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Battery, Battery Materials, EV

Global EV Battery Anode Material Consumption Reaches 1,020K tons in Jan-Aug 2026, Up 21.1% Year-on-Year NEW

Global EV Battery Anode Material Consumption Reaches 1,020K tons in Jan-Aug 2026, Up 21.1% Year-on-Year - Ex-China market records 402K tons, growing 27.5% and outpacing the global average Global anode material consumption for electric vehicles reached 1,020K tons in January-August 2026, up 21.1% from 842K tons a year earlier, exceeding 1,000K tons for the first time on a January-August basis. Over the same period, the ex-China market grew 27.5% from 315K tons to 402K tons, 6

Battery, Battery Materials, EV

Global EV Battery Cathode Material Consumption Reaches 1,917K tons in Jan-Aug 2026 NEW

Global EV Battery Cathode Material Consumption Reaches 1,917K tons in Jan-Aug 2026, Up 21.8% Year-on-Year- LFP share rises 5.0 percentage points to 65.4%, while the ex-China market grows 30.0% and drives expansion (Source: Global EV & Battery Monthly Tracker (Incl. LiB 4 Major Materials), September 2026, SNE Research) Global cathode material consumption for xEVs reached 1,917K tons in January-August 2026, up 21.8% from 1,575K tons a year earlier. Over the same period, the ex-

Global EV Sales Excluding China Reach 6.223 Million Units in January-August 2026, Up 28.9% Year-on-Year

Global EV Sales Excluding China Reach 6.223 Million Units in January-August 2026, Up 28.9% Year-on-Year - Asia (ex-China) surges 77.0% while North America falls 24.9%, as regional trends diverge(Source: Global EV and Battery Monthly Tracker, September 2026, SNE Research) In January-August 2026, global EV (BEV+PHEV) sales excluding China totaled 6.223 million units, up 28.9% from 4.829 million units a year earlier. Growth far exceeded the global rate (5.9%), continuing the shift of dema

Global (Ex-China) EV Battery Usage in January-August 2026 Reaches 360.5 GWh, Up 23.7% Year-on-Year

Global (Ex-China) EV Battery Usage[1] in January-August 2026[2] Reaches 360.5 GWh, Up 23.7% Year-on-Year - CATL and BYD's combined share rose 7.5 percentage points to 44.7%, extending Chinese suppliers' reach outside China Total battery usage in electric vehicles (EV, PHEV, HEV) sold in the global market excluding China came to approximately 360.5 GWh in January-August 2026, up 23.7% year-on-year. This was 4.0 percentage points above the global growth rate (19.7%), but

Global EV Sales Reach 13.73 Million Units in January-August 2026, Up 5.9% Year-on-Year

Global EV Sales Reach 13.73 Million Units in January-August 2026, Up 5.9% Year-on-Year Strong growth in Europe and Asia (ex-China) against declines in China and North America widened the regional gap (Source: Global EV and Battery Monthly Tracker, September 2026, SNE Research) Global EV (BEV+PHEV) sales totaled 13.73 million units in January-August 2026, up 5.9% year-on-year. Sales in the single month of August were 1.858 million units, up only 1.8%, a sharp slowdown from July (1

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