All case studies
    Investment · Cell maker

    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.

    Market position

    Sizing global cell demand to 2030 and CATL's share by geography and segment, EV, BESS, and consumer.

    Technology

    Reading the roadmap across LFP, M3P, sodium-ion, and condensed batteries, and judging which announcements move revenue.

    Risk

    US market access, European localisation, and competitive pressure from BYD, LG Energy Solution, and SK On.

    Work cases like this inside the programme

    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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