China's Battery Giants Flood Overseas Markets As Exports Surge 220%
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by Tyler Durden
Wednesday, Oct 22, 2025 - 12:05 AM

By Alex Kimani of Oilprice.com

Last year, China's battery industry average utilization rate cratered to just a third of maximum capacity amid severe overcapacity following years of massive investment and expansion. This put smaller manufacturers under severe pressure and fueled further industry consolidation, while also forcing producers to increasingly seek overseas markets. Luckily, these efforts appear to be paying off: China Energy Storage Alliance has reported that Chinese battery storage forms secured ~200 overseas orders totalling 186 gigawatt-hours (GWh) in the first half of this year, good for a more than 220% year-over-year surge. Not surprisingly, just 5.34 GWh– less than 3% of the total--came from the United States amid hefty tariffs by the Trump administration compared to nearly 60% that came from the Middle East, Europe and Australia.

https://www.zerohedge.com/energy/chinas-battery-giants-flood-overseas-markets-exports-surge-220