tphuang(@tphuang):August Battery data from CABIA: LFP 78.2% & NCM 21.5% among auto battery 99.96% LFP among ESS Overall 82.4% LFP & 17.4% NCM Total production reached 237 GWh (up 69.8% YoY & 8.8% Mom) Accumulated in 2026 1523.9 GWh, up 57% YoY Large battery pack per EV, more eHDT & ESS -> huge surge in demand for battery globally even if NEV sales is not increasing drastically.

tphuang

@tphuang

My random thoughts on EVs, clean energy, chips, aerospace and other tech. Find more extended pieces at substack

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tphuang@tphuang

2026.09.20 17:31

August Battery data from CABIA: LFP 78.2% & NCM 21.5% among auto battery 99.96% LFP among ESS Overall 82.4% LFP & 17.4% NCM Total production reached 237 GWh (up 69.8% YoY & 8.8% Mom) Accumulated in 2026 1523.9 GWh, up 57% YoY Large battery pack per EV, more eHDT & ESS -> huge surge in demand for battery globally even if NEV sales is not increasing drastically.