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<\/figure>\n\n\n\nWhile the West dreams of new miracle chemicals, China is consolidating its industrial dominance. Today, it manufactures more than 70% of the world's batteries and controls much of the supply chain, from lithium and cobalt to final production.<\/p>\n\n\n\n
This is the current global market landscape:<\/p>\n\n\n\n
Manufacturer Country of Origin Global Share (approx.)<\/p>\n\n\n\n
CATL \t\t\tChina \t\t\t34%<\/p>\n\n\n\n
BYD \t\t\tChina \t\t\t16%<\/p>\n\n\n\n
LG Energy Solution South Korea \t15%<\/p>\n\n\n\n
Panasonic \t\tJapan \t\t8%<\/p>\n\n\n\n
SK On \t\tSouth Korea \t6%<\/p>\n\n\n\n
Samsung SDI \tSouth Korea \t5%<\/p>\n\n\n\n
CALB \t\t\tChina \t\t\t3%<\/p>\n\n\n\n
Gotion High-Tech \tChina \t\t\t2%<\/p>\n\n\n\n
EVE Energy \t\tChina \t\t\t2%<\/p>\n\n\n\n
Farasis Energy \tChina\/USA \t2%<\/p>\n\n\n\n
More than 60% of global production is in Chinese hands, and that includes not only manufacturing but also proprietary patents and technologies. They are no longer copying: they are now leading.<\/p>\n\n\n\n
Entrusting the energy heart of our economy\u2014batteries\u2014to a single country is a huge strategic risk. Europe and the United States are aware of this, but have not yet managed to create a solid industrial alternative.<\/p>\n\n\n\n
Incentive programs and public funds do exist, but the results are slow and scattered. Meanwhile, China is moving full speed ahead, with state support, long-term planning, and a clear vision of technological independence.<\/p>\n\n\n\n
The result is clear: the West has fallen asleep. For years, it preferred to \"buy cheap\" rather than invest in its own capacity. And now it finds itself trapped in a dependency that could cost dearly in the future.<\/p>\n\n\n\n
We are in a long-distance race... which the West is losing.<\/p>\n\n\n\n
From the time a promising battery is developed in the laboratory to its becoming an industrial product, more than 10 years pass. In that time, many startups die, funding dries up, and promises fade.<\/p>\n\n\n\n
Therefore, the real revolution is not announcing a new type of battery, but manufacturing it on a large scale, with quality and at a competitive price. And that's where China has the advantage: infrastructure, raw materials, and accumulated industrial experience.<\/p>\n\n\n\n
The West has scientific knowledge, talent, and technology, but it lacks something essential: long-term vision. Without it, the headlines will continue to be full of promises\u2026 and ships will continue to sail from Shanghai bringing products to the West.<\/p>\n\n\n\n
The world's energy future depends on batteries. They're in our cars, cell phones, computers, electrical grids, and solar and wind backup systems. They are at the heart of the energy future.<\/p>\n\n\n\n
Europe and the United States still have time to react, but they must do so decisively and quickly. Investing in technological independence is not just an economic issue, but a strategic one. Leaving such crucial technology in the hands of others is equivalent to relinquishing control of the future.<\/p>\n\n\n\n
In technology\u2014as in life\u2014he who sleeps pays the price for his comfort. And this time, the price could be very, very high.<\/p>\n\n\n\n
<\/p>","protected":false},"excerpt":{"rendered":"
Views: 0 Cada pocas semanas, los medios especializados anuncian el descubrimiento de una nueva bater\u00eda revolucionaria. Una qu\u00edmica distinta, una promesa de mayor autonom\u00eda, recarga m\u00e1s r\u00e1pida o materiales m\u00e1s sostenibles. Sin embargo, si miramos el mercado, la realidad es otra: seguimos dependiendo de las mismas tecnolog\u00edas de iones de litio con diferentes variantes, producidas […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_crdt_document":"","footnotes":""},"categories":[154,124,153,135,155],"tags":[],"class_list":["post-4115","post","type-post","status-publish","format-standard","hentry","category-batteries","category-electric-cars","category-industry","category-technology","category-transportation"],"yoast_head":"\n