Applications: EV
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
Applications: EV
Page 142 of 768Directory profiles (7)
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 142 (9)
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://usa.nissannews.com/en-US/releases/sk-on-and-nissan-announce-battery-supply-agreement-to-support-future-ev-production-in-america?
- https://news.samsungsdi.com/global/articleView?seq=24&utm
- https://pressroom.toyota.com/lg-energy-solution-and-toyota-sign-long-term-battery-supply-agreement-to-power-electric-vehicles-in-the-u-s/
- https://investor.gm.com/news-releases/news-release-details/gm-and-lg-energy-solution-extend-battery-technology-partnership
- https://global.toyota/en/newsroom/corporate/43380876.html
- https://www.google.com/url?esrc=s&q=&rct=j&sa=U&url=https://usa.nissannews.com/en-US/releases/sk-on-and-nissan-announce-battery-supply-agreement-to-support-future-ev-production-in-america&ved=2ahUKEwj0qomw7cKRAxVQx8kDHSVOBloQFnoECAgQAg&usg=AOvVaw3joQUal5iQrIW4VW0LN03d
- https://discoveryalert.com.au/green-revolution-ev-battery-recycling-2025/
- https://investor.gm.com/news-releases/news-release-details/gm-and-lg-energy-solution-pioneer-lmr-battery-cell-technology
- https://www.cbtnews.com/us-doe-trims-9-6b-loan-as-ford-sk-on-end-ev-battery-partnership/
Text on page 142
New Alliances, Partnerships, Investments by OEMs into Battery Suppliers OEM / Partner / Buyer
Agreement type
Deal / Partnership / Consolidation Type
What It Means / Why It's Relevant
Supply agreement
SK On agreed to supply Nissan with ~100GWh of batteries from US battery plants starting in 2028 through 2033 to support EV production in Mississippi.
Deduce tariff risk, reduce dependency on Chinese made batteries and meet policies that support domestic manufacturing.
Joint venture
$2.5 billion joint venture to build a battery cell and module factory in Indiana
Strategic domestic battery sourcing for next-gen passenger EVs
Supply agreement
Long-term battery supply agreement (US/global EV programs) including recycling
Traditional OEMs favor strategic suppliers over spot sourcing, reinforcing supplier consolidation around Tier-1 battery leaders.
Technology partnership
GM and LGES announced plans to jointly develop EV batteries using new lithium manganese rich (LMR) cathodes.
OEMs are diversifying cathode chemistry, especially with China-free supply chains, and developing next-gen battery tech that use cheaper materials.
Battery-tech development agreement
Collaboration on cathode materials for new battery technology (all solid state batteries)
Upstream integration into materials for next-gen technologies
Note: Ford and SK ON ended battery partnership in December 2025.
Source: [1] Nissan + SK On [2] Stellantis + Samsung [3]Toyota + LG [4] GM + LGES [5] Toyota + Sumitomo
Extracted from the PDF; charts and images may read imperfectly.