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\u7535\u6c60\u8fc7\u5269\u5df2\u5bfc\u81f4\u4ef7\u683c\u5927\u5e45\u4e0b\u8dcc\u3002\u9ad8\u76db\u6570\u636e\u663e\u793a\uff0c2024\u5e74\u5168\u7403\u7535\u6c60\u5747\u4ef7\u4e0b\u964d\u81f3\u6bcf\u5343\u74e6\u65f6111\u7f8e\u5143\uff0c\u5e76\u9884\u8ba1\u5c06\u57282026\u5e74\u5e95\u964d\u81f380\u7f8e\u5143\u5de6\u53f3\u3002\u5c3d\u7ba1\u5982\u6b64\uff0c\u4e2d\u56fd\u4f01\u4e1a\u4ecd\u5728\u6269\u5927\u6b27\u6d32\u6295\u8d44\uff0c\u5e76\u52a0\u5927\u4f4e\u4ef7\u7535\u6c60\u4ea7\u80fd\uff0c\u8fdb\u4e00\u6b65\u62c9\u5927\u4e0e\u5176\u4ed6\u5730\u533a\u7ade\u4e89\u5bf9\u624b\u7684\u5dee\u8ddd\u3002<\/p>\n\n\n\n
\u56fd\u9645\u80fd\u6e90\u7f72\u8b66\u544a\u79f0\uff0c\u82e5\u672a\u6765\u9502\u3001\u954d\u7b49\u8d44\u6e90\u5f00\u53d1\u6295\u8d44\u4e0d\u8db3\uff0c\u53ef\u80fd\u57282030\u5e74\u524d\u51fa\u73b0\u539f\u6750\u6599\u77ed\u7f3a\u3002\u8fd9\u610f\u5473\u7740\uff0c\u5f53\u524d\u7684\u7535\u6c60\u4ea7\u80fd\u8fc7\u5269\u6216\u53ea\u662f\u9636\u6bb5\u6027\u73b0\u8c61\uff0c\u672a\u6765\u5168\u7403\u7535\u6c60\u4f9b\u5e94\u94fe\u4ecd\u5c06\u9762\u4e34\u7ed3\u6784\u6027\u6311\u6218\u3002<\/p>\n\n\n\n
According to Nikkei, citing S&P Global Mobility, the global EV battery market is heading into significant oversupply as demand cools. By 2026, supply is expected to exceed demand more than threefold, and remain more than double by 2030.<\/p>\n\n\n\n
Global EV battery production capacity is projected to reach 3,930 GWh annually, compared with only 1,161 GWh in demand. North America faces the sharpest imbalance, with supply forecast to be 4.8 times higher than demand this year, a gap likely to persist beyond 2028. Efforts by the U.S. and Japan to establish local production are now under pressure as slowing demand undermines investment.<\/p>\n\n\n\n
Chinese manufacturers continue to dominate, with CATL and BYD together accounting for around 70% of the global market, while Korean and Japanese players such as LG Energy Solution and Panasonic have lost ground. Investment projects in the U.S. and South Korea have been delayed or scaled back, and Sweden\u2019s Northvolt filed for bankruptcy protection earlier this year.<\/p>\n\n\n\n
Battery oversupply has already pushed prices lower. Goldman Sachs reports that average battery pack prices fell to $111\/kWh in 2024, and could decline further to $80\/kWh by 2026. Despite the downturn, Chinese firms are expanding in Europe and scaling up low-cost production, widening the gap with global competitors.<\/p>\n\n\n\n
The International Energy Agency has cautioned that underinvestment in lithium and nickel mining could trigger raw material shortages by 2030. This suggests the current oversupply may prove temporary, with structural challenges looming for the global EV battery supply chain.<\/p>\n","protected":false},"excerpt":{"rendered":"
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By 2026, supply is expected to exceed demand more than threefold, and remain more than double by 2030. Global EV battery production capacity is projected to reach […]<\/p>\n","protected":false},"author":1,"featured_media":1842,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[13],"tags":[],"class_list":["post-1841","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ecology_post"],"_links":{"self":[{"href":"http:\/\/www.uiget.asia\/en\/wp-json\/wp\/v2\/posts\/1841","targetHints":{"allow":["GET"]}}],"collection":[{"href":"http:\/\/www.uiget.asia\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/www.uiget.asia\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/www.uiget.asia\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"http:\/\/www.uiget.asia\/en\/wp-json\/wp\/v2\/comments?post=1841"}],"version-history":[{"count":1,"href":"http:\/\/www.uiget.asia\/en\/wp-json\/wp\/v2\/posts\/1841\/revisions"}],"predecessor-version":[{"id":1843,"href":"http:\/\/www.uiget.asia\/en\/wp-json\/wp\/v2\/posts\/1841\/revisions\/1843"}],"wp:featuredmedia":[{"embeddable":true,"href":"http:\/\/www.uiget.asia\/en\/wp-json\/wp\/v2\/media\/1842"}],"wp:attachment":[{"href":"http:\/\/www.uiget.asia\/en\/wp-json\/wp\/v2\/media?parent=1841"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/www.uiget.asia\/en\/wp-json\/wp\/v2\/categories?post=1841"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/www.uiget.asia\/en\/wp-json\/wp\/v2\/tags?post=1841"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}