Insight

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…

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…

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…

The electric vehicle (EV) and battery market is entering a pivotal stage of maturation. Regulatory shifts, technological innovation, and strategic supply chain adjustments are converging to make 2026 a watershed year for global electrification. 1. Chinese EVs Lead Global Electrification China remains the primary engine of EV adoption, supplying vehicles and batteries that influence markets…

Executive Summary A breakthrough study from Argonne National Laboratory and UChicago Pritzker School of Molecular Engineering has revealed the hidden flaw behind underperforming single-crystal lithium-ion batteries. The findings redefine how electric vehicle (EV) batteries degrade and provide a roadmap to longer-lasting, safer, and more reliable EV power systems. For automotive manufacturers, battery suppliers, and investors,…

India’s electric vehicle (EV) revolution is entering a critical expansion phase. A recent industry report projects that demand for EV batteries in India will grow more than 14 times over the next seven years, rising from around 17.7 GWh in 2025 to over 256 GWh by 2032. This explosive growth highlights the rapid electrification of India’s automotive sector and signals…

Battery Supply Chain Divergence in the U.S. Signals Strategic Shift Toward Energy Storage The elimination of the United States’ federal electric vehicle tax credit has triggered a structural realignment in domestic battery manufacturing. While the long-term implications remain uncertain, what is becoming clear is that U.S.-based battery producers are increasingly pivoting away from EVs and…

LG Energy Solution Signs $1.4 Billion EV Battery Supply Deal with Mercedes-Benz In a significant win for the global battery industry, South Korea’s LG Energy Solution has secured a $1.4 billion supply agreement with Mercedes-Benz to deliver electric vehicle batteries between 2028 and 2035. The deal was officially disclosed through a regulatory filing, confirming that…

How Policy, Technology, and Trade Are Rewiring the Battery Industry The United States is entering a decisive phase in the evolution of its battery industry. With shifting trade policies, growing energy demand, and intensifying competition from global players, the resilience of the U.S. battery supply chain has become a central focus of industrial and policy…

Building a Circular Supply Chain for the Clean Energy Transition Critical minerals power the technologies that define modern life, from smartphones and wind turbines to electric vehicles and transmission lines. These minerals are also essential to the clean energy transition. Lithium, cobalt, and nickel enable advanced battery storage. Neodymium and dysprosium form the magnets that…