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 19 (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.reuters.com/business/autos-transportation/south-koreas-sk-ford-motor-end-us-battery-joint-venture-2025-12-11/
- https://www.reuters.com/world/asia-pacific/china-pledges-crackdown-irrational-competition-battery-industry-2025-11-28/
- https://www.miit.gov.cn/xwfb/bldhd/art/2025/art_9fa8e074b5464c8a9f2ffd5458fa401c.html
- https://finance.yahoo.com/news/aesc-restarts-clock-construction-1-202611615.html
- https://www.reuters.com/world/china/chinas-catl-breaks-ground-huge-spanish-battery-plant-bringing-its-own-workers-2025-11-26/
- https://www.cbc.ca/news/canada/london/vianode-st-thomas-9.6986666
- https://www.investing.com/news/company-news/factorial-to-go-public-via-spac-merger-at-11-billion-valuation-93CH-4415291
- https://www.wardsauto.com/news/ford-terminates-ev-battery-supply-deal-lg-energy-solution/808340/
- https://koreajoongangdaily.joins.com/news/2025-12-27/business/industry/Exodus-of-US-clients-pushes-Korean-battery-makers-to-the-brink-/2487566?utm_source=volta_newsletter&utm_medium=linkedin&utm_campaign=volta_newsletter_20251229
- https://www.koreatimes.co.kr/business/companies/20251223/samsung-sdi-kgm-to-develop-next-gen-ev-battery-packs?utm_source=volta_newsletter&utm_medium=linkedin&utm_campaign=volta_newsletter_20251229
- https://www.nippon.com/en/news/yjj2025122300505/?utm_source=volta_newsletter&utm_medium=linkedin&utm_campaign=volta_newsletter_20251229
- https://cnevpost.com/2025/12/05/farasis-to-supply-batteries-gac-aion-european-models/
- https://www.prnewswire.com/news-releases/panasonic-energy-to-supply-lithium-ion-batteries-for-zoox-marking-a-milestone-in-panasonic-energys-entry-into-the-fast-growing-robotaxi-market-302623333.html
Text on page 19
Notable Events: December Week 1
Week 2
Week 3
Week 4
CATL and Stellantis broke ground on €4.1B LFP gigafactory in Spain, training 4000 local workers.
Ford and SK On unwound $11.4B BlueOval SK JV: Ford takes full ownership of Kentucky plants.
Ford canceled $6.5B battery supply contract with LG Energy Solution.
LGES acknowledged $9.6B in US deals lost in December (Ford cancelled $6.5B, Freudenberg $2.7B).
Panasonic Energy announced agreement to supply battery packs for Amazon-backed Zoox robotaxi.
China pledged to accelerate the implementation of targeted policies and measures to curb “irrational competition” in the power and battery energy storage industry.
AESC restarted clock on construction of $1.6B Florence plant after six-month hiatus.
Japan rolled out its national Li-ion battery safety and EOL handling package.
Vianode to invest $3.2 billion to build North America's largest synthetic graphite production facility in Ontario
Farasis Energy announced it would supply 10 GWh of batteries for GAC Aion European models.
Factorial announced plans to go public via SPAC merger at a $1.1 billion valuation.
Samsung SDI signed a JV with KGM for next-gen EV battery packs using SDI’s 46xx cylindrical cells.
Extracted from the PDF; charts and images may read imperfectly.