Electric Vehicle Batteries - Thematic Research

Electric Vehicle Batteries - Thematic Research

Summary

This report focuses on electric vehicle (EV) batteries. Competing chemistries and construction methods vie to become the new industry standard as players race to squeeze more capacity and longevity out of their products while also battling to reduce the cost of production.

Scope

  • GlobalData has developed a unique thematic methodology for valuing technology, media and telecom companies based on their relative strength in the big investment themes that are impacting their industry. Whilst most investment research is underpinned by backwards looking company valuation models, GlobalData’s thematic methodology identifies which companies are best placed to succeed in a future filled with multiple disruptive threats.
  • To do this, GlobalData tracks the performance of the top 600 technology, media and telecom stocks against the 50 most important themes driving their earnings, generating 30,000 thematic scores.
  • The algorithms in GlobalData’s “thematic engine” help to clearly identify the winners and losers within the TMT sector. Our 600 TMT stocks are categorised into 18 sectors. Each sector scorecard has a thematic screen, a risk screen and a valuation screen.
  • Our thematic research ecosystem has a three-tiered reporting structure: single theme, multi-theme and sector scorecard. This report is a Multi-Theme report, covering all stocks, all sectors and all themes, giving readers a strong sense of how everything fits together and how conflicting themes might interact with one another.
Reasons to Buy
  • Our thematic investment research product, supported by our thematic engine, is aimed at senior (C-Suite) executives in the corporate world as well as institutional investors.
  • Corporations: Helps CEOs in all industries understand the disruptive threats to their competitive landscape
  • Investors: Helps fund managers focus their time on the most interesting investment opportunities in global TMT.
  • Our unique differentiator, compared to all our rival thematic research houses, is that our thematic engine has a proven track record of predicting winners and losers.


  • Introduction
    • Leaders
  • Players
    • Table Figure 1: Who are the big players and where do their strengths lie?*
  • Technology briefing
    • Lithium-ion batteries
      • Benefits of lithium-ion batteries
      • Challenges for lithium-ion batteries
    • Solid-state batteries
      • Table Figure 2: How do lithium-ion and solid-state batteries work?
      • Benefits of solid-state
      • Challenges for solid-state
    • Which is better?
  • Trends
    • Technology trends
      • Table Technology trends
    • Macroeconomic trends
      • Table Macroeconomic trends
    • Regulatory trends
      • Table Regulatory trends
  • Industry analysis
    • Lithium-ion battery production capacity
      • Table Figure 3: Rapid growth of lithium-ion battery production capacity
    • COVID-19 impact on electric vehicles
      • Table Figure 4: Electric vehicle market size forecasts – pre-COVID vs post-COVID
    • Market size and growth forecasts
      • Table Figure 5: Growth of electric vehicle and advanced battery volumes
    • Deals
      • Table Figure 6: CATL's capital raise shows its increasing presence in the global market
    • Timeline
      • Table Figure 7: The advanced battery story from 600BC to 2030
  • Value chain
    • Table Figure 8: The battery industry value chain
    • Raw materials
      • Table Figure 9: Lithium price closely tied to EV market prospects
    • Battery components
    • Battery cell technologies
    • End markets
  • Companies section
    • Table Companies section
  • Sector Scorecard
    • Vehicle manufacturing
      • Who's who
        • Table Figure 10: Vehicle manufacturing
      • Thematic screen
        • Table Figure 11: Thematic screen - Vehicle manufacturing
      • Valuation screen
        • Table Figure 12: . Valuation screen - Vehicle manufacturing
      • Risk screen
        • Table Figure 13: Risk screen - Vehicle manufacturing
    • Parts & tires
      • Who's who
        • Table Figure 14: Who does what in the auto parts and tires market?
      • Thematic screen
        • Table Figure 15: Thematic screen - Parts & tires
      • Valuation screen
        • Table Figure 16: Valuation screen - Parts & tires
      • Risk screen
        • Table Figure 17: Risk screen - Parts & tires
  • Glossary
    • Table Glossary
  • Appendix: Our thematic research methodology
    • Viewing the world's data by themes makes it easier to make important decisions
    • Traditional research does a poor job of picking winners and losers
    • That is why we developed our "thematic engine"
    • How do we create our sector scorecards?
      • Table Figure 18: Our five-step approach for generating a sector scorecard
    • What is in our sector scorecards?
    • How do we score companies in our thematic screen?
    • How our research reports fit into our overall thematic research ecosystem
    • About GlobalData
    • Contact us
    • Research
    • Client Services
    • Disclaimer

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