Advertisement
Energy
OpinionLetters

Letters | Asia can’t sit back as China wins the next-gen battery race

Readers discuss the risk of a new energy dependency, Nobel Prize-winning insights on ‘creative destruction’, and access to West Kowloon

Reading Time:3 minutes
Why you can trust SCMP
4
Visitors look at two-wheeled electric vehicles by Yadea at the Indonesia International Motor Show 2025 in Jakarta on November 14. Chinese companies like Yadea are starting to roll out alternative batteries like sodium-ion or salt batteries. Photo: AFP
Letters
Feel strongly about these letters, or any other aspects of the news? Share your views by emailing us your Letter to the Editor at [email protected] or filling in this Google form. Submissions should not exceed 400 words
Living in Southeast Asia, I often see how discussions about energy security focus on oil or gas pipelines. But increasingly, the real story is elsewhere: in the quiet revolution of batteries.

The ability to store energy – reliably, cheaply and at scale – will define which nations thrive in the next few decades. And here, the numbers are hard to ignore: China is leading by a wide margin.

Advertisement

By 2025, China is projected to control more than 80 per cent of global solid-state battery capacity, nearly the entire sodium-ion sector and 40 per cent of redox-flow battery capacity.

These are not abstract figures; they represent a strategic reality. If batteries become as critical as oil once was, Asia risks swapping one dependency for another.

Advertisement

Not long ago, many assumed the breakthrough would come from Silicon Valley or Tokyo. Instead, it is China that has shown the capacity to scale.

Advertisement
Select Voice
Choose your listening speed
Get through articles 2x faster
1.25x
250 WPM
Slow
Average
Fast
1.25x