Industry Value Chain
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 (130)
Organizations mentioned or cited on this 2025 report page. A historical mention does not establish current products, availability or endorsement.
- 6K
- ACE Green Recycling
- Adionics
- Aepnus Technology
- Altilium
- American Battery Factory
- American Battery Technology Company
- Ampcera
- Anovion
- Aqua Metals
- Asbury Advanced Materials
- Ascend Elements
- Atlantic Lithium
- Automotive Cells Company (ACC)
- BEI
- BHP
- Birla Carbon
- Blue Current
- Blue Whale Materials
- CarbonScape
- Cobalt Blue Holdings
- Controlled Thermal Resources
- Critical Elements
- CustomCells
- Dragonfly Energy
- E-magy
- EaglePicher Technologies
- Echion Technologies
- Ecobat
- EGI Battery
- Electra Battery Materials
- Elevra Lithium
- Energy Tech Solution
- EnergySource Minerals
- EnergyX
- Enovix
- Entek
- Epsilon Advanced Materials
- Eramet
- Evion Group
- Factorial
- Faradion
- Focus Graphite
- Fortum
- Galan Lithium
- Gaussion
- Gellec
- Genomines
- Glencore
- Graphite One
- Green Li-ion
- Group14 Technologies
- HiNa Battery Technology
- Hydrovolt
- IBU-tec
- Impossible Metals
- InoBat
- ioneer
- Japan Metals & Chemicals
- Jervois
- Koura
- Leading Edge Materials
- Lilac Solutions
- Liontown
- Lithium Americas
- LS MnM
- Lucid
- Lyten
- Mangrove Lithium
- Mariana Minerals
- Microvast
- Mitra Chem
- MMG
- Molicel
- Morrow
- Mullen
- Nano One
- NanoGraf
- Nash Energy
- Nexeon
- NextSource Materials
- Northern Graphite
- Nouveau Monde Graphite
- Novalith
- Novonix
- Nyobolt
- Orano
- Our Next Energy (ONE)
- Peak Energy
- PowerCo
- ProLogium
- Proterra
- QPM Energy
- QuantumScape
- RecycLiCo Battery Materials
- Redwood Materials
- Renascor Resources
- Retriev Technologies
- Rimac
- Rincell
- Rivian
- Rock Tech Lithium
- Royal Bees Recycling
- Sepion Technologies
- SES AI
- SGL Carbon
- Sila
- Sion Power
- Sionic Energy
- Solid Power
- Soteria Battery Innovation Group
- South 8 Technologies
- Stardust Power
- Summit Nanotech
- Talga Group
- Tenpower
- The Metals Company
- Tiamat
- Titan Mining Corporation
- Trydan Tech
- UNIGRID
- UniverCell
- V4Smart
- Verkor
- VinFast
- Wanhua Chemical
- Welion
- Westwater Resources
- ZIMT
- Zoolnasm
Sources and links on page 23
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.
No web links were embedded in this page of the original PDF. Printed source text may still appear on the page.
Text on page 23
Emerging Players and/or Small Companies (>$30M Valuation)* Raw Materials
Materials Processing
Cell Component
Cell Manufacturing
Lithium Mining
Lithium Chemical
Cathode Active Materials
Lithium-ion
System Assembly
Recycling
Ni, Co Chemical Anode Active Materials Solid-state & Li-metal
pCAM
Nickel, Cobalt Mining
Graphite
Electrolyte, Separator Natural Graphite Mining
*Estimated as of December 2025
Sodium-ion
Other Battery Chemicals
Extracted from the PDF; charts and images may read imperfectly.