Global EV battery deployment reached 1.2 TWh in 2025
EV Battery Market 2025 to 2032: Chemistry Wars, Capacity Surge and the Road to Electrification Scale →Global EV battery deployment grew by almost 30% in 2025 to reach 1.2 TWh, driven primarily by light-duty vehicles and a doubling of battery demand for electric trucks. Deployment expanded in China, which accounted for 60% of the global total, and the European Union at almost 15%. However, EV battery deployment stagnated in the United States, which represented 10% of the global total.
Severity: how big the impact would be if this plays out.
Likelihood: how probable the engine judges it is to happen or persist.
Spend exposed: the share of your annual category spend this flags.
Realign regional battery supply chain allocations to match shifting growth patterns
Sustained volume growth in China and the EU alongside flat demand in the US requires adjusting procurement forecasts and distribution channels.
Source · benchmarkminerals.com
Source · iea.org