OEM battery technology and sourcing strategies tracker - 2026

The OEM battery technology and sourcing strategy tracker looks at the battery-related strategies of the top ten plug-in electric vehicle manufacturers globally. The tracker is based on S&P Global Mobility's High-voltage Battery forecast, updated in February 2026.

Compared with last year, the demand for EVs has slowed down significantly, which has impacted the demand forecast for Li-ion battery as well, which is now lower than what was estimated last year. This has also forced automaker to re-look at its battery sourcing strategies and battery partnerships, and adjust it to evolving EV environment.

The tracker covers the top 10 OEMs' strategy on cathode and anode technology, cell sourcing, cell form factor and regional demand. The 2026 tracker also analyzes demand trends related to novel battery technologies such as sodium-ion batteries and solid-state batteries, and to understand their impact on the electric vehicle battery industry.