Flash | 27 May 2025 11:59:34 ET │ 11 pages China Battery Materials China Battery Supply Chain on the Ground: Market concerns escalate CITI'S TAKE Our channel check with ZE Consulting suggests that Top-5 battery makers' production pipeline is estimated to be up 2% MoM / 46% YoY to 103.4GWh in Jun-25, on back of front-loading demand from the US ESS end. Recent market concerns escalate due to newly initiated price cut among OEMs over the weekend, concerned the increasing end-market competition might further sq ...