Materials for Electric Vehicle Battery Cells and Packs 2026-2036: Technologies, Markets, Forecasts
Global material demand for electric vehicle battery cells and packs. Battery energy density trends and technologies, material demand and trends, OEM strategies, and granular market forecasts.
Show All
Description
Contents, Table & Figures List
FAQs
Pricing
Related Content
Material demand for electric vehicle (EV) battery cell and pack materials is set to grow with a CAGR of 11.8% from 2025-2036, with total material demand more than tripling. This growth is tied to increasing electrification efforts in three primary markets: North America, Europe, and China. China remains ahead of the curve in terms of new electric vehicle sales with more than 50% of new car sales in 2024 and 2025 being battery electric or plug-in hybrid. However, North American and European markets are set to catch up during the forecast period, with both regions instituting low-emission regulation to encourage electric vehicle sales. Considering these factors, alongside EV growth in the rest of the world, total material demand for EV cell and pack materials is set to reach 22 million tonnes by 2036.
Regulation and Supply Chain Localization
One of the major drivers of electric vehicle adoption, and therefore the EV battery materials market, is regulation. Tax credits and government subsidies/investment were significant factors in the rapid development of the electric vehicle market in China, for example. Meanwhile, in Europe the focus has been on gradual increasing of carbon emissions regulations. A 15% cut in average carbon emissions per newly purchased vehicle was mandated in EU countries from 2025, which is expected to increase electric vehicle sales in the medium term. Initially, further regulations would have effectively banned the sale of internal combustion engine (ICE) vehicles from 2035, however as of December 2025, this is no longer the case. It is likely this will slow the growth of electric vehicle sales in the region.
Meanwhile in North America, the US's inflation reduction act (IRA) previously allowed for tax credits of up to US$7500 for new electric vehicle purchases for use in the US, however this is no longer in effect as of September 2025. Vehicles purchased after September 2025 are not eligible for these tax credits. It is likely this will slow US BEV car sales in the short term, though it is unclear if it will have longer term consequences.
Geopolitical tensions have also led to an increasing focus on supply chain localization in some regions. This is likely to result in diversification of chemistries, and expansion of local material extraction and processing facilities. This in turn presents opportunities for innovation and for less cost-competitive chemistries to make headway in the market.
Battery Cell Materials
Cell materials make up more than 70% of material demand for EV battery packs and are expected to continue to comprise the majority of the market over the forecast period. Cell material demand is highly dependent on chemistry trends, especially on the anode and cathode side. IDTechEx predicts a general shift towards LFP over NMC over the forecast period, due to lower costs per kWh, while the NMC share (especially prevalent in high-power applications and luxury cars) will shift towards higher nickel content, due to higher performance and energy density and increasing cobalt prices. There will also be a shift towards higher percentage silicon in anodes, as well as commercialization of mid- (20-40%wt) and high-silicon (80-90%) anodes for high performance applications towards the end of the forecast period. Incorporating silicon into anodes allows for increased energy density, though cycle life can become a limiting factor.
Raw materials prices can be highly volatile and have a significant effect on the market as a result. For example, inflation of lithium prices in 2022 and 2023 led to significantly increased battery prices and resulted from short-term undersupply of lithium compared to demand from electric vehicles. Cobalt prices are also volatile and spiked significantly in 2025, which may place limitations on the growth of NMC in the short-term.
Electrolytes, additives, binders, separators and casing tend to have more stable, decreasing prices as a result of non-reliance on critical materials and improvements to manufacturing methods. These markets are expected to grow stably over the forecast period.
NMC 811 Breakdown. Source: IDTechEx
Battery Pack Materials
Battery pack materials make up a relatively smaller share of the overall material demand by weight and by market value, however, there is still significant potential for growth in this area. Battery pack housing makes up the largest remaining share by weight. Aluminium and steel are the incumbent technologies for battery pack enclosures, however composite materials such as glass-fibre reinforced polymer (GFRP) and carbon fibre reinforced polymer (CFRP) are beginning to see adoption, due to their light-weighting potential and mechanical and temperature insulating capabilities.
Battery Pack Components by Weight. Source: IDTechEx
Forecast Summary
This report offers ten-year forecasts of the materials for EV battery cells and packs market, including material demand by tonne and market value in US$B, produced through a bottom-up analysis of sales trends in major market sectors and application of cost analysis and market penetration trends. The materials covered in this report are lithium, cobalt, nickel, manganese, iron, phosphate, copper, aluminium, graphite, silicon, conductive additive, binder, separator, electrolyte, casing, thermal interface materials, coolant hoses, cold plates/cooling channels, fire protection materials, electrical insulation, seals, aluminium, copper, steel, glass fibre reinforced polymer, carbon fibre reinforced polymer. It includes a breakdown of technologies, materials and market uptake. Player analysis and discussion are also included. The report also benchmarks different cathode and anode materials.
Key Aspects
Analysis of the automotive market:
- Electric car sales up to Q3 2025.
- Regional trends in electric car sales
- Regulation and its role in electric vehicle uptake across different regions
- Regional electric car battery manufacturer shares
Analysis of material trends in battery cells:
- Cathode chemistry: historic and future market shares, and CAM price analysis
- Material intensity by cathode chemistry: lithium, manganese, iron, cobalt, nickel, phosphate
- Lithium, cobalt, and nickel supply and demand
- Anode materials: graphite and adoption of silicon
- Electrolytes, separators, binders, and conductive additives
Analysis of material trends in battery packs:
- Thermal interface materials: transitions with pack design
- Adoption of composite and polymer pack enclosure components
- Thermal management strategies and components: air, liquid, and refrigerant cooling. Cold plates and coolant hoses
- Battery lid seals (FIPG, CIPG, DFG)
- Fire protection materials
- Compression pads
- Electrical insulation
- Cell interconnects
Analysis of battery design:
- Energy density by thermal management and cell format
- Energy density forecast and impact on material intensity
- Cell-to-pack and cell-to-body designs
- Cell and pack costs with forecast
- Examples of battery pack structure and materials in automotive and other vehicle segments
10 Year Market Forecasts & Analysis:
- Battery demand market share between cars, vans, trucks, buses, two wheelers, three wheelers, and microcars (% GWh)
- Cathode material demand for EVs (kg): nickel, cobalt, lithium, manganese, iron, phosphate
- Cathode material market value for EVs (US$): nickel, cobalt, lithium, manganese, iron, phosphate
- Anode material demand for EVs (kg): graphite, silicon
- Anode material market value for EVs (US$): graphite, silicon
- Total battery cell material demand (kg): nickel, cobalt, lithium, manganese, phosphate, graphite, silicon, electrolyte, binder, casing, aluminum, conductive additive, separator
- Total battery cell material market value (US$): nickel, cobalt, lithium, manganese, phosphorous, graphite, silicon, electrolyte, binder, casing, aluminum, conductive additive, separator
- Battery pack material demand (kg): aluminum, steel, copper, thermal interface materials, cold plates, coolant hoses, electrical insulation, glass fiber reinforced polymer, carbon fiber reinforced polymer, lid seals, compression pads, fire protection materials
- Battery pack material market value (US$): aluminum, steel, copper, thermal interface materials, cold plates, coolant hoses, electrical insulation, glass fiber reinforced polymer, carbon fiber reinforced polymer, lid seals, compression pads, fire protection materials
- Total battery material demand (kg) including all above categories
- Total battery material market value (US$) including all above categories
| Report Metrics | Details |
|---|---|
| Historic Data | 2021 - 2024 |
| CAGR | Global demand for EV battery cell and pack materials is set to exceed 22 million tonnes by 2036. This represents a CAGR of 11.8% from 2025-2036. |
| Forecast Period | 2025 - 2036 |
| Forecast Units | kg, US$B |
| Regions Covered | Worldwide |
| Segments Covered | Vehicle sectors - Car, Bus, Medium-duty truck, Heavy-duty truck, Light commercial vehicle, Microcars, 2-wheelers, 3-wheelers Cell materials - lithium, cobalt, nickel, manganese, iron, phosphate, copper, aluminium, graphite, silicon, conductive additive, binders, separators, electrolyte, casing Pack materials - TIM, coolant hoses, cold plates/cooling channels, FPM, electrical insulation, seals, aluminium, copper, steel, GFRP, CFRP |
Analyst access from IDTechEx
All report purchases include up to 30 minutes telephone time with an expert analyst who will help you link key findings in the report to the business issues you're addressing. This needs to be used within three months of purchasing the report.
Further information
If you have any questions about this report, please do not hesitate to contact our report team at research@IDTechEx.com or call one of our sales managers:
ASIA: +44 1223 810259
| 1. | EXECUTIVE SUMMARY |
| 1.1. | Key EV battery materials market takeaways and IDTechEx commentary |
| 1.2. | Drivers and opportunities in the materials for EV batteries market |
| 1.3. | Regional policies in the EV market |
| 1.4. | Challenges for the materials for EV batteries market |
| 1.5. | Global EV sales, 2011 - Q3 2025 |
| 1.6. | Materials considered in this report |
| 1.7. | Global battery chemistry |
| 1.8. | Cathode market share for Li-ion in BEVs (2018-2036) |
| 1.9. | Li-ion performance and technology timeline |
| 1.10. | How does material intensity change? |
| 1.11. | Cathode material demand forecast 2021-2036 (kg) |
| 1.12. | Anode materials |
| 1.13. | The promise of silicon |
| 1.14. | Anode material demand forecast for EVs 2021-2036 (kg) |
| 1.15. | Battery cell material demand forecast for EVs 2021-2036 (kg) |
| 1.16. | Cell format market share |
| 1.17. | Electric car battery manufacturer share by region (GWh) |
| 1.18. | Major challenges in EV battery design overview |
| 1.19. | Methods for materials suppliers to improve sustainability for the OEM |
| 1.20. | Gravimetric energy density and cell-to-pack ratio |
| 1.21. | Passenger cars: Pack energy density trends |
| 1.22. | Cell vs pack energy density |
| 1.23. | Component breakdown of a battery pack |
| 1.24. | Reduction of pack materials (kg/kWh) |
| 1.25. | Thermal conductivity shift |
| 1.26. | Battery thermal management strategy market share |
| 1.27. | Energy density improvements with composites |
| 1.28. | Cure mechanisms for sealants |
| 1.29. | Thermal runaway in cell-to-pack |
| 1.30. | Fire protection materials: Main categories |
| 1.31. | Insulation materials comparison |
| 1.32. | Battery pack material demand forecast for EVs 2021-2036 (kg) |
| 1.33. | Total battery cell and pack materials forecast by material 2021-2036 (kg) |
| 1.34. | Total battery cell and pack materials forecast by vehicle type 2021-2036 (kg) |
| 1.35. | Total battery cell and pack materials market value forecast 2021-2036 (US$) |
| 1.36. | Access More With an IDTechEx Subscription |
| 2. | INTRODUCTION |
| 2.1. | Electric vehicle definitions |
| 2.2. | Drivetrain specifications |
| 2.3. | Global EV sales, 2011 - Q3 2025 |
| 2.4. | Regional snapshot - China |
| 2.5. | Regional snapshot - EU + UK + EFTA |
| 2.6. | Regional snapshot - USA |
| 2.7. | Battery materials for electric vehicles |
| 2.8. | Materials considered in this report |
| 3. | LI-ION BATTERY CHEMISTRY |
| 3.1. | What is a Li-ion battery? |
| 3.2. | Lithium battery chemistries |
| 3.3. | Why lithium? |
| 3.4. | Li-ion cathode benchmark |
| 3.5. | Li-ion anode benchmark |
| 3.6. | Global battery chemistry |
| 3.7. | Electric car battery manufacturer share by region (GWh) |
| 4. | CELL COSTS AND ENERGY DENSITY |
| 4.1. | Energy density by cathode |
| 4.2. | Li-ion performance and technology timeline |
| 4.3. | Impact of CAM prices on cell material costs |
| 4.4. | NMC 811 and LFP sensitivity analyses |
| 4.5. | BEV car battery price forecast |
| 4.6. | Li-ion batteries: Technologies, markets and end of life |
| 5. | MATERIALS FOR LI-ION BATTERY CELLS |
| 5.1. | Active and inactive material intensity by chemistry |
| 5.1.1. | How does material intensity change? |
| 5.1.2. | Inactive material intensities (exc. casings) |
| 5.2. | Raw materials |
| 5.2.1. | The elements used in Li-ion batteries |
| 5.2.2. | The Li-ion supply chain |
| 5.2.3. | Raw material supply a driver for alternative chemistries? |
| 5.3. | Cathode materials |
| 5.3.1. | Li-ion cathode development |
| 5.3.2. | Cathode material intensities |
| 5.3.3. | Cathode material intensities (kg/kWh) |
| 5.3.4. | Cathode market share for Li-ion in BEVs (2018-2036) |
| 5.3.5. | Cathode material demand forecast 2021-2036 (kg) |
| 5.3.6. | Price assumptions |
| 5.3.7. | Critical cathode material value forecast 2021-2036 (US$B) |
| 5.3.8. | Lithium |
| 5.3.9. | Lithium introduction |
| 5.3.10. | Lithium resources by country |
| 5.3.11. | Regional lithium production by source |
| 5.3.12. | Lithium and its uses |
| 5.3.13. | Lithium production by country |
| 5.3.14. | Lithium price volatility in the 2020s |
| 5.3.15. | Lithium production vs demand (kt LCE) 2025-2036 |
| 5.3.16. | Lithium demand forecast for EVs 2021-2036 (kg) |
| 5.3.17. | Cobalt |
| 5.3.18. | Introduction to cobalt |
| 5.3.19. | Where can cobalt be found naturally? |
| 5.3.20. | Cobalt production by country 2020-2024 |
| 5.3.21. | Questionable cobalt mining practice |
| 5.3.22. | Cobalt price trend |
| 5.3.23. | Changing intensity of cobalt in Li-ion |
| 5.3.24. | Cobalt demand forecast for EVs 2021-2036 (kg) |
| 5.3.25. | Nickel |
| 5.3.26. | An overview of nickel |
| 5.3.27. | Where is nickel naturally found? |
| 5.3.28. | Nickel-bearing minerals |
| 5.3.29. | Nickel mining by country |
| 5.3.30. | Nickel demand forecast for EVs 2021-2036 (kg) |
| 5.4. | Anode materials |
| 5.4.1. | Anode materials |
| 5.4.2. | Anode material demand forecast for EVs 2021-2036 (kg) |
| 5.4.3. | Anode material prices |
| 5.4.4. | Anode material market value forecast for EVs 2021-2036 (US$) |
| 5.4.5. | Graphite |
| 5.4.6. | Introduction to graphite |
| 5.4.7. | Synthetic vs natural graphite overview |
| 5.4.8. | Graphite intensity by battery chemistry |
| 5.4.9. | Graphite anode sales volume by region |
| 5.4.10. | Graphite demand forecast for EVs 2021-2036 (kg) |
| 5.4.11. | Silicon |
| 5.4.12. | The promise of silicon |
| 5.4.13. | Value proposition of silicon anodes |
| 5.4.14. | The challenges of silicon anode material |
| 5.4.15. | Cell energy density increases with silicon content |
| 5.4.16. | Commercial silicon anode market |
| 5.4.17. | Current silicon use |
| 5.4.18. | Silicon and LFP |
| 5.4.19. | Silicon demand forecast for EVs 2021-2036 (kg) |
| 5.5. | Electrolytes, separators, binders, and conductive additives |
| 5.5.1. | What is in a cell? |
| 5.5.2. | Introduction to Li-ion electrolytes |
| 5.5.3. | Developments in Li-ion electrolytes |
| 5.5.4. | Electrolyte market by region |
| 5.5.5. | Introduction to separators |
| 5.5.6. | Polyolefin separators |
| 5.5.7. | Binders |
| 5.5.8. | Binders - aqueous vs non-aqueous |
| 5.5.9. | Why do Li-ion batteries need additives? |
| 5.5.10. | Conductive agents |
| 5.5.11. | Current collectors in a Li-ion battery cell |
| 5.5.12. | Current collector materials |
| 5.6. | Total battery cell materials forecast |
| 5.6.1. | Battery cell material demand forecast for EVs 2021-2036 (kg) |
| 5.6.2. | Battery cell material market value forecast for EVs 2021-2036 (US$) |
| 6. | CELL AND PACK DESIGN |
| 6.1. | Cell types and challenges |
| 6.1.1. | Cell types |
| 6.1.2. | Cell format market share |
| 6.1.3. | Li-ion batteries: From cell to pack |
| 6.1.4. | Pack design |
| 6.1.5. | Shifts in cell and pack design |
| 6.1.6. | Major challenges in EV battery design overview |
| 6.2. | Cell-to-pack, cell-to-chassis and Large Cell Formats: Designs and Announcements |
| 6.2.1. | Modular pack designs |
| 6.2.2. | What is cell-to-pack? |
| 6.2.3. | Drivers and challenges for cell-to-pack |
| 6.2.4. | What is cell-to-chassis/body? |
| 6.2.5. | Servicing/repair and recyclability |
| 6.2.6. | EU regulations and recyclability |
| 6.2.7. | Methods for materials suppliers to improve sustainability for the OEM |
| 6.2.8. | BYD blade cell-to-pack |
| 6.2.9. | BYD cell-to-body |
| 6.2.10. | CATL cell-to-pack |
| 6.2.11. | CATL CTP 3.0 |
| 6.2.12. | CATL cell-to-chassis |
| 6.2.13. | GM Ultium |
| 6.2.14. | Leapmotor cell-to-chassis |
| 6.2.15. | LG removing the module |
| 6.2.16. | MG cell-to-pack |
| 6.2.17. | Nio hybrid chemistry cell-to-pack |
| 6.2.18. | Our Next Energy: Aries |
| 6.2.19. | Stellantis cell-to-pack |
| 6.2.20. | SVOLT - Dragon Armor Battery |
| 6.2.21. | SK On - S-Pack |
| 6.2.22. | Tesla cell-to-body |
| 6.2.23. | VW cell-to-pack |
| 6.2.24. | Cell-to-pack and cell-to-body designs summary |
| 6.2.25. | Gravimetric energy density and cell-to-pack ratio |
| 6.2.26. | Volumetric energy density and cell-to-pack ratio |
| 6.2.27. | Outlook for cell-to-pack & cell-to-body designs |
| 6.2.28. | Electrode-to-pack |
| 6.3. | Energy density and material utilization |
| 6.3.1. | Passenger cars: Pack energy density (361 models) |
| 6.3.2. | Passenger cars: Pack energy density trends |
| 6.3.3. | Passenger cars: Cell energy density trends |
| 6.3.4. | Cell vs pack energy density |
| 6.3.5. | Cell and pack energy density forecast 2021-2036 (Wh/kg) |
| 6.3.6. | Component breakdown of a battery pack |
| 6.3.7. | Reduction of pack materials (kg/kWh) |
| 7. | PACK COMPONENTS |
| 7.1. | Thermal interface materials for EV battery packs |
| 7.1.1. | Introduction to thermal interface materials for EVs |
| 7.1.2. | TIM pack and module overview |
| 7.1.3. | TIM application - pack and modules |
| 7.1.4. | TIM application by cell format |
| 7.1.5. | Key properties for TIMs in EVs |
| 7.1.6. | Gap pads in EV batteries |
| 7.1.7. | Switching to gap fillers from pads |
| 7.1.8. | Dispensing TIMs introduction and challenges |
| 7.1.9. | Challenges for dispensing TIM |
| 7.1.10. | Thermally conductive adhesives in EV batteries |
| 7.1.11. | Material options and market comparison |
| 7.1.12. | TIM chemistry comparison |
| 7.1.13. | Gap filler to thermally conductive adhesives |
| 7.1.14. | Thermal conductivity shift |
| 7.1.15. | TCA requirements |
| 7.1.16. | TIM demand per vehicle |
| 7.1.17. | TIM forecast for EV batteries 2021-2036 (ktpa) |
| 7.1.18. | Other applications for TIMs |
| 7.2. | Cold plates and coolant hoses |
| 7.2.1. | Thermal system architecture |
| 7.2.2. | Coolant fluids in EVs |
| 7.2.3. | Introduction to EV battery thermal management |
| 7.2.4. | Battery thermal management strategy by OEM |
| 7.2.5. | Battery thermal management strategy market share |
| 7.2.6. | Thermal management in cell-to-pack designs |
| 7.2.7. | Inter-cell heat spreaders or cooling plates |
| 7.2.8. | Advanced cold plate design |
| 7.2.9. | Roll bond aluminium cold plates |
| 7.2.10. | Examples of cold plate design |
| 7.2.11. | Erbslöh Aluminum |
| 7.2.12. | Polymer heat exchangers? |
| 7.2.13. | Graphite heat spreaders |
| 7.2.14. | Integrating the cold plate into the enclosure |
| 7.2.15. | Cold plate suppliers (1) |
| 7.2.16. | Cold plate suppliers (2) |
| 7.2.17. | Cold plate suppliers (3) |
| 7.2.18. | Coolant hoses for EVs |
| 7.2.19. | Coolant hose material |
| 7.2.20. | Differences between ICE and EV thermal systems |
| 7.2.21. | Alternate hose materials (1) |
| 7.2.22. | Alternate hose materials (2) |
| 7.2.23. | Alternate hose materials (3) |
| 7.2.24. | Alternate hose materials (4) |
| 7.2.25. | Alternate hose materials (5) |
| 7.2.26. | Thermal management component mass forecast 2021-2036 (kg) |
| 7.3. | Battery enclosures |
| 7.3.1. | Battery enclosure materials and competition |
| 7.3.2. | From steel to aluminium |
| 7.3.3. | Reducing weight further with aluminum |
| 7.3.4. | Towards composite enclosures? |
| 7.3.5. | Composite enclosure EV examples (1) |
| 7.3.6. | Composite enclosure EV examples (2) |
| 7.3.7. | Projects for composite enclosure development (1) |
| 7.3.8. | Projects for composite enclosure development (2) |
| 7.3.9. | Alternatives to phenolic resins |
| 7.3.10. | Are polymers suitable housings? |
| 7.3.11. | Envalior - plastic enclosure for HV battery |
| 7.3.12. | Plastic intensive battery pack from SABIC |
| 7.3.13. | Polymers replacing metals |
| 7.3.14. | SMC vs RTM/LCM |
| 7.3.15. | SMC for battery trays and lids - LyondellBasell |
| 7.3.16. | Advanced composites for battery enclosures - INEOS composites |
| 7.3.17. | Polyamide 6-based enclosure |
| 7.3.18. | Continental structural plastics - honeycomb technology |
| 7.3.19. | Composite parts - TRB lightweight structures |
| 7.3.20. | Composites with fire protection |
| 7.3.21. | Autoneum - impact protection plate |
| 7.3.22. | Other composite enclosure material suppliers (1) |
| 7.3.23. | Other composite enclosure material suppliers (2) |
| 7.3.24. | COOLBat lightweight battery enclosures |
| 7.3.25. | EMI shielding for composite enclosures |
| 7.3.26. | Challenges with structural batteries |
| 7.3.27. | Adding fire protection to composite parts |
| 7.3.28. | Metal foams for battery enclosures? |
| 7.3.29. | Battery enclosure materials summary |
| 7.3.30. | Energy density improvements with composites |
| 7.3.31. | Cost effectiveness of composite enclosures |
| 7.3.32. | Battery enclosure material forecasts 2021-2036 (kg) |
| 7.4. | Pack sealants |
| 7.4.1. | How to seal an EV battery enclosure |
| 7.4.2. | Challenges with sealing EV batteries |
| 7.4.3. | Cure mechanisms for sealants |
| 7.4.4. | Determining the sealing approach |
| 7.4.5. | A variety of dispensed materials available |
| 7.4.6. | Players and materials |
| 7.4.7. | Properties of battery sealants |
| 7.4.8. | Injection molded battery seals |
| 7.4.9. | Tapes for battery sealing |
| 7.4.10. | Other areas for battery sealants (cold plate integration) |
| 7.4.11. | Other areas for battery sealants (Tesla Structural Pack) |
| 7.4.12. | Sealant quantity per vehicle |
| 7.4.13. | EV battery sealants forecast 2021-2036 (kg) |
| 7.5. | Fire protection materials |
| 7.5.1. | Thermal runaway and fires in EVs |
| 7.5.2. | Battery fires and related recalls (automotive) |
| 7.5.3. | Automotive fire incidents: OEMs and situations |
| 7.5.4. | EV fires compared to ICEs (1) |
| 7.5.5. | EV fires compared to ICEs (2) |
| 7.5.6. | Issues with EV and ICE fire comparisons |
| 7.5.7. | Severity of EV fires |
| 7.5.8. | EV Fires: When do they happen? |
| 7.5.9. | Regulatory background |
| 7.5.10. | What are fire protection materials? |
| 7.5.11. | Thermal runaway in cell-to-pack |
| 7.5.12. | Thermally conductive or thermally insulating? |
| 7.5.13. | Fire protection materials: Main categories |
| 7.5.14. | Material comparison |
| 7.5.15. | Density vs thermal conductivity - thermally insulating |
| 7.5.16. | Density vs thermal conductivity - cylindrical cell systems |
| 7.5.17. | Material market shares 2024 |
| 7.5.18. | Fire protection materials forecast 2021-2036 (kg) |
| 7.5.19. | Fire protection materials |
| 7.6. | Compression pads/foams |
| 7.6.1. | Compression pads/foams |
| 7.6.2. | Polyurethane compression pads |
| 7.6.3. | Asahi Kasei |
| 7.6.4. | Freudenberg Sealing Technology |
| 7.6.5. | Rogers compression pads |
| 7.6.6. | Compression and fire protection (1) |
| 7.6.7. | Compression and fire protection (2) |
| 7.6.8. | Saint-Gobain |
| 7.6.9. | Saint-Gobain |
| 7.6.10. | Example use in EVs: Ford Mustang Mach-E |
| 7.6.11. | Compression pads/foams forecast 2021-2036 (kg) |
| 7.7. | Cell electrical insulation |
| 7.7.1. | Inter-cell electrical isolation |
| 7.7.2. | Films for electrical insulation |
| 7.7.3. | Avery Dennison - tapes for batteries |
| 7.7.4. | Dielectric coatings |
| 7.7.5. | Insulation materials comparison |
| 7.7.6. | Insulating cell-to-cell foams |
| 7.7.7. | Inter-cell electric insulation forecast 2021-2036 (kg) |
| 7.8. | Electrical interconnects and insulation |
| 7.8.1. | Introduction to battery interconnects |
| 7.8.2. | Aluminum vs copper for interconnects |
| 7.8.3. | Busbar insulation materials |
| 7.8.4. | Tesla Model S P85D |
| 7.8.5. | Nissan Leaf 24kWh: Cell connection |
| 7.8.6. | Nissan Leaf 24kWh |
| 7.8.7. | BMW i3 94Ah |
| 7.8.8. | Hyundai E-GMP |
| 7.8.9. | VW ID4 |
| 7.8.10. | Tesla 4680 |
| 7.8.11. | Material quantity in battery interconnects: Kg/kWh summary |
| 7.8.12. | Electrical interconnects: Aluminum, copper, and insulation forecast 2021-2036 (kg) |
| 7.9. | Battery pack materials forecasts |
| 7.9.1. | Battery pack material demand forecast for EVs 2021-2036 (kg) |
| 7.9.2. | Battery pack materials price assumptions |
| 7.9.3. | Battery pack material market value forecast for EVs 2021-2036 (US$) |
| 8. | BATTERY MATERIAL/STRUCTURE EXAMPLES |
| 8.1. | Examples: Automotive |
| 8.1.1. | Audi e-tron |
| 8.1.2. | Audi e-tron GT |
| 8.1.3. | BMW i3 |
| 8.1.4. | BYD Blade |
| 8.1.5. | CATL CTP 3.0 |
| 8.1.6. | Chevrolet Bolt |
| 8.1.7. | Faraday Future FF91 |
| 8.1.8. | Ford Mustang Mach-E/Transit/F150 battery |
| 8.1.9. | Honda 0 Series |
| 8.1.10. | Hyundai Kona |
| 8.1.11. | Hyundai E-GMP |
| 8.1.12. | Jaguar I-PACE |
| 8.1.13. | Kia EV9 (GMP) |
| 8.1.14. | Mercedes EQS |
| 8.1.15. | MG ZS EV |
| 8.1.16. | MG Cell-to-pack |
| 8.1.17. | Porsche Taycan |
| 8.1.18. | Rimac Technology |
| 8.1.19. | Rivian R1T |
| 8.1.20. | Tesla Model 3/Y Cylindrical NCA |
| 8.1.21. | Tesla Model 3/Y Prismatic LFP |
| 8.1.22. | Tesla Model S P85D |
| 8.1.23. | Tesla Model S Plaid |
| 8.1.24. | Tesla 4680 Pack |
| 8.1.25. | Tesla Cybertruck |
| 8.1.26. | Toyota Prius PHEV |
| 8.1.27. | Toyota RAV4 PHEV |
| 8.1.28. | VW MEB Platform |
| 8.2. | Examples: Heavy duty, commercial vehicles, and other vehicles |
| 8.2.1. | Akasol (BorgWarner) |
| 8.2.2. | MAN BatteryPack |
| 8.2.3. | Microvast & REE |
| 8.2.4. | John Deere (Kreisel) |
| 8.2.5. | Romeo Power |
| 8.2.6. | Superbike Battery Holder |
| 8.2.7. | Vertical Aerospace |
| 8.2.8. | Voltabox |
| 8.2.9. | Xerotech |
| 8.2.10. | XING Mobility |
| 8.2.11. | XING Mobility Cell-to-pack and Cell-to-chassis |
| 9. | FORECASTS AND ASSUMPTIONS |
| 9.1. | Materials for EV cells and packs: Forecast coverage |
| 9.2. | Materials considered in this report |
| 9.3. | EV materials forecast: Methodology & assumptions |
| 9.4. | IDTechEx model database |
| 9.5. | Average battery capacity forecast: Car, 2W, 3W, microcar, bus, van, and truck |
| 9.6. | EV battery demand market share forecast (GWh) |
| 9.7. | Global battery chemistry |
| 9.8. | Cathode market share for Li-ion in BEVs (2018-2036) |
| 9.9. | Cathode material demand forecast 2021-2036 (kg) |
| 9.10. | Price assumptions |
| 9.11. | Critical cathode material value forecast 2020-2036 (US$B) |
| 9.12. | Anode material demand forecast for EVs 2021-2036 (kg) |
| 9.13. | Anode material prices |
| 9.14. | Anode material market value forecast for EVs 2021-2036 (US$) |
| 9.15. | Battery cell material demand forecast for EVs 2021-2036 (kg) |
| 9.16. | Battery cell material market value forecast for EVs 2021-2036 (US$) |
| 9.17. | Battery pack material demand forecast for EVs 2021-2036 (kg) |
| 9.18. | Battery pack materials price assumptions |
| 9.19. | Battery pack material market value forecast for EVs 2021-2036 (US$) |
| 9.20. | Total battery cell and pack materials forecast by material 2021-2036 (kg) |
| 9.21. | Total battery cell and pack materials forecast by vehicle type 2021-2036 (kg) |
| 9.22. | Total battery cell and pack materials market value forecast 2021-2036 (US$) |
| 10. | COMPANY PROFILES |
| 10.1. | Aerogel Core Ltd |
| 10.2. | Ampcera |
| 10.3. | Asahi Kasei: Fire Protection for Electric Vehicle Batteries |
| 10.4. | Beam Global (AllCell) |
| 10.5. | CFP Composites |
| 10.6. | Denka: Fire Protection Materials for Electric Vehicle Batteries |
| 10.7. | DuPont: Thermal Materials for Future Battery Designs |
| 10.8. | Elven Technologies |
| 10.9. | Freudenberg Sealing Technologies: EV Inter-Cell Fire Protection |
| 10.10. | FTI Group: Fire Protection for Electric Vehicles |
| 10.11. | LG Chem |
| 10.12. | Lubrizol: Immersion Fluids for Batteries |
| 10.13. | MAHLE: M3x Battery Pack |
| 10.14. | Mitsubishi Chemical Group: Phase Change Materials |
| 10.15. | Parker: Electric Vehicle Battery Materials |
| 10.16. | Rogers Corporation: Compression Pads With Fire Protection |
| 10.17. | SABIC: Electric Vehicle Battery Thermal Barriers |
| 10.18. | Saint-Gobain: Inter-cell fire protection foams |
| 10.19. | SK Enmove: Next Gen Refrigerants |
| 10.20. | XING Mobility |
Ordering Information
Materials for Electric Vehicle Battery Cells and Packs 2026-2036: Technologies, Markets, Forecasts
£€$元¥₩
Electronic (1-5 users)
£5,650.00
Electronic (6-10 users)
£8,050.00
Electronic and 1 Hardcopy (1-5 users)
£6,450.00
Electronic and 1 Hardcopy (6-10 users)
£8,850.00
Electronic (1-5 users)
€6,400.00
Electronic (6-10 users)
€9,200.00
Electronic and 1 Hardcopy (1-5 users)
€7,400.00
Electronic and 1 Hardcopy (6-10 users)
€10,200.00
Electronic (1-5 users)
$7,500.00
Electronic (6-10 users)
$10,750.00
Electronic and 1 Hardcopy (1-5 users)
$8,600.00
Electronic and 1 Hardcopy (6-10 users)
$11,850.00
Electronic (1-5 users)
元54,000.00
Electronic (6-10 users)
元76,000.00
Electronic and 1 Hardcopy (1-5 users)
元61,000.00
Electronic and 1 Hardcopy (6-10 users)
元84,000.00
Electronic (1-5 users)
¥990,000
Electronic (6-10 users)
¥1,406,000
Electronic and 1 Hardcopy (1-5 users)
¥1,140,000
Electronic and 1 Hardcopy (6-10 users)
¥1,556,000
Electronic (1-5 users)
₩10,500,000
Electronic (6-10 users)
₩15,000,000
Electronic and 1 Hardcopy (1-5 users)
₩12,100,000
Electronic and 1 Hardcopy (6-10 users)
₩16,600,000
Click here to enquire about additional licenses.
If you are a reseller/distributor please contact us before ordering.
お問合せ、見積および請求書が必要な方はm.murakoshi@idtechex.com までご連絡ください。
Global demand for EV battery cell and pack materials is set to exceed 22 million tonnes by 2036
Report Statistics
| Slides | 413 |
|---|---|
| Companies | 20 |
| Forecasts to | 2036 |
| Published | Feb 2026 |
Preview Content
 Webinar slides
|
 Sample pages
|
|
|
Customer Testimonial
"The resources provided by IDTechEx, such as their insightful reports and analysis, engaging webinars, and knowledgeable analysts, serve as valuable tools and information sources... Their expertise allows us to make data-driven, strategic decisions and ensures we remain aligned with the latest trends and opportunities in the market."