Falling demand at home is driving market leaders to export batteries, while some second-tier lithium-ion battery manufacturers are facing insolvency. 

Stellantis CEO Carlos Taveres says he sees the global auto industry consolidating in the face of electrification, with only five global auto makers surviving. But which ones?

Plenty of risk remains in the long-term outlook, but enough investment in battery-electric vehicle programs – including a plethora of new BEVs just in 2024 - so far are still in place to push annual volumes to nearly one-in-three vehicles sold in the U.S. by the end of the decade.

Chris Liu, Senior Analyst, New Energy Vehicles, will explore the progress made by leading Chinese automakers and examine the potential impact of industry volatility, with a focus on batteries and charging infrastructure.

Additionally, he will share three crucial lessons learned in China’s electrification journey.

Growing demand for EV batteries, coupled with policy shifts driving more local investment, has prompted Chinese battery manufacturers to shift their focus from exports to investing in European production capacity.

This market tracker contains analysis of electrified light vehicles BEV, HEV, PHEV in the U.S., China and Europe markets.