Lithium-iron-phosphate cathode suppliers in China tripled their production capacity in 2022. But neither the supply nor the demand is there to match it. Are batteries headed for the same excess as steel production?
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Overcapacity in Cathode Production Echoes Steel Industry Woes?
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The Analyst Team
Adam Ragozzino
Follow AnalystPrincipal Analyst, Batteries and Electric Powertrains
Adam Ragozzino is a Principal Analyst at Informa Tech’s Automotive Group (Wards Intelligence, WardsAuto, and TU Automotive), covering the rapid advancements in electric vehicle Batteries and Electric Powertrains. Adam’s focus areas also include the latest trends in batteries, electric motors, related power control & conversion technologies, all-wheel-drive systems & EV transmission trends, hybrid & fuel-cell powertrains, and the impact on internal combustion engines. As an analyst, he looks at events and technology innovations in the industry and helps explain why they matter and what comes next. His latest project concerns battery technology trends and who is winning the EV race.
Before coming to Wards, he was the automotive analyst at a small startup company focused on helping clients see trends in the industry. Previously, he worked as an analyst in marketing, policy, and healthcare. When not writing about the next battery trend, you can find him riding or skiing throughout Colorado.
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