The evolving landscape of cathode active materials in EVs: Balancing production capacity investments amid oversupply challenges
Cathode active material (CAM) producers are increasingly targeting the energy storage systems (ESS) sector to counteract the effects of the electric vehicle market slowdown and address production overcapacity.
Cathode active materials (CAM) form the heart of lithium-ion batteries powering the global electric vehicle boom. These high-value components determine energy density, cost, performance and safety, making CAM production a critical constraint in the supply chain. As EV adoption accelerates worldwide, the CAM market stands at a pivotal juncture.
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