Analysis of the battery industry for people who make decisions.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 91 | Founded | 2 years ago | Last Issue | 18 days ago |
| Active | |||||
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christopherchico.substack.comLatest Issues
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.
Stop looking only at passenger cars: why heavy truck is the real battery boom
Tesla Semi
For years, I’ve watched the battery conversation circle around passenger cars.
I understand why.
Passenger cars are still the largest battery market by GWh. But look at what happened in China last year.
In China, heavy-duty...
$29 billion of batteries came from China in 2025, after 9 years of EU battery policy
In 2025, Europe imported $29 billion worth of batteries from China.
Despite years of trying to build a local supply chain, Europe had never imported that many batteries from China before.
Between 2022 and 2024, China accounted for 85.5% o...
The U.S. is blocking black mass exports
From August 27, 2026, U.S. companies will no longer be free to export lithium-ion battery black mass.
Unless the Bureau of Industry and Security (BIS) grants an exception, they must keep it in the U.S. and direct all monthly sales to U.S....
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)
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Analysis of the battery industry for decision-makers. Subscribe\ud83d\udc47\ud83c\udffc
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