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<2025.H2> LIB 4 Major Materials SCM Analysis and Mid/Long-Term Outlook1. Introduction  Report overview This report aims to analyze the lithium-ion battery (LIB) market and supply chain management (SCM) status on a semiannual basis (H1/H2) in 2025, and to comprehensively review market trends across the four major materials (cathode materials, anode materials, electrolytes, and separators). Overview of lithium-ion batteries (LIB)  Lithium-ion batteries (LIBs)

2025.12.02

<2025> Secondary Battery Technology Development Status and Market Outlook for UAM/UAV (Drones)   UAM (Urban Air Mobility) and UAVs (drones) are no longer viewed merely as “new technologies,” but are increasingly recognized as core mobility platforms that will transform urban structures and industrial ecosystems over the next 10–20 years. Both technologies are based on electric propulsion, autonomous flight, and digital traffic management, with high-energy and hi

2025.11.26

<2025> EV Metal Usage Trends and Outlook: Lithium, Nickel, Cobalt, and Manganese (‘21~‘25.1H)   The battery metal market is a raw material market that expands in proportion to the adoption of electric vehicles and energy storage systems, and it has the characteristics of a strategic asset that simultaneously determines cell cost, performance, and stability. Lithium is a fundamental element in all commercial lithium-ion batteries, forming the broad base of demand. Nicke

2025.11.12

<2025> Competitiveness Analysis Report on Leading Chinese Battery Manufacturers (CATL, BYD)  Over the past decade, the global battery industry has been reshaped at an unprecedented pace, with the rapid rise of Chinese companies at the center of this transformation. The market, once led by Korea and Japan, has now shifted toward Chinese companies led by CATL and BYD, which are taking the initiative across all aspects including technology, scale, pricing, and supply ch

2025.10.20

<2025.2H> Global xEV Market and Battery Supply & Demand Outlook (~2035)_DB ver.  At the end of last year, Trump returned to office as the new President of the United States.   Since his candidacy, Trump had been highly critical of electric vehicle (EV) adoption policies. He even went so far as to label eco-friendly energy policies centered on EVs as a “Green New Scam”.   As time passed, in May, resolutions passed by the Republican-controlled House

2025.10.20

<2025> Latest Technology Development Trends and Market Outlook of Battery Management Systems (BMS) for EV & ESS(Focusing on Next-Generation AI-Integrated BMS)   At the heart of EVs, PHEVs, HEVs, and further ESS lies a complex Battery Management System (BMS). The BMS serves as the brain that ensures the safety and reliability of the secondary batteries supplying power to the drivetrain. Although the BMS accounts for only about 4–5% of the total cost of a battery

2025.09.30

<2025.2H> Global ESS Market Outlook (~2035)  Tariffs — a word that has become almost unbearable to hear in international trade over the past few months.   Trump, back in the U.S. presidential office, has chosen tariffs as the key to international politics in his second administration. His message is clear: if you have complaints, produce goods in America and create jobs at home.   In addition, the Trump administration, together with the Repub

2025.09.24

<2025> Recycling/Reuse Technology Trends and Market Outlook (Through 2040) Battery recycling and reuse have become essential rather than optional. As the automotive industry undergoes a major transition toward electrification driven by the rapid adoption of electric vehicles and increasingly stringent environmental regulations, the recycling market is structurally set for long-term expansion. Recently, China’s relaxation of black mass import regulations has significantly reshaped globa

2025.09.22

<2025> Key Components for Electric Vehicles and Industry Trends: Technology, Market, and Policy Analysis  As electrification advances, the role of internal combustion engine components is diminishing, while the share of electrification components is expanding. According to statistics from the Japan Auto Parts Industries Association, approximately 11,000 components disappear in the electrification process, of which 6,900 (62%) are engine-related parts and 2,100 (19%) a

2025.09.16

<2025> Battery Degradation Mitigation / Prediction / Diagnosis Technologies and Company Trends (Includes AI-Related Technologies)Lithium-ion batteries play a pivotal role across various applications, including electric vehicles (EVs), energy storage systems (ESS), and portable electronic devices. However, the gradual degradation of performance over time remains one of the most critical factors determining battery lifespan, safety, and reliability. Accurately diagnosing and predictin

2025.09.12