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 (11)
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 17 (13)
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.arenaev.com/xiaomi_ev_deliveries_fly_past_40000_as_wait_times_stretch_to_nearly_a_year-news-5175.php
- https://www.reuters.com/world/china/china-files-wto-complaint-over-india-ev-battery-subsidies-2025-10-15/
- https://www.electrive.com/2025/10/21/us-cancels-funding-for-ascend-elements-and-other-battery-companies/#:~:text=Politics-,US%20cancels%20funding%20for%20Ascend%20Elements%20and%20other%20battery%20companies,projects%20from%20the%20Biden%20era.
- https://lyten.com/northvolt-acquisition/
- https://www.redwoodmaterials.com/news/redwood-announces-350-million-series-e-funding/
- https://www.electrive.com/2025/10/13/end-of-us-tax-credit-drives-record-ev-sales/
- https://www.electrive.com/2025/10/03/nissan-cancels-ev-production-plans-in-the-us/
- https://www.investors.archer.com/news/news-details/2025/Archer-Wins-Competitive-Bid-Process-to-Acquire-Liliums-Patent-Portfolio/default.aspx
- https://www.electrive.com/2025/10/17/gm-and-posco-halt-expansion-of-canadian-cathode-material-plant/
- https://www.lifepo4-battery.com/News/sunwoda-solid-state-battery.html
- https://canada.nissannews.com/en-CA/releases/nissan-canada-inc-and-lithion-technologies-to-advance-ev-battery-recycling-and-circular-economy-through-new-partnership
- https://www.electrive.com/2025/10/27/gotion-abandons-plans-to-build-battery-cell-factory-in-michigan/
- https://www.jpmorganchase.com/newsroom/press-releases/2025/jpmc-security-resiliency-initiative
Text on page 17
Notable Events: October Week 1
Week 2
Week 3
Week 4
US BEV tax credit ended (7500$ for new BEV & 4000$ for used BEV).
Xiaomi delivered 40,000 EVs in a single month as waitlist grows to 48 weeks
US Department Of Energy cancelled $718M of funding to five companies: Ascend Elements, American Battery Technology, Anovion, ICL & LuxWall.
Redwood has closed a 350M$ series E funding round, let by Eclipse, and including strategics (NVentures).
China announced new export controls limiting export of graphite material & equipment, precursor for ternary cathode materials, LFP Gen 4 and battery & CAM equipments.
China files a WTO complaint over India’s EV and battery subsidies
Lyten finalized acquisition of Northvolt Dwa in Gdańsk, Poland, the largest Battery Energy Storage System (BESS) manufacturing facility in Europe.
Nissan partnered with Lithion for battery recycling.
Nissan cancelled EV production in the US due to falls in demand. Instead, they will switch to producing hybrid vehicles.
Archer acquired Lilium's patent portfolio for €18 million
GM & Posco paused expansion at their Canadian CAM plant due to weak EV demand.
Gotion cancelled plans to build battery cell factory in Michigan due to environmental risks alleged by local residents and Chinese ownership.
JPMorganChase Launches $1.5 Trillion Security and Resiliency Initiative
Sunwoda unveiled a solid state battery (400 Wh/kg) and announced a pilot line (200MW).
Extracted from the PDF; charts and images may read imperfectly.