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Global Battery Thematic Intelligence Report 2023-2025: Geopolitical Concerns Rise as China Dominates Global Battery Supply Chain

This year s anode material project dynamic list: integrated layout into wind silicon carbon negative electrode industrialization speed up_SMM

[a dynamic list of negative materials projects this year: integrated layout into wind silicon-carbon negative electrode industrialization] since the beginning of the year, 15 investment projects in the field of negative materials have been announced by the government, with an investment amount of 46.632 billion yuan and an annual production capacity of 1.44 million tons; at the same time, 22 projects have been started and put into production, 19 of which have announced the investment amount of 74.11 billion yuan, with an annual production capacity of 2.541 million tons.

Invest more than 23 billion yuan in a week and reach 850000 tons of this lithium material big eruption _SMM

[investing more than 23 billion yuan in a week and reaching 850000 tons of this lithium material "big eruption"] preparing for the TWh era, battery companies are expanding production on a large scale. Among them, Ningde era 2025 production capacity planning reaches 670GWH, BYD 2025 production capacity planning exceeds 600GWH, China New Airlines 2025 production capacity planning 500GWhA, Honeycomb Energy 2025 capacity planning 600GWH, Yiwei Lithium Energy 2023 will complete 200GWh capacity, Guoxuan Tech 2025 capacity planning 300GWh. The expansion of production by the giants has brought a huge demand for lithium battery materials.

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