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Industry Value Chain

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Battery Report 2025, page 27: Industry Value Chain
Sources and links on page 27 (1)

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  1. https://www.mckinsey.com/features/mckinsey-center-for-future-mobility/our-insights/the-hidden-trends-in-battery-supply-and-demand-a-regional-analysis
Text on page 27

Chinese Companies Have the Largest Market Share for Critical Battery Materials LFP cathode and graphite anode are the most critical materials in the supply chain GLOBAL MARKET SHARE FOR KEY BATTERY MATERIALS Lithium Refining Capacity

Cathode Production of High Nickel Chemistries

Cathode Production of Lithium Iron Phosphate

Anode Production of Graphite

BY INSTALLED ADJUSTED PRODUCTION CAPACITY AND REGION (2025, %)

Source: McKinsey

Extracted from the PDF; charts and images may read imperfectly.

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