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China’s CATL and BYD Control 55% of Global EV Battery Market

Two Chinese EV battery companies, CATL and BYD, accounted for more than half of global electric-vehicle battery usage from January through November 2025, according to data released by South Korean market research firm SNE Research. Global EV battery usage totaled ...
Southeast Asia
The China-Global South Project
Why Green Energy Will Be the Big Winner of the Iran Crisis
File image of a worker cleaning solar panels installed on the roof of the traditional Gedhe market in Klaten, Central Java. China’s $180 billion clean tech push is reshaping the Global South, with Indonesia a key test of who controls new green industries. (Photo: DEVI RAHMAN / AFP)
By Cobus van Staden, CGSP Head of Research Remember “no blood for oil”? Decades ago, the slogan emblematized opposition to the U.S. invasion of Iraq. Its logic subsequently shifted as the United States experienced a gas and oil revolution thanks to fracking. 

China’s CATL and BYD Control 55% of Global EV Battery Market

Two Chinese EV battery companies, CATL and BYD, accounted for more than half of global electric-vehicle battery usage from January through November 2025, according to data released by South Korean market research firm SNE Research. Global EV battery usage totaled ...
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