The fractured geography of automotive battery cell production

2 Min Read April 16, 2026

China held 80% of battery cell production in 2024 as Europe and North America falter, forcing OEMs to rethink sourcing terms.

$The fractured geography of automotive battery cell production$

China controlled 80% of global battery cell production in 2024 and is cementing that position as Europe and North America stumble. Northvolt has collapsed, ACC has cancelled gigafactories, and Korean cell makers are running at half capacity. For OEMs, the sourcing question is no longer if but on what terms.

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