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1,300GWh","catl-revises-2026-production-guidance-up-30-to-1300gwh","article/catl-revises-2026-production-guidance-up-30-to-1300gwh",{"_uid":547,"date":548,"tags":549,"editor":556,"content":566,"excerpt":686,"featured":51,"reporter":687,"_editable":691,"component":692,"seo_title":543,"categories":693,"visibility":705,"author_company":49,"featured_image":706,"seo_description":686,"author_full_name":49,"author_job_title":49,"formattedDate":710,"formattedArticleDate":711},"4a6a50d6-c9bf-4488-9448-077b7d42c904","2025-09-16 00:00",[550,553],{"slug":551,"name":552},"catl","CATL",{"slug":554,"name":555},"china","China",[557],{"slug":558,"name":559,"content":560},"didi-bostock","Didi Bostock",{"job_title":561,"image":562,"bio":564,"linkedin":565},"Editor - Energy Transition & Economics",{"filename":563},"https://a.storyblok.com/f/287943243085208/512x512/2c5ca5c1a3/didi-bostock.jpeg","Didi is the Energy Transition & Economics Editor at Benchmark, covering a broad range of markets across the energy transition. His remit spans from downstream sectors such as BESS and EVs, through to midstream such as new technologies and battery production, to upstream critical minerals mining. He also leads on financial analysis across these supply chains, alongside in-depth policy analysis.\n","https://www.linkedin.com/in/didi-bostock-656342198/",{"type":567,"content":568},"doc",[569,576,605,617,622,627,640,653,660,673],{"type":570,"attrs":571,"content":572},"paragraph",{"textAlign":49},[573],{"text":574,"type":575},"CATL has revised its 2026 production guidance upwards by 30% to 1,300GWh, the battery giant’s suppliers report. ","text",{"type":570,"attrs":577,"content":578},{"textAlign":49},[579,581,589,595,597,603],{"text":580,"type":575},"The new target signals growing confidence in the resilience of China’s EV and ESS markets, even as ",{"text":582,"type":575,"marks":583},"China’s EV trade-in policy scheme is set to expire at the end of the year.",[584],{"type":585,"attrs":586},"link",{"href":587,"uuid":49,"anchor":49,"target":49,"linktype":588},"https://rhomotion.com/news/china-extends-its-vehicle-trade-in-policy-scheme-in-a-boost-to-2025-ev-sales-industry-update/","url",{"text":590,"type":575,"marks":591},"Commercial vehicles",[592],{"type":585,"attrs":593},{"href":594,"uuid":49,"anchor":49,"target":49,"linktype":588},"https://source.benchmarkminerals.com/article/growth-in-chinas-heavy-duty-electric-truck-sales-is-outpacing-the-passenger-car-market",{"text":596,"type":575}," and battery energy stationary storage (BESS) systems are providing the clearest near-term upside for battery demand, with ",{"text":598,"type":575,"marks":599},"growth in the BESS sector",[600],{"type":585,"attrs":601},{"href":602,"uuid":49,"anchor":49,"target":49,"linktype":588},"https://source.benchmarkminerals.com/article/chinese-battery-energy-storage-market-to-triple-by-2033",{"text":604,"type":575}," seen as strong enough to underpin capacity expansions.",{"type":606,"attrs":607},"blok",{"id":608,"body":609},"6dc6e8d4-1051-48a0-831b-3c6d88c77991",[610],{"id":611,"_uid":612,"type":613,"_editable":614,"component":615,"fixed_height":616,"use_fixed_height":50,"fixed_height_mobile":616,"fixed_height_tablet":616},"25154848","i-9b62b6c4-a6a1-4aea-9fc5-07bbd71784f4","visualisation","\u003C!--#storyblok#{\"name\": \"ContentFlourish\", \"space\": \"\", \"uid\": \"i-9b62b6c4-a6a1-4aea-9fc5-07bbd71784f4\", \"id\": \"\"}-->","ContentFlourish","",{"type":570,"attrs":618,"content":619},{"textAlign":49},[620],{"text":621,"type":575},"Despite the company’s strong track record, execution risk remains in delivering such a steep growth trajectory. Benchmark notes that CATL’s actual output has historically landed 30–40% below its initial guidance.",{"type":570,"attrs":623,"content":624},{"textAlign":49},[625],{"text":626,"type":575},"Nevertheless, suppliers consider the upward revision as evidence of greater confidence in the previous 1,000GWh target. They are expected to prioritise additional volumes of battery materials and components towards CATL’s supply chain, reinforcing its dominance in the sector.",{"type":570,"attrs":628,"content":629},{"textAlign":49},[630,632,638],{"text":631,"type":575},"Chinese sentiment around demand was further supported this week by a ",{"text":633,"type":575,"marks":634},"two-year plan issued by eight government departments",[635],{"type":585,"attrs":636},{"href":637,"uuid":49,"anchor":49,"target":49,"linktype":588},"https://source.benchmarkminerals.com/article/china-announces-new-two-year-plan-for-the-auto-sector",{"text":639,"type":575}," to stabilise the domestic auto sector. The plan specifies that more than 700,000 EVs will be deployed in sectors including public transport, taxis, and logistics across 25 pilot cities in 2025. ",{"type":570,"attrs":641,"content":642},{"textAlign":49},[643,645,651],{"text":644,"type":575},"The ",{"text":646,"type":575,"marks":647},"Benchmark Battery & Gigafactory Database",[648],{"type":585,"attrs":649},{"href":650,"uuid":49,"anchor":49,"target":49,"linktype":588},"https://www.benchmarkminerals.com/battery-gigafactory/data-reports/forecasts",{"text":652,"type":575}," has revised upwards CATL production forecast in light of the news. Output is expected to exceed 700GWh in 2026, representing annual growth of ~18%.",{"type":654,"attrs":655,"content":657},"heading",{"level":656,"textAlign":49},4,[658],{"text":659,"type":575},"Revision buoys lithium market",{"type":570,"attrs":661,"content":662},{"textAlign":49},[663,665,671],{"text":664,"type":575},"CATL’s revision has lifted futures quotations for lithium after traded lithium carbonate prices had recorded three consecutive weeks of decline, according to the ",{"text":666,"type":575,"marks":667},"Benchmark Lithium Price Assessment",[668],{"type":585,"attrs":669},{"href":670,"uuid":49,"anchor":49,"target":49,"linktype":588},"https://www.benchmarkminerals.com/lithium/data-reports/price-assessments",{"text":672,"type":575},". The battery giant’s capacity profile is geared primarily towards LFP, meaning the lithium market has been buoyed most by the news. ",{"type":570,"attrs":674,"content":675},{"textAlign":49},[676,678,684],{"text":677,"type":575},"The downtrend had been accelerated by CATL indicating that it ",{"text":679,"type":575,"marks":680},"expected to obtain a mining licence earlier than the market had anticipated",[681],{"type":585,"attrs":682},{"href":683,"uuid":49,"anchor":49,"target":49,"linktype":588},"https://source.benchmarkminerals.com/article/rangebound-prices-ahead-as-jiangxi-permits-set-floor-and-ceiling",{"text":685,"type":575}," for its 40,000tpa LCE Jianxiawo mica mine in Jiangxi province. A restart before year-end now appears increasingly likely, reinforcing the lithium market’s supply surplus.","CATL has revised its 2026 production guidance upwards by 30% to 1,300GWh, the battery giant’s suppliers report. The new target signals growing confidence in the resilience of China’s EV and ESS markets, even as China’s EV trade-in policy scheme is set to expire at the end of the year. Commercial vehicles and battery energy stationary […]",[688],{"slug":558,"name":559,"content":689},{"job_title":561,"image":690,"bio":564,"linkedin":565},{"filename":563},"\u003C!--#storyblok#{\"name\": \"article\", \"space\": \"\", \"uid\": \"4a6a50d6-c9bf-4488-9448-077b7d42c904\", \"id\": \"\"}-->","article",[694,697,700,703],{"slug":695,"name":696},"batteries","Batteries",{"slug":698,"name":699},"critical-minerals","Critical Minerals",{"slug":701,"name":702},"gigafactories","Battery & Gigafactory",{"slug":704,"name":8},"lithium","private",{"id":49,"alt":616,"name":616,"focus":616,"title":616,"source":616,"filename":707,"copyright":616,"fieldtype":708,"meta_data":709,"is_external_url":51},"https://a.storyblok.com/f/287943243085208/d51a79d5d2/bm-catl-1334998d0908.jpeg","asset",{"alt":616,"title":616,"source":616,"copyright":616},"Sep 16, 2025","16th September 2025",[],[],1783354783933]