CapEx Courier: Surplus Battery Equipment

Opportunity in times of market volatility

Author

Will Drewery
January 22, 2025

Hi Everyone!

I’m grateful to have you as part of our Movers & Makers community - thank you for showing up and making these conversations matter.

I’m excited to share our first Diagon CapEx Courier newsletter, where we share relevant news and equipment insights for next generation products. While our primary focus is on the battery industry, we will also share insights on aerospace, automotive (autonomous & electric), semiconductors, and other high tech products.

We started Diagon to serve as a marketplace for manufacturing equipment. We currently list over $50m worth of equipment from world-class battery equipment makers. 

Surplus Battery Equipment

As battery manufacturers in China and South Korea ramped up to meet increasing demand for EVs and Energy Storage Systems (ESS), original equipment manufacturers (OEMs) built billions of dollars (USD) worth of equipment. As demand in those regions has slowed, there is still several hundreds of millions of dollars (est. $500m+) worth of surplus equipment that is yet to be delivered to customers (cancelled and postponed projects).

Diagon is in a unique position to help new customers identify and purchase this equipment at very low prices and very short lead times. Each week, we’ll feature a different manufacturer and highlight the interesting machines they produce.

PNT is an equipment manufacturer that produces battery electrode production equipment, including coaters, calendering presses, slitters, and notching machines.

Sellers: Are you an equipment builder that would like to be featured?

Buyers: Are you a manufacturer in search of equipment?

Movers & Makers: Products of the Future

Our next Movers & Makers event will be focused on Products of the Future. We’ll be discussing the battery value chain, from raw materials to finished products. Only 15 seats left. You don’t want to miss it!

Movers & Makers Podcast

Check out our latest podcast! 🔋 Power Struggles: Political Dynamics Shaping the Battery Industry. Greg and I debate the Trump policies and the role that geopolitics will play in shaping the industry.

What's ahead? More building, more conversations, more community! We're just getting started.

Know someone who should be here? Have them click on this link to be added to the list!