Flash | 13 Jun 2025 05:24:14 ET │ 9 pages China Battery Materials China Battery Supply Chain on the Ground: Surprising ASP Hike in ESS Battery CITI'S TAKE According to ZE Consulting, the Top-5 battery makers' production pipeline is estimated to be largely flattish MoM to 103.8GWh. Within that, ZE Consulting estimates the production pipeline of CATL and BYD to be +3% MoM and -5% MoM, respectively. Key takeaways are: (1) CATL is lowering its in-house lithium supply ("客供量") to cathode names, indicating cathode ...