Directory profiles · Battery Business Directory
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 64
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 64
North America Battery Market Values Improving, but Remain Below Asia and Still Recovering Over Medium Term
Many of the SPAC companies have either shut down (Nikola, Fisker, Canoo, Lion Electric, Proterra), been acquired as distressed assets (LiCycle) or pivoted (Freyr).
The SPAC survivors had strong 1-year stock performance in 2025 based on sharpened sales focus (AI, military) and technical progress, although they are still 40-80% below their highs in 2022.
BESS companies generally performed well on surging demand. Critical minerals also improved, partially on the expectations of rising BESS demand.
EVs had a mixed year as the established players (BYD, Tesla) faced slowing EV sales and intensifying competition in some markets, but achieved global expansion into new markets.
SPAC-listed EVs and charging share prices continued to struggle.
Indian EVs (2-wheelers) showed a large divergence in performance reflecting different IPO pricing strategies and business execution.
Source: Yahoo Finance as of Jan 13, 2026
Extracted from the PDF; charts and images may read imperfectly.
More in Industry (22)
Page 64 · 15/18