Neil Beveridge, an APAC oil, gas, and energy storage analyst at Bernstein Research, dives into the world of CATL, the largest battery maker globally. He shares insights on CATL's impressive growth trajectory, projecting 30% demand growth by 2025 and massive capacity plans reaching up to 1,000 GWh by 2027. Beveridge discusses the competitive landscape, highlighting rivals like BYD and LG, and explains CATL's strategic global expansions and supply chain innovations, including their ambitious recycling operations and partnerships.
