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The Battery Chronicle

Analysis of the battery industry for people who make decisions.

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$29 billion of batteries came from China in 2025, after 9 years of EU battery policy

4 reasons why

The U.S. is blocking black mass exports

The bottleneck moves to pCAM and CAM.

EV sales grew by only 2% while energy storage kept expanding

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

How Panasonic fell behind in the EV battery market

The cost of building too much around Tesla

China's 11-year lithium-ion tax break is ending

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

CATL wants to be paid long after the sale

Sell it once, earn from it forever.

CATL and BYD passed China's fire rule early

The standard took effect on July 1 2026

The Battery Chronicle Briefing #3: May 2026 Analysis

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

China’s battery price war squeezes suppliers

The 60-day payment initiative

CIBF China 2026: I was impressed

China show clearly where the battery industry is heading

GM bets big on a battery no one builds yet

But, they should stick to proven chemistries