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ROI-EV revolution rolls on but battery metals lose their charge: Andy Home

The battery metals market, including lithium, nickel, and cobalt, faces challenges due to oversupply despite growing EV demand. China's shift to lithium-iron-phosphate (LFP) batteries is impacting nickel and cobalt demand. Indonesia and Congo face oversupply issues, while lithium remains dominant but faces competition from sodium-ion technology. Global EV sales and battery energy storage systems are growing, with China leading the technological shift. The landscape for battery materials is rapidly evolving, affecting market dynamics and investment strategies.

Reuters·
SZ
300750
-0.58%
HK
03750
+0.89%
Reuters·
SZ
300750
-0.58%
HK
03750
+0.89%

ANALYSIS-China's power reforms, global data centre buildout usher in battery boom

China's power market reforms and global demand for data centers are driving a boom in lithium-ion battery production for energy storage. Chinese manufacturers, dominating the sector, are set for a 75% increase in shipments this year. The surge is fueled by domestic renewables, international demand, and reforms boosting energy storage profitability. Despite U.S. restrictions, China's battery exports hit a record $66.761 billion, with expectations for continued growth.

Reuters·
HK
03750
+0.89%
US
BYDDF
-0.60%
SZ
002594
+0.15%
Reuters·
HK
03750
+0.89%
US
BYDDF
-0.60%
SZ
002594
+0.15%
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