Automotive Battery Tracker

Last updated: March 28, 2019 | Data Tracker

Overview

Lux Research's Automotive Battery Tracker analyzes key trends related to the impact of electrification on the automotive industry. Leveraging multiple data sources for vehicle sales, combined with Lux's tracking of technical specifications for electrified vehicles, the Automotive Battery Tracker unearths valuable information about battery trends, key OEMs, and their suppliers. In our final update for 2018, we find a record 1.86 million plug-in vehicles were sold as the segment moves closer to surpassing hybrid vehicles sales which totalled 2.19 million for the year. China's favorable government support and large addressable market make it the most promising market moving forward and likely to build on its already 56% global market share of plug-in vehicles sales. With a production and delivery push for the Model 3, Tesla sold a record 244,000 BEVs on the year, beating out BYD and the Renault-Nissan-Mitsubishi alliance while using 18.1 GWh of batteries. Looking toward 2019, revised mandates and subsidy policies in China will spur global adoption of NMC 811 chemistries.

Downloads

Download the full dataset in Excel

For advanced analysis and offline exploration of the Automotive Battery Tracker, the full data set is available for download.

These files are available to subscribers of the Lux Research Automotive Battery Tracker and Owning the Energy Transition services.