesskorea.co.kr/news/articleView.html?idxno=240884
- https://www.teslarati.com/tesla-lg-energy-solution-138-percent-profit-q1-2025/#google_vignette
Text on page 11
Notable Events: April Week 1
Week 2
Week 3
Week 4
US announced major reciprocal tariffs, with exemptions for critical minerals including Gr, Mn, Co, Li.
BYD launched first EVs on new Super e-platform with ultrafast charging, starting MSRP $30k in China.
China issued world's strictest EV battery safety standard (no fire, no explosion) to take effect July 2026.
CATL unveiled world's first mass- produced Na-ion EV battery Naxtra, Freevoy dual-chemistry pack and 2nd- gen Shenxing Superfast Charging LFP battery at Super Tech Day.
LGES agreed to acquire GM's stake in their Lansing, Michigan JV plant for $2.05B.
Samsung SDI cut share sale price 14% as US tariffs hit. Samsung SDI started producing larger 46-series cylindrical cells, over 1 year ahead of schedule.
Archer Aviation unveiled eVTOL air taxi network with United Airlines at all major NYC airports.
US installed BESS capacity reached nearly 30GW.
Lucid priced $1.0 billion of 5.00% convertible senior notes due 2030 with an initial conversion price of $3.00 per share (25% premium).
LGES reported a 138% year‐over‐year increase in Q1 operating profit to 374.7 billion KRW (~$255 million).
CATL launched 587 Ah, 430 Wh/L cell for BESS.
Stellantis and Factorial validated EV-sized SSBs with 375 Wh/kg, 18 min charging.
SK On to supply 20GWh high-Ni NCM cells to Slate from 2026-2031 in $1.1B deal
Extracted from the PDF; charts and images may read imperfectly.