
$29 billion of batteries came from China in 2025, after 9 years of EU battery policy
4 reasons why
Analysis of the battery industry for people who make decisions.
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4 reasons why

The bottleneck moves to pCAM and CAM.

The Battery Chronicle Briefing #4: June and H1 2026 Analysis

The cost of building too much around Tesla

Sodium-ion and solid-state keep the break until 2028

Sell it once, earn from it forever.

The standard took effect on July 1 2026

Once again, in May, the biggest battery investments went to energy storage, and some of the capacity was originally built for EVs.

The 60-day payment initiative

China show clearly where the battery industry is heading

But, they should stick to proven chemistries