On May 20, 2025, InfoLink Consulting released its Q1 2025 Global Energy Storage Supply Chain Database, reporting global energy storage cell shipments of 99. 62% year-on-year increase, despite a 7. In Q3, resonating demand from both inside and outside China. InfoLink Consulting has launched its global database of the lithium-ion battery supply chain, an essential element for the development of photovoltaic and wind energy. Policy-driven factors, including U. On the evening of 20 October, CATL disclosed its Q3 2025 financial. This is the fourth of our 6-part series that explores how climate regulation, industrial policy, trade policy, and strategic investments are influencing supply, demand and price across steel, iron ore, and critical minerals.