The Battery Chronicle
Christopher ChicoAnalysis of the battery industry for people who make decisions in it.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 68 | Subscribers | Read | christopherchico.substack.com |
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| #79 | |
| #101 |
Latest Issues
Recent posts by this newsletter. Browse the email archive.
How the 160–220% anode tariff died in 8 months
The U.S. Department of Commerce found in February 2026 that Chinese active anode material producers had been dumping into the U.S. market at rates of 93.5% (102.72% China-wide) and receiving subsidies of 66.82-66.86%.
Why CATL’s $4.4B bet just moved battery war upstream
On April 15, 2026, CATL’s board approved the creation of Times Resources Group (Xiamen) Co., Ltd., a wholly-owned subsidiary capitalized at 30 billion yuan.
The Battery Chronicle Briefing #1: 2025 Recap and Q1 2026 Analysis
The battery industry had its biggest year ever in 2025, and more companies died than in any previous year.
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The writers behind this newsletter.
Analysis of the battery industry for people who make decisions in it. Subscribe\ud83d\udc47\ud83c\udffc
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