The first lithium chemicals used in lithium-ion batteries were mined and converted in North Carolina. It was America's "game to lose" and we lost it." "If ignorant both of your enemy and yourself, you are certain to be in peril." --Sun Tzu #battchat www.linkedin.com/posts/jplowr...
Good news on the tetraaminobenzoquinone front.
#battchat
A Better-Performing Sodium-Ion...
@benchmarkminerals.bsky.social:
"China saw this technology shift before all governments in the west - not just in electric vehicles but also energy storage.
Global battery production:
2015: 42GWh (China 50% market share)
2025: 1,400GWh (China 80% market share)"
#battchat #alwaysbecharging
CATL and BYD, it's no coincidence where they grew to their status of today: #alwaysbecharging #battchat @heatmap.news gorgeous one by @robinsonmeyer.bsky.social
“if you have a new charging platform / new battery chemistry, VW & BMW will say, We’ll hustle to put this into our systems, & we’ll put it in 5 years from now. @Tesla
might say, we’ll hustle and get it in a year from now.”
“China can say, we’ll put it in three months from now”
#battchat
RE: https://bsky.app/profile/did:plc:xf53ujprnmfktaxb77fztor6/post/3ll2vw2k6ds2u
What is a phrase you never hear about fossil fuels?
"As demand soars and prices keep falling..."
#battchat
One more reason storage is the fossil fuel killer.
RE: https://bsky.app/profile/did:plc:ppavi77mhpt7smqco4zeswop/post/3lkskzvog7l26
@pstasiatech.bsky.social:
"China's CATL, BYD targeted under U.S. battery decoupling bill
Domestic industry cannot replace Chinese battery suppliers...then there are the critical mineral inputs...what is the 10-year strategy here?"
#battchat
asia.nikkei.com/Business/Tec...
China's CATL, BYD targeted und...
"In the near term, meanwhile, CATL’s energy will be focused on an expected $5 billion blockbuster secondary listing in Hong Kong, w/ cash being used to help pay for expansion in Europe, including a mammoth 100 gigawatt-hour factory in Hungary"
#battchat #energysky
www.bloomberg.com/news/article...
bloomberg.com/news/articles/...
Danny Lee: "CATL profits climbs 15%"
"In terms of market share, CATL finished the year strongly, widening its control to almost 38%.
BYD, which makes mostly batteries for its own cars, also increased its standing while LG Energy Solution slipped."
#alwaysbecharging #battchat #CATL
A Northvolt engineer recently did a reddit AMA I recommend you read it.. #alwaysbecharging #battchat #energysky "Some remarkable details about how Tesla management practices were actually quite destructive." x.com/_gabriel_U/s...
@violazhou.bsky.social for @restofworld.org: 
#Gotion bet on a small Michigan town for its US expansion
"They thought they'd be welcomed by a struggling community.
Instead, many cast the company as a Communist Trojan horse."
#alwaysbecharging #battchat #energysky restofworld.org/2025/gotion-...
@guayjg.bsky.social:
"Batteries are the new solar and they're about to shatter records in the US 
Christopher Chico:
"Europe needs a plan. A real plan.
Not political maneuvering.
A short, medium, and long-term strategy to stay competitive.
A European version of the IRA to:
Support existing battery producers
Attract new investments
Reduce reliance on high-risk projects"
#battchat
RE: https://bsky.app/profile/did:plc:xf53ujprnmfktaxb77fztor6/post/3ljswgsyjcs2c
Christopher Chico: "Europe’s battery industry is at risk. Immediate action is not optional. It’s essential. That’s ACC’s message to the European Union. ACC welcomes support for the auto sector." #battchat #alwaysbecharging #energysky www.linkedin.com/posts/christ...
#battchat
Aaron:
"More interestingly was the high optimism about the relatively small cost penalty of solid state technologies, something that in 2025 is pretty unlikely, given the difficulties in manufacturability and pushback of expected commercialization."
#alwaysbecharging #energysky
Aaron Wade on LinkedIn: #susta...
"The total capacity of the site is the equivalent of powering >3.1 million homes, substantially more than all the households in Scotland, for two hours."
#battchat
RE: https://bsky.app/profile/did:plc:2iv3f7svsfxfr5r53bgymkjk/post/3ljhvn46tkk2v
Christopher Chico:
LG Energy Solution’s Vertical integration
"I often talk about how Chinese battery makers are vertically integrated, especially #BYD and #CATL.
LG Energy Solution is very active too."
#battchat #alwaysbecharging
christopherchico.substack.com/p/lg-energy-...
RE: https://bsky.app/profile/did:plc:xf53ujprnmfktaxb77fztor6/post/3ljgdqlf2zs2n
"A little math: it takes about 60 kg (= 132 pounds) per EV battery (on the average), so 100,000 tons = 100,000,000 kg is used in 1.6M EVs."
#battchat #alwaysbecharging www.linkedin.com/posts/vincen...
Vincent Pluvinage, PhD on Link...
This approach de-risks projects and reduces costs. LGES partners with GM (Ultium JV), Stellantis (NextStar Energy JV), Honda, & Hyundai."
#alwaysbecharging
from his substack #battchat christopherchico.substack.com/p/lg-energy-...
LG Energy Solution: China's mo...
