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Category thesis

high conviction 17 technologies

Energy Storage & Batteries

Battery technology is a race between Chinese manufacturing dominance and Western diversification; LFP has won the mass-market chemistry war while solid-state remains 3-5 years from production.

The thesis

Category overview

CATL and BYD control 55%+ of global battery production. LFP has won the mass-market chemistry war. Solid-state remains 3-5 years from production. Sodium-ion entering mass production for budget applications. The West's response (IRA subsidies, Northvolt) faces structural Chinese cost advantages. Battery recycling is the one supply chain China doesn't yet control.

Technologies tracked

17 total

Battery electric vehicles (EVs) Battery Energy Storage Systems (BESS) Battery management system EV battery manufacturing Flow batteries Lithium-Ion Battery Cells Lithium-iron-phosphate (LFP) Lithium-manganese-rich (LMR) Lithium-Sulfur Batteries Long-duration energy storage Recycling technology Silicon-Carbon Battery Anodes Sodium-Ion Battery Chemistry Solid-state batteries Supercapacitors Vehicle-to-grid (V2G) Zinc-air batteries

The rest is inside

The full signal stack, KPIs and catalysts — live.

Every position is backed by talent flows, research and patent velocity, operational signals and a dated catalyst calendar. Log in to CanaryIQ to read the full analysis behind the verdict.