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<2026> Current Status and Long-Term Outlook of Conductive Additives for Lithium-ion Secondary Batteries (~2035)  As the global lithium-ion secondary battery market continues to expand, demand is increasing not only for high energy density and high power, but also for secondary batteries capable of fast charging. In a rapidly growing lithium-ion battery market, success is expected to hinge on the enhancement of conductive additive properties and the optimization of conductive

2025.12.24

2026 Lithium Metal Report (~2035)From the 2020s onward, lithium prices surged to over CNY 560,000 per ton as rapid growth in EV battery demand, aggressive lithium stockpiling led by China, and constrained supply capacity converged. However, from 2023 onward, lithium prices fell sharply as excessive investment and inventories, order adjustments by automakers and battery manufacturers, and the ramp-up of some new projects occurred simultaneously. While the current lithium market remains at

2025.12.12

<2026> SIBs Technology Development Trends and Market Forecast (~2035)     While lithium-ion batteries (LIBs) have driven the era of electric vehicles and mobile devices, the market is now shifting its attention to alternative technologies that can meet cost, safety, and supply-chain risks simultaneously. In this context, sodium-ion batteries (SIBs) are rapidly emerging as a strong next-generation option.  Sodium-ion batteries leverage abundant sodium resources

2025.12.08

<2025.2H> Global xEV Market and Battery Supply & Demand Outlook (~2035)  At the end of last year, Trump returned to office as the new President of the United States.   Since his candidacy, Trump had been highly critical of electric vehicle (EV) adoption policies. He even went so far as to label eco-friendly energy policies centered on EVs as a “Green New Scam”.   As time passed, in May, resolutions passed by the Republican-controlled Hou

2025.12.08

<2025.H2> LIB 4 Major Materials SCM Analysis and Mid/Long-Term Outlook1. Introduction  Report overview This report aims to analyze the lithium-ion battery (LIB) market and supply chain management (SCM) status on a semiannual basis (H1/H2) in 2025, and to comprehensively review market trends across the four major materials (cathode materials, anode materials, electrolytes, and separators). Overview of lithium-ion batteries (LIB)  Lithium-ion batteries (LIBs)

2025.12.02

<2025> Secondary Battery Technology Development Status and Market Outlook for UAM/UAV (Drones)   UAM (Urban Air Mobility) and UAVs (drones) are no longer viewed merely as “new technologies,” but are increasingly recognized as core mobility platforms that will transform urban structures and industrial ecosystems over the next 10–20 years. Both technologies are based on electric propulsion, autonomous flight, and digital traffic management, with high-energy and hi

2025.11.26

<2025> EV Metal Usage Trends and Outlook: Lithium, Nickel, Cobalt, and Manganese (‘21~‘25.1H)   The battery metal market is a raw material market that expands in proportion to the adoption of electric vehicles and energy storage systems, and it has the characteristics of a strategic asset that simultaneously determines cell cost, performance, and stability. Lithium is a fundamental element in all commercial lithium-ion batteries, forming the broad base of demand. Nicke

2025.11.12

<2025> Competitiveness Analysis Report on Leading Chinese Battery Manufacturers (CATL, BYD)  Over the past decade, the global battery industry has been reshaped at an unprecedented pace, with the rapid rise of Chinese companies at the center of this transformation. The market, once led by Korea and Japan, has now shifted toward Chinese companies led by CATL and BYD, which are taking the initiative across all aspects including technology, scale, pricing, and supply ch

2025.10.20

<2025.2H> Global xEV Market and Battery Supply & Demand Outlook (~2035)_DB ver.  At the end of last year, Trump returned to office as the new President of the United States.   Since his candidacy, Trump had been highly critical of electric vehicle (EV) adoption policies. He even went so far as to label eco-friendly energy policies centered on EVs as a “Green New Scam”.   As time passed, in May, resolutions passed by the Republican-controlled House

2025.10.20

<2025.2H> Global ESS Market Outlook (~2035)  Tariffs — a word that has become almost unbearable to hear in international trade over the past few months.   Trump, back in the U.S. presidential office, has chosen tariffs as the key to international politics in his second administration. His message is clear: if you have complaints, produce goods in America and create jobs at home.   In addition, the Trump administration, together with the Repub

2025.09.24