Sources and links on page 85 (4)
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://therecord.media/lg-energy-solution-ransomware-incident-battery-maker
- https://news.gm.com/home.detail.html/Pages/news/us/en/2025/may/0513-GM-LG-Energy-Solution-pioneer-LMR-battery-cell-technology.html
- https://newsroom.posco.com/en/posco-future-m-pursues-the-lfp-cathode-material-business-for-ess/
- https://www.latitudemedia.com/news/forms-first-100-hour-batteries-are-hitting-the-grid/
Text on page 85
Key Trends & Notable Events Strategic Shifts & Geopolitics
Technology and Manufacturing Trends
Domestic Push & Tariffs: The Sign-off of U.S. Government’s Big Beautiful Bill to encourage domestic production. US tariffs on Chinese manufacturers threatened supply chain disruption.
Portfolio Diversification: Diversification of suppliers and manufacturing portfolios.
Manufacturing Localization: Europe focused on local battery supply chains and materials partnerships reinforcing manufacturing localization with opening of new battery factories.
Security Awareness: Security awareness in the battery industry as LGES battery facility attacked by ransomware.
Export Control & Expansion: Material and technology export controls and focus on more sustainable Chinese capacity expansion domestic and overseas
LFP/BESS Pivot: Pivot to LFP and BESS battery manufacturing for AI Data Centers.
Extracted from the PDF; charts and images may read imperfectly.
More in Industry (22)
Page 85 · 3/44