Like it or not, we are in the midst of the lithium-ion (Li-ion) shakeout. After years of an unsustainably crowded competitive landscape and manufacturing over capacity, battery suppliers targeting grid and transportation applications are falling on hard times and dropping rapidly. The Four Horsemen ...
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Analyst Insight | March 31, 2021
Just over a year ago, the World Health Organization (WHO) officially declared a global pandemic. At the time, there was a great deal of uncertainty about how COVID‑19 would impact the energy industry. Almost 12 months later, we witnessed a 20% drop in oil demand, a 5% reduction in electricity ... Not part of subscription
Technology | October 18, 2021
Lithium‑ion batteries have emerged as the dominant form of energy storage, powering everything from the cell phones in our pockets to the cars we drive, as well as supporting the growth of renewable power generation. Not part of subscription
Analyst Insight | April 26, 2022
In the past year, battery manufacturers have continued to announce hefty capacity expansions, often with associated automakers or in regions with anticipated battery electric vehicle growth. Despite supply crunches as a result of COVID‑19 and battery demand outpacing production, the largest global ... Not part of subscription