Battery production can sustain long-run overcapacity

Despite rapid demand growth, lithium-ion battery production capacity is far in excess of consumption

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In this article

  • Manufacturing capacity rising
  • Solar panel industry similarities
  • Oil refining similarities
  • Long-term excess capacity
  • Trade protection grows
  • Competition intensifies

What is this?

This article is from the Oxford Analytica Daily Brief, which analyses geopolitical, economic, social, business and industrial developments on a global and regional basis, providing clients with timely, authoritative analysis every business day of the year. Find out more about the Oxford Analytica Daily Brief, or request a trial.