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Gotion","chinese-presence-in-tier-1-increases-further-with-calb-eve-svolt-and-gotion","article/chinese-presence-in-tier-1-increases-further-with-calb-eve-svolt-and-gotion",{"_uid":547,"date":548,"tags":549,"editor":568,"content":578,"excerpt":651,"featured":51,"reporter":652,"_editable":656,"component":657,"seo_title":543,"categories":658,"visibility":665,"author_company":49,"data_vis_image":666,"featured_image":670,"seo_description":651,"author_full_name":49,"author_job_title":49,"formattedDate":673,"formattedArticleDate":674},"5759ddc4-1860-4a5e-9ebd-4862b9c9977b","2025-08-26 00:00",[550,553,556,559,562,565],{"slug":551,"name":552},"calb","CALB",{"slug":554,"name":555},"china","China",{"slug":557,"name":558},"data-visualisation","Data Visualisation",{"slug":560,"name":561},"eve-energy","EVE Energy",{"slug":563,"name":564},"gotion","Gotion",{"slug":566,"name":567},"svolt","SVOLT",[569],{"slug":570,"name":571,"content":572},"didi-bostock","Didi Bostock",{"job_title":573,"image":574,"bio":576,"linkedin":577},"Editor - Energy Transition & Economics",{"filename":575},"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":579,"content":580},"doc",[581,588,600,606,611,615,620,624,629,633,638,643],{"type":582,"attrs":583,"content":584},"paragraph",{"textAlign":49},[585],{"text":586,"type":587},"Benchmark has promoted Chinese cell producers CALB, EVE Energy, SVOLT, and Gotion to Tier 1 status. This follows sufficient evidence that these companies have met the offtake requirements to qualify as Tier 1 producers. Namely, they have been assessed as supplying multiple multinational passenger EV OEMs outside the Chinese market.","text",{"type":589,"attrs":590},"blok",{"id":591,"body":592},"38db2d1e-6e8c-4cae-98d4-a691be8c4552",[593],{"id":594,"_uid":595,"type":596,"_editable":597,"component":598,"fixed_height":599,"use_fixed_height":50,"fixed_height_mobile":599,"fixed_height_tablet":599},"24841875","i-35654368-ada0-4e92-89d1-3294e45ef0ec","visualisation","\u003C!--#storyblok#{\"name\": \"ContentFlourish\", \"space\": \"\", \"uid\": \"i-35654368-ada0-4e92-89d1-3294e45ef0ec\", \"id\": \"\"}-->","ContentFlourish","",{"type":601,"attrs":602,"content":604},"heading",{"level":603,"textAlign":49},4,[605],{"text":552,"type":587},{"type":582,"attrs":607,"content":608},{"textAlign":49},[609],{"text":610,"type":587},"CALB has an active capacity of 185 GWh. Its nine operational projects are based in China, with a tenth project in Portugal currently in the groundworks phase. This project is slated to come online in 2028 with a capacity of 15 GWh. CALB has a total cell pipeline capacity of 460 GWh by 2030. The company manufactures cells for both EV and BESS markets, focusing on LFP and nickel cobalt manganese (NCM) chemistries.",{"type":601,"attrs":612,"content":613},{"level":603,"textAlign":49},[614],{"text":561,"type":587},{"type":582,"attrs":616,"content":617},{"textAlign":49},[618],{"text":619,"type":587},"EVE Energy has 19 projects either operational or in the pipeline. Whilst primarily based in China, the company has announced cell production plans in Hungary, Malaysia, and the US. Its operational capacity is 205 GWh, which is set to expand to 386 GWh by 2030. The company produces NCM, LFP, and lithium cobalt oxide (LCO) cells, for EV, BESS, and Portables markets.",{"type":601,"attrs":621,"content":622},{"level":603,"textAlign":49},[623],{"text":567,"type":587},{"type":582,"attrs":625,"content":626},{"textAlign":49},[627],{"text":628,"type":587},"SVOLT has a 2030 pipeline capacity of 318 GWh. The company has 10 operational projects and a further project completed and ready to begin production later this year. This will increase its 2025 capacity to 226 GWh. SVOLT’s customer base includes German automaker BMW and Chinese OEM Great Wall Motors.",{"type":601,"attrs":630,"content":631},{"level":603,"textAlign":49},[632],{"text":564,"type":587},{"type":582,"attrs":634,"content":635},{"textAlign":49},[636],{"text":637,"type":587},"Gotion is also predominantly based in China but has recently expanded internationally, with projects announced in Vietnam, the US, Slovakia, and Morocco. In June 2024, Gotion announced the first cell facility in Africa, targeting 100 GWh at a site in Kenitra, Morocco. Satellite analysis via Benchmark’s Verified service has observed that this project is in the groundworks phase. Benchmark expects the facility to come online in 2026 with an initial capacity of 20 GWh. Gotion’s 2030 cell pipeline capacity is 401 GWh.",{"type":582,"attrs":639,"content":640},{"textAlign":49},[641],{"text":642,"type":587},"Chinese-owned companies represent 4,096 GWh (74%) of global Tier 1 cell capacity by 2030. This dominance reflects China’s extensive cell manufacturing experience, supported by strong government policy and funding.",{"type":589,"attrs":644},{"id":645,"body":646},"0d0a21b1-4479-4871-a026-0256adc512e8",[647],{"id":648,"_uid":649,"type":596,"_editable":650,"component":598,"fixed_height":599,"use_fixed_height":50,"fixed_height_mobile":599,"fixed_height_tablet":599},"24841227","i-5741c8c1-2a37-489e-aa2c-661af4b5b56a","\u003C!--#storyblok#{\"name\": \"ContentFlourish\", \"space\": \"\", \"uid\": \"i-5741c8c1-2a37-489e-aa2c-661af4b5b56a\", \"id\": \"\"}-->","Benchmark has promoted Chinese cell producers CALB, EVE Energy, SVOLT, and Gotion to Tier 1 status. This follows sufficient evidence that these companies have met the offtake requirements to qualify as Tier 1 producers. Namely, they have been assessed as supplying multiple multinational passenger EV OEMs outside the Chinese market. CALB CALB has an active […]",[653],{"slug":570,"name":571,"content":654},{"job_title":573,"image":655,"bio":576,"linkedin":577},{"filename":575},"\u003C!--#storyblok#{\"name\": \"article\", \"space\": \"\", \"uid\": \"5759ddc4-1860-4a5e-9ebd-4862b9c9977b\", \"id\": \"\"}-->","article",[659,662],{"slug":660,"name":661},"batteries","Batteries",{"slug":663,"name":664},"gigafactories","Battery & Gigafactory","private",{"id":49,"alt":599,"name":599,"focus":599,"title":599,"source":599,"filename":667,"copyright":599,"fieldtype":668,"meta_data":669,"is_external_url":51},"https://res.cloudinary.com/benchmarkminerals/images/f_auto,q_auto/v1756224474/www-production/Socials-New-Tier-1@2x/Socials-New-Tier-1@2x.png?_i=AA","asset",{"alt":599,"title":599,"source":599,"copyright":599},{"id":49,"alt":599,"name":599,"focus":599,"title":599,"source":599,"filename":671,"copyright":599,"fieldtype":668,"meta_data":672,"is_external_url":51},"https://a.storyblok.com/f/287943243085208/1a95ffdd7f/bm-svolt-featured-image.jpg",{"alt":599,"title":599,"source":599,"copyright":599},"Aug 26, 2025","26th August 2025",[],[],1783529629687]