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The battery inventory is a tale of two extremes under high pressure, with a stable leading position and shuffling at the tail end. | Jianzhi Research
Battery inventory reaches a new high for the year.
China EV Battery Installations in Jul: CATL's Share 47.3%, BYD 22.83%
Global EV Battery Market Share in H1 2024: CATL 37.8%, BYD 15.8%
Electrification In The Maritime Industry, Challenges And Prospects
When will the lithium salt industry be cleared out as prices drop below 8? | Jianzhi Research
The spot and futures prices of lithium carbonate hit a new low for the year, posing a challenge for lithium salt manufacturers to survive.
EVTank: In the first half of the year, the penetration rate of electric heavy trucks in China has greatly increased to 5.6%, driving the installed capacity of lithium batteries for heavy trucks to reach 11.4 GWh.
In the first half of 2024, the sales volume of electric heavy trucks in China was 0.028 million, a year-on-year increase of 141.8%, and the electrification of the entire heavy truck industry increased significantly to 5.6%. In January-June 2024, the installed capacity of lithium-ion batteries for China's electric heavy trucks was 11.4 GWh.
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