Insight: EV Battery Database Key Updates Nov 2025 – Capacity Growth and Strategic Shifts

See how North American battery manufacturing is shifting toward Asian leaders, driven by major wins for Samsung SDI and Toyota and setbacks like Northvolt’s collapse.

North American battery manufacturing is increasingly dominated by Asian manufacturers as Western challengers falter. Northvolt's Quebec gigafactory collapsed after substantial Canadian losses, while Toyota and Samsung SDI execute major production facilities. Key developments include Samsung SDI's strategic LFP chemistry adoption, Toyota's vertically integrated manufacturing approach, and Lyten's uncertain acquisition of Northvolt's European assets. The trajectory suggests North American capacity growth will rely on Asian expertise rather than domestic champions, fundamentally reshaping regional supply chain dynamics and challenging government subsidies aimed at cultivating Western battery independence.