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Battery, Battery Materials

Global EV Battery Cathode Material Consumption Reaches 2,261K tons in Jan-Sep 2026, Up 21.9% Year-on-Year NEW

Global EV Battery Cathode Material Consumption Reaches 2,261K tons in Jan-Sep 2026, Up 21.9% Year-on-Year- LFP share rises 4.7 percentage points to 65.5%, and ex-China consumption grows 31.2%Global cathode material consumption for electric vehicles reached 2,261K tons in January-September 2026, up 21.9% from 1,855K tons a year earlier. Cathode consumption in the ex-China market rose 31.2% from 662K tons to 868K tons, above the global growth rate (21.9%), and its share of total consumption

Global EV Sales Excluding China Reach 7.33 Million Units in January-September 2026, Up 30.0% Year-on-Year NEW

Global EV Sales Excluding China Reach 7.33 Million Units in January-September 2026, Up 30.0% Year-on-Year- Asia (ex-China) up 74.7% and Europe up 32.2%, while North America falls 25.2%(Source: Global EV and Battery Monthly Tracker, October 2026, SNE Research)Global EV (BEV+PHEV) sales excluding China reached 7.33 million units in January-September 2026, up 30.0% from 5.64 million units a year earlier. Growth in the ex-China market exceeded global growth (5.8%). September sales rose 28.5% f

Battery, Energy Storage System

Global ESS Shipments Reach 780GWh in 1-3Q26, Up 73% as Non-China Demand Expands NEW

PRESS RELEASE GLOBAL LiB ESS Global ESS Shipments Reach 780GWh in 1-3Q26, Up 73% as Non-China Demand Expands Markets outside China account for 59.9% of global shipments; residential ESS grows 152%, the fastest among the three applications Global lithium-ion battery (LiB) ESS shipments reached 779.9GWh in the first three quarters of 2026, up 73% from 451.5GWh a year earlier, according to global market research firm SNE Research. Third

Jan-Sep 2026 Global (Excl. China) EV Battery Usage at 426.7GWh, Up 24.7% YoY NEW

Jan-Sep 2026 Global (Excl. China) EV Battery Usage at 426.7GWh, Up 24.7% YoY- CATL and BYD Combined Share Up 7.8%p to 44.5%; Chinese Share Expands In Jan-Sep 2026, total battery usage in EVs (EV, PHEV, HEV) sold in global markets excluding China reached approximately 426.7GWh, up 24.7% YoY. This outpaced overall global growth (19.7%) by 5.0%p, and growth in September alone rose to 21.1% from 18.8% in August, as demand in Europe and Asia continued to offset weakness in North America. &n

Global EV Sales Reach 16.06 Million Units in January-September 2026, Up 5.8% Year-on-Year NEW

Global EV Sales Reach 16.06 Million Units in January-September 2026, Up 5.8% Year-on-Year - Europe up 32.2% and Asia (ex-China) up 74.7% amid a domestic decline in China (Source: Global EV and Battery Monthly Tracker, October 2026, SNE Research) Global EV (BEV+PHEV) sales totaled 16.06 million units in January-September 2026, up 5.8% year-on-year. September sales of 2.27 million units were the highest monthly level this year, but growth from a year earlier was 2.2%, as weak domest

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