85% of global battery production capacity is located in China.

Omissions

• The exact percentage varies slightly depending on the metric used: the IEA's own commentary uses 'well over 80%' for battery manufacturing output, while capacity-specific data points to around 85%.
• The claim does not specify a time period; the most recent data available before the session date (2025 data) supports the figure.
• The IEA Global EV Outlook 2026 notes that China's share of battery cell production was 'over 80%' (not capacity), and that global nameplate manufacturing capacity reached more than 4 TWh by end of 2025.
• The speaker did not cite a source; the figure aligns with IEA and EIA data.

Sources

• PrimaryU.S. Energy Information Administration (EIA)China controlled nearly 85% of the world's battery cell production capacity by monetary value.
• PrimaryIEAChina continues to top the list, manufacturing well over 80% of all batteries in 2025.
• PrimaryIEA Global EV Outlook 2026In 2025, China accounted for 70% of electric car production and over 80% of battery cell production.
• Secondaryelectrive.com (citing IEA report)Around 85 per cent of global production capacity is located in China.