China's battery exports are running hot: 28.4 GWh of auto batteries in September, up 60.9% YoY, plus 15.6 GWh of BESS, up 71.4%. The tell is LFP at 53% of auto battery exports, up 120.7% YoY, while te

What happened: CABIA data shows China exported 28.4 GWh of auto batteries and 15.6 GWh of BESS batteries in September, with LFP reaching 53% of auto battery exports. Key numbers: Auto battery exports 28.4 GWh, up 60.9% YoY. BESS exports 15.6 GWh, up 71.4% YoY. LFP share of auto battery exports 53%, up 120.7% YoY. Why it matters: The content states demand for ternary batteries outside China is much lower, and that China leads the trend and has shown LFP is a superior tech.

CABIA data shows China exported 28.4 GWh of auto batteries and 15.6 GWh of BESS batteries in September, with LFP reaching 53% of auto battery exports.

The content states demand for ternary batteries outside China is much lower, and that China leads the trend and has shown LFP is a superior tech.