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 (13)
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 18 (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.nytimes.com/2025/11/13/us/politics/south-korea-workers-factory-return-georgia.html
- https://www.wsj.com/business/autos/toyota-doubles-down-on-hybrids-in-the-u-s-with-14-billion-battery-push-5d246d87?
- https://carnewschina.com/2025/11/08/tesla-china-launches-long-range-rwd-model-y-821-km-range-for-40400-usd/
- https://cnevpost.com/2025/11/12/catl-mass-production-5th-gen-lfp-batteries/
- https://www.prnewswire.com/news-releases/peak-energy-signs-4-75-gwh-contract-with-jupiter-power-for-industry-leading-sodium-ion-battery-storage-systems-302612467.html
- https://www.reuters.com/business/energy/standard-lithium-gets-boost-washington-arkansas-lithium-race-2025-11-14/
- https://cnevpost.com/2025/11/21/gotion-starts-delivering-unified-cells-vw/
- https://www.yicaiglobal.com/news/chinas-ronbay-soars-by-limit-after-becoming-catls-top-sodium-ion-battery-cathode-material-supplier
- https://www.reuters.com/business/autos-transportation/tesla-buy-2-bln-ess-batteries-samsung-sdi-over-3-years-newspaper-says-2025-11-03/?
- https://www.reuters.com/business/energy/china-oil-major-sinopec-partners-with-south-koreas-lg-chem-develop-battery-2025-11-04/
- https://www.koreatimes.co.kr/business/companies/20251031/samsung-sdi-bmw-to-jointly-validate-all-solid-state-batteries?utm_source=rss
- https://www.theinformation.com/articles/electric-350-million-strategic-shift-trump-backs-iron-based-battery-startup?rc=mpzqpv
- https://www.reuters.com/world/china/us-halt-entity-restrictions-one-year-after-trump-xi-meeting-bessent-says-2025-10-30/
Text on page 18
Notable Events: November Week 1
Week 2
Week 3
Week 4
Tesla announced it would purchase $2B of ESS batteries from Samsung SDI over 3 years.
Toyota announced it would launch its 2nd U.S. battery plant with up to $14 billion investment (including hybrids).
Peak Energy signed a 4.75 GWh contract with Jupiter Power for Na-ion BESS.
Gotion commenced mass production to supply 46xx format LFP & LMFP cells to VW starting in 2026.
LG Chem signed an agreement with China oil major Sinopec to develop Na-ion batteries.
Tesla officially launched a 510-mile Model Y Long Range RWD model in China.
Trump administration allowing detained South Koreans to return to bring-up GA gigafactory
Ronbay became CATL’s top supplier of sodium-ion battery cathode materials by providing more than 60% of its annual volume.
Samsung SDI, BMW signed an agreement to jointly validate all-solid-state batteries using SolidPower’s electrolyte technology.
CATL started mass production of 5th-gen LFP batteries with higher energy density.
Standard Lithium received $225M funding from Washington in the race to be the first company to produce lithium from the Smackover in Arkansas.
U.S.-Japan meeting resulted in $350M of investment commitments from Japan/Japanese companies for LFP production from Mitra Chem.
China officially suspended the implementation of the rare earth export controls announced in October for a one-year period per latest US-China trade deal.
Extracted from the PDF; charts and images may read imperfectly.