
Global Battery Thematic Intelligence Report 2023-2025: Geopolitical Concerns Rise As China Dominates Global Battery Supply Chain
The "Batteries - Thematic Intelligence" report has been added to
ResearchAndMarkets's offering.
This insightful report provides a holistic overview of the dynamic batteries theme, a pivotal driver of innovation and sustainability in various industries. It meticulously examines the key trends poised to influence the theme's growth over the next 12 to 24 months, categorizing them into three essential dimensions: technology trends, macroeconomic trends, and regulatory trends.
Over the past decade, the battery industry has progressed sufficiently to enable portable consumer electronics, the mobile internet, the first electric cars, and the initial adoption of intermittent renewable power storage and generation. Given stored energy's accelerating and expanding role in tackling climate change, it will become one of the world's most significant industries over the next 10 years.
Key Highlights
As governments worldwide get serious about decarbonizing their economies, demand for cheap, safe, high-performance, long-lasting, and low-carbon-footprint batteries will soar, most notably from the automotive industry.
Consequently, supply chain bottlenecks will materialize over the next decade. The lack of low-cost, easy-to-purify raw materials to feed the world's existing and planned battery gigafactories is the biggest threat to supply security. Moreover, the decline in investment in crucial mineral mines-coupled with the growing importance of environmental, social, and governance (ESG) factors-will restrict the development of new capacity.
There will likely be a severe but temporary global battery shortage by 2025 due to a sharp increase in demand for electric vehicles (EVs) and a shortage of mined and refined battery metals. However, the industry is investing heavily to prevent this from becoming a sustained threat by reducing its use of scarce materials, developing new materials and battery technologies, and, most importantly, creating a global battery recycling industry.
Meanwhile, China's control of the entire global supply chain, from mines and refiners to component markers and cell producers, is a mounting geopolitical issue. The US and Europe are taking significant steps to reduce the dependence on China within their battery supply chains by 2030. Battery recycling is as much about geopolitics as it is about environmental sustainability. The circular battery economy will be critical to the energy transition, and nations (and companies) must develop domestic recycling.
Furthermore, a detailed value chain dissection forms the core of this report, offering comprehensive insights into each segment's role within the batteries theme. This encompasses raw materials, smelting and refining processes, component manufacturers, battery technologies, end markets, and the crucial aspect of end-of-life considerations.
Key Topics Covered:
- Executive Summary Players Technology Briefing Trends Industry Analysis Signals Value Chain Companies Sector Scorecard Glossary Further Reading Thematic Research Methodology
A selection of companies mentioned in this report includes
- 3M ABB AES African Rainbow Minerals Air Products Albemarle Allkem Ambri American Battery Technology AMICO India Amprius Amvolt Anglo American Antora Energy Apple Aquion Arcelor Mittal Asahi Kasei Asus BASF BHP Bloom Energy BMW BTR New Materials BYD CALB Canada Cobalt Cangzhou Mingzhu Plastic CATL Celgard Ceres Power Changan Automobile Chengxin Lithium (Sichuan Zhiyuan) Chery Chubu Electric CMOC Codelco Daikin Industries Daimler (Mercedes Benz) Dell Duke Energy Duracell Dyson E East Penn Manufacturing Ecobat Electricite de France Enel Energizer EnerSys Enevate Enovix Entek International Eramet Exide Factorial Energy First Quantum Minerals Ford Fortescue Metals Freeport McMoRan FREYR Fuel Cell Energy GAC Ganfeng Lithium GE Gecamines Geely General Motors Glencore Group 14 Grupo Mexico GS Yuasa Guangdong Kaijin Guangzhou Great Power Guangzhou Tinci Hitachi Chemical Honda HP Huawei Hunan Zhongke Shinzoom Hyundai Ilika IM3NY Ion Storage Systems Ionic Materials Ivanhoe Mines Jiangxi Zichen Johnson Matthey Jupiter Mines Kansai Electric Kureha Leading Edge Materials Leclanche Lenovo Leoch International Technology LG Energy Solution Li-Cycle Lilac Solutions Linde Lithion Recycling Lithium Americas Livent Lyten Maxwell Technologies (UCAP Power) Mitra Chem Mitsubishi Chemical Mitsubishi Electric Mitsubishi Motors Mitsui MOIL Morrow Batteries Murata Nabaltec Nacional de Grafite Limitida NEC Tokin NEI Nexeon NGK Insulators Ningbo Shanshan Nippon Chem NMDC Nornickel Northern Graphite Northvolt Ohara Oppo Our Next Energy Pacific Gas & Electric Panasonic POSCO Putailai Putailai (Jiangxi Zichen) Qualmega QuantumScape Redwood Materials Retriev Technologies Rio Tinto Rondo Energy SAIC Motor Samsung Electronics Samsung SDI SES Shangtai Technology Shanshan Group Shenzhen Capchem Technology Shenzhen Nova Shin Etsu Showa Denko Materials Siemens Sila Nanotechnologies Sila Technologies SK Group (SK On) SK IE Technology Skeleton Technologies Solid Power Solvay Sony South32 SQM Stellantis StoreDot Sumitomo Syrah Resources Talga Resources Tesla Tianjin Lishen Battery Tianqi Lithium Toda Kogyo Toray Industries Tsingshan Holding UBE Umicore Vale Vianode Volkswagen Wildcat Discovery Technologies W-Scope Xiaomi Xizi Clean Energy XTC New Energy Zhangjiagang Guotai-Huarong Chemical New Materials Zijin Mining ZincFive
For more information about this report visit
About ResearchAndMarkets
ResearchAndMarkets is the world's leading source for international market research reports and market data. We provide you with the latest data on international and regional markets, key industries, the top companies, new products and the latest trends.
Media Contact:
Research and Markets
Laura Wood, Senior Manager
[email protected]
For E.S.T Office Hours Call +1-917-300-0470
For U.S./CAN Toll Free Call +1-800-526-8630
For GMT Office Hours Call +353-1-416-8900
U.S. Fax: 646-607-1907
Fax (outside U.S.): +353-1-481-1716
Logo:
SOURCE Research and Markets

Legal Disclaimer:
MENAFN provides the
information “as is” without warranty of any kind. We do not accept
any responsibility or liability for the accuracy, content, images,
videos, licenses, completeness, legality, or reliability of the information
contained in this article. If you have any complaints or copyright
issues related to this article, kindly contact the provider above.
Most popular stories
Market Research

- Fitell Corporation Launches Solana (SOL) Digital Asset Treasury With $100M Financing Facility, With Focus On Yield And On-Chain Defi Innovation
- Mutuum Finance (MUTM) New Crypto Coin Eyes Next Price Increase As Phase 6 Reaches 50% Sold
- Edgen Launches Multi‐Agent Intelligence Upgrade To Unify Crypto And Equity Analysis
- Luminadata Unveils GAAP & SOX-Trained AI Agents Achieving 99.8% Reconciliation Accuracy
- Primexbt Launches Apple Pay For Seamless Deposits On Mobile
- FLOKI Funds Clean Water Wells In Africa Through Partnership With WWFA
Comments
No comment