CAM: 2024 review and thoughts for 2025
2024 was a somewhat rocky year for the CAM industry, with a number of projects being cancelled or postponed. Geopolitical instability, bureaucracy, and a tougher regulatory environment have stifled the development of several Western projects. All the while China maintains its dominance over the sector through companies such as Ningbo Ronbay, CATL, and Dynanonic. The other major force in the sector is South Korea, with the four main companies being Ecopro BM, LG Chem, L&F, and Posco Future M. The Korean companies have put much of their efforts into establishing North American bases, but that has come with its own...
Topics
BASF
CAM
Canada
Cathode Materials
CATL
China
Dynanonic
EcoProBM
Europe
Korea
L&F
LFP
LG Chem
NCM
Northvolt
Posco Future M
Ternary
US
