07 · Conversion · Updated 13 July 2026

Battery Geography

The map separates active-material production, cells and pack integration. It also keeps chemistry and project status visible because a nominal gigafactory announcement does not prove operating supply.

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Coverage
24 selected sites across Asia, Europe and North America; facility or district precision stated per record.
Evidence period
Operating and project status reviewed to July 2026
≈50%LFP share of the global electric-car marketIEA reports LFP approaching half of global electric-car battery demand.International Energy Agency
−8%Average battery-price change in 2025IEA attributes the decline to manufacturing gains and chemistry shifts.International Energy Agency
01

Cell manufacturing is downstream of several distinct bottlenecks

A cell plant depends on battery-grade lithium chemicals, cathode active material, anode material, separator, electrolyte and specialised equipment. The map therefore treats cell assembly as one stage rather than the whole chain. International Energy Agency International Energy Agency

A region can announce large cell capacity while remaining dependent on imported active materials or equipment. The dossier shows stage and status before presenting a site as part of regional supply. International Energy Agency

02

Chemistry changes the chain

The rise of lithium iron phosphate reduces nickel and cobalt exposure but increases the strategic importance of phosphate chemistry, graphite and manufacturing know-how. Chemistry filters are not treated as cosmetic labels. International Energy Agency

Sodium-ion and other emerging systems are tracked in the substitution chapter rather than counted as equivalent lithium-ion output. U.S. Department of Energy

03

Operating status matters more than announced nameplate capacity

Projects under construction or in restructuring are separated from operating sites. A project is not moved into operating supply until commissioning or public production evidence is available. Battery manufacturers and project operators

The map avoids adding incomparable company announcements into one global capacity total. Where a common unit is unavailable, sites are shown as records rather than bars. Industrial Atlas research team

04

Regional depth comes from suppliers and engineering

Established battery regions contain equipment suppliers, chemical processors, testing capability and trained labour. Replicating the cell building alone does not reproduce that system. International Energy Agency

The advanced-manufacturing and industrial-density chapters can be opened from the same entity model to examine those supporting systems. Industrial Atlas research team

Evidence table

Current comparison

StageWhat the map showsWhat it does not imply
Cathode / precursorSelected active-material production sitesComparable output across chemistries
Anode materialSelected graphite/anode sitesComplete synthetic and natural graphite census
Cell manufacturingOperating or developing cell sitesActual 2026 production from nameplate capacity
Pack / integrationVehicle or pack integration nodesA complete vehicle-plant map

Source register

Documents and datasets

Global Critical Minerals Outlook 2025International Energy Agency · 2025-05-21

Mining and refining concentration, project pipelines and supply-chain context.

Historical through 2024; outlook to 2040 · Report licensed CC BY 4.0; underlying dataset terms vary.
Official battery manufacturer and project pagesBattery manufacturers and project operators · 2026-07-13

Cross-checking public locations, products and project status for selected battery sites.

Most recent public disclosure per site · Source-specific; factual references only.