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The Battery Chronicle

Christopher Chico

Analysis of the battery industry for people who make decisions.

Platform
Substack
PricingFreemiumPublishesWeekly
Issues85Founded2 years agoLast Issue6 days ago
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Artwork for The Battery Chronicle

Latest Issues

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...

6 days ago
14

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...

11 days ago
16

CATL and BYD passed China's fire rule early

On July 1, 2026, China put two mandatory safety standards into force.

  • GB 38031-2025 covers the traction battery, the cell, and the pack.

  • GB 18384-2025 covers the whole electric vehicle (EV).

Both replace the 2020 versions.

T...

19 days ago
15

The Battery Chronicle Briefing #3: May 2026 Analysis

Once again, in May, the biggest battery investments went to energy storage, and some of the capacity was originally built for EVs.

Once again, in May, the biggest battery investments went to energy storage, and some of the capacity was ori...

22 days ago
11
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China’s battery price war squeezes suppliers

CATL Qilin Condensed Battery at CIBF China

China’s battery makers have put a number on how fast they will pay SME suppliers.

On June 29 2026, two battery industry bodies announced a payment initiative.

It calls for materials and compone...

25 days ago
8
1

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