China has amassed a considerable global competitive lead in developing automotive battery tech and associated supply chains, according to an executive from AI engineering specialist Monolith, speaking exclusively to Just Auto.
Go deeper with GlobalData
London-based AI start-up Monolith says it is doubling down on its mission to reinvent battery development, presenting its ongoing work in developing its next generation of AI technology for battery R&D.
At this year’s Battery Show Europe, the company showcased its agentic battery expert – an AI tool being developed to act as a virtual scientific co-pilot for engineers tackling the toughest challenges in battery R&D.
Speaking to Frankie Youd in the Just Auto podcast series, Marius Koestler – VP AI for Batteries at Monolith – described the challenges facing the global development of automotive batteries as an increasingly political-technical discussion for governments around the world to face up to.
“Beijing is bringing all the forces together, strategically,” he said. “It has gone with LFP [Lithium Iron Phosphate] technology which is winning big-time, while Europe, the US, Korea and Japan are still mainly on NMC [Nickel Manganese Cobalt] tech.”
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalDataHowever, Koestler also said that there is a huge opportunity to utilise AI solutions to speed up battery tech development times.
“China has amassed a huge supply chain presence when you look at high-growth companies like CATL, but it’s a highly dynamic situation. AI solutions are becoming highly relevant to this space and how the world’s major economies and industries will look in the future.”
