An investment thesis on the largest cell maker
Participants build an investment view on CATL: market share trajectory, technology roadmap, geographic exposure, and the strategic moves that matter most for shareholders.
Participants build an investment view on CATL: market share trajectory, technology roadmap, geographic exposure, and the strategic moves that matter most for shareholders.
Sizing global cell demand to 2030 and CATL's share by geography and segment, EV, BESS, and consumer.
Reading the roadmap across LFP, M3P, sodium-ion, and condensed batteries, and judging which announcements move revenue.
US market access, European localisation, and competitive pressure from BYD, LG Energy Solution, and SK On.
Every BatteryMBA cohort runs an optional case study track where participants build recommendations on live industry questions, mentored by lecturers working on the same problems.
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C18 starts September 2026 · Rolling admissions, limited seats