Happy New Year! ❤️ We hope you all had a restful break and are ready for 2025!!!
The battery industry has recharged and 2025 is shaping up to be an eventful year. We hope our newsletter this year continues to be your go-to source for battery news and insights.
Much love,
- IS team
We’ve got content ideas of what’s going to be big this year. Some of our key themes to look out for are:
👨🏭🏭 Manufacturing 🏭👨🏭
Consolidations! As more companies consolidate within and outside of China, what’s being pulled out of the rubbish and which bits are left to sink? What does this mean for the supply chain, oversupply, jobs and bottlenecks?
Can Europe and the US compete on manufacturing Gen3 (current Li ion) chemistries? If yes, why and how do they compete with Asia on cost? If not, what part of the value chain should they be focusing on? Likely the ongoing saga at Northvolt will play heavily here.
Will Trump kneecap US battery manufacturing? How much power does Musk actually have over this and how will the focus change for subsidies and incentives if they’re retained?
💰🗺️ Funding and Geopolitics 🗺️💰
What happens if the $7,500 EV tax credit gets eliminated in 2025? A look into economic and environmental implications and who gets affected most.
What could a Chinese technology export ban look like? Is the battery industry being reverse-Huawei’d? Will the west trade chips for batts?
Venture financing is often not the right fit for scaling battery technologies. What would an ideal kind of financing model look like?
🚁🔋 Niche Applications 🔋🚁
Drone batteries. Why are they in hot demand, and what specs do they need?
Battery-backed appliances. Induction stoves are electrifying, whats next in our homes?
Deep diving into deep sea mining. Is it practical? What are the environmental risks and viability? Is this the future or is it just smoke and mirrors?
Batteries for data centers. Many technologies have been adopted by data centers, from lead acid, nickel-zinc, sodium-ion, to lithium-ion, what makes for a good data center power back-up system?
DIY battery community. We’re seeing more social-media content on DIY projects for kWh-scale home batteries, who is taking on these projects, and are they saving money?
Batteries in the Body. Batteries are a key part of healthcare, what makes for a good implant? Also, why do kids keep swallowing coin cells?
We are looking for people to write for us on one theme each.
Do any of these questions electrify you? Think you can answer them, or have a hot take? Please get in touch!
Not seeing your specialism here and would love to write for us? Drop us a line.
🌞 Thanks for reading!
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