News Insights
India is on the brink of becoming one of the most influential forces in the global battery and energy storage ecosystem. According to a new report by the India Energy Storage Alliance (IESA), the country’s Advanced Chemistry Cell (ACC) battery demand is projected to surge from just 28 GWh in 2025 to over 700 GWh by the mid-2040s-a nearly 25-fold increase that will reshape global supply chains, investment flows, and energy transition strategies.
This growth trajectory is not merely a…
Introduction
The global electric vehicle (EV) and battery supply chain is entering a decisive phase in 2026-one defined not by hype, but by maturity, scale, and strategic clarity. After a decade of rapid expansion fueled by subsidies and policy mandates, the industry is now transitioning toward organic growth, operational efficiency, and next-generation technologies.
For senior leaders across automotive, energy, mining, manufacturing, and capital markets, 2026 will offer a clear preview of how the electric economy will evolve over the next…
The global electric vehicle (EV) hierarchy is entering a decisive reset. By 2026, the United States is expected to produce more lithium-ion batteries than it consumes, effectively ending its structural dependence on imports and reshaping competitive dynamics across the EV and energy storage value chain. While political narratives may differ on who deserves credit, the strategic outcome is clear: battery autonomy is becoming a pillar of US industrial power-and South Korean manufacturers are emerging as its biggest beneficiaries.
From Import…
India is on the brink of becoming one of the most influential forces in the global battery and energy storage ecosystem. According to a new report by the India Energy Storage Alliance (IESA), the country’s Advanced Chemistry Cell (ACC) battery demand is projected to surge from just 28 GWh in 2025 to over 700 GWh by the mid-2040s-a nearly 25-fold increase that will reshape global supply chains, investment flows, and energy transition strategies.
This growth trajectory is not merely a…
Introduction
The global electric vehicle (EV) and battery supply chain is entering a decisive phase in 2026-one defined not by hype, but by maturity, scale, and strategic clarity. After a decade of rapid expansion fueled by subsidies and policy mandates, the industry is now transitioning toward organic growth, operational efficiency, and next-generation technologies.
For senior leaders across automotive, energy, mining, manufacturing, and capital markets, 2026 will offer a clear preview of how the electric economy will evolve over the next…
The global electric vehicle (EV) hierarchy is entering a decisive reset. By 2026, the United States is expected to produce more lithium-ion batteries than it consumes, effectively ending its structural dependence on imports and reshaping competitive dynamics across the EV and energy storage value chain. While political narratives may differ on who deserves credit, the strategic outcome is clear: battery autonomy is becoming a pillar of US industrial power-and South Korean manufacturers are emerging as its biggest beneficiaries.
From Import…