The Battery Chronicle
Christopher ChicoAnalysis of the battery industry for people who make decisions.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 87 | Founded | 2 years ago | Last Issue | 6 days ago |
| Active | |||||
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christopherchico.substack.comLatest Issues
EV sales grew by only 2% while energy storage kept expanding
The Battery Chronicle Briefing #4: June and H1 2026 Analysis
Global EV sales reached 9.6 million vehicles in the first half of 2026, up 2% year-over-year (source: BMI)
How Panasonic fell behind in the EV battery market
In 2016, Panasonic was the largest battery supplier for passenger EVs.
Its cells accounted for an estimated 6.7 GWh of the 20.4 GWh installed in passenger EVs sold that year, a 33% market share (Source: EV Sales, José Pontes).
CATL was in...
China's 11-year lithium-ion tax break is ending
China is putting the tax back on lithium-ion batteries.
From 1 September 2026, cells and packs will carry a 2% consumption tax, rising to 4% in September 2027. Sodium-ion, solid-state battery and fuel-cell products stay exempt through the...
CATL wants to be paid long after the sale
Source: CATL
On December 18, 2024, CATL brought financial lessors, insurers and carmakers to Xiamen, China, to expand its passenger-car battery-swapping business under the Choco-Swap name.
CATL launched the same basic model under the EVOG...
CATL and BYD passed China's fire rule early
On July 1, 2026, China put two mandatory safety standards into force.
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GB 38031-2025 covers the traction battery, the cell, and the pack.
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GB 18384-2025 covers the whole electric vehicle (EV).
Both replace the 2020 versions.
T...
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Analysis of the battery industry for decision-makers. Subscribe\ud83d\udc47\ud83c\udffc
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