UTILITIES
Q. HOW IS ORBIA TACKLING THESE CHALLENGES?
ยป Orbia is addressing key supply chain vulnerabilities through strategic investments in innovation and infrastructure. One example is our custom electrolyte business that is partially supported by the US government. This business supplies electrolytes to specialised domestic battery producers.
Electrolytes are essential to battery performance, allowing batteries to store and release energy. The current electrolyte market is dominated by large-scale producers in China and other countries in Asia, who are hyper-focused on supporting the large electric vehicle battery producers with limited appetite to supply specialised battery producers in North America. Our custom electrolyte business fulfils this need by supplying electrolytes with less than four weeks lead time and with competitive pricing.
Since we launched this business in 2023, we have roughly tripled output and are on pace to double again this year, highlighting pent up demand for domestically produced electrolytes. We expect strong future growth as many battery production plants scheduled to be completed in the US in the next couple years will need a secure domestic supply chain, particularly as the trade war continues to drive uncertainty.
102 April 2026