PRTM Analysis Finds Li-ion Battery Overcapacity Estimates Largely Unfounded, with Potential Shortfalls Looming; Total Market Demand in 2020 Will Require 4x Capacity Announced To Date
Green Car Congress
MARCH 22, 2010
Asia has been the center for consumer electronics-based Li-Ion battery manufacturing to date. Companies funded through US DOE stimulus may be incented to build ahead of the market, however stimulus-funded investment represents only 1/3 rd of planned global capacity expansion—the remaining 2/3 rds will remain driven purely by market demand.
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