It seems like we can’t go a day without a news outlet claiming the next EV battery will have magical technology with unbelievable range and almost instant charging.  I see it all the time and it’s hard to filter out the realistic innovations from all the noise.

So I set out over the weekend to update myself on the current state of emerging battery technologies and it ended up as a nice little podcast script, which can be today’s bonus show.

The global electric vehicle battery landscape in 2025 is currently dominated by lithium-ion technology, which has achieved unprecedented scale, cost reductions, and manufacturing concentration that will define the industry for the short to medium term future. As the foundation for modern electric cars, these batteries have reached a critical inflection point where mass-market adoption accelerates while new technologies beckon.

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➤ WHERE ARE WE TODAY? 

➤ CHEMISTRY WARS: NMC VERSUS LFP

➤ CHINESE MANUFACTURING DOMINANCE

➤ SUPPLY CHAIN CHALLENGES AND GEOPOLITICS

➤ FUTURE TECH 1 - SOLID-STATE BATTERIES

➤ FUTURE TECH 2 - SILICON ANODE LITHIUM-ION BATTERIES

➤ FUTURE TECH 3 -  SODIUM-ION BATTERIES

➤ FUTURE TECH 4 - LITHIUM-SULFUR BATTERIES

➤ FUTURE TECH 5 - LITHIUM-AIR BATTERIES

➤ CONCLUSION