Evidence-based analysis of the global battery industry, decoding the competitive forces, market economics, and strategic shifts defining the current value chain
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 95 | Founded | 2 years ago | Last Issue | 5 days ago |
| Active | |||||
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christopherchico.substack.comLatest Issues
CATL’s direct-sales model: the beginning of the end for battery distributors?
The Battery Chronicle Briefing #6: August 2026 Analysis
CATL has launched a direct-sales mini-program. Smaller integrators can now purchase battery cells online for their projects.
China’s LFP cathode overcapacity has a catch
On paper, China’s LFP cathode industry has massive overcapacity. But battery makers still struggle to buy high-compaction-density LFP cathode material.
High-compaction LFP lets battery makers pack more active material into the same cathode...
Inside China's 2030 battery roadmap: 15,000-cycle baseline and solid-state deployment
China just laid out its battery roadmap through 2030.
Its new 15th Five-Year Plan (2026-2030) for the battery industry sets targets for all-solid-state, sodium-ion, flow, and lithium-ion technologies. As China dominates the market, these p...
Why 3 battery start-ups failed to deliver on their big announcements
The most dangerous thing a battery founder can do is to announce a factory.
The industry is obsessed with scale. But for many Western startups, that obsession has become a death trap. They commit to massive production targets before provin...
Why "local production" is a myth in the battery industry
The Battery Chronicle Briefing #5: July 2026 Analysis
A battery factory opens in Spain or Ohio, and we call it local production.
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