Three German companies are shaking up their energy storage strategies as they try to adapt to an evolving battery landscape: Automotive OEM Daimler is exiting the lithium-ion (Li-ion) battery manufacturing business, Tier 1 supplier Continental is trying to back out of its Li-ion joint venture wit...
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Analyst Insight | March 21, 2021
Tesla has Battery Day, Nio has Nio Day, and, not to be left out, Volkswagen hosted its own Power Day to lay out its plans for the electric vehicle space. This presentation wasn't about the vehicle but instead, everything around it – battery manufacturing, supply chains and chemistries, second‑life ... Not part of subscription
News Commentary | August 17, 2021
Stellantis – formed in 2021 by a merger between Fiat Chrysler and the PSA Group – plans to develop BEVs across four manufacturing platforms: compact, midsized sedans, SUVs, and pickup trucks; it also plans to operate five battery factories and develop solid‑state batteries by 2026. The sizable ... Not part of subscription
News Commentary | November 29, 2021
Previously, Johnson Matthey (JM) had pursued commercialization of lithium‑nickel oxide cathodes, investing roughly $200 million in research and development to date. In an abrupt move, JM announced it would exit the battery business, citing two key reasons. First and foremost, being competitive with ... Not part of subscription