samsung sdi
Commented by Mario Hose on February 24th, 2026 | 08:00 CET
Panasonic, Samsung SDI, and NEO Battery Materials: Three paths into the battery age
Whether it is due to failures on the part of the Western automotive industry or China's locational advantages, Beijing dominates the global battery market and openly uses this power as a geopolitical lever. Since November 2025, drastically tightened export regulations have been in place for lithium batteries, graphite anode materials, and related equipment. Production machinery and technologies are also affected. This is a wake-up call for Western industry - and an opportunity for investors: Non-Chinese battery manufacturers are increasingly coming into focus on the stock market, whether they are established players such as Panasonic and Samsung SDI or newcomers such as NEO Battery Materials.
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