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Visualizing China's Dominance in Battery Manufacturing (2022-2017P)

Energy Central

battery manufacturing positioned to grow 10-fold by 2027 China is home to 6 of the top 10 battery manufacturers in the world today. This is according to BloombergNEF's recent global lithium-ion battery supply chain ranking. The demand for battery parts and.

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The data center decade has arrived

Enverus

If you are a believer in the gigawatt scale data center story, you should have long exposure to data center supply chain equities where ~$30B/GW will flow into high margin businesses, compared to ~$2B/GW in energy. GW by 2027, one of the largest data center campuses in the world.

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BP’s Big U-Turn: Why Is the Energy Giant Returning to Oil and Gas? Shell, Equinor, and Exxon Are Making the Same

Rextag

Several new major oil and gas projects are set to launch by the end of 2027. The broader energy industry has struggled with high costs, supply chain disruptions, and regulatory uncertainty in renewable energy projects. Large-scale solar investments have also faced supply chain disruptions and declining profit margins.

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IS THE FREEWAY IN SIGHT?

Oil and Gas Investments

SUPPLY CHAINS ARE NOT YOUR FRIEND Mobileye identified they had an inventory problem in late-2023. We still believe that 2027 is really the right timing for introduction of these systems. Yet, new deals could set the stage for 2027-28 growth and that might be enough for the market. The longer story is why.

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