General Motors and LG Energy Solution plan to add more battery production lines at their joint venture plant in Tennessee to make lower-cost cells starting in late 2027 https://t.co/ShjJVJyxMz ...

Flash | 27 Jun 2025 05:44:05 ET │ 9 pages China Battery Materials China Battery Supply Chain on the Ground: Jul-25 Production Plan Preview CITI'S TAKE Our channel checks with ZE Consulting suggest that Top-5 battery makers' production pipeline is estimated to be up by 6% MoM / 48% YoY. Within that, ZE Consulting estimates the production pipeline of CATL and BYD to be +13% MoM and -4% MoM, respectively. Our read-through is as follows – (1) CATL's massive improvement in production pipeline might be attributab ...

ab 31 May 2025 Global Research Global Electric Vehicle Battery Makers Monthly Recharge: EV Survey and US EV Policy Intention to buy BEV declines 5 ppts y/y to 41%, impacting EV battery demand Our UBS EV consumer survey covers six of the largest car markets including the US, China, and Germany. Globally, the share of people considering buying a BEV declined 5 ppts y/y to 41%. Our 2030E Global EV penetration downward revision of 8 ppts to 41% is largely driven by changes in ex-China markets. For the US/EU we ...