BatteryTech News & Updates – 2025 #01
Julian Renpenning
Scientific-Technological Marketing & Business Development | Battery-Tech Enthusiast | Clean Energy | B2B Marketing Expert | Consultant | Former Scientist, PhD, Postdoc
Happy New Year to my friends and acquaintances from the Battery-Tech community and professionals. I hope you all had a great and relaxing time with your families and friends. We are starting a new year and I wish you a great start with chances and opportunities to grow and develop. As always, I will be providing you with news and updates throughout the year. Long story short, here is your first 2025 weekly update on interesting developments in the global battery industry and EV market for this first short week - Julian
?? China Considers Export Ban on Battery Cathode and Lithium Technologies
China’s Ministry of Commerce has proposed potential export restrictions on key battery cathode materials and lithium processing technologies, including LFP and LMFP preparations. Stakeholders are invited to provide feedback by February 1, 2025. These measures aim to safeguard China’s advancements in battery technology. The proposed restrictions focus on specific manufacturing processes and material preparations.
?? Arcadium Lithium Secures Shareholder Approval for Acquisition by Rio Tinto
Arcadium Lithium has obtained the necessary shareholder approvals for its acquisition by Rio Tinto , initially announced in October 2024. This development will likely enhance Arcadium's role in lithium chemical production and support the clean energy transition. CEO Paul Graves expressed optimism that the partnership might strengthen their global leadership and benefit customers, employees, and communities. Final voting results will be filed with the SEC.
?? Farasis Energy Starts Testing of High-Density Solid-State Battery
Farasis Energy has reportedly begun testing its all-solid-state battery, which may achieve an energy density exceeding 400?Wh/kg. The battery utilizes a sulfide-based electrolyte with a high-nickel cathode and high-silicon anode, potentially enhancing both performance and safety. Early tests could indicate stable cycling and thermal runaway self-shutdown capabilities. This development may mark a significant advancement in solid-state technology.
?? Hyundai Launches Pilot Line for Advanced Solid-State EV Batteries
Hyundai Motor Group is launching a pilot production line for next-generation all-solid-state batteries at its Uiwang Research Institute in South Korea. These batteries could enhance EV safety and performance, with full operations expected to start in January and mass production aimed for 2030. This move might position Hyundai as a key player in the evolving EV market.
?? CATL Unveils Bedrock Chassis with 120 km/h Impact Safety
宁德时代新能源科技股份有限公司 (CATL) has introduced the Bedrock Chassis, potentially the world’s first ultra-safe skateboard chassis for electric vehicles. Designed to withstand frontal impacts up to 120 km/h without fire or explosions, it might set new industry safety standards. Its Cell-to-Chassis integration could absorb approximately 85% of collision energy, enhancing overall vehicle safety. Partnering with AVATR, CATL aims to elevate EV safety benchmarks.
领英推荐
?? Korean Auto and Battery Sectors Face US, China Challenges
South Korea’s auto and battery industries are encountering hurdles due to evolving US trade policies that favor North American EV production and increasing competition from China. Companies like Hyundai Motor Group and LG Energy Solution are reportedly expanding their US operations and investing in R&D to maintain competitiveness. However, government support could be needed to navigate the changing trade landscape and sustain their global market presence. Further, South Korean manufacturers may prioritize innovation and strategic partnerships to address these challenges.
?? China’s December NEV Wholesale Hits Record 1.5 Million Units
China’s new energy vehicle market may have reached a new milestone in December with wholesale sales estimated at 1.5 million units, reflecting a 35% year-over-year increase. NEV retail penetration is generally believed to have surpassed 50%, supported by strong consumer adoption and government subsidies. Leading brands like BYD and Tesla China could have significantly contributed to this growth. This trend might indicate sustained momentum in China’s auto market, bolstered by favorable policy measures.
?? China’s New Energy Vehicle Sales to Rise 30% to 16.5 Million in 2025
China’s new energy vehicle (NEV) sales are forecasted to reach 16.5 million units by 2025, reflecting a nearly 30% increase. This growth is generally driven by strong government subsidies and rising consumer adoption. Domestic NEV sales may account for 15 million units, pushing market penetration above 50%. Total automobile sales in China could reach approximately 32 million units in 2025.
?? Tesla’s 2024 Deliveries Decline, BYD Overtakes in Q4
Tesla reported Q4 2024 deliveries of 495,570 vehicles, showing a modest year-over-year increase but falling short of expectations. For the first time in over a decade, annual deliveries dipped by 1.07%. Meanwhile, BYD surpassed Tesla in the BEV market for the second consecutive time, reflecting growing competition in the electric vehicle sector.
?? Global EV Market in 2025: China Leads Amid Policy Shifts
The electric vehicle market in 2025 is expected to continue expanding, with China potentially leading in both demand and exports. However, several regions might face challenges due to policy changes and reduced subsidies. Experts suggest that consistent charging infrastructure and affordable pricing could be crucial for sustainable EV adoption. While China's robust export base strengthens its position, other markets may experience temporary slowdowns as they adjust to new regulations.
Thanks for reading. Don't forget to subscribe to receive weekly updates.
TESLA, GFBB
1 个月Thank you, Julian.