# The Battery Chronicle Analysis of the battery industry for people who make decisions. Page: Feed: --- ## [$29 billion of batteries came from China in 2025, after 9 years of EU battery policy](https://christopherchico.substack.com/p/29-billion-of-batteries-came-from) _2026-08-25 · Christopher Chico_ 4 reasons why ## [The U.S. is blocking black mass exports](https://christopherchico.substack.com/p/the-us-is-blocking-black-mass-exports) _2026-08-14 · Christopher Chico_ The bottleneck moves to pCAM and CAM. ## [EV sales grew by only 2% while energy storage kept expanding](https://christopherchico.substack.com/p/ev-sales-grew-by-only-2-while-energy) _2026-08-10 · Christopher Chico_ The Battery Chronicle Briefing #4: June and H1 2026 Analysis ## [How Panasonic fell behind in the EV battery market](https://christopherchico.substack.com/p/how-panasonic-fell-behind-in-the) _2026-08-07 · Christopher Chico_ The cost of building too much around Tesla ## [China's 11-year lithium-ion tax break is ending](https://christopherchico.substack.com/p/chinas-11-year-lithium-ion-tax-break) _2026-07-20 · Christopher Chico_ Sodium-ion and solid-state keep the break until 2028 ## [CATL wants to be paid long after the sale](https://christopherchico.substack.com/p/catl-wants-to-be-paid-long-after) _2026-07-15 · Christopher Chico_ Sell it once, earn from it forever. ## [CATL and BYD passed China's fire rule early](https://christopherchico.substack.com/p/china-made-battery-fire-a-test-failure) _2026-07-07 · Christopher Chico_ The standard took effect on July 1 2026 ## [The Battery Chronicle Briefing #3: May 2026 Analysis](https://christopherchico.substack.com/p/the-battery-chronicle-briefing-3) _2026-07-04 · Christopher Chico_ 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](https://christopherchico.substack.com/p/chinas-battery-price-war-squeezes) _2026-07-01 · Christopher Chico_ The 60-day payment initiative ## [CIBF China 2026: I was impressed](https://christopherchico.substack.com/p/cibf-china-2026-i-was-impressed) _2026-06-25 · Christopher Chico_ China show clearly where the battery industry is heading ## [Watch Chovy Code Live (Sponsored)](https://crawlproof.com/a/xlCCMe9d4yX5) _2026-06-25 · **Sponsored**_ Join live coding streams with real-time collaborative screen sharing, open source and free. ## [GM bets big on a battery no one builds yet](https://christopherchico.substack.com/p/gm-bets-big-on-a-battery-no-one-builds) _2026-06-23 · Christopher Chico_ But, they should stick to proven chemistries