C-MACC Weekly Sustainability and Energy Transition Report
Power Shift: Late Battery Factory Starts Leave Less Time to Capture Full Production Credits
- 1st Topic of the Week: Power storage growth is shifting capital across energy and chemicals, as battery chemistry changes material demand and sourcing rules reshape competition for supply contracts.
- 2nd Topic of the Week: Hydrogen customers can secure supply and ownership together, giving developers funding but leaving their remaining stakes exposed when minimum purchases fail to cover costs.
- Additionally, we examine how European power costs, steel protection, PP textile recycling, biofuel procurement, and Indian storage contracts distribute policy benefits between suppliers and customers.
Exhibit 1: Samsung SDI’s LFP Expansion Shifts Chemical Purchases Across Vehicle and Storage Markets
Source: Samsung SDI – 3Q26 Earnings Presentation
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