Batteries: Strategic Intelligence

All the vital news, analysis, and commentary curated by our industry experts.

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Published: April 21, 2026 Report Code: GDTMT-TR-S711-TH

Report Overview
Key Players
Table of Contents

Over the past decade, the battery industry has progressed sufficiently to enable portable consumer electronics, the mobile internet, the first electric vehicles (EVs), and the initial adoption of intermittent renewable power storage and generation. Batteries are attracting significant investor attention and will become one of the world’s most important industries over the next 10 years.

Scope

This report provides an overview of the batteries theme.

It identifies the key trends impacting growth of the theme over the next 12 to 24 months, split into three categories: technology trends, macroeconomic trends, and regulatory trends.

The detailed value chain discusses the core segments, including raw materials, smelting and refining, component makers, battery technologies, end markets, and end of life.

Key Highlights

Demand for affordable, safe, high-performance batteries with low carbon footprints is increasing, but securing critical raw materials remains a major challenge. Meanwhile, geopolitical tensions, particularly around China’s dominance in mining and refining, are pushing the US, Europe, and other economies to prioritize domestic supply chains, circular battery economies, and expanded recycling infrastructure. These moves are driven not just by sustainability concerns, but increasingly by energy security.

In recent years, battery makers have been increasingly directing investments toward powering artificial intelligence (AI)-enabled data centers. These data centers rely on robust battery energy storage systems (BESSs) to manage power needs, maintain uptime, and reduce dependence on the grid. LG Energy Solution, Panasonic, Samsung SDI, and Tesla are all redirecting portions of their production to scale BESS capacity, with investments in various battery chemistries, major supply contracts, and new plants, to meet soaring data center demand.

Reasons to Buy

Batteries are sources of power, but they are also critical facilitators of many other technologies. They are integral to modern mobile lifestyles and the mass production of electric vehicles (EVs). Battery and energy storage technologies will be foundational in transitioning to renewable energy. This report provides an invaluable overview of the batteries theme, its challenges, and its potential impacts.

3M
A123 Systems
ABB
AES
African Rainbow Minerals
Air Products
Albemarle
Amara Raja Energy and Mobility
Amazon
Ambri
American Battery Technology
AMICO India
Amprius
Anglo American
Antam
Antofagasta
Antora Energy
Apple
Aquion
Arcadium Lithium
Arcelor Mittal
ARENA (Australian Renewable Energy Agency)
Asahi Kasei
Ascend Elements
Asus
Audi
AVX
BASF
BHP Group
Bloom Energy
BMW
Bosch
Brunp Recycling (CATL)
BTR New Materials
BYD
CALB
Camel Group
Canada Cobalt
CASIP (China All-Solid State Battery Collaborative Innovation Platform)
CATL
Celgard
Ceres Power
Changan
Chengxin Lithium
Chery
China Resources Recycling Group
Chubu Electric
CMOC
Codelco
Corvus Energy
Daikin Industries
Dell Technologies
Duke Energy
Duracell
Dyson
E.ON
E3 Lithium
East Penn Manufacturing
Ecobat
Electra Battery Materials
Électricité de France
Enchem
Enel
Energizer
EnerSys
EnerVenue
Enevate
Enovix
Entek International
Envirostream
Eramet
Eurasian Resources
EVE Energy
Eveready
Exide
Exxon
Factorial Energy
FAW Group
Fiamm Energy Technology
Flatiron Energy
Ford
Fortescue Metals
Fortum Battery Recycling
Freeport McMoRan
Fuel Cell Energy
GAC
Ganfeng Lithium
Gécamines
Geely Group
GEM
General Motors
Glencore
Gotion High Tech
Group14
GS Yuasa
Guandong Kajin
Guangzhou Great Power
Guangzhou Tinci
HiNA
Hitachi Chemical
Honda
HP
Huawei
Hydrovolt
Hyundai
IBM
Idemitsu Kosan
Ion Storage Systems
Ionic Materials
IonQ
ITM Power
Ivanhoe Mines
JFE Chemical
Jiangxi Copper
Jiangxi Zhengtuo New Energy
Jiangxi Zichen
Jinchuan Group
Johnson Matthey
Jupiter Mines
Kansai Electric
Koura
Lamborghini
Leading Edge Materials
Leclanché
Lenovo
Leoch Battery
LG Chem
LG Display
LG Electronics
LG Energy Solution
LG Innotek
Li Auto
Li-Cycle
Linde
Lithion Recycling
Lithium Americas
Maxwell Technologies
Mazda
Mercedes-Benz Group
Microsoft
Mineral Resources
Mitra Chem
Mitsubishi Chemical
Mitsui
MOIL
Morrow Batteries
Motorola
Murata
Nabaltec
Nacional de Grafite Limitida
Nawah Technologies
NEI
Nexeon
NextSource
NG Metall
NGK Insulators
Ningbo Shanshan
NIO
Nissan
NMDC
Nornickel
Norsk Hydro
Northern Graphite
OneD Battery Sciences
OneD Material
Oppo
Our Next Energy
Pacific Gas and Electric
Panasonic
Pellion Technologies
Pilbara Minerals
POSCO
ProLogium
Putaila New Energy Technology
Qing Tao Energy Development
Qualmega
Quantic Evans
QuantumScape
Redwood Materials
Resonac
Retriev Technologies
Rio Tinto
Rivian
Rondo Energy
Saft
SAIC Motor
Samsung Electronics
Samsung SDI
Saudi Aramco
SenseTime
SES
Shangtai Technology
Shenzhen Capchem
Shenzhen Nova
Sherritt International
Showa Denko Materials
Siemens
Sila Nanotechnologies
SK Innovation
SK On
Skeleton Technologies
Solid Power
Solvay
Sony
South32
Southern Copper
SQM
Stellantis
StoreDot
Subaru
Sumitomo
Sumitomo Metal Mining
Svolt
Syrah Resources
Talga Resources
Tatva Chintan Pharma Chem
Terrafame
Tesla
Tevva
Tianjin Lishen Battery
Tianneng Group
Tianqi Lithium
Toomen New Energy
Toray Industries
Total Energies
Toyota
Tsinghua University
Tsingshan Holding
UBE
UCAP Power
Ultium Cells
Umicore
Vale
Vattenfall
Vianode
Volkswagen
Westwater
Wildcat Discovery Technologies
Xiaomi
Xpeng
XTC New Energy
Zijin Mining
ZincFive

Executive Summary

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Technology Briefing

Trends

Industry Analysis

Value Chain

Companies

Sector Scorecard

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Batteries: Strategic Intelligence

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