Sinobatintel
We help Investors-, Market Analysts-, Project Directors, etc. ,
with vested interests in the Battery Cathode Materials sector,
to be more Knowledgeable
when evaluating Risks, Threats and Opportunities,
pertaining to the fastest developing
& biggest Battery Cathode Materials manufacturing hub globally.
China
Threat or Opportunity ?
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FACTS & REALITIES:
China is the undisputed global market leader in battery- and cell manufacturing, at extreme scale.
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Most Korean- & Japanese battery makers use Chinese battery raw materials extensively.
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Attempts to completely decouple from China's battery- & cell manufacturing, will take a very long time.
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Leading Chinese battery makers are expanding production capacity globally, to mitigate regional protectionist policies.
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Chinese raw material processors are dominant in determining the availability of processed battery materials.
- Incumbent Asian battery (material) producers have a far superior success rate in commissioning large scale production facilities, compared to "Western" start-ups.
- "Western" EV-manufacturers are reliant on Asian Battery makers to ensure their survival in the nascent EV sector.
“If you know the enemy and know yourself,
you need not fear the result of
a hundred battles.
If you know yourself but not the enemy,
for every victory gained you will
also suffer a defeat.
If you know neither the enemy nor yourself,
you will succumb in every battle.”
― Sun Tzu, The Art of War
Is this where you are?
| Comfortable illusion Uncritical belief in illusions created & maintained by powerful forces, using subjective narratives and mass propaganda. Overwhelming supply of biased reporting, -news, -interviews, -announcements, -events, -videos, -podcasts, & many other formats to spread misinformation. Typical language: supply models, long-term price forecasts, comprehensive methodologies, raw materials demand in GWh, outlook reports until 2040/50, structural deficits, severe shortages, announced future capacity, market demand, materials deployment, political and financial sector influence, etc... annual upfront payments only |
Is this where you want to stay ?
But you need this...
| Inconvenient Truth The choice to question and deconstruct the dominant narratives and discourses that shape our reality. The real value of objectivity, knowledge, understanding and wisdom. OUR language: Year-in-year production growth, cyclical/quarterly production changes, medium term trend, monitor production in metric tonnes, average monthly price, reporting based on metal contained, next generation, chemistry composition focused. Choice of quarterly or annual payments |
Do you want this ?
We aim to reply within 24 hours.
