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Global Ranking 2019 of Battery Manufacturers

image credit: Credit: Hao Chun Wang via LinkedIN
Laurent Segalen's picture
CEO, Megawatt-X

Laurent is a Franco-British financier, founder of Megawatt-X, the London-based global platform for Renewable Energy Assets. For the past twenty years, Laurent has been trading and managing...

  • Member since 2019
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  • Jul 20, 2020

Top 4 Battery producers capture 75% of the #electricvehicles market

Matt Chester's picture
Matt Chester on Jul 20, 2020

Do you see this trend continuing in the future-- with the top players grabbing greater market share? Or will there be disrupters coming along to bring along their unique selling propositions and diversify the playing field? 

Laurent Segalen's picture
Laurent Segalen on Jul 21, 2020

Some of the well funded challengers like Northvolt and Farasis will catch up, some won't. Everybody is following each other. Breakthroughs spreads fast. Hard to keep a technology advantage. Car manufacturers will also want a diversified supply chain.

Matt Chester's picture
Matt Chester on Jul 21, 2020

Car manufacturers will also want a diversified supply chain.

I've no doubt they'll want this-- but what about the supply chain of the component materials & rare-earth metals? Will there be enough access to those for the newly rising competitors as well?

Laurent Segalen's picture
Laurent Segalen on Jul 22, 2020

Lithium is - as you know - in Chile, Argentina and Australia

Rare Earths are not rate, it is just that Chinese produce them so cheaply. If they threaten supply, they are - costly - alternatives

Cobalt is a question mark, I know Congo Congo Congo... but OEMs trying to get rid of Cobalt via new chemistry (LFP)

Nickel is quite abundant, but it is a processing problem. Need super high quality refined product. Prices might go up.

But in a Tesla battery, there are only 2,000USD of raw material, and going down as industrial processes get better and scaling up.

I think the supply chain fear is a bit overhyped

(My opinion, I am often wrong)

Laurent Segalen's picture
Thank Laurent for the Post!
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