Commodities Report: Lithium futures | 2026-03-11 17:34 UTC [GXRM] | Bullish | unstable

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1. https://www.pv-magazine.com/2026/03/11/setting-the-stage-for-us-energy-storage/ - * US energy storage growth remains likely due to grid resilience and economic factors, but faces hurdles from policy changes, trade uncertainties, and rising costs. * Changes to energy policy under the Inflation Reduction Act and the passage of the OBBBA alter incentives for storage deployment. * Increased demands for supply chain traceability and security are impacting manufacturing and project costs. * Long interconnection wait times and market uncertainties hinder project revenue projections. * Cancellation of planned storage capacity and funding shifts threaten domestic innovation and industry competitiveness.
2. https://www.cartoq.com/car-life/maharashtra-revokes-bike-taxi-licenses-ola-uber-rapido/ - * The Maharashtra government revoked provisional licences of Ola, Uber, and Rapido bike taxis due to non-compliance with electric vehicle mandates. * The decision was confirmed by State Transport Minister Pratap Sarnaik, citing failure to submit required documentation. * The Maharashtra E-bike Taxi Rules 2024 mandate that all fleet vehicles must be electric. * The authorities have taken penal action against 130 non-compliant bike taxis since April 2024, collecting over Rs 33 lakh in fines. * The ban may be reversed if aggregators comply with regulations and submit pending paperwork.
3. https://www.techbriefs.com/component/content/article/54792-a-shield-for-the-next-generation-lithium-batteries-get-a-major-upgrade?catid=1348&Itemid=690 - * Researchers at Stanford developed a method to toughen solid electrolytes in lithium batteries by annealing a 3-nanometer silver coating onto LLZO surfaces.* * Heat treatment at 300 °C allows silver ions to diffuse into the electrolyte, which prevents crack formation and lithium intrusion.* * The technique aims to create safer, high-performance solid-state lithium batteries with improved durability.* * Future research explores other large, polarisable elements such as sodium, potassium, and copper as potential alternatives.*
4. https://www.bisinfotech.com/nankai-university-team-tests-worlds-first-solid-state-battery-to-1000-km-in-real-vehicle/ - * The Chinese team at Nankai University, in collaboration with China Auto New Energy, announced a breakthrough in solid-state battery technology at the 2026 National Engineering Research Centre meeting. * The new lithium-rich manganese solid-liquid battery exceeds 500 Wh/kg cell energy density, with a system capacity of 142 kWh enabling over 1,000 km driving range. * Future plans aim for a system density of 340 Wh/kg and a range over 1,600 km. * The technology includes proprietary lithium-rich manganese cathodes, in-situ solidified electrolytes, and a novel lithium anode generation process. * Safety systems include a 'five-dimensional' protection suite and vehicle-cloud management, with demonstration operations planned for later this year.
5. https://www.graphene-info.com/sunlight-activated-graphene-membrane-recovers-battery-grade-lithium-brines - * Researchers developed a graphene-based nanofiltration system using sunlight as the energy source to extract lithium ions from brines. * The membrane combines edge‑functionalized graphene nanoribbons with photothermally reduced graphene oxide to enhance selectivity. * The system achieved a lithium permeation rate of 0.253 mol m⁻² h⁻¹ and a Li⁺/Mg²⁺ selectivity of 21. * Testing with simulated Bolivia brine showed a 28-fold lithium enrichment and lithium carbonate of about 97% purity. * The method offers a water-efficient, scalable alternative to current lithium extraction techniques using evaporation ponds.
6. https://carnewschina.com/2026/03/11/solid-state-patent-catl-tackles-sulfide-instability-ahead-of-2027-pilot/ - * CATL developed a solid-state battery with 500 Wh/kg energy density, starting pilot development in China. * The patent focuses on stabilising sulfide electrolytes and aims for automotive-grade cells by 2027. * CATL signed a copper foil supply agreement valued at around 66 billion yuan to support scaling. * The company faces engineering challenges in scaling from 20Ah to 60Ah cells due to mechanical and cost constraints. * CATL's strategy includes securing intellectual property and material infrastructure to compete in solid-state battery industrialisation.
7. https://www.recycling-magazine.com/2026/03/11/ifat-munich-2026/ - * The trade fair addresses raw material recovery and recycling technologies, including lithium-ion batteries, at IFAT Munich 2026. * European policies such as the RESourceEU plan aim to enhance recycling capacities and resource efficiency. * Sector efforts focus on automotive recycling, vehicle dismantling, and legislative developments like the ELV-R regulation. * Digital technologies, AI, and robotics are highlighted for improving waste sorting and recycling processes. * Experts discuss opportunities and challenges in applying AI and automation in waste management.
8. https://electrek.co/2026/03/11/solid-state-ev-battery-patent-reveals-catls-ambitious-plans/ - * CATL filed a patent outlining a new solid-state battery system using fluorine-containing lithium salt and sulfide electrolyte materials. * The patent was published on March 5, 2026, by WIPO. * CATL has begun pilot production of solid-state batteries with an energy density of 500 Wh/kg. * The company plans to start small-scale production by 2027, aligned with China’s new standard for solid-state batteries. * CATL aims to scale 60 Ah cells for automotive use by the end of the decade, with mass production expected later.
9. https://berksweekly.com/news/traffic-transit/state-awards-825k-for-ev-charging-station-in-fleetwood-as-part-of-9-million-investment/ - * The Pennsylvania Department of Transportation announced funding for EV charging infrastructure across Pennsylvania, including a project in Fleetwood. * $825,958 was awarded to Sheetz in Fleetwood to install new EV charging stations. * The project is part of a broader $9 million federal NEVI programme supporting 12 projects statewide. * Pennsylvania has built 30 NEVI-funded charging stations, with 53 more planned or in construction. * Since December 2023, the stations have supported over 80,000 charging sessions, 9.6 million miles of electric driving, and reduced CO2 emissions by over 2,000 metric tons.
10. https://www.businesstoday.in/latest/corporate/story/parliamentary-committee-bats-for-subsidy-on-electric-cars-under-pm-e-drive-scheme-520186-2026-03-11?utm_source=rssfeed - * The Department-Related Parliamentary Standing Committee on Industry recommends consumer subsidies for electric four-wheelers to promote EV adoption in India. * The committee notes electric four-wheelers are not currently covered under the PM E-DRIVE scheme. * It suggests structural incentives linked to battery capacity, efficiency, and price caps. * The committee reports slow progress in electric two-wheelers, three-wheelers, and electric rickshaws, with some segments showing nil achievement. * It calls for extending demand incentives for electric two-wheelers and reviews of manufacturing schemes for electric passenger cars and advanced chemistry cells. * Concerns are raised over India's dependence on imported rare earth minerals, especially from China, impacting supply chains and cost reduction efforts.
11. https://www.eqmagpro.com/state-unveils-comprehensive-renewable-energy-policy-with-strong-push-for-solar-and-electric-vehicles-eq/ - * A new renewable energy policy has been finalised to accelerate clean energy adoption, focusing on solar power expansion and electric vehicle promotion. * The policy includes targets, funding mechanisms, and incentives to enhance renewable capacity and green infrastructure. * The government aims to increase solar power generation through large-scale parks, rooftop, and decentralized systems. * Incentives for EV purchases, expanded charging infrastructure, and renewable energy integration support cleaner transportation. * Infrastructure development includes strengthening power transmission, modernising the grid, and energy storage integration. * Community participation and job creation are promoted in solar and EV sectors. * The policy aims to foster sustainable growth, climate action, and broader national goals.
12. https://news.google.com/rss/articles/CBMirwFBVV95cUxNbVlRbmVfZERGSWtsaEN6YlkyNG9CZVlva1RPZU5rUVpWakJIb0VVSUlPbE1TY0IyYnF4ZTRqdFZjSTJOa2I4SWd5bThqeno2ck5HVnAwLUlFN0ZGUy11ckhQUHBERWRTcG1hLUVDNUdlWTZ6ZXlRa2V6MWpydGY1MV9MWlNHcGgtZWFnbThCVkxabGs4cGJDT0FVS05YWkRHbFptMUtmLTNYN3BkaUVR?oc=5&hl=en-US&gl=US&ceid=US:en - *The global gigafactory pipeline grew 27% to over 10TWh between January 2023 and 2026, while Europe declined 8% to just over 1TWh.* *Europe’s battery demand growth was the highest among major regions between 2024 and 2025.* *The strength of European projects lies in demand growth and innovation, supported by universities and startups.* *Europe faces challenges due to lack of incentive schemes and limited domestic critical mineral resources.* *European policies, such as the Industrial Accelerator Act, aim to strengthen the domestic battery supply chain.*
13. https://www.xataka.com/movilidad/revolucion-coche-electrico-tiene-ganador-absoluto-gigante-chino-baterias-cada-vez-gigante - * CATL, mayor fabricante mundial de baterías para vehículos eléctricos, cerró 2025 con un beneficio neto de 10.400 millones de euros, un 42% más que el año anterior. * Controla casi el 40% del mercado global de baterías para vehículos eléctricos, en su noveno año consecutivo como líder. * Los ingresos totales en 2025 fueron de 58.000 millones de euros, con un crecimiento del 17% respecto a 2024. * La cuota de mercado de CATL en baterías para vehículos eléctricos aumentó del 38% al 39,2%, con ventas de 661 GWh en baterías de ión litio. * La compañía reporta que más del 30% de sus ingresos proviene del exterior, donde obtiene márgenes brutos superiores al 31%. * CATL lidera también el mercado de baterías para almacenamiento estacionario por quinto año. * La empresa cuenta con 6 centros de I+D y 24 fábricas en el mundo, con capacidad instalada de 772 GWh, con más en construcción. * La presión en costes y la guerra de precios redujeron ligeramente los márgenes brutos en 2025. * La mina de litio en Jianxiawo, en la que CATL tiene intereses, enfrenta retrasos por conflictos de licencias, con producción prevista para junio. * Competidores surcoreanos perdieron cuota en enero, y BYD presenta una nueva batería de carga ultrarrápida que puede afectar a CATL en ese segmento.
14. https://evreporter.com/spark-minda-and-turntide-technologies-form-jv-to-develop-ev-powertrain-solutions-for-india/ - * Minda Corporation Limited and Turntide Technologies announce a joint venture to develop and manufacture vehicle powertrain components for electric vehicles in India. * The agreement was announced on March 10, 2026, subject to regulatory approvals. * Minda will hold 49%, Turntide 51% of the joint venture. * The focus is on motor controllers, electric motors, pumps, and controllers for EVs in India. * The collaboration aims to localise production and meet domestic EV market demands. * The venture supports India’s electric vehicle policy initiatives and supply chain resilience.
15. https://www.energetica-india.net/news/navprakriti-partners-with-nash-energy-to-strengthen-indias-battery-recycling-and-circular-energy-ecosystem - • NavPrakriti and NASH Energy form a strategic alliance in India to advance responsible lithium-ion battery recycling and material recovery. • The partnership aims to support India’s energy transition, EPR regulations, and minimise environmental impact. • NavPrakriti’s Serampore facility can process up to 1,000 tonnes of batteries per month, with expansion plans to 24,000 tonnes annually. • NASH Energy invests in battery manufacturing, with a 2 GWh production line in Bengaluru, targeting 10 GWh capacity within five years. • The collaboration aligns with India's projected lithium-ion battery demand growth from 4 GWh in 2023 to 139 GWh in 2035.
16. https://www.pv-magazine.com/2026/03/11/nanomalaysia-unveils-sodium-ion-prototype-surpassing-300-wh-kg/ - * NanoMalaysia Berhad (NMB), under Malaysia’s Ministry of Science, Technology and Innovation, developed a sodium-ion battery prototype with energy density over 300 Wh/kg. * The prototype was created through the NanoMalaysia Energy Storage Technology Initiative (NESTI) in collaboration with International Battery Centre Sdn Bhd. * The development marks a significant step toward commercial readiness, with industry partnerships deemed critical. * The sodium-ion technology aims to match lithium-ion performance while addressing cost, safety, and sustainability challenges. * Malaysia's energy storage ecosystem benefits from the technological breakthrough and potential industry collaborations.
17. https://afma.org.au/industry-groups-launch-campaign-to-keep-ev-tax-discount/ - * A coalition of automotive and finance organisations in Australia has launched the 'Keep the EV Tax Discount' campaign. * The campaign aims to persuade the Federal Government to retain the electric car incentive during its review. * Industry participants include Electric Vehicle Council, BYD, Tesla, Polestar, and others. * The policy provides a fringe benefits tax exemption for electric vehicles purchased through novated leases. * The campaign emphasises the policy's role in increasing EV uptake and reducing costs for Australian workers.
18. https://www.prnewswire.co.uk/news-releases/cullen-international-launches-new-service-analysing-eu-sustainable-transport-and-transport-decarbonisation-policy-302709379.html - * Cullen International introduces a new service providing analysis on EU sustainable transport policy and decarbonisation initiatives. * The service tracks EU legislation on electric vehicles, transport emissions, and sustainable logistics across Europe. * It benchmarks Member State implementation and offers insights into environmental targets and industry actions. * The EU's proposals include requirements for electric vehicle manufacturing and public funding eligibility. * The transport sector accounts for nearly one-third of EU greenhouse gases, with ongoing challenges in infrastructure and long-haul transport.
19. https://www.yourlocalguardian.co.uk/news/national/uk-today/25923510.vauxhall-invest-50m-uk-site-warns-future/?ref=rss - * Vauxhall plans to invest £50 million in Ellesmere Port, UK, to expand electric van production from next year. * Stellantis has indicated the factory’s long-term viability is threatened by current UK EV regulations, including the zero-emission vehicle (ZEV) mandate. * The UK ZEV target requires 24% of light commercial vehicle sales to be electric and aims for 70% by 2030, with penalties for non-compliance. * The factory produces electric vans, is affected by export commitments, and was previously involved in Astra manufacturing. * UK electric van sales are less than 12% of total van sales in 2023, with discussions on relaxing EV targets ongoing.
20. https://www.carscoops.com/2026/03/donut-lab-solid-state-battery-test/ - * Donut Lab, a Finnish startup, announced test results showing their solid-state battery retains 97.7% of its charge after 10 days of idle storage. * The test was conducted by Finnish Technical Research Centre (VTT) over 240 hours at temperatures between 22-28°C. * The battery’s voltage dropped by 2.3% over 10 days, with a 103 mV drop in the first hour due to voltage relaxation. * The results aim to demonstrate that the technology is a true battery, not a supercapacitor, countering sceptical reports. * The company previously demonstrated rapid charge capabilities for the battery.
21. https://carnewschina.com/2026/03/10/desk-calendar-sized-calb-debuts-60ah-solid-state-battery-with-1000-km-range/ - ['*CALB introduced a 60 Ah solid-state battery at the 2026 Two Sessions in Beijing, featuring over 450 Wh/kg energy density.', '*The battery is designed for passenger vehicles with a range of 1,000 km or more and weighs approximately 490 g.', '*The development includes a transition to a production-ready automotive platform and sulphide-based solid-state electrolytes with higher ionic conductivity.', '*CALB plans delivery of 450 Wh/kg cells for robots and eVTOL aircraft in Q4 2026, with automotive integration expected in 2027.', '*The battery costs are currently estimated at 0.85 yuan/Wh, with commercialisation hindered by a 100% cost premium compared to liquid electrolytes.']
22. https://www.geeky-gadgets.com/donut-lab-solid-state-battery-3/ - * Donut Lab's solid-state battery prototype demonstrates 97.7% charge retention in a 10-day self-discharge test at room temperature. * The performance is comparable to existing NMC or sodium-ion chemistries but falls short of established commercial batteries. * The prototype shows consistent electrochemical performance but lacks data on energy density, durability, cold-weather performance. * The testing scope raises skepticism, with calls for independent verification and transparency. * Competing advancements like BYD’s Blade 2 and sodium-ion batteries challenge the prototype's market viability.
23. https://3dnews.ru/1138064/nashumevshaya-batareya-donut-proshla-test-na-samorazryad-rezultat-okazalsya-vpechatlyayushchim-i-bez-obmana - * Donut Lab's solid-state lithium battery demonstrated a self-discharge rate of 2.3% over 10 days in independent testing by VTT in Finland. * The battery maintained its nominal capacity of 26.5 Ah, with minimal voltage decline during the test. * The test confirms the battery behaves according to classical chemistry, countering sceptics' claims it is a supercapacitor. * The battery features 400 Wh/kg energy density, fast charging (0 to 80% in 4.5–5 minutes), and operates at temperatures up to 100°C. * Tests also include fast charging and high-temperature performance, supporting its commercialisation prospects.
24. https://evmagz.com/eu-approves-e200-million-spanish-aid-program-to-support-ev-supply-chain/ - * The European Commission approved a €200 million aid scheme for Spain's EV supply chain, supporting battery, hydrogen, and raw material projects. * The programme is part of Spain’s PERTE industrial initiative, open until June 2026. * The aid aims to enhance EU energy independence and support a transition to a carbon-neutral economy. * Spain's broader EV strategy includes additional funding for consumer subsidies, charging infrastructure, and industrial investments. * The initiative emphasises industrial growth over consumer incentives and infrastructure support.
25. https://solarquarter.com/2026/03/10/catl-reports-strong-growth-in-2025-strengthens-global-leadership-in-battery-and-energy-storage-markets/ - * CATL's 2025 annual report shows a 17% increase in revenue and a 42% rise in net profit, with total operating revenue of RMB 423.7 billion. * The company’s lithium battery sales reached 661 GWh with a 39% year-on-year growth, maintaining its No. 1 global market share. * Energy storage shipments accounted for 30.4% of the global market; approx. 2,300 projects deployed worldwide. * CATL expanded into sectors including aviation with electric aircraft, maritime vessels, and AI-powered energy infrastructure. * Production capacity reached 772 GWh by end of 2025, with 321 GWh under construction, supported by Lighthouse factories. * Over 1,000 battery-swapping stations are operational globally, including China’s extensive networks. * Achieved carbon neutrality in operations, recycled 210,000 tonnes of batteries, and promoted circular economy initiatives.
26. https://evmagz.com/eu-approves-e200-million-spanish-aid-program-to-support-ev-supply-chain/ - * The European Commission approved a €200 million Spanish state aid for the EV supply chain, supporting battery manufacturing, hydrogen technologies, and critical raw materials. * The programme is part of Spain’s PERTE industrial strategy and will operate until June 2026. * It aims to expand production capacity for EV batteries and hydrogen-related technologies, and support raw materials recovery. * Spain is restructuring its EV support through additional initiatives including €400 million subsidies for consumers and €300 million for charging infrastructure. * The focus is on industrial development rather than consumer incentives or infrastructure expansion.
27. https://evmagz.com/catl-reports-42-profit-growth-in-2025-as-battery-sales-surge/ - * Chinese battery manufacturer CATL experienced a 42.28% rise in net income for 2025, reaching 72.2 billion yuan ($10.4 billion). * Revenue increased 17.04% to 423.7 billion yuan, driven by growth in power and energy storage batteries. * Battery shipments rose 39.16%, with 661 GWh sold, including 541 GWh of power batteries and 121 GWh of energy storage batteries. * CATL held a 39.2% share of the global EV battery market in 2025 and expanded its manufacturing footprint with six R&D centres and 24 production facilities worldwide. * Capacity reached 772 GWh, with an additional 321 GWh under construction, supporting future expansion.
28. https://mining.com.au/spains-multi-million-dollar-scheme-receives-eu-greenlight/ - *The European Commission approved a €200 million Spanish State aid scheme to support manufacturing capacity for battery, energy storage, and hydrogen technologies for EVs.* *The scheme grants direct subsidies to Spanish companies until 2026.* *Support aims to accelerate transition to a net-zero economy and develop critical raw materials for EVs.* *The EU is making progress towards renewable energy, with wind and solar producing more electricity than fossil fuels in 2025.* *EU solar power grew over 20%, with significant adoption in Hungary, Cyprus, Greece, Spain, and the Netherlands.*
29. https://www.prnewswire.com/news-releases/battery-materials-market-to-surpass-usd-250-56-billion-by-2032--reveals-maximize-market-research-analysis-302708324.html - * Global Battery Materials Market was valued at USD 89.73 billion in 2025 and is projected to grow to USD 250.56 billion by 2032. * Growth driven by rising EV adoption, energy storage systems expansion, and innovations in lithium-ion and solid-state batteries. * Key developments include high-nickel cathodes, silicon-based anodes, and advanced electrolytes. * Asia-Pacific and North America lead regional growth, with investments in manufacturing and EV deployment. * Market faced challenges like safety risks, supply chain vulnerabilities, and rising costs, but opportunities in recycling and sustainable materials persist.
30. https://mobilsiden.dk/nyheder/opkoblede-biler/elbilteknologier/verdens-foerste-denne-elbil-har-helt-ny-batteriteknologi/ - * The Chinese automaker Changan Automobile, in collaboration with CATL, introduces the Nevo A06, the first series-produced electric vehicle with a sodium-ion battery. * The vehicle features a 45 kWh battery with a range of up to 400 km on a single charge. * The battery can be charged to 80% in 15 minutes and retains 90% capacity at temperatures as low as -40°C. * The salt battery technology is claimed to be safer, more stable, more cost-effective, and less affected by cold weather. * The launch is expected in mid-2026, with companies like BYD also investing in similar technologies.
31. https://techxplore.com/news/2026-03-ice-electrolyte-power-battery-lithium.html - * Researchers affiliated with UNIST and KAIST demonstrate that frozen liquid electrolytes can facilitate lithium-ion conduction for batteries. * The study features an organic ice electrolyte based on ethylene carbonate and reveals ion hopping mechanisms. * The electrolyte supports over 400 charge-discharge cycles in lithium metal batteries at room temperature. * The research discusses advantages such as reduced dendrite formation and improved stability in solid-like electrolytes. * Findings challenge the traditional view that electrolytes must be liquid for proper function.
32. https://evehicleshop.in/sodium-ion-battery-tested-in-real-ev-delivers-400km-range/ - * China launched the first mass-produced electric vehicle powered by sodium-ion batteries, engineered by JAC Motors and HiNa Battery. * The Yiwei E10X offers a range of 400 km (~248 miles) with a sodium-ion battery, supporting rapid charging and cold temperature resilience. * Sodium-ion batteries, which are cheaper, safer, and perform better in cold weather, are seen as a significant alternative to lithium-ion technology. * The technology addresses issues like raw material scarcity, thermal instability, and degradation associated with lithium-ion batteries. * Sodium-ion is suitable for city cars and micro-mobility, potentially transforming EV affordability and safety.
33. https://batteriesnews.com/trafigura-signs-battery-grade-lithium-carbonate-offtake-agreement-with-smackover-lithium/ - * Trafigura signed a 10-year offtake agreement with Smackover Lithium for 80,000 tonnes of lithium carbonate.* The agreement stipulates annual purchases of 8,000 tonnes, starting upon commercial production.* The SWA Project in Arkansas aims to produce 22,500 tonnes per annum initially, with possible expansion.* The project targets initial production in 2028, utilising direct lithium extraction from brine resources.* The agreement aims to support US domestic lithium production and supply chain security, with deliveries to North America and global markets.
34. https://www.scmp.com/news/china/diplomacy/article/3346024/us-counter-beijings-critical-minerals-dominance-game-changing-innovations?utm_source=rss_feed - * The US Department of Energy officials announced potential innovations in recycling electronic waste to surpass China in critical minerals. * US entrepreneurs are developing new, efficient processing techniques for critical minerals within the next 12 months. * US labs are collaborating with corporate partners on technologies enabling processing of multiple critical minerals in the same flow sheet. * Experts highlighted the challenge of reducing dependence on China's critical minerals industry within two years. * The focus is on recycling black mass from lithium-ion batteries and advancing mineral refining technology.
35. https://noticias.autocosmos.com.ar/2026/03/09/las-baterias-organicas-de-litio-podrioan-ser-el-futuro-del-auto-electrico - * Researchers in China introduced a prototype of organic lithium battery that surpasses traditional chemical batteries in safety* and operates across a temperature range of -70 °C to 80 °C*.* The battery uses a novel polymer conductor, poly(benzodifurandione) (PBFDO), as a cathode material*.* The prototype achieves energy density over 250 Wh/kg and a capacity of 42 mAh/cm²*.* It demonstrates high mechanical and thermal stability, including under extreme stress tests*.* The technology is still in prototype phase but aligns with future trends to diversify chemistries, reduce reliance on critical metals, and extend operational ranges by 2026–2027.
36. https://skillings.net/hard-news-china-centralizes-lithium-permitting-as-crackdown-threatens-global-battery-supply-chain/ - * China has unified all lithium mining permit approvals under the Ministry of Natural Resources, implementing the strictest controls since July 2025. * The policy has suspended operations at CATL's Jianxiawo mine, affecting approximately 3% of global lithium output, and caused a price spike in lithium futures. * New regulations impose higher resource quality thresholds and environmental standards, favouring larger firms with ESG infrastructure. * Centralised review processes are expected to slow permit approvals by 6-12 months, consolidating market power within China. * China aims to manage domestic lithium supply through detailed production controls, influencing global prices and supply chains.
37. https://tmastreet.com/tesla-semi-megacharger-opens-amid-2026-rollout/ - * Tesla launched its first Megacharger station in Ontario, California, supporting the Semi truck programme.* The Semi's delivery has been delayed to 2026, with ongoing infrastructure development.* Competitors like Daimler and Volvo have advanced electric trucking options, intensifying competition.* Tesla faces infrastructure, production, and market challenges ahead of its 2026 launch.* The company's success depends on infrastructure expansion and meeting demand targets.
38. https://skillings.net/analysis-the-2-billion-pivot-why-the-ev-battery-metals-slump-is-definitively-in-the-rearview-mirror/ - * December 2025 marks a milestone with monthly EV battery raw material costs exceeding $2 billion since September 2023. * Total 2025 spending on battery metals reaches $15.8 billion, up 13% year-over-year, indicating market acceleration. * Cobalt sulphate prices surged over 200% YoY; nickel prices increased due to Indonesian export quotas; lithium demand rises amid shrinking oversupply. * Demand for EVs grew 20% in 2025; battery capacity expanded 25%, with emphasis on LFP chemistries expanding globally. * Supply chain dynamics are stabilising; resource nationalism and export controls are shaping supply, especially in Indonesia, China, Chile, and Argentina. * Lithium demand is set to increase its market share, driven by rising prices and the expansion of LFP batteries; support policies in the US, EU, and Canada aim to secure supply. * The outlook for 2026 expects higher average prices across metals, with lithium outperforming due to storage demand and policy drivers; nickel remains volatile; cobalt remains range-bound. * OEMs are adopting multi-sourcing strategies and long-term agreements to mitigate geopolitical risks; supply chain resilience is a strategic priority. * The recent market rebound reflects fundamentals, not speculation, with stronger energy storage growth and geopolitical impacts sustaining demand.
39. https://batteriesnews.com/trafigura-signs-battery-grade-lithium-carbonate-offtake-agreement-with-smackover-lithium/ - * Trafigura signed a 10-year offtake agreement with Smackover Lithium for 80,000 tonnes of battery-grade lithium carbonate.* The agreement supports US domestic lithium production from the South West Arkansas Project.* Initial production from the project is targeted for 2028, with 22,500 tonnes annually.* The project uses direct lithium extraction technology in Arkansas.* Trafigura aims to strengthen North American critical minerals footprint and enhance domestic supply chains.
40. https://www.automotive-today.ro/index.php/2026/03/09/skoda-opens-new-battery-systems-assembly-hall-following-205-million-euros-investment/ - * Škoda invests €205 million in expanding battery production in Mladá Boleslav, Czech Republic. * The new assembly hall makes Škoda the largest producer of BEV battery systems in the Volkswagen Group. * The plant produces over 1,100 cell-to-pack battery systems daily and up to 335,000 annually. * The expansion is part of Volkswagen's broader battery strategy and aims to localise battery manufacturing at scale. * Škoda plans to transition to greener energy sources, including converting a power plant from coal to biomass, reducing emissions by around 274,000 tonnes of CO₂ by 2027.
41. https://www.altenergymag.com/news/2026/03/09/eneroc-usa-has-officially-launched-operations-in-north-america-offering-advanced-lithium-battery-solutions-for-industrial-and-off-highway-evs/46871 - * ENEROC USA has launched operations in North America, offering lithium battery solutions for industrial and off-highway EVs.* The company collaborates with CATL, a global leader in lithium battery technology.* ENEROC targets industrial applications with advanced safety and durability features, backed by CATL's technology.* The company provides comprehensive after-sales support, including remote monitoring.* ENEROC's global presence includes offices in multiple countries and over 180,000 batteries sold.* The company’s products power EVs across a wide voltage range and serve major manufacturers.
42. https://www.prnewswire.com/news-releases/egi-battery-establishes-future-home-of-advanced-battery-manufacturing-in-michigan-302707581.html - * EGI Battery announces the creation of its first US-based battery manufacturing campus in Ann Arbor, Michigan. * The facility will produce NDAA-aligned lithium-ion pouch cells for aerospace, drones, and emerging technologies. * Site acceptance testing is targeted for Q1 2026, with production starting in Q3 2026. * The campus aims for scalable, phased capacity expansion from 40 MWh to 80 MWh by 2028. * The project supports domestic battery supply chain security and aims to create approximately 100 jobs by 2028.
43. https://cnevpost.com/2026/03/09/catl-profit-jump-2025/ - * CATL's net income reached 72.2 billion yuan ($10.4 billion) in 2025, a 42.28% increase. * Revenue grew by 17.04% to 423.7 billion yuan in 2025. * Battery sales totalled 661 GWh, up 39.16% year-on-year. * Market share in EV batteries was 39.2%, maintaining top global position. * The company plans to issue bonds and deploy sodium-ion batteries in vehicles by mid-2026.
44. https://thepakistan.pk/electric-vehicles-in-pakistan/ - * Pakistan's government introduces the National Electric Vehicle Policy (NEVP) to promote EV adoption. * Targets include 30% of new vehicles to be electric by 2030 and 90% by 2040. * Incentives include reduced import duties, lower registration fees, tax benefits, and subsidies. * Challenges include limited charging infrastructure and high upfront costs. * Industry experts foresee rapid growth in EV market, especially in two-wheelers and public transport segments.
45. https://www.whichev.net/2026/03/09/byd-unveils-blade-battery-2-0-and-1500kw-flash-charging-promising-nine-minute-ev-recharge/?utm_source=rss&utm_medium=rss&utm_campaign=byd-unveils-blade-battery-2-0-and-1500kw-flash-charging-promising-nine-minute-ev-recharge - * BYD unveiled a new ultra-fast charging ecosystem in China, combining Blade Battery 2.0 with a 1,500kW FLASH Charging system. * The system can recharge an EV from 10 to 70 per cent in five minutes and from 10 to 97 per cent in nine minutes under ideal conditions. * Over 4,200 FLASH Charging stations have been installed across China, with plans to expand to 20,000 by 2026, and an overseas rollout planned. * The Blade Battery 2.0 improves energy density by 5% and supports high charging power while maintaining safety, with fast charging in low temperatures. * The new battery features innovations in ion transport and internal structure, reducing resistance and heat generation, and offering longer durability. * The FLASH Charger integrates energy storage to buffer grid load and employs a suspended, pulley-based cable design for user convenience. * The ecosystem aims for global deployment, starting with the Chinese market, and will feature in upcoming European models, including the Denza Z9GT.
46. https://thearabianpost.com/al-futtaim-byd-accelerates-saudi-retail-expansion/ - * Al-Futtaim BYD KSA launched three integrated showrooms in Saudi Arabia as part of its 2026 expansion plan. * The new facilities in Abha, Khurais, and Mall of Dhahran offer vehicle sales, servicing, and spare parts. * The expansion supports Saudi Arabia's Vision 2030 and government initiatives for clean energy and electric vehicles. * BYD's presence in Saudi Arabia began with showrooms in Riyadh, Jeddah, and Dammam. * The move aims to increase access and infrastructure for electric and hybrid vehicles amid growing demand.
47. https://thedriven.io/2026/03/09/ev-industry-calls-on-federal-government-to-keep-electric-car-discount/ - • Stakeholders in Australia's EV industry, led by NALSPA, campaign to retain the Electric Car Discount. • The campaign targets the federal government during a review announced in December. • The policy, introduced in 2022, removes fringe benefits tax on some electric cars and supported 5,000 Australians. • A 2025 study found the discount added over 105,000 EVs to Australian roads between 2022 and 2024. • Organisations and EV manufacturers, including Tesla and BYD, support the campaign. • The policy is viewed as vital for EV adoption, emission reduction, and household cost savings.
48. https://thedriven.io/2026/03/09/vw-group-hit-4-million-bevs-delivered-worldwide/ - * Volkswagen Group reaches four million full battery electric vehicle (BEV) deliveries globally, more than a decade after beginning their EV journey in 2013. * The majority of deliveries since 2019, involving the MEB platform, account for three million units. * The company's EV portfolio includes models across Volkswagen, Audi, Porsche, Skoda, Seat, Cupra, and commercial vehicle brands. * Around half of the total BEVs are Volkswagen-branded passenger cars; Skoda, Seat/Cupra, and Volkswagen trucks also contribute. * Two-thirds of BEVs were delivered in Europe, with China and the USA receiving significant shares; global market data shows increasing EV adoption. * In 2025, BEVs represent nearly one-fifth of new car sales worldwide, rising to almost one-quarter in the UK, and over a third in China.
49. https://www.just-auto.com/news/byd-unveils-new-blade-batteries/ - * BYD introduced upgraded blade batteries and flash-charging technology in Shenzhen, aiming to revive domestic EV sales. * The new technology can recharge from 10% to 70% in five minutes, with a near full charge in around nine minutes, and performance marginally slower in cold conditions. * Despite a 36% decline in sales in China during January and February, BYD reports strong export growth, with overseas sales reaching 106,000 vehicles last month. * The company plans to deploy the new batteries in ten models and considers expanding charging infrastructure overseas to support international EV adoption.
50. https://thepakistan.pk/electric-vehicles-in-pakistan/ - * The Pakistani government promotes EV adoption through policies, incentives, and infrastructure development. * Targets include 30% of new vehicles electric by 2030 and 90% by 2040. * Incentives include reduced import duties, lower registration fees, tax benefits, and subsidies. * Challenges include limited charging infrastructure, high upfront costs, and limited public awareness. * Industry growth expected in motorcycles, scooters, and public transport over the next decade.
51. https://fleet.ie/volkswagen-commercial-vehicles-marks-70th-anniversary-of-its-plant-in-hanover/ - * Volkswagen Commercial Vehicles marked 70 years of its Hanover plant on 8 March, highlighting its role in electric mobility and autonomous vehicle production. * The plant will begin series production of the fully autonomous ID. Buzz AD in 2027, with pre-series underway. * The plant is committed to climate-neutral production by 2040, relying solely on green electricity and biomass energy. * The Hanover plant has produced nearly eleven million vehicles over 70 years, including the iconic VW Bus models. * Expansion of battery system production at Hanover supports the company’s e-mobility strategy and technological development.
52. https://highways-news.com/coventry-sets-out-over-20m-investment-for-greener-and-more-accessible-travel-across-the-city/ - * Coventry City Council announced a £21 million investment in the city’s transport network over two years. * The programme includes expanding electric vehicle charging hubs, safer roads, better walking and cycling routes, and public transport improvements. * Funding sources include the City Region Sustainable Transport Settlement, the Active Travel Fund, and the Local Electric Vehicle Infrastructure fund. * Projects include new segregated cycleways, upgraded crossings, School Streets, and residential charging hubs. * Initiatives support Coventry's broader transition to cleaner transport, including electric buses and light rail development.
53. https://eciu.net/media/press-releases/poll-shows-non-ev-drivers-blind-spot-for-ev-facts - * A YouGov poll for ECIU shows over half of non-EV drivers scored 2 or less out of 10 on EV knowledge, with 84% scoring 5 or less. * Misinformation influences non-EV drivers, with many unaware that EVs are cheaper to own and operate than petrol cars. * UK EV sales continue to rise, driven by government policies like the Zero Emission Vehicle Mandate and decreasing EV prices. * Poll data show increasing misconceptions about EVs' emissions and fire safety, worsening since 2024. * Misinformation is a major barrier to EV adoption, leading to over 17 times higher likelihood of non-EV drivers not wanting an EV. * Second-hand EVs are now at price parity with petrol cars, offering savings amid the cost of living crisis.
54. https://www.tuningblog.eu/dies-u-das/byd-song-ultra-ev-772860/ - * BYD launched the Song Ultra EV, a new electric crossover targeting the mid-segment SUV market in China. * The model was first registered in early 2026 and went on pre-sale in March. * It offers four variants with prices from approximately €21,000 to €25,000. * Features include an 800-volt platform, Blade battery with fast charging, and a range of up to 710 km. * Equipped with a 270 kW electric motor, top speed of 210 km/h, and modern interior tech including a 15.6-inch touchscreen, and optional driver-assist systems.
55. https://thedriven.io/2026/03/09/the-driven-podcast-car-makers-clear-first-nves-hurdle-as-ev-transition-accelerates/ - * Australia's New Vehicle Efficiency Standard results are in, with tougher limits upcoming.* * The standards aim to influence EV sales and the broader car market.* * Mentions electric trucks' potential role in Australia’s energy security.* * Discusses the Australian EV market and regulatory environment.*
56. https://autotalk.com.au/industry-news/industry-groups-launch-campaign-to-keep-australias-ev-tax-discount?utm_source=rss&utm_medium=rss&utm_campaign=industry-groups-launch-campaign-to-keep-australias-ev-tax-discount - * A coalition of automotive and finance organisations has launched a campaign called “Keep the EV Tax Discount” in Australia. * The campaign urges the Australian Federal Government to retain the Electric Car Discount, which is under review. * The initiative is led by the National Automotive Leasing and Salary Packaging Association (NALSPA). * Organisations involved include BYD, Tesla, Polestar, and others. * The campaign highlights the benefits of the policy in increasing EV adoption and reducing household costs.
57. https://www.carscoops.com/2026/03/byd-sealion-7-review/ - - The BYD Sealion 7 is a mid-size electric SUV available in rear wheel drive and all wheel drive Performance variants. - It features BYD’s e Platform 3.0 Evo, Blade Battery, and Ocean Aesthetics design. - The model offers 290 kW power, 690 Nm torque, 0–62 mph in 4.5 seconds, and a range of 283 miles WLTP. - It targets the EV market outside the US, notably in Malaysia, competing price-wise with Tesla Model Y. - The vehicle is positioned to challenge Tesla and other Chinese EV rivals in East Asia and markets globally.
58. https://greekreporter.com/2026/03/07/eu-greenlights-million-greece-green-transition/ - * The EU has approved a €400 million aid package for Greece to promote investment in clean technologies and critical materials. * The scheme supports projects producing zero-emission technologies, secondary raw materials, and critical raw materials, until December 2030. * The measure aims to accelerate Greece’s green transition and aligns with the EU's Clean Industrial Deal, supporting industrial decarbonisation and clean technology manufacturing. * The framework allows support for renewable energy, low-carbon fuels, and measures to reduce dependency on fossil fuels. * The initiative seeks to boost domestic clean tech capacity, including batteries, solar panels, wind turbines, and hydrogen technologies.
59. https://topspeed.gr/acea-i-evropi-kindynevei-na-chasei-tin-aftokinitoviomichania-tis-anefarmostoi-oi-stochoi-ekpobon/ - * ACEA states current CO₂ emission targets for 2030 and 2035 are difficult to meet without increased EV demand and regulatory flexibility. * EU automotive manufacturers warn of heavy fines, loss of competitiveness, and negative impacts on investment and jobs if EV market accelerates not sufficiently. * European industry agents call for reinforced support measures from EU institutions to sustain the automotive market beyond 2030. * EV sales, particularly for BEV and electric vans, must triple by 2027 to meet upcoming 2030 emission reduction targets. * Current proposals include extending compliance periods and expanding flexibility and offset mechanisms, but the 2035 emission reduction target remains overly stringent.
60. https://electriccarsreport.com/2026/03/nextstar-energy-opens-canadas-first-large-scale-ev-battery-cell-factory/ - * NextStar Energy inaugurates a new battery cell manufacturing facility in Windsor, Ontario, marking Canada’s first commercial-scale advanced battery operation. * The plant, a joint venture between Stellantis and LG Energy Solution, spans approximately 4.23 million sq ft, with a $5 billion CAD investment, began production in November 2025, and has produced over one million battery cells. * The facility supports electric vehicle production and develops battery technologies for energy storage, AI data centres, and renewable power systems. * The Windsor plant employs about 1,300 workers, with plans to expand to 2,500, boosting Canada's role in battery manufacturing and clean energy industries. * The project enhances supply chain resilience and supports North America’s electric mobility ecosystem.
61. https://electriccarsreport.com/2026/03/nextstar-energy-opens-canadas-first-large-scale-ev-battery-cell-factory/ - * NextStar Energy inaugurates a new battery cell manufacturing facility in Windsor, Ontario, marking Canada's first commercial-scale advanced battery operation. * The project represents an investment of over $5 billion CAD and began production in November 2025. * The facility has produced over one million battery cells and aims to support electric vehicle production and other energy solutions. * NextStar Energy plans to expand employment from 1,300 to 2,500 workers as production scales up. * The plant strengthens Canada's role in the North American battery supply chain and clean energy transition.
62. https://europeansting.com/2026/03/06/commission-approves-e200-million-spanish-state-aid-for-manufacturing-capacity-in-the-ev-value-chain/ - * The European Commission approved a €200 million Spanish State aid scheme to support manufacturing capacity for the EV value chain. * The scheme aims to support investments in battery, energy storage, and hydrogen technologies, including raw material recovery. * The measure is part of the broader EU support framework for green transition, aligning with the Clean Industrial Deal objectives. * Aid is available until 30 June 2026 for companies across Spain. * The scheme supports decarbonisation and green industrial capacity development within the EU.
63. https://techxplore.com/news/2026-03-battery-problem-cheaper-efficient-cathodes.html - * University of Texas at Austin researchers work on advancing oxide cathodes for lithium-ion batteries. * The focus is on improving efficiency and reducing costs by understanding fundamental chemistry. * The study, published in Nature Energy, explores the impact of electronic configuration, chemical bonding, and reactivity on cathode performance. * The research leverages machine learning datasets to accelerate development. * The demand for more efficient batteries is driven by electric vehicle and energy storage needs.
64. https://www.chip.de/news/auto-fahrrad/volvo-mutter-legt-vor-neuer-akku-soll-1-000-kilometer-e-autos-ermoeglichen_8bc1e18a-a579-4b82-bddf-bba6aacb711c.html - * Geely, Volvo's parent company, introduces a solid-state battery tested in prototypes. * Production of a series-ready battery pack to begin within the year. * New battery aims for a range of up to 1,000 kilometres per charge. * Developed to achieve an energy density of about 400 Wh/kg, doubling current lithium-ion batteries. * Enhanced battery safety, faster charging, and improved robustness are key benefits.
65. https://www.gurufocus.com/news/8685384/albemarle-alb-maintains-strong-outlook-amid-rising-lithium-demand - * Albemarle (ALB) retains a 'Buy' recommendation with a $210 target price, driven by strong lithium demand. * The company operates in Chile, the US, Australia, and China, and produces lithium and bromine. * Lithium prices are expected to persist due to robust EV and grid storage sector demand. * Financial performance shows revenue decline of -11.1% over three years, with a net margin of -9.93%. * Valuation ratios include P/S of 3.75 and forward P/E of 22.02; analyst target is $190.66.
66. https://highways.today/2026/03/06/volkswagen-hanover-70/ - * The Hanover plant operated by Volkswagen Commercial Vehicles celebrated its 70th anniversary, originally producing the Volkswagen Transporter since 1956. * The facility has evolved into a centre for electric mobility, autonomous vehicles, and battery manufacturing, with plans to begin series production of the ID. Buzz AD in 2027. * The plant covers 1.1 million square metres, employs around 13,000 people, and produces models including the Multivan, ID. Buzz, and ID. Buzz Cargo. * Volkswagen has expanded battery system production at Hanover, incorporating new technologies and increasing capacity by 50%, supporting multiple brands and vehicle platforms. * The plant is committed to climate-neutral production by 2040, operating on renewable energy and biomass support. * The factory is central to Volkswagen's strategy for autonomous mobility with pre-series production of the ID. Buzz AD, developed in partnership with Mobileye, for urban transportation in Europe and the US. * The Hanover site benefits from its strategic location near Wolfsburg, with extensive transport links facilitating global exports, including the reintroduction of the Volkswagen Bus in North America. * The plant exemplifies the integration of electrification, automation, and digitalisation, aiming to shape future urban mobility and logistics.
67. https://driveteslacanada.ca/news/tesla-supercharger-under-construction-in-campbell-river-british-columbia/?utm_source=rss&utm_medium=rss&utm_campaign=tesla-supercharger-under-construction-in-campbell-river-british-columbia - * Tesla is constructing a new Supercharger station in Campbell River, British Columbia, on Vancouver Island. * Construction started in late February; the station appears on Tesla’s latest map update. * The site is located at Discovery Harbour Shopping Centre, with early groundwork underway. * The station is likely to have between eight and twelve stalls. * A nearby Supercharger in Comox is also awaiting activation, enhancing charging options for northern Vancouver Island.
68. https://www.khmertimeskh.com/501857195/chinese-automakers-showcase-electric-vehicles-at-cambodias-2026-auto-show/ - * Leading Chinese carmakers, including BYD, Forthing, Changan, and GAC, participated in Cambodia’s Auto Show to promote EV models. * The event is a platform for launching EVs into the Southeast Asian market and attracting consumer interest. * Cambodian government encourages EV adoption, with 9,065 EVs and over 3,000 electric motorcycles registered between 2021 and 2025. * The government aims for 40% EVs and 70% electric motorbikes by 2050, reducing import duties on EVs. * Consumer behaviour is shifting towards EVs due to technological features, lower operating costs, and environmental benefits.
69. https://news.google.com/rss/articles/CBMiqgFBVV95cUxPV3VERmpXZmxZNmZQWFJhSHJTSGhYd043bnc4cE91OWZJZ0owSThlUjJRbG9FT0JHYkFGS2U1QUxzLTdnQndCWG1HZ0dBVHl2ZFp0UVdPVWhwSklqV2lnWW1TVUZZd2JPbGg3ZGR6V0UtTXBHcS1QckU0RWdmd2gtYmFWaFBSWktnel9iem1WS3p3VlpJclJRZk1oWEZFSTFTMXd0OVZCdEVjUQ?oc=5&hl=en-US&gl=US&ceid=US:en - * Tesla gained market share in France (55%) and Norway (32%) in February. * Data showed stabilisation in European sales following two years of decline. * Tesla’s European sales dropped 27% last year, with increased competition. * Market share in European Union, Britain, and EFTA slightly decreased to 0.8% in January. * Tesla introduced cheaper Model Y and Model 3 versions late last year.
70. https://batteriesnews.com/suzuki-notice-regarding-acquisition-of-all-solid-state-lithium-ion-battery-business-from-kanadevia-corporation/ - * Suzuki Motor Corporation enters into a business transfer agreement to acquire Kanadevia’s all-solid-state lithium-ion battery business, effective July 1, 2026. * Kanadevia began developing all-solid-state lithium-ion batteries in 2006, using a proprietary dry manufacturing process. * The batteries are characterised by high safety, environmental resistance, and operational range, suited for aerospace and high-temperature applications. * Suzuki will inherit and develop Kanadevia’s battery technology after the acquisition. * The deal is subject to the fulfilment of customary closing conditions.
71. https://evmagz.com/suzuki-to-acquire-kanadevias-solid-state-battery-business/ - * Suzuki Motor will acquire Kanadevia’s solid-state battery operations, effective from July 1, 2026. * Kanadevia, former Hitachi Zosen Corporation, developed solid-state lithium-ion battery technology over two decades. * The technology has been tested in space and commercialised in industrial environments since 2024. * The acquisition aims to accelerate Suzuki’s development of solid-state batteries, highlighting their safety and performance benefits. * The market for solid-state batteries is a focus for multiple automakers, including Nissan and Toyota.
72. https://envnewsbits.info/2026/03/06/new-battery-recycling-method-comes-with-a-side-of-co2-capture/ - * Researchers from the Chinese Academy of Sciences and Beijing Institute of Technology develop a recycling technique that recovers 95% of lithium using CO2 and water. * The process captures CO2 and transforms leftover metals into catalysts for green energy. * The method was published in Nature Communications by Wang et al. (2026).
73. https://www.logimaxwms.com/blog/barcode-system-for-manufacturing/ - * Several companies, including CATL, LG Energy Solution, Panasonic, and Samsung SDI, are building and commissioning new battery gigafactories worldwide. * The expansions aim to increase battery manufacturing capacity and scale production to meet rising electric vehicle demand. * Investment in raw materials sourcing, technological improvements, and automation are key drivers of capacity growth. * The developments are part of broader efforts to strengthen the battery supply chain and support EV adoption. * The investments are expected to influence industry competitiveness and supply-demand dynamics.
74. https://www.autocarindia.com/car-news/byd-unveils-second-gen-blade-battery-new-1500kw-flash-charger-439157 - * BYD introduces a second-generation Blade battery with a 5% increase in energy density and improved thermal management. * The new Blade battery enables rapid charging: 10 to 70% in 5 minutes, 97% in 9 minutes, and 20 to 97% in 12 minutes at -30°C. * BYD plans to build 20,000 Flash charging stations across China by 2026, with a global rollout starting the same year. * The advancements aim to reduce EV charging times to match traditional fuel fill-up, potentially boosting EV adoption. * The article discusses potential impact on EV market penetration both in China and India, citing existing models and battery sourcing.
75. https://mobilsiden.dk/nyheder/opkoblede-biler/vw/vw-runder-vild-milepael-nu-venter-et-skaebneaar/ - * Volkswagen-koncernen har leveret 4 millioner elbiler på verdensplan, herunder 2 millioner fra mærket Volkswagen. * Det tog næsten ti år for koncernen at nå én million, men en million mere er blevet solgt på blot ét år. * Volkswagen er den førende elbilhandler i Europa med 27% markedsandel. * De mest populære modeller inkluderer VW ID.4, Audi Q4 e-tron, Skoda Enyaq, Cupra Born og Porsche Taycan. * I 2026 vil Volkswagen introducere over 20 nye elbilmodeller, herunder nye og billigere modeller og forbedrede versioner.
76. https://carbon-pulse.com/489895/ - * The European Commission approved a €200 million Spanish state aid scheme. * The scheme aims to support investments in EV supply chain manufacturing. * The approval aligns with the EU’s Clean Industrial Deal objectives. * The announcement was made on Thursday. * The context is the EU's focus on zero emission transition and industrial decarbonisation.
77. https://www.chip.de/news/geld-finanzen-recht/neue-eu-regeln-geplant-kippt-die-deutsche-e-auto-foerderung-jetzt_5e262c82-8213-4f7e-8d5c-7a2b01817b27.html - * The EU is planning new regulations that may impact Germany's electric vehicle incentives. * The 'Industrial Accelerator Act' aims to restrict subsidies to vehicles meeting strict 'Made in Europe' criteria. * Many affordable electric cars, including models from German manufacturers, use batteries from Asia and may not qualify. * The EU's rules will particularly tighten battery component requirements, emphasizing European origin from the third year. * These developments could lead to delays or reductions in the German e-car subsidy, affecting buyers' eligibility.
78. https://europeantimes.news/2026/03/social-fairness-key-to-success-of-the-eus-new-ets2-cap-and-trade-system-press-releases/ - * The EU’s ETS2 aims to reduce CO2 emissions in road transport, buildings, and other sectors not covered by ETS1. * The system will extend carbon pricing to transport fuels and promote cleaner fuels and technologies. * The Social Climate Fund will support vulnerable households and small businesses impacted by the system. * The initiative seeks to accelerate electric vehicle adoption and energy efficiency, especially in transport and residential buildings. * Concerns over heating costs for vulnerable households are addressed with complementary policies to ensure a just transition.
79. https://blog.upsbatterycenter.com/cheaper-better-sodium-batteries/ - * Scientists from University of Chicago and University of California San Diego developed a practical lithium-sulfur conversion chemistry for sodium batteries. * They identified optimal particle size for solid-state electrolyte powder and created a sulphur-based composite cathode. * A non-flammable solid-state electrolyte was developed, moving sodium solid-state batteries closer to practical application. * The process involves a one-step grinding method to improve battery performance by better arrangement of materials. * The research focuses on increased conductivity, efficiency, and safety of sodium-sulfur batteries.
80. https://www.livescience.com/technology/electric-vehicles/chinese-ev-maker-claims-worlds-first-semi-solid-state-ev-battery-with-huge-620-mile-range - * Researchers at Nankai University, Tianjin, developed a solid-state battery for electric vehicles. * The battery reportedly achieves over 500 Wh/kg energy density, with potential ranges exceeding 620 miles. * The battery was tested in a prototype vehicle developed by China FAW Group's subsidiary, China Automotive New Energy Battery. * The new technology improves safety with non-flammable solid electrolytes and may enable faster charging. * Demonstrations are expected to start within the year; future iterations could push range past 1,000 miles.
81. https://www.prnewswire.co.uk/news-releases/global-electric-vehicle-industry-set-to-surge-to-historic-heights-by-2033-across-multiple-segments---grand-view-research-inc-302705192.html - * The global electric vehicle (EV) industry is expected to grow across core market sectors through 2030 and beyond, with forecasts extending to 2033. * The market size is projected to increase from USD 1,328.08 billion in 2024 to USD 6,523.97 billion by 2030, with a CAGR of 32.5%. * Investment in EV charging infrastructure is forecast to reach USD 238.82 billion by 2033, driven by deployment of public and private charging networks. * The U.S. EV market will grow from USD 112.44 billion in 2024 to USD 599.74 billion by 2030, with a CAGR of 32.2%. * Passenger EVs are expected to reach USD 2.13 trillion by 2030 with a CAGR of 39.4%, supported by rising consumer demand. * The commercial EV market is projected to grow from USD 85.26 billion in 2024 to USD 235.41 billion in 2030, with an 18.3% CAGR. * The EV infotainment market will reach USD 23 billion by 2030, expanding at a CAGR of 38.4%. * Key drivers include government policies, battery tech innovation, environmental awareness, infrastructure deployment, and fleet electrification. * The industry is moving towards mainstream adoption with ongoing technological innovation and policy support.
82. https://focus.ua/auto/746190-predstavleny-novye-elektromobili-byd-2026-goda-s-zapasom-hoda-do-1000-km-foto - * BYD presented a new line of electric cars in Shenzhen, China, featuring advanced batteries with fast charging capabilities. * New models include BYD Great Tang, Song Ultra, Seal 08, Seal 07 EV, Leopard Ti7, and special long-range versions of existing models. * Battery technology supports up to 150 kWh capacity and superfast charging up to 1.5 MW, enabling 10-97% charge in 9-10 minutes. * The vehicles boast ranges up to 1000 km, with several models over 600 km. * Key features include autonomous driving systems, high-performance motors, and luxury specifications."
83. https://mexicobusiness.news/automotive/news/vemo-invest-mx825-million-monterrey-ev-infrastructure - * VEMO announces plans to invest MX$825 million (US$47 million) in Monterrey during 2026 to expand electric mobility ecosystem. * Investment will focus on public charging infrastructure, EV financing, maintenance workshop, and battery energy storage systems. * Plans include deploying at least 1,000 EVs via VEMO Impulso, using lease-to-own financing for drivers. * Expansion of five existing charging sites and development of four charging hubs with 60 fast chargers planned for 2026. * Additional 270 charging points to be installed between 2026 and 2027. * A new EV maintenance workshop of 1,800 sqm to service up to 1,500 vehicles monthly. * Integration of battery energy storage at charging hubs to optimise energy use. * VEMO aims to deploy 23,000 charging connectors and support 55,000 EVs in Mexico by 2030. * The company has raised over US$500 million and plans a broader US$1.5 billion investment in Mexico and Latin America. * Positive market growth observed, with EV sales increasing by 38.5% in 2025 and the charging network expanding by 26% annually.
84. https://cleantechnica.com/2026/03/04/donut-lab-survives-100o-c-test-is-that-good-enough/ - * Donut Lab released new high-temperature test data for its solid-state battery, claiming it performs well at 80º C and 100º C. * Tests conducted by VTT showed the battery could discharge at 80º C and 100º C with capacity exceeding that at 20º C. * The tests involved applying mechanical pressure and measuring performance after heating to high temperatures. * Donut Lab claims the battery is heat resistant, maintains characteristics at high temperatures, and is safe. * Experts questioned the validity of the tests and indicated issues such as vacuum loss and lack of real-world cycle testing.
85. https://www.prnewswire.com/news-releases/cnte-at-key-energy-2026-showcases-star-hplus-outdoor-liquidcooled-energy-storage-system-302703381.html - * CNTE, invested by CATL, unveiled the STAR H‑PLUS system at KEY ENERGY 2026 in Italy on March 4, 2026. * The energy storage system has a capacity of 125 kW / 254 kWh with high energy density and integrated thermal control. * The system's features include easy deployment, maintenance efficiency, and certified international readiness. * Designed for noise-sensitive sites with AI-driven temperature control, supporting high cycle life and rapid response for grid stability. * The system is ready for global deployment, meeting requirements in 45 countries with IEC and UN38.3 certifications.
86. https://balkaninsight.com/2026/03/04/lithium-mine-in-czech-coal-heartland-exposes-flaws-in-eus-green-transition/ - * The Cinovec lithium deposit in Czechia, located near Germany, is being developed into one of Europe's largest lithium projects by European Metals Holding (EMH) and Geomet. * The project aims to support the EU's strategy for securing a local lithium supply chain, with an estimated cost of 42 billion Czech crowns (€1.75 billion) and planned start around 2030. * It has received EU funding and strategic status under the Critical Raw Materials Act, facilitating permits and financial support. * The project is part of EU efforts to reduce reliance on imports from China, Chile, and Argentina, and is gaining political support from Czech authorities. * The region has historical significance from its coal mining past and protests related to pollution, now contrasted with new resource development.
87. https://vocal.media/01/japan-electric-vehicles-market-size-trends-demand-and-industry-outlook - * The Japan electric vehicles market was valued at USD 73.2 billion in 2025. * The market is projected to grow to USD 1,032.7 billion by 2034, with a compound annual growth rate of 33.20% during 2026-2034. * Growth factors include expanding charging infrastructure, battery technology advancements, and rising consumer interest. * Government policies aimed at reducing emissions and promoting sustainable transportation support market expansion. * The market includes various vehicle types, propulsion systems, vehicle classes, and regional segments.
88. https://evcentral.com.au/game-changing-semi-solid-state-battery-arrives-li-mn-has-the-potential-to-make-1000km-long-range-evs-common/?utm_source=rss&utm_medium=rss&utm_campaign=game-changing-semi-solid-state-battery-arrives-li-mn-has-the-potential-to-make-1000km-long-range-evs-common - • FAW reveals the world's first lithium-manganese (Li-Mn) liquid semi-solid-state battery, developed with Nankai University. • Battery delivers up to 500Wh/kg, surpassing typical lithium-ion batteries, and could enable EV ranges of at least 1000km. • The technology incorporates hybrid architecture with solid electrolyte interfaces and composite electrolyte, featuring an in-situ-formed lithium negative electrode. • The battery targets mid- and large-size EVs with capacities up to 142kWh; real-world vehicle demos expected later this year. • FAW plans to introduce a cloud-based battery management system in 2023.
89. https://www.bestmag.co.uk/changan-and-catl-reveal-sodium-ion-ev-for-2026/ - • Changan Automotive announced the world's first mass‑production sodium‑ion battery-powered passenger car, developed with CATL. • The vehicle is scheduled for market release by mid‑2026, with sodium‑ion batteries supplied by CATL for several brands. • CATL's Naxtra sodium‑ion batteries support over 400 km of range, with future versions expected to reach 600 km. • Sodium‑ion technology offers benefits including abundant materials, superior cold-weather performance, and easier recycling. • CATL plans to build over 3,000 battery‑swap stations across China by 2026.
90. https://www.cbtnews.com/u-s-proposes-boosting-american-made-ev-charges/ - • The U.S. Department of Transportation proposed increasing American-made requirements for EV chargers from 55% to up to 100%, effective once finalised. • The changes target the $5 billion NEVI programme, established under the 2021 infrastructure law. • The proposal aims to strengthen domestic manufacturing and address cybersecurity risks, with manufacturers believed to have capacity to produce in the U.S. • The proposal follows legal challenges and previous waivers that accelerated charger deployment during the Biden administration. • Potential effects include slower installation timelines but increased opportunities for US-based manufacturers and contractors.
91. https://www.iphoneincanada.ca/2026/02/12/ottawa-pours-97m-into-ev-charging-heres-the-rules-for-tesla-nacs-support/?utm_source=rss&utm_medium=rss&utm_campaign=ottawa-pours-97m-into-ev-charging-heres-the-rules-for-tesla-nacs-support - * The Canadian federal government announced $97 million in funding for 155 clean transportation projects across the country. * The funding aims to expand the national EV charging network and support fleet transitions away from fossil fuels. * $84.4 million is allocated for installing over 8,000 new EV chargers; $7.2 million for education and awareness; and $5.7 million for commercial fleet adoption. * Government clarifies that funding allows Tesla's NACS connectors alongside CCS at charging stations. * Major automakers have committed to adopting Tesla’s North American Charging Standard. * The strategy addresses range anxiety and aims to accelerate EV infrastructure growth, with existing milestones of 30,000 chargers installed.
92. https://techxplore.com/news/2026-02-gel-electrolyte-stronger-safer-anode.html - • Researchers at Columbia Engineering developed a salt-phobic gel electrolyte for anode-free lithium batteries. • The electrolyte enhances safety and extends cycle life, with some cells retaining over 80% of capacity after hundreds of cycles. • It demonstrates improved thermal stability, with cells resisting thermal runaway under abuse tests. • The approach involves a polymer network that influences ion solvation and interphase formation at the nanoscale. • Findings suggest potential for safer, high-energy-density batteries applicable beyond lithium systems.
93. https://interestingengineering.com/energy/battery-material-from-old-phone-batteries - - A new method converts discarded mobile phone batteries and lignin into sodium-ion battery anodes. - The process uses hydrothermal synthesis to extract metals and fuse them with lignin-derived carbon. - The composite material exhibits high capacity and stability during testing. - The research aims to reduce environmental impact and lower manufacturing costs for energy storage. - The findings were published in the journal BiocharX, highlighting potential for scalable, sustainable battery technology.
94. https://evmagz.com/u-s-moves-to-tighten-buy-america-rules-for-5-billion-nevi-charging-program/ - * The U.S. government seeks to tighten domestic sourcing requirements for federally funded electric vehicle chargers,* potentially making funding access more difficult for states under the $5 billion National Electric Vehicle Infrastructure Program.* The Federal Highway Administration issued a proposal to increase the required share of American-made components from 55% to 100%.* The move follows a court ruling related to the NEVI funds and aims to strengthen U.S. manufacturing capacity.* Industry and environmental groups expressed mixed reactions to the proposal.* The Department of Transportation is reviewing the proposal and collecting stakeholder feedback.* Separately, Congress redirected $879 million for charging network expansion to other priorities.
95. https://cryptorank.io/news/feed/f332c-global-ev-registrations-fall-in-january - * Global electric vehicle registrations decreased by 3% in January, settling at 1.2 million units. * Significant declines occurred in China (20%) and the U.S. (33%) due to policy changes, including subsidies and regulatory shifts. * European EV sales increased by 24%, while other regions saw substantial growth, notably Thailand, South Korea, and Brazil. * Honda’s third-quarter profit declined by 61% following tariffs and export challenges related to U.S.-China trade tensions. * Hyundai announced plans to introduce five new electric and hybrid models within 18 months to challenge Chinese rivals in Europe.
96. https://teslanorth.com/2026/02/13/detroits-50b-ev-reckoning-the-grand-gamble-unravels/ - * The Wall Street Journal reports Detroit automakers, GM, Ford, and Stellantis, have over $50 billion in EV-related write-downs. * EV sales in the US fell over 30% in Q4 after federal tax credit expired. * Ford cancelled its electric F-150 Lightning and recorded a $19.5 billion write-down. * GM reduced EV production at Factory Zero in Detroit-Hamtramck. * Stellantis posted the largest EV-related charge, citing overestimated energy transition pace. * Federal incentives were removed last fall, impacting automaker investments. * Over $20 billion in EV and battery plant investments were wiped out last year. * EV adoption is growing in China, with BYD surpassing Tesla. * The article indicates a significant recalibration in the US EV market due to regulatory and demand challenges.
97. https://en.yna.co.kr/view/AEN20260223001300320 - * Samsung SDI and Columbia University develop a fluorine-based gel polymer electrolyte for lithium-metal batteries.
98. https://www.azocleantech.com/article.aspx?ArticleID=2094 - * Sodium-ion batteries are emerging as an alternative to lithium-ion, utilising abundant sodium resources. * Progress from 2023 to 2025 includes improved electrode performance, electrolyte formulations, and pilot manufacturing. * Challenges remain with lower energy density, phase stability issues, and scale-up hurdles. * Industry efforts target scaling up active material production and developing sustainable, recyclable designs. * Commercialisation has begun with scale-up of Prussian-white cathode material, supporting about 1 GWh of cells. * Market prospects point to stationary storage, low-cost transport, and safe consumer applications, with potential cost competitiveness by early 2030s.
99. https://evmagz.com/ganfeng-lithium-begins-production-of-650-wh-kg-semi-solid-state-battery/ - * Ganfeng Lithium, a Chinese materials and battery supplier, has started production of a semi-solid-state battery with 650 Wh/kg energy density. * The company is also initiating pilot production of full solid-state battery packs. * The batteries utilise a lithium-alloy anode, sulphur cathode, support 3C fast charging, and exhibit high thermal stability. * The technology may reduce system weight and support applications in robotics and electric aviation. * Initial applications are outside the automotive sector, including drones and electric aircraft.
100. https://cnevpost.com/2026/02/24/changan-to-validate-solid-state-batteries-robots-evs-q3/ - * Changan plans to validate solid-state batteries in robots and vehicles by Q3 2023. * The project is progressing steadily, with installation plans set for 2025–2026. * All-solid-state batteries are expected to reach mass production by 2027. * Changan announced plans to launch eight battery variants by 2030 and establish a 150 GWh capacity. * The article discusses industry timelines and competitors' developments in solid-state battery technology.
101. https://www.automotiveworld.com/news/461531/ - * Changan Automobile will begin test installations of solid-state batteries in electric vehicles and robots before Q3 2026, with mass production scheduled in 2027. * The project involves the Golden Bell solid-state pack, first revealed in November 2023, with claims of 400 WH/kg energy density and over 1,500 km range. * The company reported a 70% safety improvement through remote diagnostics and AI, but without supporting data. * The 1,500 km range figure lacks test data or vehicle specifics, pending verification. * The Golden Bell battery's planned capacity is 150 GWh, with distribution details undisclosed. * Changan is also developing sodium-ion batteries with CATL, aiming for mid-2026 series production, offering around 400 km range in the Nevo A06 sedan.
102. https://opentools.ai/news/from-byd-to-xiaomi-chinese-evs-speeding-ahead-in-global-market - * China's energy vehicle initiatives are supported by government policies and subsidies. * Chinese automakers like Geely and Great Wall Motors focus on domestic and international markets. * Companies develop local supply chains abroad to expand globally and bypass trade barriers. * Chinese firms' manufacturing expertise positions them for future growth in the EV market.
103. https://evmagz.com/eu-drafts-buy-european-rules-linking-ev-subsidies-to-local-production/ - * The European Commission is preparing legislation to connect EV subsidies with local production within the EU. * The draft legislation, scheduled for publication on Feb. 25, aims to promote domestic manufacturing and reduce reliance on imports. * The rules may require vehicles to be assembled in the EU, sourcing at least 70% of components from the EU. * Major automakers like Volkswagen and Stellantis support the initiative, while BMW warns of increased costs. * The policy is part of broader EU efforts to strengthen supply chains and reduce external dependencies.
104. https://www.nature.com/articles/s41467-026-69834-x - * Multiple studies and reviews focus on methods for recycling and recovering lithium from spent lithium-ion batteries, including electrochemical, hydrometallurgical, and roasting processes. * Recent research explores innovative electrochemical strategies, solar-driven processes, and direct leaching techniques for high-purity lithium recovery. * Emerging technologies involve sustainable, zero-waste approaches, and utilisation of solar energy for lithium extraction. * Several articles discuss strategies for enhancing leaching efficiency, electrode conversion mechanisms, and improving recovery yields. * These developments aim to address resource scarcity and environmental concerns associated with battery waste management.
105. https://www.autoblog.it/post/auto-elettriche-made-in-eu-requisiti-incentivi-supercrediti - * The European Commission proposes the Industrial Accelerator Act to promote localisation of EV components, setting standards for at least 70% of parts to be made in Europe and 50% for electric powertrains. * The legislation aims to strengthen industrial sovereignty, create jobs, and reduce dependence on non-EU suppliers. * The proposal includes strict criteria for access to public incentives, assembly within Europe, and aligning with EU origin thresholds. * Disagreements exist among EU countries on the definition of 'Made in EU', affecting the legislation's timetable, now delayed until 2026 with potential implementation after 2028. * Industry reactions vary: automakers see opportunities for localisation, while global suppliers warn of supply chain fragmentation and higher costs.
106. https://allindiaev.com/indias-budget-2026-fuels-a-strategic-pivot-in-electric-mobility/ - ['* India’s Union Budget 2026-27 shifts focus from EV adoption incentives to building an industrial and supply-chain ecosystem for electric mobility.', '* Public infrastructure expenditure has increased significantly, supporting transport electrification and urbanisation.', '* Budget extends customs duty exemptions to lithium-ion battery manufacturing capital goods to boost local production.', '* The government plans to procure 4,000 electric buses and implement initiatives for critical mineral independence.', '* Strategy includes multimodal logistics and cleaner fuels to lower logistics costs and emissions.']
107. https://techxplore.com/news/2026-02-suppressing-dendrite-growth-fast-lithiummetal.html - * A Korean research team developed a protective layer adding thiophene to battery electrolyte, enabling stable lithium ion movement and suppressing dendrite growth. * The mechanism was confirmed via density functional theory simulations and in-situ atomic force microscopy. * The technology allows fast charging within 12 minutes and high-current operation exceeding 8 mA/cm². * It can be applied broadly to various cathode materials used in electric vehicle batteries, promising industrial impact. * The breakthrough addresses the main obstacle of lithium-metal battery commercialisation, enabling applications in electric vehicles, UAM, and energy storage.
108. https://cleantechnica.com/2026/02/20/how-can-iaa-bring-local-cleantech-manufacturing/ - * The EU aims to use local content criteria in the Industrial Accelerator Act (IAA) to support domestic batteries manufacturing across Europe. * The approach includes making Made-in-EU requirements a condition for public funding and EV incentives. * Costs for using EU-made components are estimated to add €650–€1,600 per EV, with costs expected to decline by 2030. * Union content criteria focus on key battery materials, recycling, and manufacturing stages, excluding ancillary vehicle parts. * Strong FDI requirements aim to curb Chinese investment, mandating majority ownership and local sourcing. * Member States are encouraged to implement fiscal incentives and compliance measures promptly to promote European battery production.
109. https://www.technologyreview.com/2026/02/26/1133722/solid-state-batteries-donut-lab/ - * Donut Lab announced in January that it would produce the world's first all-solid-state battery for vehicles. * The battery claims include 400 Wh/kg energy density, five-minute charge time, 100,000 cycle lifespan, and 99% capacity retention. * Experts expressed skepticism due to lack of demos and the high technical barriers in solid-state battery development. * The company’s claims come amid ongoing progress and research by major firms like CATL and Changan. * The batteries aim to be cheaper, environmentally friendly, and more efficient than current lithium-ion technology.
110. https://carnewschina.com/2026/02/26/new-breakthrough-in-lithium-battery-technology-enables-700-wh-kg-energy-density/ - * A Chinese research team developed a lithium battery electrolyte based on fluorinated hydrocarbon solvents. * The electrolyte enables lithium batteries to achieve an energy density of 700 Wh/kg at room temperature. * Batteries maintain nearly 400 Wh/kg at -50°C, showing improved low-temperature performance. * The innovation addresses limitations of traditional electrolytes, including poor wettability and low-temperature performance. * The research could significantly enhance energy density in lithium batteries for various applications.
111. https://www.eqmagpro.com/acceleration-in-adoption-of-electric-vehicle-through-pm-e-drive-scheme-eq/ - • The PM E-DRIVE Scheme is India’s flagship electric mobility initiative promoting EV adoption through demand incentives, infrastructure expansion, and deployment of electric buses and trucks. • Over 1.13 million EVs delivered in its first year; Rs.1,703 crore reimbursed to OEMs by end of 2025. • The scheme supports EV segments including e-two wheelers, e-three wheelers, e-ambulances, and e-trucks, with a Rs.2,000 crore allocation for charging infrastructure. • The initiative aims to strengthen the EV ecosystem and boost large-scale adoption of sustainable mobility solutions.
112. https://electrek.co/2026/02/26/all-solid-state-ev-battery-maker-factorial-moves-toward-production/ - * Factorial secures a manufacturing partnership with Philenergy to scale its all-solid-state EV battery production. * The company’s Solstice platform offers up to 450 Wh/kg energy density, 80% higher than lithium-ion batteries. * Real-world testing includes a modified Mercedes EQS travelling over 745 miles on a single charge. * Factorial plans to list on Nasdaq in mid-2026 following a proposed merger, valuing the company at around $1.1 billion. * The first commercial solid-state battery program in the US was launched in collaboration with Karma Automotive, with EVs likely to feature these batteries by 2027.
113. https://www.energytrend.com/news/20260212-50946.html - * Lingpao Lithium signed to establish a 4GWh lithium-ion and sodium-ion battery production line in Fujian, China. * Pengcheng Infinite commenced construction of a 54GWh energy storage cell base in Xuzhou, China. * Tinci Materials began a 150,000-ton electrolyte project in Jorf Lasfar, Morocco. * Chuancheng Group signed a project in Jiangsu for R&D and production of vanadium redox flow batteries. * ProLogium broke ground on a 48GWh solid-state battery gigafactory in Dunkirk, France, targeting mass production by 2028.
114. https://interestingengineering.com/energy/china-lithium-battery-technology-advancement - * Chinese researchers from Nankai University and Shanghai Institute of Space Power Sources developed a lithium battery with approximately 700 Wh/kg energy density in laboratory settings. * The breakthrough involves a fluorinated hydrocarbon electrolyte system that enhances ion mobility and low-temperature performance. * The new electrolyte enables batteries to operate at -50°C with nearly 400 Wh/kg, surpassing conventional lithium batteries, such as those from CATL. * The research, published in Nature, highlights potential applications in electric vehicles, aerospace, and robotics, although commercialisation requires further validation and development. * The study demonstrates the use of fluorinated ligands to improve salt dissolution and stability at low temperatures.
115. http://www.ecns.cn/news/sci-tech/2026-02-27/detail-ihfactzx0560696.shtml - * Chinese researchers developed a lithium metal battery with energy density of over 700 Wh/kg, capable of operating at low temperatures. * The battery design involves novel fluorinated hydrocarbon solvents and a lithium-fluorine coordination system. * Laboratory tests showed stable performance at -50°C and a potential driving range exceeding 1,000 km. * The research was published in Nature, with collaborations with Chinese automaker Hongqi producing practical battery systems. * The development addresses key energy density and safety challenges in EV battery tech, with commercial models expected soon.
116. https://www.businesstoday.in/bt-tv/market-today/video/evs-may-lose-zero-emission-tag-under-cafe-3-norms-as-pmo-reviews-grid-emissions-517753-2026-02-24?utm_source=rssfeed - ["*The Indian Prime Minister's Office is reviewing a proposal to include grid-based emissions in EV zero-emission classification under upcoming CAFE 3 norms.", '*CAFE norms are set to tighten from 2027, potentially altering the status of EVs due to reliance on coal-powered grids.', "*The move could reduce automakers' compliance advantage and impact EV expansion strategies in India.", '*The government argues the change reflects real-world emissions, affecting the broader electric mobility momentum.']
117. https://cnevpost.com/2026/03/02/gotion-finalizes-design-2-gwh-solid-state-battery-line/ - * Gotion has completed the design of its 2-GWh all-solid-state battery mass production line.* The company aims to start construction soon.* Previously, Gotion established a 0.2-GWh pilot line for its Gemstone battery.* Gotion collaborated with BASF to develop high-performance core materials.* The company shifts focus to solid-state battery technology for future growth.* Gotion ranks fifth globally in EV battery market share for 2025.* The firm unveiled its Gemstone battery at a conference in May 2024.
118. https://carnewschina.com/2026/03/02/volkswagen-backed-gotion-locks-in-2gwh-solid-state-line-design-eyes-2026-ev-debut/ - * Gotion High-Tech announced that design work for its 2GWh all-solid-state battery mass-production line is nearly complete. * The company’s first solid-state battery design transitioned from pilot validation to industrial planning, targeting a 2026 vehicle integration. * The Jinshi battery utilises sulfide-based electrolyte, with 350 Wh/kg energy density and a 1,000 km range. * Gotion's existing pilot line achieved a 90% yield rate, with safety tests passing at 200°C and steel needle penetration. * Gotion ranked fifth globally for power battery installations in 2025, with a 4.5% market share, and plans to scale production to 12 GWh of semi-solid-state batteries. * Volkswagen owns 25% of Gotion and has secured solid-state battery supply letters from Volkswagen and Audi. * The total investment in the 2GWh line is approximately 3-4 billion yuan (USD 414-552 million).
119. https://www.livemint.com/news/india/indias-stricter-cafe-iii-fuel-efficiency-norms-reach-pmo-says-kumaraswamy-11772024933852.html - * The proposal for India's new car fuel efficiency norms (CAFE-3) has reached the Prime Minister's Office after stakeholder consultations. * The norms, to come into force in April 2027, aim to improve fleet emissions and encourage cleaner powertrains, including electric vehicles. * India’s EV market reached 4% adoption in 2025 and is projected to grow to approximately USD 110 billion by 2029. * The government plans to benefit from FTAs with multiple countries to boost EV export potential. * India is also focusing on developing domestic critical supply chains, including magnet manufacturing, to reduce reliance on imports.
120. https://evmagz.com/fraunhofer-launches-battery-recycling-project-with-industry-partners/ - * Fraunhofer Research and Development Center for Electromobility (FZEB) has launched a project called ProBatman in Germany to improve lithium-ion battery recycling.
121. https://electrek.co/2026/03/02/volkswagen-supplier-begins-testing-solid-state-batteries-in-evs/ - * Gotion High Tech begins testing all-solid-state EV batteries with 1,000 km range in vehicles.* Gotion scales its GEMSTONE all-solid-state battery production and moves from pilot to mass production.* The batteries achieved a 60% improvement in electrolyte ion conductivity and a cell energy density of 350 Wh/kg.* Gotion has begun testing batteries in vehicles and plans for mass production around 2030.* The development includes a 2 GWh production line completed in-house with over 30 patents.* Chinese automakers and suppliers are advancing solid-state battery technology, targeting commercial application by 2026.
122. https://bioengineer.org/breakthrough-in-solid-state-batteries-composite-superionic-electrolytes-with-continuous-perpendicular-2d-pathways-enable-pressure-free-operation/ - * Researchers developed a composite solid electrolyte with decoupled ionic conduction and mechanical flexibility, published in Nature Nanotechnology. * The electrolyte features layered nanosheets and polymer films achieving ionic conductivity of 10.2 mS cm^-1 at 25 °C. * Battery prototypes demonstrated high capacity retention over 600 cycles, operating with minimal external pressure. * The electrolyte exhibits chemical stability in ambient air, reducing manufacturing complexity. * The design mimics natural systems, advancing safe, high-energy-density, flexible all-solid-state lithium batteries.
123. https://www.iltempo.it/general/2026/03/02/news/motori-termici-svolta-ue-2035-perche-auto-elettrica-centro-mercato-transizione-automotive-46616416/ - * The European Commission reduces the 2035 emissions reduction target from 100% to 90%, allowing a residual share for non-electric vehicles through credits. * The revised target includes a market share of 30-35% for non-completely electric vehicles, supported by sustainable fuels and low-emission steel. * The shift aims to balance industrial reconversion needs with EU’s decarbonisation goals, with measures for flexibility and regulatory simplification. * Electric vehicles remain central to automakers’ strategies, driven by fleet decarbonisation and predictable costs. * Industry policy emphasises supporting battery manufacturing in Europe and promoting small electric vehicles like city cars.
124. https://evmagz.com/gotion-high-tech-completes-design-of-2-gwh-solid-state-battery-line/ - * Gotion High-Tech has largely completed the design of a 2-GWh all-solid-state battery production line in Hefei, China. * Construction of the production line is the next phase. * The company has an existing 0.2-GWh pilot line for its Gemstone solid-state battery, with a yield rate above 90% and energy density of 300 Wh/kg. * Gotion expanded cooperation with BASF to develop core materials for solid-state batteries. * The push into solid-state batteries occurs amid increasing competition in the global EV battery market.
125. https://www.scientificamerican.com/article/catl-sodium-ion-battery-aims-to-improve-ev-winter-range-loss/ - * CATL announces its sodium-ion battery, Naxtra, can perform stably at –50 degrees Celsius. * The battery is planned to go on sale in China in mid-2026 in collaboration with Changan Automobile. * Sodium-ion batteries offer potential to address cold weather performance issues of lithium-ion batteries in EVs. * CATL's Naxtra claims to have significantly better cold-weather discharge power than lithium iron phosphate batteries. * Sodium-ion technology's manufacturing cost is currently higher, with mass production expected later this decade.
126. https://www.energy-storage.news/caterpillar-vc-backs-startup-elevenes-as-it-builds-1gwh-lfp-cell-factory-in-serbia/ - * Construction of ElevenEs' 1GWh LFP cell factory in Serbia will begin this month, with deliveries expected next year. * The factory will feature automations and employ over 350 people, aiming for lower-carbon footprint manufacturing. * Caterpillar continues investment in energy storage, including deals for grid-scale projects and battery recycling. * ElevenEs plans to localise production in Europe by 2030, with a focus on cost competitiveness. * ElevenEs and Caterpillar aim to develop advanced LFP solutions for industrial applications, reflecting industry growth and technological development.
127. https://www.bestmag.co.uk/prologium-breaks-ground-on-dunkirk-gigafactory/ - • ProLogium has started construction of its first European gigafactory in Dunkirk, France. • The factory will produce fourth-generation solid‑state lithium ceramic batteries with initial production planned for 2028. • The project aims to scale production capacity from 0.8GWh in 2028 to 48GWh by 2032. • It is part of building a European battery value chain, supported by French government and regional leaders. • The facility will use an all‑inorganic solid‑state electrolyte architecture and strengthen local supply‑chain partnerships.
128. https://www.gurufocus.com/news/8632969/lithium-americas-lac-targets-13b16b-for-thacker-pass-project-phase-1 - * Lithium Americas (LAC) invests $1.3 billion to $1.6 billion in the Thacker Pass lithium project, targeting completion by late 2027 * The project, a partnership with General Motors, aims to supply lithium for one million electric vehicles annually * Approximately 75% of costs are tied to labour and services, reducing tariff impacts * The project is the first clay-based lithium asset expected to enter production, with downstream refining plans * The company highlights strong liquidity but faces financial challenges, with a negative EPS and sector risks
129. https://www.electrive.com/2026/03/04/eu-unveils-industrial-accelerator-act-to-boost-made-in-europe-clean-tech/ - * The European Commission introduces the Industrial Accelerator Act (IAA) to strengthen Europe's industrial base, promote clean technology, and increase manufacturing's share of EU GDP to 20% by 2035. * The law aims to support strategic sectors including steel, cement, aluminium, cars, and net-zero technologies, with potential expansion to other energy-intensive sectors. * The regulation seeks to ensure fair competition through reciprocity and restrictions on countries that do not grant EU market access, and introduces barriers for large foreign investments exceeding €100 million. * It highlights provisions for electric vehicles and batteries, with specific criteria to promote local production and employment. * The automotive sector's response is divided; some CEOs call for incentives for EU EVs, while some German manufacturers express concerns over trade conflicts.
130. https://mugglehead.com/rio-tinto-strengthens-integrated-lithium-strategy-with-nemaska-majority-stake/?utm_source=rss&utm_medium=rss&utm_campaign=rio-tinto-strengthens-integrated-lithium-strategy-with-nemaska-majority-stake - * Rio Tinto increases stake to 53.9% in Nemaska Lithium, gaining control over Québec lithium projects. * Construction of a lithium hydroxide plant in Bécancour is 60% complete, with commissioning scheduled for 2026. * Rio Tinto plans to invest over USD$300 million in 2026 to develop lithium operations in Québec. * The company is evaluating spodumene supply sources from Whabouchi and Galaxy mines. * Lithium markets face oversupply, with prices falling sharply, while EV demand growth slows in Europe and China.
131. https://www.jalopnik.com/2104243/ford-future-cheap-evs/ - * Ford aims to launch a $30,000 electric vehicle line in 2027 targeting competitive pricing and efficiency. * The company shrinks battery size but extends driving range by nearly 50 miles. * The strategy involves innovation and cost reduction to compete with Chinese carmakers. * Ford's next-generation EV is designed to be lighter, sleeker, and more electrically efficient. * The initiative follows Ford's 2019 $19.5 billion EV investment retrenchment.
132. https://finance.yahoo.com/news/argentina-lithium-energy-outlines-exploration-135600172.html - * Argentina Lithium & Energy Corp (TSX-V:LIT, OTCQX:LILIF) advances Rincon West lithium project following maiden NI 43-101 report. * Exploration priorities include pump testing, infill drilling, and geophysical work, with work starting as early as next quarter pending funding. * Permits obtained for rotary wells; further drilling and resource upgrade activities depend on permits and financing. * Collaboration with Xi’an Lanshen New Material Technology Co., Ltd. planned to deploy Direct Lithium Extraction technology. * Investment with Stellantis includes a 19.9% stake and rights to purchase up to 15,000 tonnes of lithium carbonate annually. * Company monitoring a lawsuit filed in Texas involving its CEO and chairman.
133. https://www.globalbrandsmagazine.com/uber-autonomous-vehicle-charging-network/ - * Uber commits more than $100 million to develop charging hubs for autonomous electric fleets in metropolitan US markets. * The investment aims to reduce charging downtime, improve fleet utilisation, and support autonomous ride-hailing expansion. * Development is aligned with global trends of autonomous vehicle advancement and electric vehicle adoption. * The deployment focuses on high-demand corridors, with infrastructure development tailored to existing operational data. * The initiative positions energy management as a core operational element, influencing urban energy patterns and fleet economics.
134. https://www.automotiveworld.com/news/canadas-auto-strategy-targets-90-ev-sales-by-2040/ - * The Canadian government announced a new automotive strategy aimed at 90% EV sales by 2040, with a target of 75% by 2035. * The plan includes CA$3bn investment and revised GHG emissions standards for model years 2027–32. * It allocates CA$2.3bn for EV affordability incentives, offering up to CA$5,000 for EVs and CA$2,500 for PHEVs. * CA$1.5bn is dedicated to EV charging and hydrogen refuelling infrastructure. * Trade measures include counter-tariffs on US auto imports, a new MOU with South Korea, and a strategic partnership with China.
135. https://www.panorama-minero.com/en/news/intense-mining-agenda-the-province-of-salta-strengthens-ties-with-ganfeng-rio-tinto-and-posco - * The province of Salta develops strategic relationships with Ganfeng Lithium, Rio Tinto, and POSCO amid ongoing lithium projects. * Meetings focused on project status, investment, and regulatory compliance in lithium extraction and industrialisation. * Rio Tinto advances in direct lithium extraction technology at the Rincón pilot plant, with a $50,000 annual capacity plant expected to start in 2028. * POSCO progresses on lithium carbonate and hydroxide plants, aiming for completion by 2026, creating around 5,000 jobs. * The activities highlight Salta’s push for in-country lithium industrialisation and long-term investment attraction.
136. https://www.altenergymag.com/news/2026/02/19/global-electric-vehicle-market-outlook-growth-drivers-top-players-future-forecast/46788 - * The global EV market is expected to grow at a CAGR of 24.8% from 2024 to 2033. * Market value projected to rise from USD 506.3 billion (2024) to USD 3,651.1 billion (2033). * Growth driven by emission regulations, battery cost reductions, government incentives, and consumer awareness. * Asia-Pacific leads in EV production and sales, followed by North America and Europe. * Major automakers like Tesla, BYD, BMW, Ford, and Volkswagen are investing heavily in EV technology and infrastructure.
137. https://www.openpr.com/news/4397790/european-electric-car-market-size-share-growth-trends - * The European electric car market is expected to grow from USD 288.0 billion in 2025 to nearly USD 1,381.4 billion in 2036. * Market volume is forecasted to increase from 5.0 million units in 2026 to 16.8 million units by 2036. * Regulatory policies like the European Green Deal and Euro 7 emissions standards are driving market growth. * Consumer shift towards electric vehicles is influenced by environmental concerns, charging infrastructure, and vehicle improvements. * Germany is expected to lead in revenue and volume, with Sweden and Italy experiencing fastest growth.
138. https://skillings.net/lithiums-bipolar-february-spot-volatility-vs-long-term-demand/ - • Lithium prices surged 50% in early 2026 due to supply tightening and speculation, then retreated in February. • Spot price volatility reflects transition from oversupply to structural undersupply, not reversals. • Long-term demand is projected to grow 13–17% in 2026, driven by electric vehicles, energy storage, and consumer electronics. • Supply side disruptions in Chile, China, and Australia contribute to potential deficits. • Market strategies should focus on long-term contracts due to fundamental supply-demand imbalance.
139. https://www.rionegro.com.ar/energia/una-empresa-australiana-invertira-us-1-160-millones-de-dolares-para-buscar-litio-en-catamarca/ - * Lake Resources expects to receive construction approval for the Kachi lithium project in Catamarca in 2026. * The project is valued at US$1.16 billion and aims to produce up to 50,000 tonnes of lithium carbonate annually. * Utilises direct lithium extraction technology developed by Lilac Solutions, reducing water usage and operational costs. * The first phase includes a 30-month construction period, with initial production of approximately 23,000 tonnes in year one. * The project has a potential for expansion, doubling production capacity. * The project aligns with a global demand increase, with lithium prices rising over 79% between November 2025 and February 2026.
140. https://www.openpr.com/news/4398274/united-states-lithium-ion-battery-market-is-expected-to-hit-us - * The US lithium-ion battery market is expected to reach US$ 71.5 billion by 2032. * The global lithium-ion battery market size was US$ 43.5 billion in 2023 and is projected to grow to US$ 124.4 billion by 2031. * Market growth driven by rising demand in electric mobility, energy storage, and consumer electronics. * Key US developments include new factory ramps, recycling efforts, and a new plant by Toyota in North Carolina. * Major companies involved include LG Chem Ltd, Panasonic Corporation, Samsung SDI Co Ltd, BYD Co Ltd, and BAK Group.
141. https://www.mk.co.kr/en/world/11967425 - * China’s EV market growth expected to slow this year, influenced by rising lithium prices and the end of government subsidy policies. * Lithium carbonate prices doubled in three months, from 80,000 yuan to 160,500 yuan per tonne. * The Chinese government ended EV purchase tax exemptions, adding a 5% tax for consumers. * UBS reports that medium-sized BEVs cost could increase by up to 3,800 yuan, while PHEVs increase by 2,000 yuan. * Chinese EV exports are expected to reach 7 million units, a 15% increase, with exports surging ninefold since 2018.
142. https://www.indexbox.io/blog/lithium-carbonate-battery-grade-market-demand-to-accelerate-by-2035-amid-surging-ev-adoption/ - * The report forecasts a 12.0% CAGR in the global lithium carbonate (battery grade) market from 2026 to 2035. * Rising demand is primarily driven by electric vehicle (EV) production and energy storage systems. * Demand for lithium carbonate is concentrated in China, North America, and Europe, with Asia-Pacific dominating. * Market dynamics include supply constraints, geopolitical factors, and technological shifts between LFP and high-nickel chemistries. * Future supply will rely on diversified sources, recycling, and vertical integration among industry players.
143. https://www.mining.com/web/lithium-output-at-sqm-codelco-venture-edges-out-forecasts/ - • SQM’s lithium partnership with Codelco produced 233,000 metric tons of lithium carbonate equivalent in 2025, exceeding forecasts. • The Nova Andino Litio SpA venture, with Codelco's controlling interest, increased output from 2024 levels and aims for 300,000 tons by the end of the decade. • The operation employs water- and energy-efficient evaporation techniques and plans to explore direct extraction methods. • Codelco’s Maricunga partnership with Rio Tinto is awaiting antitrust approvals from Chile and China. • Codelco's 2022 copper production was 1.33 million tons, with a record capital expenditure of $5.28 billion.
144. https://autos.yahoo.com/ev-and-future-tech/articles/byd-vice-president-stella-li-003020448.html - * BYD Vice President Stella Li states the company's goal to become a top global automotive industry leader, with Europe as a critical region. * BYD surpassed Tesla in electric vehicle sales in 2025 and ranks seventh among global automotive groups. * The company emphasises brand perception, technological reputation, and innovation, especially in Europe. * BYD produces components for smartphones, supplies batteries to automotive brands, and invests heavily in R&D. * Infrastructure expansion includes installing 6,000 ultra-fast chargers worldwide, with a focus on Europe. * Solid-state batteries are a future technology, aiming for early applications later this decade. * The company adopts a multi-powertrain approach, investing in both fully electric and plug-in hybrid vehicles. * European manufacturing plans include factories in Hungary, Turkey, and potentially Spain. * BYD plans to introduce premium and luxury brands Denza in 2026 and Yangwang in 2027 in Europe. * The company has no current plans to enter the US but is expanding in Central and South America, with a factory in Brazil. * Europe is seen as the key market for BYD to prove its evolution from a Chinese brand to a global automotive powerhouse.
145. https://www.openpr.com/news/4400410/united-states-electric-vehicle-charging-station-market-size - * The US electric vehicle charging station market size is USD 3.2 billion in 2025, projected to grow to USD 34.2 billion by 2034, with a CAGR of 28.60% during 2026-2034. * Growth driven by increasing EV adoption, government incentives, technological advancements, and industry investments. * Market expansion includes residential and commercial infrastructure, fast-charging technologies, and smart charging systems. * Regional analysis highlights California and urban areas as leading regions in growth and infrastructure deployment. * Major automakers and network operators are investing heavily, supported by federal funding and technological innovation.
146. https://express-press-release.net/news/2026/02/23/1738669 - * The global lithium market was valued at USD 32.38 billion in 2025 and is projected to reach USD 96.45 billion by 2033, with a CAGR of 14.5%. * The market growth is driven by increasing electric vehicle adoption and demand for lithium-ion batteries. * Asia Pacific held over 49% of market revenue in 2025; the US market also shows strong growth. * The US has substantial lithium reserves but limited domestic production, prompting government investments. * Major companies include Albemarle, Ganfeng Lithium, and Mineral Resources, influencing supply and pricing.
147. https://batteriesnews.com/elevenes-held-1st-closing-of-its-series-b-investment-round-backed-by-caterpillar-venture-capital-inc/ - * ElevenEs completes first closing of Series B funding round, supported by Caterpillar Venture Capital Inc. and BST (HK) Ltd. * Construction of its 1GWh lithium iron phosphate (LFP) battery factory in Subotica, Serbia, to start in February 2026. * Factory aims for first battery deliveries in 2027 and focuses on high-performance LFP technology for industrial and electric transport applications. * The project will employ over 350 staff and feature state-of-the-art automated production facilities. * The initiative supports European battery manufacturing growth and energy transition strategies.
148. https://markets.financialcontent.com/stocks/article/marketminute-2026-2-26-ev-supply-shock-zimbabwe-imposes-immediate-global-freeze-on-lithium-exports - * Zimbabwe announces a total export ban on lithium ores and concentrates effective immediately, impacting global supply. * The move is part of Zimbabwe’s "Value Addition" strategy and targets third-party traders, requiring in-country processing for exports. * The ban has led to a surge in lithium prices and disrupted supply chains, especially affecting Zimbabwe's lithium projects. * Established producers like Albemarle and Pilbara Minerals benefit from the market shift, while Chinese refiners face challenges. * The policy exemplifies resource nationalism and influences global mineral supply strategies amid geopolitical tensions.
149. https://www.energytrend.com/news/20260225-50978.html - * EVE Energy established Hefei company with a 500 million yuan investment, and completed Malaysia second phase plant. * The Hefei subsidiary was founded on February 13, in Anhui Province, supporting energy technology R&D, battery manufacturing, and electric vehicle parts. * The Malaysia base's second phase marked its large-scale operational stage, with construction starting in August 2023. * The Malaysia projects include cylindrical batteries (capacity 680 million units annually) and energy storage batteries (10 GWh annual capacity). * EVE Energy’s global expansion supports markets in Southeast Asia, Europe, and North America.
150. https://cleanenergycanada.org/a-coast-to-coast-ev-charging-network-is-a-project-of-national-interest-canadians-want-to-see/ - * The Canadian government announced $84 million for over 8,000 electric vehicle chargers and a new National Charging Infrastructure Strategy. * The build-out of a national charging network is proposed as a project of national interest to support EV adoption and manufacturing. * An estimated 16 to 25 million EVs are projected in Canada by 2040, requiring extensive charging infrastructure. * The initiative aims to maintain domestic EV demand, support local jobs, and bolster Canada's position as a clean energy hub. * Key strategies include leveraging private capital, streamlining approval processes, and establishing regulatory signals to accelerate infrastructure development.
151. https://www.teslarati.com/tesla-us-lfp-battery-supply-lg-deal-report/ - * LG Energy Solution will manufacture lithium iron phosphate (LFP) batteries for Tesla at its Lansing, Michigan facility. * Equipment orders for new lines have been placed, with mass production expected in the second half of next year. * A battery supply agreement with Tesla is disclosed to run from August 2027 to July 2030. * The move aims to bolster Tesla’s North American energy storage supply chain. * LG’s Lansing plant previously operated as a joint venture with General Motors, now fully owned by LGES.
152. https://www.eqmagpro.com/ev-charging-stations-eq/ - * EV charging stations are critical for accelerating EV adoption in India. * The government has allocated Rs.912.50 crore under FAME-II and Rs.2,000 crore under PM E-DRIVE for public charging infrastructure. * A total of 29,151 public EV charging stations have been installed across India. * Guidelines for private installation of EV charging stations have been notified. * The initiatives aim to support low-carbon transportation and expansion into Tier-2 cities and rural areas.
153. https://cnevpost.com/2026/02/24/byd-tesla-jan-new-car-registrations-in-europe/ - * BYD's new car registrations in Europe reached 18,242 units in January, a 165% increase from last year. * Tesla's European registrations in January were 8,075 units, a 17% decline year-on-year. * BYD's market share rose from 0.7% to 1.9%, while Tesla's fell from 1.0% to 0.8%. * In the EU, BYD's January registrations increased by 175.3%, reaching 13,982 units. * Tesla's EU registrations declined slightly by 1.6% to 7,187 units, in the same period.
154. https://skillings.net/rio-tinto-doubles-down-on-quebec-lithium-majority-stake-in-nemaska-secured/ - * Rio Tinto increased its ownership in Nemaska Lithium to 53.9%, taking full operational management. * The move follows Rio Tinto's March 2025 acquisition of Arcadium Lithium, consolidating its position in lithium assets. * Rio Tinto plans to invest over $300 million in Quebec lithium operations in 2026, with the Quebec government investing up to $200 million. * Construction of the Bécancour lithium hydroxide plant is 60% complete, with commissioning starting in 2026 and initial production targeted for 2028. * The company is evaluating spodumene feedstock sources from Nemaska’s Whabouchi mine in Quebec and Rio Tinto’s Galaxy mine in Western Australia. * Quebec's lithium deposits and infrastructure advantages position it as a strategic hub, supporting North American battery supply chains.
155. https://www.reviewjournal.com/news/environment/feds-approve-expansion-of-nations-only-operational-lithium-mine-3712914/ - * The FDA approved the expansion of Silver Peak, the nation’s only operational lithium mine, in Nevada. * The expansion allows increased yield and includes building new infrastructure, with approval under the FAST-41 programme. * Launched as a response to growing lithium demand for EV batteries and grid storage, with significant federal and state investments in Nevada. * The operation has experienced controversies, including water rights disputes and air pollution permit issues. * Two additional lithium mines are planned in Nevada, with one set to begin production in 2027, and another facing legal challenges.
156. https://evmagz.com/eu-electric-car-sales-jump-24-in-january-as-market-share-nears-20/ - * Electric vehicle sales in the EU rose 24.3% in January to 154,230 units. * Market share for electric cars increased to 19.3%, from 14.9% a year earlier. * Overall EU car registrations contracted by 3.9% to 799,625 units. * Hybrid vehicles grew 6.2%, making up 38.6% of the market. * Major markets like France and Germany showed growth, while Belgium and the Netherlands declined. * Tesla registered 7,187 EVs in January, down 1.6% from the previous year.
157. https://stockhead.com.au/resources/global-lithium-race-heats-up-again-on-zimbabwe-supply-shock/ - * Zimbabwe bans export of lithium concentrates and raw minerals, accounting for nearly 10% of global supply. * Lithium prices surged ~6% after Zimbabwe's export ban, with market participants reacting to supply disruptions. * USGS figures show Zimbabwe's share of lithium supply rose from nothing in 2022 to 9.65% in 2025. * Companies such as Chariot Resources and First Lithium are exploring new supply sources in Nigeria and Mali. * Lithium demand forecasted to double by 2030, with African nations like DRC, Ghana, and Mali viewed as significant potential sources.
158. https://www.energytrend.com/news/20260227-50996.html - * Several lithium battery energy storage projects have commenced construction and entered public notice in various regions. * Ganfeng LiEnergy's Dongguan project involves a 10GWh lithium battery energy storage base, with an investment of 5 billion yuan and a focus on R&D and production of lithium iron phosphate and energy storage systems. * Shengxing Technology is constructing a 60GWh lithium battery production base in Ningxiang, expected to be operational by March 2027, supporting 1 million energy vehicles or more than 50 large-scale energy storage stations. * BYD's subsidiary Guangxi FinDreams plans a 45GWh power battery and energy storage project in Nanning, with some plan adjustments. * These projects represent significant capacity expansion in lithium battery manufacturing and energy storage sectors.
159. https://globalriskcommunity.com/profiles/blogs/lithium-hydroxide-price-trend-analysis-2026 - * The global Lithium Hydroxide market experienced significant Q-o-Q price increases in 2026, driven by supply constraints and strong EV battery demand. * North America, Japan, and Belgium each saw approximately 15-16% price increases, with prices around USD 10,300–10,400 per metric ton. * The price rally is supported by import tightness, expanding EV battery manufacturing, and supply-side bottlenecks. * Regional influences include reliance on imports, logistics challenges, and investment in battery technologies. * Market outlook indicates potential further volatility depending on supply responses and EV sales growth.
160. https://www.indexbox.io/blog/lithium-nickel-manganese-cobalt-oxide-nmc-cathodes-market-to-2035-driven-by-surging-demand-for-high-nickel-formulations-in-electric-vehicles/ - * The global NMC cathodes market is projected to grow robustly from 2026 to 2035, supported by increased demand from EVs and energy storage systems. * Growth is based on accelerating global EV adoption, policy support, and grid/storage expansion. * The market faces challenges including raw material price volatility, geopolitical risks, and competition from alternative chemistries. * Asia-Pacific will remain dominant, with significant growth in Europe and North America due to localisation efforts. * The market forecast includes a compound annual growth rate of 12.0%, reaching an index of around 380 by 2035.
161. https://greenmove.hwupgrade.it/news/auto-elettriche/volkswagen-supera-quota-2-milioni-di-auto-elettriche-id4-e-id7-prepara-l-arrivo-della-id-polo_150690.html - * Volkswagen reaches a delivery milestone of two million electric vehicles globally, including models from the ID. family and other electric proposals. * The company's electric journey began in 2013, with the platform MEB introduced in 2020. * The ID.3 has approximately 628,000 units delivered; ID.4 and variants about 901,000, and ID.7 approximately 132,000. * In 2025, Volkswagen delivered around 382,000 electric cars, with Zwickau producing 212,000 within the year. * For 2026, four new electric models to be launched, including the ID. Polo to target higher volume utilitarian segment.
162. https://www.iowaparkleader.com/byd-shocks-the-ev-world-overtakes-tesla-to-become-the-worlds-no-1-ev-maker/ - * BYD sales reached 2.26 million EVs in 2025, surpassing Tesla’s 1.636 million. * Tesla’s 2025 volumes declined by 9%, with regional sales drops across North America, Europe, and China. * BYD attributes its success to cost discipline, vertical integration, and international expansion. * Tesla’s challenges include price cuts, policy impacts, and shifting consumer demand. * The shift indicates a new competitive landscape in the global EV industry.
163. https://www.bnamericas.com/en/news/china-ganfeng-requests-adherence-to-argentinas-rigi-for-us3bn-ppg-lithium-project - * Ganfeng Lithium asked the Argentine government to include the PPG lithium project under the RIGI incentive regime. * The US$3 billion project is located in Salta, Argentina, aiming to produce 150,000 tonnes of lithium carbonate equivalent annually. * The project’s first stage, with a capex of US$1.1 billion, is approved and scheduled to start in 2029. * Subsequent stages aim to increase production, with a total capacity of 150,000 tonnes per year from 2038. * PPG considers a combination of solar evaporation and direct extraction technology to optimise lithium recovery and reduce water usage.
164. https://electriccarsreport.com/2026/03/chargepoint-and-raw-charging-to-install-300-dc-fast-chargers-across-the-uk/ - * The UK’s EV charging network is to be expanded with over 300 DC fast charge points by ChargePoint and RAW Charging. * The investment is valued at $7.5 million (£6 million), targeting key locations nationwide. * The partnership focuses on destination charging, especially in hospitality, retail, and leisure settings. * All chargers will use ChargePoint’s software platform, offering real-time data and contactless payments. * The rollout supports the UK’s 2035 zero-emission mandate and aims to increase charging reliability for EV drivers.
165. https://www.mining.com/web/china-lithium-prices-tumble-as-weak-ev-sales-middle-east-war-cloud-demand-outlook/ - * Lithium prices in China fell 12.99% on Tuesday, with the contract nearing its daily limit. * Softer February sales from Chinese EV manufacturers, including BYD, contributed to the decline. * Middle East tensions are expected to reduce demand in regional markets. * Lithium demand remains steady overall, with a strong outlook from battery storage growth and a 130% price increase in 2025. * Zimbabwe’s export suspension briefly supported lithium prices before China's price decline.
166. https://northamericanmining.com/index.php/2026/03/03/blm-gives-green-light-to-silver-peak-expansion/?utm_source=rss&utm_medium=rss&utm_campaign=blm-gives-green-light-to-silver-peak-expansion - * The U.S. Bureau of Land Management in Nevada approves an expansion to the Silver Peak lithium mine. * The mine, operational since 1965, is the only producing lithium mine in the United States. * Expansion permits the use of new technologies expected to double lithium recovery. * The project aims to increase U.S. mineral production and reduce reliance on foreign minerals. * Owner Albemarle plans to build additional infrastructure and conduct future drilling.
167. https://www.gbnews.com/lifestyle/cars/electric-car-switch-jeopardy-lithium-supply - * Experts warn that lithium demand is expected to soar as electric vehicles become more popular, potentially exceeding 13 million tonnes by 2050. * Existing supply projects are unlikely to meet future demand beyond mid-2030s, risking a supply deficit. * Investment of $104 billion to $276 billion is required to address lithium shortages, peaking between 2030 and 2034. * The report emphasises lithium's critical role in electric vehicle batteries and energy transition, with demand rising sharply. * Industry leaders highlight the need for rapid capital mobilisation to avoid supply shortages amid global trade fragmentation.
168. https://www.benzinga.com/markets/commodities/26/03/51028732/lithium-shortage-inevitable-without-significant-investments-study - * Global lithium demand may surpass 13 million tons by 2050 under accelerated energy transition pathways. * Supply deficits could emerge as early as 2028 without significant investments. * Four scenarios model demand ranging from 5.6 to 13.2 million tons in 2050. * EVs are the main driver of lithium demand, accounting for 72-80%. * Total investments from $104 billion to $276 billion are needed depending on the scenario. * Vehicle demand and energy storage systems are key to future lithium consumption.
169. https://instapundit.com/780142/ - * The U.S. federal bureau approves expansion of the lithium mine near Silver Peak, Nevada. * The mine has been operational since 1965 and produces around 5,000 tons of lithium annually. * Located next to the town of Silver Peak, the mine is operated by Albemarle. * The expansion has been supported by local stakeholders, citing minimal environmental impact due to past operations. * The mine's expansion is framed as a matter of national security due to low U.S. lithium production.
170. https://www.cartoq.com/car-news/tata-motors-sacrifices-ev-profit-margins-long-term-adoption/ - * Tata Motors sacrifices profit margins on electric vehicles to promote adoption and drive volume growth. * The company is absorbing costs to make EVs mainstream, particularly targeting budget segments. * Electric vehicle sales are rising, with 10% of Punch micro-SUV sales being electric, and the overall clean-energy penetration at 43%. * Tata Motors aims for 30% EV penetration across its portfolio by 2030. * Regional markets like Jaipur and Kerala show electric vehicles making up 30-40% of sales. * The company faces competition from new entrants like Maruti Suzuki but views industry growth positively. * Tata Motors is managing capacity by de-bottlenecking existing facilities rather than investing in new plants.
171. https://www.hdmotori.it/carenza-litio-batterie-2028-rischio-transizione-elettrica/ - • La domanda di litio per batterie EV potrebbe superare l'offerta già dal 2028 secondo un rapporto di Wood Mackenzie. • La carenza si prevede in tutti gli scenari di transizione energetica, con il deficit già nel 2028-2029. • La crescita della domanda è guidata dall'aumento delle vendite di veicoli elettrici e sistemi di accumulo energetico. • Il riciclo delle batterie contribuirà ma non colmerà il gap di domanda nel breve termine. • Sono necessari investimenti tra 104 e 276 miliardi di dollari per aumentare capacità e rete di approvvigionamento entro il 2034.