GlobalBatteryMarketStephenChanAssociateDirectorFirstmoverswilllikelykeeptheirleadsJeremyKimAssociateDirectorOct.10,2024ThisreportdoesnotconstitutearatingactionKeyTakeaways•Whatdoweexpectoverthenext12-24months?•Weanticipateslowinggrowthinelectricvehicle(EV)salesinEuropeandU.S.;theongoingelectrificationtrendwillstillsupportlongtermgrowthinglobalEVbatteries.•ChineseandKoreanbatteryplayerswillremainintheleadintheglobalbatterymarketontheirtechnologyadvantagesandstrongtieswithautomakersinthenextfewyearsatleast.•WewilllikelyseemarketconsolidationinChina'sbatterymarketunderthenewguidancebytheChinesegovernmenttoimproveovercapacityissues.•Creditimplications:•...
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