tphuang(@tphuang):CABIA figure for Battery export. Up 87.5% YoY in August to 42.4 GWh (259 so far in 2026, up 49.6^ YoY) Breaks down to 58% auto & 42% ESS. BESS is increasingly high % of battery demand & export. 58.1% LFP & 41.7% NCM for battery chemistry. Oversea mkt also shifting toward LFP

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 17:37

CABIA figure for Battery export. Up 87.5% YoY in August to 42.4 GWh (259 so far in 2026, up 49.6^ YoY) Breaks down to 58% auto & 42% ESS. BESS is increasingly high % of battery demand & export. 58.1% LFP & 41.7% NCM for battery chemistry. Oversea mkt also shifting toward LFP