Interestingly, China’s battery production growth shows no signs of slowdown, despite the EV sales slowdown .Battery production was up 44% YoY in July while NEV (EVs ) wholesale sales were up just 24% YoY
Posted by Straight_Ad2258
Interestingly, China’s battery production growth shows no signs of slowdown, despite the EV sales slowdown .Battery production was up 44% YoY in July while NEV (EVs ) wholesale sales were up just 24% YoY
Posted by Straight_Ad2258
2 Comments
sources:
[https://cnevpost.com/2025/08/11/china-jul-2025-ev-battery-installations/](https://cnevpost.com/2025/08/11/china-jul-2025-ev-battery-installations/)
[https://cnevpost.com/2025/08/08/china-jul-nev-retail-falls-below-1-million/](https://cnevpost.com/2025/08/08/china-jul-nev-retail-falls-below-1-million/)
[https://energyandcleanair.org/china-energy-and-emissions-trends-august-2025-snapshot/](https://energyandcleanair.org/china-energy-and-emissions-trends-august-2025-snapshot/)
note: the 1400 Gwh/ 1.4 Twh of batteries produced past 12 months are **enough for roughly 23.3 million standard Tesla Model 3 vehicles**
global light duty vehicles sales( cars+ light trucks+light vans) are roughly 90 million per year
(now, of course, not all batteries go to EVs, in fact a larger portion now go towards energy storage, which could reach 250 gwh of new capacity installed this year worldwide, but vast majority will still go towards EVs)
**total projected Chinese battery manufacturing capacity by 2030 is roughly 8twh per year, enough for 133 million Tesla Model 3 per year**