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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

<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

<2025> Key Components for Electric Vehicles and Industry Trends: Technology, Market, and Policy Analysis  As electrification advances, the role of internal combustion engine components is diminishing, while the share of electrification components is expanding. According to statistics from the Japan Auto Parts Industries Association, approximately 11,000 components disappear in the electrification process, of which 6,900 (62%) are engine-related parts and 2,100 (19%) a

2025.09.16

<2025> Battery Degradation Mitigation / Prediction / Diagnosis Technologies and Company Trends (Includes AI-Related Technologies)Lithium-ion batteries play a pivotal role across various applications, including electric vehicles (EVs), energy storage systems (ESS), and portable electronic devices. However, the gradual degradation of performance over time remains one of the most critical factors determining battery lifespan, safety, and reliability. Accurately diagnosing and predictin

2025.09.12

​<2025> Technology Status and Market Outlook of All-Solid-State Battery (~2035)(ASSB Manufacturing Cost and Forecast)  As issues related to the stability and energy density of LiBs continue to emerge, the development of next-generation batteries aimed at resolving these challenges is gradually expanding, with all-solid-state batteries receiving the most attention due to their advantages in safety and technological maturity. All-solid-state batteries can be broadly classi

2025.09.10

<2025> Cobalt-free Cathode Technology Development Trends and Market Outlook  As the EV and ESS markets grow rapidly, battery demand is surging. However, the nickel–cobalt–manganese (NCM) cathode materials that have been predominantly used so far face a critical issue of high cobalt dependency. From a performance perspective, the main reason for using cobalt in cathode materials is its role in enhancing battery stability and performance. Nevertheless, its price is highl

2025.09.01

<2025> AI-Based Development Strategies for Battery Materials, Cells, Packs, and Recycling The global battery industry has been experiencing explosive growth driven by the increasing demand for electric vehicles (EVs), energy storage systems (ESS), and mobile devices. However, meeting the conflicting requirements of high energy density, high safety, low cost, and long cycle life simultaneously remains a significant challenge. Traditional battery development has relied on a

2025.08.13

Smartphones are devices that are already sufficiently distributed worldwide and considered to be in a fully mature market. It is even said that, although limited, smartphones are used in North Korea.   But what about the secondary battery market inside them? Significant changes are expected due to variations in the number of cells and anode materials. Foldable phones contain more than two cells. In fact, the recently launched tri-fold phones (foldable phones that fold twice)

2025.08.01

Smartphones are devices that are already sufficiently distributed worldwide and considered to be in a fully mature market. It is even said that, although limited, smartphones are used in North Korea.  But what about the secondary battery market inside them? Significant changes are expected due to variations in the number of cells and anode materials. Foldable phones contain more than two cells. In fact, the recently launched tri-fold phones (foldable phones that fold twice) are

2025.08.01