A recent report by the specialized firm Incolink Consuting recently developed an in-depth restructuring of lithium value chains, motivated by the increase in customs duties imposed by the United States and geopolitical uncertainties. In this context, Morocco and Indonesia are established as strategic industrial hubs of this global reorganization.
Towards a redistribution of cards? This is what a recent specialized report recently. Indeed, the global storage battery industry is experiencing a major strategic reconfiguration under the effect of increasing trade tensions between the United States and China. The misfortune of some makes others happy. This tumultuous context encourages large companies in the sector to relocate their supply chains outside of Chinese territory, with a particular interest in emerging markets such as Morocco and Indonesia.
Consulted by the energy research unit, the same report said that “The global capacity for the production of storage batteries located outside China has crossed the threshold of 102 GWh in the first quarter of 2025, including 52 GWh specifically allocated to stationary storage systems”. This dynamic illustrates an increasing desire for diversifying sources of supply and reduction of dependence on China, which continues to dominate almost 90 % of the American market.
Other reasons encourage this deployment “novice”. Morocco and Indonesia benefit from determining factors of competitiveness: a workforce at moderate cost, direct access to raw materials, and a favorable business climate. Morocco, in particular, derives from its free trade agreement with the United States and its abundant phosphate reserves, paving the way to the development of lithium phosphate battery (LPF). Bases on its nickel resources, a key element in the composition of lithium-ion batteries.
Large companies such as LG Energy Solution, Invision and High-Tech Gition pilot the expansion of their production capacities to markets outside China, in particular in Southeast Asia and North America.
Report data indicates that “Southeast Asia concentrates 40 % of the planned production capacities, with a high concentration of projects in Malaysia and Indonesia”.
To this end, the report underlines that “Industrialists adopt a progressive and cautious approach, with projects generally limited to 10 GWh, and convert production lines initially dedicated to batteries for electric vehicles to stationary storage solutions, in a logic of cost optimization and simplification of logistics chains”.
Related news :