This is such a sharp breakdown of power dynamics in the battery supply chain! The Ronbay timing really hits home how quickly CATL can reshape market expectations. I saw similiar supplier squeezes in the semiconductor industry and it always ends up creating vulnerabilities nobody anticipates - the assumption that upstream costs stay compressed forever is realy dangerous.
Thanks. Exactly. This is bad for both customers and industry players. At some point, consolidation becomes unavoidable, and many companies will not survive.
Wonderful Storyline about CATL LFP pricing war with China's top LFP supplier base! Indeed, it's eye opening for the battery world as it drives higher $ per KWh for LFP cells and that will certainly affect EV and BESS industries. Dr Prabaharan, CEO, INVENTUS BATTERY ENERGY TECHNOLOGIES
Appreciate the note. The pricing pressure coming from CATL is forcing a rethink across the LFP supply chain. The implications go well beyond cells, margins, cost pass-through, and downstream competitiveness, which are now very real issues for both EVs and stationary storage.
This is such a sharp breakdown of power dynamics in the battery supply chain! The Ronbay timing really hits home how quickly CATL can reshape market expectations. I saw similiar supplier squeezes in the semiconductor industry and it always ends up creating vulnerabilities nobody anticipates - the assumption that upstream costs stay compressed forever is realy dangerous.
Thanks. Exactly. This is bad for both customers and industry players. At some point, consolidation becomes unavoidable, and many companies will not survive.
Wonderful Storyline about CATL LFP pricing war with China's top LFP supplier base! Indeed, it's eye opening for the battery world as it drives higher $ per KWh for LFP cells and that will certainly affect EV and BESS industries. Dr Prabaharan, CEO, INVENTUS BATTERY ENERGY TECHNOLOGIES
Appreciate the note. The pricing pressure coming from CATL is forcing a rethink across the LFP supply chain. The implications go well beyond cells, margins, cost pass-through, and downstream competitiveness, which are now very real issues for both EVs and stationary storage.