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India's 100+ GWh battery industry doesn't make cells.
Assembly capacity Is not manufacturing.
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The LFP pricing rebellion that lasted two weeks
Jan 19
•
Christopher Chico
24
4
1
3 TWh Capacity, 1 TWh Demand. China Hits the Brakes
Dec 8, 2025
•
Christopher Chico
13
2
2
Solid-state batteries: why mass production won’t happen before 2027 (and who’s leading the global race)
Feb 16, 2025
•
Christopher Chico
30
2
11
Why No Single Battery Chemistry Can Win
Nov 24, 2025
•
Christopher Chico
23
12
2
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Battery remanufacturing only works when testing is faster than replacement
Testing speed determines remanufacturing economics
Feb 9
•
Christopher Chico
7
1
Sodium-ion creates another China dependency
LGES chooses China for its pilot plant
Feb 2
•
Christopher Chico
27
4
3
Lithium volatility is sorting the battery industry.
The winners already know who they are.
Jan 26
•
Christopher Chico
21
4
3
The LFP pricing rebellion that lasted two weeks
CATL’s power play worked.
Jan 19
•
Christopher Chico
24
4
1
The battery decisions Europe cannot undo
They were made before the first cells shipped.
Jan 13
•
Christopher Chico
12
1
2025 was the year battery execution became real in Europe
Factories opened. Assumptions met reality. Outcomes started to diverge.
Jan 5
•
Christopher Chico
13
11
1
Battery Prices Hit $108/kWh Despite Rising Metal Costs
Summary
Dec 22, 2025
•
Christopher Chico
9
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