All Teams: 3
CATL
Ningde · est. 2011
CATL is the Saudi Aramco of the electric vehicle era; it dictates the global price of batteries through insurmountable economies of scale, maintaining dominance even as raw material costs fluctuate.
BYD (FinDreams)
Shenzhen · est. 1995
Acting as the world's second largest battery manufacturer with a 16.4% global market share, BYD’s battery division (FinDreams) is the ultimate engine of vertical integration, supplying both its own dominant EV fleet and rivals like Tesla.
CALB
Changzhou · est. 2007
CALB is the world's #4 battery titan and the fastest growing 'Tier 1' supplier in China; by capturing the high end SUV and commercial truck markets, it has achieved a massive 160% profit surge to solidify its position in the global big four.
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CATL
$49.6BFY2024CATL currently possesses absolute pricing power over the entire global supply chain. In 2025, its net profits grew even as revenue normalized, proving its dominance is based on efficiency, not just volume.
BYD (FinDreams)
$107BFinDreams is aggressively spinning out as an independent supplier. In 2025/2026, BYD's battery shipments to external clients like Tesla and various European OEMs surged, turning the battery division into a standalone $110 billion valuation asset.
CALB
$6.5BCALB announced a massive positive profit alert in early 2026, outperforming market expectations due to its dual drive strategy in EV and ESS. It is currently building massive gigafactories in Europe and ASEAN to capture 15% of the European market by 2027.