OEM battery technology and sourcing strategies tracker - 2025

The OEM battery technology and sourcing strategy tracker looks at the battery-related strategies of the top ten plug-in electric vehicle manufacturers globally. The tracker is based on S&P Global Mobility's High-voltage Battery forecast, updated in February 2025.

The tracker covers the top 10 OEMs' strategy on cathode and anode technology, cell sourcing, cell form factor and regional demand. The 2025 tracker also analyzes demand trends related to novel battery technologies such as sodium-ion batteries and solid-state batteries, and to understand their impact on the electric vehicle battery industry.