EVE Energy says all plants making large cylindrical batteries at full capacity

Full utilization across large-cylindrical lines signals that demand for this format — increasingly favored in EV and energy-storage applications — is outrunning supply planning, and the split between export-led and now domestic offtake suggests the customer base is broadening rather than staying concentrated abroad. The early customer talks over consumption-tax and export-rebate adjustments matter more than the utilization headline: locking in agreement with most buyers before policy changes take effect reduces the risk of margin disputes or order renegotiation later. Whether domestic deliveries scale as fast as international demand, and whether the remaining customers sign on to the tax and rebate plan, are the open questions.