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The Battery Chronicle

Christopher Chico

Analysis of the battery industry for people who make decisions in it.

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Substack
PricingFreemiumPublishesWeekly
Issues77Founded2 years agoLast Issue4 days ago
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Artwork for The Battery Chronicle

Latest Issues

Why BYD never gave up on the battery everyone wrote off

In 1995, a 29-year-old chemist named Wang Chuanfu borrowed 2.5 million RMB (about $300,000) and hired 20 people in Shenzhen.

In 2025, his company passed Tesla as the world’s top battery energy storage system (BESS) integrator by shipped c...

4 days ago
224
10

Europe's battery cost gap starts at the ramp-up

This article is brought to you in partnership with Hymson

In May 2026, Morrow Batteries filed for bankruptcy. It was Norway’s first lithium iron phosphate (LFP) cell maker. Northvolt, the larger Swedish cell maker, had already collapsed....

7 days ago
16
4

A $6.7B battery recycling market Is being rewired

On May 28, Li Lecheng, the minister who runs China’s Ministry of Industry and Information Technology (MIIT), chaired a meeting most of the industry will skim past.

A task force met for the second time and set the year’s priorities. The age...

10 days ago
18
2

The Battery Chronicle Briefing #2: April 2026 Analysis

China’s battery makers now allocate more of their production to the energy storage market than ever.

China’s battery makers now allocate more of their production to the energy storage market than ever.

14 days ago
14
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Why Ford’s 20 GWh deal hides the prize

Ford signed a 5-year framework under which EDF, the French utility, can buy up to 20 GWh of grid batteries for North America.

Meanwhile, Volkswagen connected a small 40 MWh battery in Salzgitter, Germany.

Ford’s deal is 500 times bigger...

18 days ago
13
3

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