{ "cutoff": "2026-10-04", "metric": "EV battery energy deployed, GWh; company-wide, not factory output or revenue", "normalisation": "Filled-dot area is proportional to reported GWh divided by months in the reporting window. Dashed-ring area is proportional to announced annual factory capacity divided by 12. Capacity is a target, not achieved production.", "history": "Retrospective annual snapshots, not information available on each historical date. Circle transitions are visual interpolation only. Missing observations remain missing. Historical volumes use the comparison column of the following annual SNE release when available.", "geography": "Circles are centred on approximate headquarters or named project coordinates. Regional maps preserve these positions; only labels are offset with leader lines. The video shows Europe and East Asia. North American and Indian entries remain in the downloadable data but are omitted from the map and its event track. Established manufacturers encode company-wide global EV deployment at their HQ, not output at that location. Site targets have no deployment observations and are never added to a parent-company volume. Northvolt and Lyten/Ett share Skelleftea because the site changes ownership.", "sources": { "catl2020": { "title": "CATL corporate brochure, September 2022, p. 7", "url": "https://www.catl.com/it/uploads/1/file/public/202209/20220916214141_gr6eyva66j.pdf", "published": "2022-09-16" }, "sne2022": { "title": "SNE Research, 2022 global EV battery usage (2021 comparison)", "url": "https://sneresearch.com/en/insight/release_view/68/page/300", "published": "2023-02-07" }, "sne2023": { "title": "SNE Research, 2023 global EV battery usage (2022 comparison)", "url": "https://www.sneresearch.com/en/insight/release_view/221/page/0", "published": "2024-02-07" }, "sne2024": { "title": "SNE Research, 2024 global EV battery usage (2023 comparison)", "url": "https://sneresearch.com/en/insight/release_view/371/page/156", "published": "2025-02-11" }, "sne2025": { "title": "SNE Research, 2025 global EV battery usage", "url": "https://sneresearch.com/en/insight/release_view/586/page/72", "published": "2026-02-04" }, "sne2026": { "title": "SNE Research, January–August 2026 global EV battery usage", "url": "https://www.sneresearch.com/en/insight/release_view/744/page/view", "published": "2026-10-02" }, "northvoltPlan": { "title": "Northvolt Chronicles: original 40 GWh Ett design", "url": "https://chronicles.northvolt.com/web/tweet-button" }, "northvoltCell": { "title": "Northvolt assembles its first Ett cell; 60 GWh expansion target", "url": "https://northvolt.com/articles/first-cell/", "published": "2021-12-29" }, "northvoltDelivery": { "title": "Northvolt Ett commences commercial deliveries", "url": "https://northvolt.com/articles/northvoltett-delivers/", "published": "2022-06-29" }, "northvoltFailure": { "title": "Northvolt files for bankruptcy in Sweden", "url": "https://northvolt.com/articles/northvolt-files-for-bankruptcy-in-sweden/", "published": "2025-03-12" }, "britishvoltPlan": { "title": "UK Parliament: Britishvolt's planned 30 GWh Blyth factory", "url": "https://committees.parliament.uk/publications/42201/documents/209779/default/", "published": "2023-11-21" }, "britishvoltGrant": { "title": "UK Government: final grant offer to Britishvolt", "url": "https://www.gov.uk/government/news/final-grant-offer-provided-to-britishvolt", "published": "2022-07-27" }, "britishvoltFailure": { "title": "EY: Britishvolt administration and liquidation", "url": "https://www.ey.com/en_uk/administrations/pbvadministration" }, "enerdelFailure": { "title": "Indianapolis Business Journal: EnerDel files Chapter 7", "url": "https://www.ibj.com/articles/battery-maker-enerdel-files-for-chapter-7-bankruptcy", "published": "2023-07-25" }, "verkorLaunch": { "title": "Verkor celebrates one year since its July 2020 launch", "url": "https://verkor.com/en/verkor-celebrates-its-one-year-anniversary/" }, "verkorPlan": { "title": "Verkor selects Dunkirk; initial 16 GWh target", "url": "https://verkor.com/en/verkor-selects-dunkirk-for-its-first-gigafactory/", "published": "2022-02-01" }, "verkorFinance": { "title": "Verkor secures financing for its 16 GWh gigafactory", "url": "https://verkor.com/en/verkor-secures-more-than-e2-billion-to-launch-high-performance-battery-gigafactory-in-france-and-accelerate-future-sustainable-mobility/", "published": "2023-09-14" }, "verkorRamp": { "title": "Verkor: second line commissioned and first on-site batteries delivered", "url": "https://verkor.com/en/verkor-evolves-its-leadership-to-support-its-large-scale-industrial-production-phase/", "published": "2026-08-04" }, "powercoLaunch": { "title": "PowerCo founded in July 2022", "url": "https://www.volkswagen-group.com/en/press-releases/volkswagen-group-and-powerco-se-launch-site-search-for-first-gigafactory-in-north-america-16642", "published": "2022-12-01" }, "powercoRamp": { "title": "PowerCo commissions Salzgitter: initial 20 GWh capacity, expandable to 40", "url": "https://www.volkswagen-group.com/en/press-releases/start-of-european-battery-cell-production-powerco-commissions-salzgitter-gigafactory-20045", "published": "2025-12-17" }, "accLaunch": { "title": "ACC formed in August 2020", "url": "https://www.acc-emotion.com/stories/automotive-cells-company-acc-welcomes-mercedes-benz-future-equal-shareholder-alongside", "published": "2022-03-23" }, "accRamp": { "title": "ACC inaugurates Douvrin: initial capacity over 13 GWh, 40 GWh target for 2030", "url": "https://www.acc-emotion.com/de/media/bbd-press-release", "published": "2023-05-30" }, "accPause": { "title": "ACC: German and Italian project development paused; French ramp-up continues", "url": "https://www.acc-emotion.com/fr/stories/bfm-business-yann-vincent-confirms-we-are-staying-course", "published": "2024-06-13" }, "abfLaunch": { "title": "ABF announces US LFP factory network", "url": "https://www.americanbatteryfactory.com/press/2022-03-09", "published": "2022-03-09" }, "abfSite": { "title": "ABF selects Tucson for its first factory and headquarters", "url": "https://americanbatteryfactory.com/press/2022-12-06/abf-selects-tuscon-az", "published": "2022-12-06" }, "powercoResearch": { "title": "PowerCo Bundestag disclosure: MiKoBatt participation", "url": "https://www.lobbyregister.bundestag.de/media/0d/83/721075/Lobbyregister-Registereintraege-Detailansicht-R006923-2026-04-09_14-00-24.pdf", "published": "2026-04-09" }, "britishvoltFunding": { "title": "EY administrators proposals: financing shortfall before revenue", "url": "https://assets.ey.com/content/dam/ey-sites/ey-com/en_uk/generic/power-by-britishvolt-ltd/ey-pbv-proposals.pdf", "published": "2023-03-13" }, "morrowLaunch": { "title": "Morrow: company history, May 2020 launch", "url": "https://www.morrowbatteries.com/about-us" }, "morrowRamp": { "title": "Morrow: Arendal inauguration, test production, 1 GWh annual target", "url": "https://news.morrowbatteries.com/pressreleases/jonas-gahr-stoere-prime-minister-of-norway-officially-inaugurates-europes-first-lfp-battery-gigafactory-3337609", "published": "2024-08-16" }, "morrowFailure": { "title": "Morrow: board decision to file for bankruptcy and contributing pressures", "url": "https://news.morrowbatteries.com/pressreleases/the-board-of-directors-of-morrow-batteries-asa-has-resolved-to-file-for-bankruptcy-proceedings-3446829", "published": "2026-05-06" }, "freyrPlan": { "title": "FREYR: Giga Arctic construction sanction, 29 GWh annual target", "url": "https://news.cision.com/se/t1-energy-inc/r/freyr-battery-sanctions-construction-of-its-inaugural-gigafactory,c3593233", "published": "2022-06-29" }, "freyrPause": { "title": "FREYR: Q3 2023 commissioning delay and Giga Arctic spending reduction", "url": "https://ir.t1energy.com/news-releases/news-release-details/freyr-battery-reports-third-quarter-2023-results", "published": "2023-11-09" }, "freyrPivot": { "title": "FREYR: US solar pivot and termination of 24M licence", "url": "https://ir.t1energy.com/news-releases/transaction-announcement", "published": "2024-11-06" }, "amteFunding": { "title": "AMTE: funding delay and intention to appoint administrators", "url": "https://data.fca.org.uk/artefacts/NSM/RNS/5009318.html", "published": "2023-12-19" }, "amteFailure": { "title": "AMTE: regulatory confirmation of administrator appointments", "url": "https://data.fca.org.uk/artefacts/NSM/RNS/5039337.html", "published": "2024-01-19" }, "amteSale": { "title": "FRP: AMTE Thurso manufacturing assets sold to LionVolt", "url": "https://www.frpadvisory.com/insights/detail/amte-power-sale-preserves-scottish-battery-manufacturing/", "published": "2024-03-04" }, "accShelved": { "title": "UILM: union account of ACC shelving Italian and German plans", "url": "https://www.uilmnazionale.it/wp-content/uploads/2026/02/20260207-Ficco-Guida-su-Gigafactory.pdf", "published": "2026-02-07" }, "lgDemand": { "title": "LG Energy Solution: 2025 earnings and 2026 initiatives", "url": "https://www.lgensol.com/en/company/newsroom-detail?seq=8727", "published": "2026-01-29" }, "nvEquity": { "title": "Volkswagen: additional EUR 500 million Northvolt investment; 60 GWh expansion target", "url": "https://www.volkswagen-group.com/en/press-releases/volkswagen-invests-a-further-500-million-in-sustainable-battery-activities-with-northvolt-ab-16763", "published": "2021-06-09" }, "bmwCancel": { "title": "Reuters: BMW confirms Northvolt supply-order cancellation and next-generation focus", "url": "https://www.marketscreener.com/quote/stock/BMW-AG-56358353/news/BMW-cancels-2-bln-battery-cells-contract-with-Northvolt-47011715/", "published": "2024-06-20" }, "nvRescue": { "title": "Northvolt: Chapter 11 restructuring and USD 100 million customer financing commitment", "url": "https://northvolt.com/articles/chapter11/", "published": "2024-11-21" }, "lytenAcquisition": { "title": "Lyten: completed acquisition of Northvolt Swedish assets and restart plans", "url": "https://news.cision.com/lyten/r/lyten-completes-acquisition-of-northvolt-sweden-and-establishes-its-first-lyten-industrial-hub-in-sw,c4314000", "published": "2026-02-27" }, "vartaCosts": { "title": "VARTA AG: production adjustments in response to CoinPower demand and input costs", "url": "https://www.varta-ag.com/fileadmin/varta/investors/publications/corporate_news/20221115_VART_AG_CorporateNews_Q3_EN.pdf", "published": "2022-11-15" }, "vartaProceedings": { "title": "VARTA AG: stabilised operations and sales process progressing during restructuring", "url": "https://www.varta-ag.com/de/ueber-varta/news-presse/details/varta-ag-verkaufsprozess-laeuft-planmaessig", "published": "2026-10-02" }, "eveLocation": { "title": "EVE headquarters, Huizhou", "url": "https://www.evebattery.com/en/contact" }, "svoltLocation": { "title": "SVOLT headquarters, Changzhou", "url": "https://www.svolt.cn/en/about/contact" }, "reptLocation": { "title": "REPT headquarters, Wenzhou", "url": "https://www.reptbattero.com/contact/" }, "sunwodaLocation": { "title": "Sunwoda headquarters, Shenzhen", "url": "https://en.sunwoda.com/contact" }, "agratasUK": { "title": "Agratas: Somerset site confirmed; 40 GWh/year target", "url": "https://agratas.net/news/", "published": "2024-02-28" }, "agratasBuild": { "title": "Agratas: Bridgwater construction progress", "url": "https://www.agratas.com/news/powering-ahead-agratas-uk-battery-facility-builds-momentum-in-2025-with-big-steps-expected-in-2026", "published": "2025-12-17" }, "agratasStart": { "title": "Environment Agency: Agratas UK operations scheduled for 2027", "url": "https://engageenvironmentagency.uk.engagementhq.com/wessex-regulated-industry-sites/widgets/123562/faqs" }, "agratasIndiaPlan": { "title": "Tata Sons annual report FY2024: Sanand 20 GWh target", "url": "https://www.tata.com/content/dam/tata/pdf/fy24/Tata-Sons-Annual-Report-FY24.pdf" }, "agratasIndiaBuild": { "title": "Agratas: Sanand steel frame completed; 2027 production target", "url": "https://www.agratas.com/news/agratas-crosses-key-construction-milestone-at-sanand-facility", "published": "2026-04-02" }, "prologiumBuild": { "title": "ProLogium: Dunkirk groundbreaking and 2028-2032 phased roadmap", "url": "https://prologium.com/prologium-breaks-ground-on-dunkirk-gigafactory-in-france/", "published": "2026-02-10" }, "prologiumProgress": { "title": "ProLogium: Dunkirk infrastructure update", "url": "https://prologium.com/prologium-advances-dunkirk-gigafactory-as-site-infrastructure-and-localization-work-accelerate/", "published": "2026-09-29" }, "gibBuild": { "title": "Gotion: Surany groundbreaking; 20 GWh/year target, 2027 production plan", "url": "https://www.prnewswire.com/news-releases/la-premiere-usine-de-batteries-de-slovaquie-demarre-officiellement--gotion-redefinit-la-logique-de-leurope-de-lenergie-302606124.html", "published": "2025-11-05" }, "elevenesPlan": { "title": "ElevenEs: Caterpillar investment and planned 1 GWh factory", "url": "https://elevenes.com/sr/vesti/elevenes-podrzan-od-strane-caterpillar-venture-capital-inc/", "published": "2026-02-16" }, "tiamatPlan": { "title": "Tiamat: financing round and future 5 GWh factory", "url": "https://www.tiamat-energy.com/wp-content/uploads/2025/06/PressRelease_Investment_vsend_FR.pdf", "published": "2025-06-16" }, "tiamatPause": { "title": "Amiens Metropole: Tiamat construction postponed pending private financing", "url": "https://www.amiens.fr/Actualites/Tiamat-peine-a-charger-ses-fonds-prive-s", "published": "2026-09-23" }, "onePilot": { "title": "ONE: Michigan pilot production begins; 20 GWh factory design", "url": "https://one.ai/pilot-production-of-lfp-battery-cells-at-20-gwh-michigan", "published": "2023-11-01" }, "onePivot": { "title": "ONE: automotive EV investments paused; infrastructure and defence focus", "url": "https://one.ai/one-focuses-on-infrastructure-defense-pauses-evs", "published": "2026-01-07" }, "factorialPilot": { "title": "Factorial press release: Methuen pilot facility, up to 200 MWh design", "url": "https://www.theautochannel.com/news/2023/10/23/1319072-factorial-energy-opens-new-manufacturing-facility-to-house-largest-solid.html", "published": "2023-10-23" }, "ampriusPlan": { "title": "Amprius: Brighton approval; initial 500 MWh/year target", "url": "https://ir.amprius.com/news-events/press-releases/detail/66/amprius-state-of-the-art-gigawatt-hour-scale-factory-in-colorado-passes-major-milestone", "published": "2023-09-28" }, "ampriusExit": { "title": "Amprius 2025 annual report: Brighton lease termination and contract-manufacturing strategy", "url": "https://ir.amprius.com/sec-filings/all-sec-filings/content/0001899287-26-000015/ampx-20251231.htm", "published": "2026-03-06" }, "aescSunderland": { "title": "UK Export Finance: Sunderland plant 2, 15.8 GWh/year nameplate", "url": "https://www.gov.uk/government/publications/category-b-project-supported-aesc-edg-uk/category-b-project-supported-aesc-edg-uk", "published": "2025-06-02" }, "aescOpening": { "title": "AESC statement reported by Mysteel: Sunderland start of operations", "url": "https://www.mysteel.net/news/5107363-flash-envision-aesc-uk-battery-gigafactory-officially-puts-into-operation", "published": "2025-12-18" }, "powercoCanada": { "title": "Volkswagen: St. Thomas, up to 90 GWh/year at final expansion", "url": "https://www.volkswagen-group.com/en/press-releases/volkswagen-and-powerco-se-will-build-their-largest-cell-factory-to-date-in-canada-16163/download?disposition=attachment", "published": "2023-04-21" }, "powercoCanadaStart": { "title": "Volkswagen Q1 2023 report: St. Thomas start envisaged for 2027", "url": "https://uploads.vw-mms.de/system/production/documents/cws/001/727/file_en/1e4ff2d8a3bbb74b1e22af7863caedae2ee583f6/Q1_2023_e.pdf?1683540234=" }, "powercoSpain": { "title": "Volkswagen: Sagunto construction starts; 40 GWh/year design", "url": "https://www.volkswagen-group.com/en/press-releases/gigafactory-valencia-powerco-gives-starting-signal-for-construction-of-second-cell-factory-17033", "published": "2023-03-17" }, "powercoGotion": { "title": "Volkswagen, PowerCo and Gotion: Valencia joint venture and 2027 start", "url": "https://www.volkswagen-group.com/en/press-releases/volkswagen-group-powerco-and-gotion-deepen-strategic-partnership-20710", "published": "2026-09-28" }, "catlHungary": { "title": "CATL: 100 GWh/year Debrecen target across phases", "url": "https://www.catl.com/en/news/983.html", "published": "2022-08-12" }, "catlHungaryModules": { "title": "CATL: Debrecen module assembly begins, distinct from cell production", "url": "https://www.catl.com/en/hungarynews/6810.html?lang=hu&type=1", "published": "2026-05-12" } }, "periods": [ { "year": 2020, "months": 12, "label": "Full-year 2020", "source": "catl2020" }, { "year": 2021, "months": 12, "label": "Full-year 2021", "source": "sne2022" }, { "year": 2022, "months": 12, "label": "Full-year 2022", "source": "sne2023" }, { "year": 2023, "months": 12, "label": "Full-year 2023", "source": "sne2024" }, { "year": 2024, "months": 12, "label": "Full-year 2024", "source": "sne2025" }, { "year": 2025, "months": 12, "label": "Full-year 2025", "source": "sne2025" }, { "year": 2026, "months": 8, "label": "Jan–Aug 2026 only", "source": "sne2026" } ], "companies": [ { "id": "catl", "name": "CATL", "location": "Ningde, China", "lon": 119.55, "lat": 26.66, "volumes": [ 36.2, 99.5, 184.4, 257.7, 342.5, 464.7, 333.0 ], "events": [] }, { "id": "byd", "name": "BYD", "location": "Shenzhen, China", "lon": 114.06, "lat": 22.54, "volumes": [ null, 26.4, 70.5, 111.8, 152.6, 194.8, 127.9 ], "events": [] }, { "id": "lges", "name": "LG Energy Solution", "short": "LGES", "location": "Seoul, South Korea", "lon": 126.98, "lat": 37.57, "volumes": [ null, 59.4, 71.6, 95.1, 97.8, 108.8, 68.3 ], "events": [ { "date": "2020-01-01", "phase": "operating", "capacity": null, "text": "Established manufacturer; historical global EV-deployment observations follow the reporting windows.", "source": "sne2022" }, { "date": "2026-01-29", "phase": "operating", "capacity": null, "text": "EV customer slowdown: planned response reallocates idle lines to storage and shifts product mix; production incentives support earnings.", "source": "lgDemand" } ] }, { "id": "panasonic", "name": "Panasonic", "location": "Osaka, Japan", "lon": 135.5, "lat": 34.69, "volumes": [ null, 36.3, 35.6, 42.8, 34.6, 44.2, 29.7 ], "events": [] }, { "id": "skon", "name": "SK On / predecessor battery business", "short": "SK On", "location": "Seoul, South Korea", "lon": 126.98, "lat": 37.57, "volumes": [ null, 17.3, 30.1, 34.7, 39.7, 44.5, 24.9 ], "events": [] }, { "id": "samsung", "name": "Samsung SDI", "location": "Yongin, South Korea", "lon": 127.1, "lat": 37.25, "volumes": [ null, 14.5, 23.9, 33.1, 31.1, 28.9, null ], "events": [] }, { "id": "calb", "name": "CALB", "location": "Changzhou, China", "lon": 119.97, "lat": 31.81, "volumes": [ null, 8.0, 18.5, 33.8, 41.2, 62.8, 44.4 ], "events": [] }, { "id": "gotion", "name": "Gotion", "location": "Hefei, China", "lon": 117.23, "lat": 31.82, "volumes": [ null, 6.7, 13.9, 16.4, 29.3, 53.5, 41.5 ], "events": [] }, { "id": "northvolt", "name": "Northvolt", "location": "Ett, Skelleftea; corporate insolvency history", "lon": 20.95, "lat": 64.75, "volumes": [ null, null, null, null, null, null, null ], "events": [ { "date": "2020-01-01", "phase": "construction", "capacity": 40, "text": "Ett under construction; original 40 GWh/year design target.", "source": "northvoltPlan" }, { "date": "2021-06-09", "phase": "construction", "capacity": 60, "text": "Volkswagen invests a further EUR 500 million; Ett expansion target rises from 40 to 60 GWh/year.", "source": "nvEquity" }, { "date": "2021-12-29", "phase": "ramp-up", "capacity": 60, "text": "First Ett cell assembled; expansion target now 60 GWh/year.", "source": "northvoltCell" }, { "date": "2022-06-29", "phase": "ramp-up", "capacity": 60, "text": "Commercial deliveries reported; nameplate target is not achieved output.", "source": "northvoltDelivery" }, { "date": "2024-06-20", "phase": "ramp-up", "capacity": 60, "text": "BMW confirms cancellation of its EUR 2 billion supply order; a purchase contract is distinct from equity investment.", "source": "bmwCancel" }, { "date": "2024-11-21", "phase": "distressed", "capacity": 60, "text": "Chapter 11 restructuring provides access to cash collateral and a USD 100 million customer financing commitment; operations planned to continue.", "source": "nvRescue" }, { "date": "2025-03-12", "phase": "insolvent", "capacity": null, "text": "Production ramp-up and financing pressures culminate in bankruptcy in Sweden.", "source": "northvoltFailure" }, { "date": "2026-02-27", "phase": "insolvent", "capacity": null, "text": "Lyten completes acquisition of Swedish manufacturing assets; the original company failure and the new Ett project are shown separately.", "source": "lytenAcquisition" } ] }, { "id": "britishvolt", "name": "Britishvolt", "location": "Blyth, UK (planned factory site)", "lon": -1.51, "lat": 55.13, "volumes": [ null, null, null, null, null, null, null ], "events": [ { "date": "2020-01-01", "phase": "startup", "capacity": null, "text": "Britishvolt exists as a startup; no measured deployment in this dataset.", "source": "britishvoltPlan" }, { "date": "2022-07-27", "phase": "planned", "capacity": 30, "text": "UK final grant offer; planned Blyth factory capacity 30 GWh/year.", "source": "britishvoltGrant", "capacitySource": "britishvoltPlan" }, { "date": "2023-01-17", "phase": "insolvent", "capacity": null, "text": "Funding shortfall before material revenue; Britishvolt enters administration.", "source": "britishvoltFunding" }, { "date": "2024-10-28", "phase": "insolvent", "capacity": null, "text": "Britishvolt moves from administration into liquidation.", "source": "britishvoltFailure" } ] }, { "id": "enerdel", "name": "EnerDel", "location": "Indianapolis, USA", "lon": -86.16, "lat": 39.77, "volumes": [ null, null, null, null, null, null, null ], "events": [ { "date": "2020-01-01", "phase": "operating", "capacity": null, "text": "Existing US cell manufacturer; comparable deployment figures unavailable here.", "source": "enerdelFailure" }, { "date": "2023-07-13", "phase": "insolvent", "capacity": null, "text": "EnerDel files for Chapter 7 liquidation.", "source": "enerdelFailure" } ] }, { "id": "verkor", "name": "Verkor", "location": "Dunkirk factory, not Grenoble headquarters", "lon": 2.2, "lat": 51.03, "volumes": [ null, null, null, null, null, null, null ], "events": [ { "date": "2020-07-29", "phase": "startup", "capacity": null, "text": "Verkor publicly announces its launch.", "source": "verkorLaunch" }, { "date": "2022-02-01", "phase": "planned", "capacity": 16, "text": "Dunkirk selected; initial target 16 GWh/year.", "source": "verkorPlan" }, { "date": "2023-09-14", "phase": "construction", "capacity": 16, "text": "Financing secured for the initial 16 GWh/year factory.", "source": "verkorFinance" }, { "date": "2026-08-04", "phase": "ramp-up", "capacity": 16, "text": "Second line commissioned; first entirely on-site batteries delivered. Achieved annual output not reported here.", "source": "verkorRamp" } ] }, { "id": "powerco", "name": "PowerCo", "location": "Salzgitter, Germany", "lon": 10.42, "lat": 52.15, "volumes": [ null, null, null, null, null, null, null ], "events": [ { "date": "2022-07-07", "phase": "startup", "capacity": null, "text": "PowerCo founded; factory ramp-up remains ahead.", "source": "powercoLaunch" }, { "date": "2025-12-17", "phase": "ramp-up", "capacity": 20, "text": "Salzgitter commissioned: first-stage nameplate 20 GWh/year; possible later expansion to 40.", "source": "powercoRamp" }, { "date": "2026-04-09", "phase": "ramp-up", "capacity": 20, "text": "PowerCo discloses MiKoBatt participation: researching smaller conditioned air volumes with micro-environments.", "source": "powercoResearch" } ] }, { "id": "acc", "name": "ACC", "location": "Douvrin, France (factory site)", "lon": 2.83, "lat": 50.51, "volumes": [ null, null, null, null, null, null, null ], "events": [ { "date": "2020-08-01", "phase": "startup", "capacity": null, "text": "ACC formed in August 2020 (month-level date).", "source": "accLaunch" }, { "date": "2023-05-30", "phase": "ramp-up", "capacity": 13, "text": "Douvrin inaugurated: initial nameplate over 13 GWh/year, shown conservatively as 13; eventual 40 GWh target is excluded.", "source": "accRamp" }, { "date": "2024-06-13", "phase": "ramp-up", "capacity": 13, "text": "Slower EV demand and a lower-cost product strategy: German and Italian development paused; French ramp-up continues.", "source": "accPause" }, { "date": "2026-02-07", "phase": "ramp-up", "capacity": 13, "text": "UILM says management confirmed shelving German and Italian expansion; the mapped French factory is a separate project.", "source": "accShelved" } ] }, { "id": "abf", "name": "American Battery Factory", "short": "ABF", "location": "Tucson, USA (announced factory/headquarters)", "lon": -110.97, "lat": 32.22, "volumes": [ null, null, null, null, null, null, null ], "events": [ { "date": "2022-03-09", "phase": "startup", "capacity": null, "text": "ABF announces a US LFP factory network.", "source": "abfLaunch" }, { "date": "2022-12-06", "phase": "planned", "capacity": null, "text": "Tucson selected for first factory and headquarters; no comparable capacity or output entered in this dataset.", "source": "abfSite" } ] }, { "id": "morrow", "name": "Morrow", "location": "Arendal, Norway", "lon": 8.77, "lat": 58.46, "volumes": [ null, null, null, null, null, null, null ], "events": [ { "date": "2020-05-01", "phase": "startup", "capacity": null, "text": "Morrow launched in May 2020 (month-level date).", "source": "morrowLaunch" }, { "date": "2024-08-16", "phase": "ramp-up", "capacity": 1, "text": "Arendal inaugurated: test production and equipment tuning; 1 GWh/year target is not achieved output.", "source": "morrowRamp" }, { "date": "2026-05-06", "phase": "insolvent", "capacity": null, "text": "Board decides to file: price pressure, capital costs and industrialisation delays; financing could not close before liquidity expired.", "source": "morrowFailure" } ] }, { "id": "freyr", "name": "FREYR", "location": "Mo i Rana, Norway (Giga Arctic project site)", "lon": 14.14, "lat": 66.31, "volumes": [ null, null, null, null, null, null, null ], "events": [ { "date": "2022-06-29", "phase": "planned", "capacity": 29, "text": "Giga Arctic construction sanctioned with a 29 GWh/year target.", "source": "freyrPlan" }, { "date": "2023-11-09", "phase": "paused", "capacity": 29, "text": "Qualification equipment commissioning delayed; Giga Arctic spending minimised to preserve liquidity and await competitive policy conditions.", "source": "freyrPause" }, { "date": "2024-11-06", "phase": "pivoted", "capacity": null, "text": "US solar acquisition announced; 24M licence terminated. A strategy pivot, not a bankruptcy.", "source": "freyrPivot" } ] }, { "id": "amte", "name": "AMTE Power", "location": "Thurso, Scotland (manufacturing site)", "lon": -3.52, "lat": 58.59, "volumes": [ null, null, null, null, null, null, null ], "events": [ { "date": "2020-01-01", "phase": "operating", "capacity": null, "text": "Existing cell manufacturing business; no comparable deployment series entered.", "source": "amteSale" }, { "date": "2023-12-19", "phase": "distressed", "capacity": null, "text": "Funding completion delayed and bridge advance refused; intention to appoint administrators announced.", "source": "amteFunding" }, { "date": "2024-01-19", "phase": "insolvent", "capacity": null, "text": "Regulatory announcement confirms administrator appointments (confirmation date).", "source": "amteFailure" }, { "date": "2024-03-04", "phase": "insolvent", "capacity": null, "text": "Administrators report Thurso manufacturing assets sold to LionVolt; insolvency does not mean permanent factory closure.", "source": "amteSale" } ] }, { "id": "lytenett", "name": "Lyten / Ett", "location": "Skelleftea, Sweden (acquired factory site)", "lon": 20.95, "lat": 64.75, "volumes": [ null, null, null, null, null, null, null ], "events": [ { "date": "2026-02-27", "phase": "restart", "capacity": 16, "text": "Swedish Northvolt assets acquired; 16 GWh/year existing nameplate and planned restart, not measured achieved production.", "source": "lytenAcquisition" } ] }, { "id": "varta", "name": "VARTA AG", "location": "Ellwangen, Germany (headquarters; CoinPower is a miniature-cell product, not EV deployment)", "lon": 10.135, "lat": 48.962, "volumes": [ null, null, null, null, null, null, null ], "events": [ { "date": "2022-11-15", "phase": "operating", "capacity": null, "text": "Capacity and cost measures respond to CoinPower demand and higher input prices; miniature cells, not EV deployment.", "source": "vartaCosts" }, { "date": "2026-10-01", "phase": "restructuring", "legalStatus": "insolvency_proceedings", "operations": "continuing", "capacity": null, "text": "Operations stabilised during restructuring; investor process on track. VARTA Microbattery continues operating.", "source": "vartaProceedings" } ] }, { "id": "eve", "name": "EVE Energy", "short": "EVE", "lon": 114.41, "lat": 23.04, "location": "Huizhou headquarters", "volumes": [ null, null, null, null, 18.7, 31.3, 29.5 ], "events": [], "locationSource": "eveLocation" }, { "id": "svolt", "name": "SVOLT", "short": "SVOLT", "lon": 119.6, "lat": 31.74, "location": "Jintan, Changzhou headquarters", "volumes": [ null, null, null, null, 17.4, 28.5, 22.0 ], "events": [], "locationSource": "svoltLocation" }, { "id": "rept", "name": "REPT BATTERO", "short": "REPT", "lon": 120.81, "lat": 27.91, "location": "Wenzhou headquarters", "volumes": [ null, null, null, null, null, null, 20.3 ], "events": [], "locationSource": "reptLocation" }, { "id": "sunwoda", "name": "Sunwoda", "short": "Sunwoda", "lon": 113.93, "lat": 22.7, "location": "Shenzhen headquarters", "volumes": [ null, null, null, null, null, null, 19.3 ], "events": [], "locationSource": "sunwodaLocation" }, { "id": "agratasuk", "name": "Agratas / Bridgwater", "short": "Agratas UK", "lon": -2.95, "lat": 51.18, "location": "Gravity site, near Bridgwater", "volumes": [ null, null, null, null, null, null, null ], "events": [ { "date": "2024-02-28", "phase": "planned", "capacity": 40, "text": "Somerset selected: 40 GWh/year factory target, not achieved output.", "source": "agratasUK" }, { "date": "2025-12-17", "phase": "construction", "capacity": 40, "text": "Building One steel frame reaches 90% completion; UK operations scheduled for 2027.", "source": "agratasBuild", "targetStart": "2027", "targetSource": "agratasStart" } ] }, { "id": "agratasindia", "name": "Agratas / Sanand", "short": "Agratas India", "lon": 72.39, "lat": 22.99, "location": "Sanand, Gujarat", "volumes": [ null, null, null, null, null, null, null ], "events": [ { "date": "2026-04-02", "phase": "construction", "capacity": 20, "text": "Steel frame completed; production expected in 2027. Tata reports a 20 GWh/year plant target.", "source": "agratasIndiaBuild", "capacitySource": "agratasIndiaPlan", "targetStart": "2027" } ] }, { "id": "prologium", "name": "ProLogium / Dunkirk", "short": "ProLogium", "lon": 2.2, "lat": 50.99, "location": "Dunkirk project site", "volumes": [ null, null, null, null, null, null, null ], "events": [ { "date": "2026-02-10", "phase": "construction", "capacity": 0.8, "text": "Groundbreaking: 0.8 GWh/year first phase targeted for 2028; full Fab 1 at 4 GWh/year targeted for 2030.", "source": "prologiumBuild", "targetStart": "2028", "futureTargets": [ { "year": 2030, "capacity": 4 }, { "year": 2032, "capacity": 12 } ] }, { "date": "2026-09-29", "phase": "construction", "capacity": 0.8, "text": "Site infrastructure and grid work advance; the phased 2028-2032 roadmap remains a plan.", "source": "prologiumProgress", "capacitySource": "prologiumBuild", "targetStart": "2028", "futureTargets": [ { "year": 2030, "capacity": 4 }, { "year": 2032, "capacity": 12 } ] } ] }, { "id": "gib", "name": "Gotion InoBat / Surany", "short": "GIB", "lon": 18.17, "lat": 48.09, "location": "Surany, Slovakia", "volumes": [ null, null, null, null, null, null, null ], "events": [ { "date": "2025-10-28", "phase": "construction", "capacity": 20, "text": "Groundbreaking: initial 20 GWh/year target, production expected in 2027.", "source": "gibBuild", "targetStart": "2027" } ] }, { "id": "elevenes", "name": "ElevenEs / Subotica", "short": "ElevenEs", "lon": 19.66, "lat": 46.1, "location": "Subotica, Serbia", "volumes": [ null, null, null, null, null, null, null ], "events": [ { "date": "2026-02-16", "phase": "planned", "capacity": 1, "text": "Series B first closing funds initial works; 1 GWh/year factory planned, first cells expected in 2027.", "source": "elevenesPlan", "targetStart": "2027" } ] }, { "id": "tiamat", "name": "Tiamat / Boves", "short": "Tiamat", "lon": 2.39, "lat": 49.85, "location": "Boves project site", "volumes": [ null, null, null, null, null, null, null ], "events": [ { "date": "2025-06-16", "phase": "planned", "capacity": 5, "text": "Financing round for a future 5 GWh/year factory; first phase targeted for mid-2027. Its power rating is not energy capacity.", "source": "tiamatPlan", "targetStart": "2027" }, { "date": "2026-09-16", "phase": "paused", "capacity": 5, "text": "CEO confirms construction postponed pending private finance. Contract production in Asia continues; no bankruptcy.", "source": "tiamatPause", "capacitySource": "tiamatPlan" } ] }, { "id": "one", "name": "Our Next Energy / Michigan", "short": "ONE", "lon": -83.52, "lat": 42.22, "location": "Van Buren Township, Michigan", "volumes": [ null, null, null, null, null, null, null ], "events": [ { "date": "2023-11-01", "phase": "pilot", "capacity": 20, "text": "Pilot cells produced; 20 GWh/year describes the factory design, not pilot output.", "source": "onePilot" }, { "date": "2026-01-07", "phase": "pivoted", "capacity": null, "text": "EV investments paused; infrastructure and defence batteries prioritised. Not an insolvency.", "source": "onePivot" } ] }, { "id": "factorial", "name": "Factorial / Methuen", "short": "Factorial", "lon": -71.18, "lat": 42.73, "location": "Methuen, Massachusetts", "volumes": [ null, null, null, null, null, null, null ], "events": [ { "date": "2023-10-23", "phase": "pilot", "capacity": 0.2, "text": "Solid-state development facility opens, designed for up to 200 MWh/year. Not measured deployment.", "source": "factorialPilot" } ] }, { "id": "amprius", "name": "Amprius / Brighton project", "short": "Amprius", "lon": -104.77, "lat": 39.97, "location": "Brighton, Colorado project site", "volumes": [ null, null, null, null, null, null, null ], "events": [ { "date": "2023-09-28", "phase": "planned", "capacity": 0.5, "text": "Rezoning approved; 500 MWh/year initial target and a projected 2025 opening.", "source": "ampriusPlan", "targetStart": "2025" }, { "date": "2026-01-30", "phase": "pivoted", "capacity": null, "text": "Lease termination agreed; contract manufacturing chosen for capital-efficient expansion. Not a bankruptcy.", "source": "ampriusExit" } ] }, { "id": "aesc", "name": "AESC / Sunderland", "short": "AESC", "lon": -1.48, "lat": 54.92, "location": "Sunderland plant 2", "volumes": [ null, null, null, null, null, null, null ], "events": [ { "date": "2025-06-02", "phase": "construction", "capacity": 15.8, "text": "UK Export Finance supports plant 2: 15.8 GWh/year nameplate, not achieved output.", "source": "aescSunderland" }, { "date": "2025-12-16", "phase": "ramp-up", "capacity": 15.8, "text": "Start of operations announced; nameplate remains distinct from achieved annual production.", "source": "aescOpening" } ] }, { "id": "powercocanada", "name": "PowerCo / St. Thomas", "short": "PowerCo Canada", "lon": -81.14, "lat": 42.79, "location": "St. Thomas, Ontario", "volumes": [ null, null, null, null, null, null, null ], "events": [ { "date": "2023-04-21", "phase": "planned", "capacity": 90, "text": "Up to 90 GWh/year in the final expansion phase, not at its envisaged 2027 start.", "source": "powercoCanada", "targetStart": "2027", "targetSource": "powercoCanadaStart" } ] }, { "id": "powercospain", "name": "PowerCo / Sagunto", "short": "PowerCo Spain", "lon": -0.28, "lat": 39.69, "location": "Sagunto, Valencia", "volumes": [ null, null, null, null, null, null, null ], "events": [ { "date": "2023-03-17", "phase": "construction", "capacity": 40, "text": "Construction begins: 40 GWh/year design, production initially targeted for 2026.", "source": "powercoSpain", "targetStart": "2026" }, { "date": "2026-09-28", "phase": "construction", "capacity": 30, "text": "PowerCo and Gotion plan a joint venture: 30 GWh/year initial capacity, production from 2027.", "source": "powercoGotion", "targetStart": "2027" } ] }, { "id": "catlhungary", "name": "CATL / Debrecen project", "short": "CATL Hungary", "lon": 21.64, "lat": 47.49, "location": "Debrecen, Hungary", "volumes": [ null, null, null, null, null, null, null ], "events": [ { "date": "2022-08-12", "phase": "planned", "capacity": 100, "text": "100 GWh/year cell factory announced across successive phases; total target, not first-phase output.", "source": "catlHungary" }, { "date": "2026-05-06", "phase": "construction", "capacity": 100, "text": "Adjacent module assembly begins. This does not establish achieved cell output.", "source": "catlHungaryModules", "capacitySource": "catlHungary" } ] } ], "status": "Black marks insolvency cases; it does not assert permanent factory closure. A small blue ring with a blue centre identifies continuing operations during restructuring, without volume scale. VARTA AG's legal proceedings and continuing operations are recorded separately. Amber diamonds mark funding distress, project spending pauses or strategic pivots. Manufacturing assets can be acquired or restarted. Confirmation dates and month-level dates are identified in milestone text.", "coverage": "37 selected company/site entries, including all ten suppliers in SNE Research January-August 2026 top ten, plus Samsung SDI, Sunwoda, AESC and selected startups and factory plans. Not a census of cell plants or a stationary-storage ranking.", "future": "Only announcements documented by 4 October 2026 appear. Target-start years and later expansions are attributed plans, not future milestones or achieved production. Pilot opening is distinct from commercial ramp-up and achieved nameplate output." }