Line chart: Market Growth Forecast: BESS vs. EV Battery ($B) — series: Battery Energy Storage System Market, EV Battery Market

Ford Energy Storage 2026, $6.5B LG Contract Cancellation

BESS Manufacturing Pivot, Ford's $20 B Write-Down, SK On's 7.2 GWh Flatiron…


Line chart: Global Data Center Power Demand Forecast (GW) — series: ABB, Goldman Sachs (US Only)

2 CRSi AI & Data Center Energy 2026, 194 NVIDIA Units

2 CRSi HVDC Server Deployments, $610 M US Operator Contract, 194 NVIDIA…


Line chart: Planned North American Cobalt Refining Capacity Additions (Tonnes/Year) — series: Electra Battery Materials, Cobalt Blue (Kwinana - Australia for context)

EVelution Energy Energy Storage 2026, $850M Mitsui Deal

EVelution Energy Cobalt Refinery, $850 M Mitsui Offtake, $275 M EXIM Loan, and…


2026 Reshoring Index | Kearney

Energy Storage Reshoring 2026, $40B from GM & Hyundai

Top 10 BESS Reshoring Projects: $13.9 B from Toyota, 49.5 GWh from Next Star,…


Line chart: Battery Management System (BMS) Market Size Forecasts ($B) — series: Straits Research (Global BMS), Mordor Intelligence (Global BMS), Research and Markets (Global BMS), HTF Intelligence (Power BMS), Mordor Intelligence (EV BMS)

Munich Electrification Energy Storage 2026, Ardian Majority Stake

Munich Electrification BMS Market, Ardian Majority Stake, $19.5 B EV Segment,…


Line chart: Battery Management System (BMS) Market Size Forecasts ($B) — series: Straits Research (Overall BMS), Mordor Intelligence (Overall BMS), Research and Markets (Overall BMS), Mordor Intelligence (EV BMS)

Munich Electrification Energy Storage 2026, $1B Ardian Deal

Munich Electrification Battery Management Systems, Ardian $1 B Acquisition,…


Gotion Energy Storage 2026, $715M Incentives, VW Talks

Gotion BESS US Projects, $2.36 B Michigan Cancellation, $23.7 M Lawsuit, and VW…


Honda Electric Vehicles 2026, C$15B Plant & POSCO JV Halt

Honda EV Reversal: C$15 B Canadian Plant Scrapped, Asahi Kasei JV Halted, and 2…


The IRA and the US Battery Supply Chain: One Year On - Center on Global Energy Policy at Columbia University SIPA | CGEP

GM Electric Vehicles 2026, $625M Lithium Americas Deal

GM EV Supply Chain Pivot, $7.6 B Writedown, $625 M Lithium Americas Deal, and 2…


Toyota teases future EV, plans three-row electric SUV by 2026

Toyota Electric Vehicles 2026, $912M US Production Push

Toyota Supply Chain Localization, $13.9 B NC Plant, cellcentric JV, and 5 Plant…


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