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BNEF: China dominates the Li-ion battery supply chain, but Europe is on the rise

Green Car Congress

China dominates BloombergNEF’s (BNEF) lithium-ion battery supply chain ranking in 2020, having quickly surpassed Japan and Korea that were leaders for the majority of the previous decade. This has led to a boom in European cell plants, and the rest of the supply chain is also slowly making its way to Europe.

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BMW Group announces local production of NEUE KLASSE in China from 2026, new gen 6 battery plant

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(BBA) joint venture, Milan Nedeljković, member of the Board of Management of BMW AG responsible for Production, announced local production of the NEUE KLASSE in China. The high-voltage batteries required for this will likewise be manufactured locally. Rendering of the future high-voltage battery assembly in Shenyang.

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Nikkei analysis finds Tesla relies on China for 40% of battery supply chain

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An analysis by Nikkei in Japan concludes that nearly 40% of the suppliers for materials used in Tesla’s electric vehicle batteries are Chinese companies. China accounted for 40% of the 42 firms engaged in nonferrous smelting excluding aluminum smelters. Tesla is working to boost the resiliency of its lithium supply chain.

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Report: China now makes enough batteries for global EV production

Green Car Reports

China already has enough battery manufacturing capacity to supply all global EV production, according to Bloomberg New Energy Finance.

Global 176
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Honda to purchase 123 GWh of batteries from CATL for EVs in China from 2024 through 2030

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Leading China-based battery manufacturer Contemporary Amperex Technology Co., Limited (CATL) and Honda Motor (China) Investment Co., announced that from 2024 through 2030, Honda will purchase 123 GWh of batteries for pure electric vehicles in China from CATL. Earlier post.). Earlier post.).

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IDTechEx: Nio spearheading battery swapping expansion beyond China

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Battery swap stations are Nio’s signature replenishment facility, and it is currently the only company offering such models to the general consumer. There are also other companies in China that offer models with battery swap support, but for the taxi market. Swapping to become more efficient by using smaller batteries.

China 434
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SK IE Technology to supply separators for EV batteries to Sunwoda

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SK IE Technology (SKIET) signed an MOU with Sunwoda , the 9 th largest battery manufacturer in terms of global market share (according to SNE Research in 2022), to strengthen cooperation in supplying battery separators. The MOU signing ceremony took place at Sunwoda Group’s headquarters in Shenzhen, China.

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