<div id="readability-page-1"><div><p>(MT Newswires) -- Rising volatility in the global electric vehicle (EV) battery market will prompt producers to reassess their geographical positioning, S&amp;P Global Ratings stated in a Thursday release.</p><p> The EV supply chain faces risks from increased US tariffs, policies supporting greater production in the US, and China's export limitations on lithium technologies, S&amp;P credit analyst Stephen Chan said.</p><p> The US and Europe may adopt battery EVs at a slower rate, while China will remain a major supporter of the EV market, the rating agency said.</p><p> EV battery demand growth worldwide will dip to 29% in 2025 and to 18% and 16% in the next two years, which are slightly more sluggish than S&amp;P's previous forecasts.</p><p> The rating agency expects rated Korean EV battery makers to continue efforts to increase their US capacity, which should bode well over time, albeit pressuring leverage in the near term.</p><p>Japan's Panasonic Holdings (TYO:6752) could taper its capital expenditures while China's Contemporary Amperex Technology (SHE:300750) will further expand to non-US markets given its solid cash position, S&amp;P said.</p></div></div>

松下電器

<p>根據標準普爾全球評級，全球電動汽車電池市場的波動性上升促使生產商重新評估戰略。美國關税增加、生產政策以及中國對鋰技術的出口限制等因素正在影響這一轉變。該機構預測電動汽車電池需求增長將放緩，預計到 2025 年將降至 29%，並在隨後的幾年中進一步下降。韓國製造商預計將增加在美國的產能，而松下電器可能會減少資本支出，寧德時代則將擴展到非美國市場</p>

Rising EV Battery Market Risks Prompt Producers to Reconsider Strategies, S&P Says