<div id="readability-page-1"><div><p>(MT Newswires) -- Rising volatility in the global electric vehicle (EV) battery market will prompt producers to reassess their geographical positioning, S&amp;P Global Ratings stated in a Thursday release.</p><p> The EV supply chain faces risks from increased US tariffs, policies supporting greater production in the US, and China's export limitations on lithium technologies, S&amp;P credit analyst Stephen Chan said.</p><p> The US and Europe may adopt battery EVs at a slower rate, while China will remain a major supporter of the EV market, the rating agency said.</p><p> EV battery demand growth worldwide will dip to 29% in 2025 and to 18% and 16% in the next two years, which are slightly more sluggish than S&amp;P's previous forecasts.</p><p> The rating agency expects rated Korean EV battery makers to continue efforts to increase their US capacity, which should bode well over time, albeit pressuring leverage in the near term.</p><p>Japan's Panasonic Holdings (TYO:6752) could taper its capital expenditures while China's Contemporary Amperex Technology (SHE:300750) will further expand to non-US markets given its solid cash position, S&amp;P said.</p></div></div>

松下电器

<p>根据标准普尔全球评级，全球电动汽车电池市场的波动性上升促使生产商重新评估战略。美国关税增加、生产政策以及中国对锂技术的出口限制等因素正在影响这一转变。该机构预测电动汽车电池需求增长将放缓，预计到 2025 年将降至 29%，并在随后的几年中进一步下降。韩国制造商预计将增加在美国的产能，而松下电器可能会减少资本支出，宁德时代则将扩展到非美国市场</p>

标普表示，电动汽车电池市场风险的上升促使生产商重新审视其策略