8 Apr 2025

Micro EVs: Lead-Acid Batteries on The Way Out, Li-ion to Dominate
Early electrification work for micro EVs was carried out using Pb-acid batteries, but a fast transition toward Li-ion dominance is now underway. This article highlights key factors that will drive this critical transition over the next 20 years.
Background
4 Apr 2025

Contemporary Amperex Technology Co. Limited (CATL)
CATL works on solid-state batteries and it is based on a sulphide system.
Included are:
3 Apr 2025

Next-Generation Battery Technologies Key to Accessing US$400b Market
The global market for Li-ion battery cells alone is forecast to exceed US$400 billion by 2035. This article highlights the importance of cathode materials and next-generation Li-ion technologies in improving battery performance and diversifying Li-ion battery material supply chains.
Update interview
19 Mar 2025

Ampace: UPS
Ampace, headquartered in China, develops Li-ion battery technologies for energy storage systems, micro electric vehicles, and industrial power tools. The company is commercializing LFP UPS (uninterruptible power supplies) for data centers.
Topic overview
18 Mar 2025

Sodium-ion Market Updates From China
China is at the forefront of sodium-ion battery (Na-ion) development, with strong government support, industry investment, and technological innovation driving its growth. Home to the majority of Na-ion companies, China leads in patents (84% of global filings) and is accelerating commercialization through capital alliances and large-scale production plans. The 14th Five-Year Plan prioritizes Na-ion research, with a 100 MWh-class energy storage system targeted by 2025. Key players like CATL, BYD, and HiNa are scaling production, but actual output remains low—0.9 GWh in 2023 to 2.4 GWh in 2024, well below the 50-100 GWh targets for 2025. Scaling challenges include cell quality, energy density, and cycle life improvements, while falling LFP battery costs and supply chain uncertainties add further hurdles. Despite these obstacles, China's Na-ion industry is rapidly evolving, positioning the technology as a viable low-cost, sustainable alternative to lithium-ion.
13 Mar 2025

How The Aerogels Market Will Evolve Over The Next Decade
Since 2020, the emergence of aerogels as a fire protection material for electric vehicle (EV) batteries has provided a new and rapidly growing opportunity for the aerogel market. According to the latest IDTechEx market report, "Aerogels 2025-2035: Technology, Market, Forecasts", the adoption in EV thermal barriers has helped drive the aerogels market to exceed US$1 billion in 2025.
Background
6 Mar 2025

Merdeka Battery Materials
PT Merdeka Battery Materials Tbk (MBMA) is a player in Indonesia's strategic materials and electric vehicle (EV) battery materials value chain focused on integrated operations.
Full profile interview
5 Mar 2025

Beijing WeLion New Energy Technology
Beijing WeLion New Energy Technology Co., Ltd. (WeLion), founded on August 11, 2016, specializes in the research, development, and production of hybrid solid-liquid electrolyte lithium-ion batteries and all-solid-state lithium batteries.
12 Feb 2025

How Electric Vans Could Soon Become Cheaper Than Diesel
With global cargo and e-commerce demand set to skyrocket over the next 20 years, electric light commercial vehicles (eLCVs) will play a crucial role in the decarbonization of transport. eLCVs are now technologically mature enough to compete with current combustion vehicles on virtually all performance metrics. However, before they can be adopted en-masse into commercial fleets, they must first demonstrate that they can be financially competitive too.