The Battery Chronicle
Christopher ChicoAnalysis of the battery industry for people who make decisions in it.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 71 | Founded | a year ago | Last Issue | 7 days ago |
| Active | |||||
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christopherchico.substack.comLatest Issues
Data centers are turning batteries into grid access tools
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Material defects cause mass recalls. Traditional QC can’t keep up.
Process engineers have nightmares about mass recalls. Nobody wants to be responsible for endangering lives, and potentially...
Europe’s battery law has a chemistry problem
The EU Battery Regulation has a chemistry problem.
LFP is covered, but the issue is what the regulation values.
Lithium iron phosphate batteries still fall under the regulation’s lithium rules, collection duties, Extended Producer Respons...
CATL’s sodium-ion order still has to prove the economics
One quick note before the article.
I’ll be at the China International Battery Fair (CIBF) from May 13–15. If you’re there, reply to this email and let’s meet.
On April 27, 2026, CATL and HyperStrong announced a 60 GWh sodium-ion battery s...
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%.
The US International...
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.
That is roughly $4.4 billion.
The scope covers mineral resource exploration, me...
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Analysis of the battery industry for people who make decisions in it. Subscribe\ud83d\udc47\ud83c\udffc
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