In order to objectively evaluate hundreds of lithium battery suppliers in the market, BNEF has classified the battery supplier according to the contract size or the scale of operation. * It should be emphasized that when selecting battery products, the classification of this report cannot be Replace the complete due diligence.
Through this research, BNEF hopes to help battery companies to make production forecasts, compete against corporate benchmarking and internal evaluation, and help companies outside the battery industry to correctly grasp the fundamental information of the industry.
The application areas of lithium batteries mainly include energy storage and new energy vehicles. Battery suppliers usually also enter the two markets at the same time, and produce products for two purposes in the same factory. We conduct battery suppliers in both markets. Analysis. Although the energy storage and grading standards for new energy vehicle battery suppliers are slightly different, the core of the standard is based on actual shipments.
BNEF has a detailed database of fixed energy storage projects and power battery shipments. It sorts and verifies the data collected in the database, and classifies the data according to the scientific methodology. The list of suppliers is included, including Panasonic/ Tesla, BYD, LG Chem, Ningde era, Samsung SDI and AESC and other six companies.
a set of data
6 homes
Selected as a battery supplier for Tier 1
2GWh
Battery supplier's rating threshold for cumulative shipments to new energy vehicle companies
200MWh
Battery supplier energy storage project investment rating threshold
