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Insight

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Battery, Battery Materials

LFP Dominates Cathode Market with 72% Share in 2025, Up 19% from 2023; Strong Momentum Projected to Continue This Year

LFP Dominates Cathode Market with 72% Share in 2025, Up 19% from 2023; Strong Momentum Projected to Continue This Year ü Reshine Claims Top Spot in 2025 Ternary Cathode Shipments with 177K Tons; Hunan Yuneng Monopolizes LFP Sector at 1.14M Tons, Driving Aggressive Capacity Expansion This Year ü China’s High-Nickel Giant Ronbay Supplies Over 80K Tons of High-Ni (≥80%) Cathodes to CATL, Yet Slips to 4th in Overall Ternary Shipments ü Te

Battery, Battery Materials, EV

From Jan to Apr 2026, Global Electric Vehicle Battery Electrolyte Installment Reached 439K ton

From Jan to Apr 2026, Global[1] Electric Vehicle Battery Electrolyte Installment[2] Reached 439K ton, a 16.4% YoY Growth - From Jan to Apr 2026, the installment of electrolyte outside China reached 172k ton, a 31.7% YoY growth. (Source: 2026 May Global EV & Battery Monthly Tracker (Incl. LiB 4 Major Materials), SNE Research) From January to April 2026, the global installation volume of electrolytes for electric vehicles (EV, PHEV, HEV) registered worldwide reached approxima

Battery, Battery Materials, EV

From Jan to Apr 2026, Global EV Battery Separator Installment Reached 5,552Mil ㎡, a 17.7% YoY Growth

From Jan to Apr 2026, Global[1] EV Battery Separator Installment[2] Reached 5,552Mil ㎡, a 17.7% YoY Growth - Chinese separator makers accounted for 89.6% M/S; China Maintains Dominance in Global Supply Structure(Source: 2026 May Global EV & Battery Monthly Tracker (Incl. LiB 4 Major Materials), SNE Research) From January to April 2026, the installation volume of battery separators for electric vehicles (EV, PHEV, HEV) registered in co

Battery, Battery Materials, EV

From Jan to Apr 2026, Global EV Battery Anode Installment Reached 421K ton, a 14.9% YoY Growth

From Jan to Apr 2026, Global EV Battery Anode Installment Reached 421K ton, a 14.9% YoY Growth - Anode installment in the non-China market recorded 181K ton, a 24.9% YoY Growth (Source: 2026 May Global EV & Battery Monthly Tracker (Incl. LiB 4 Major Materials), SNE Research) From January to April 2026, the global installation volume of anode materials for electric vehicles reached 421K tons, marking a 14.9% increase compared to the 366K tons recorded in the same period of 2025

Battery, Battery Materials, EV

From Jan to Apr 2026, Global EV Battery Cathode Installment Reached 788K ton, a 15.5% YoY Growth

From Jan to Apr 2026, Global EV Battery Cathode Installment Reached 788K ton, a 15.5% YoY Growth - EV battery cathode installment in the non-China market recorded 329K ton, a 27.2% YoY growth (Source: 2026 May Global EV & Battery Monthly Tracker (Incl. LiB 4 Major Materials), SNE Research) Global demand for EV cathode materials continued its growth trajectory through the first four months of 2026. From January to April 2026, the global installation volume of cathode materials

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