Commodities Report: Lithium futures | 2026-03-13 12:00 UTC [KZPV] | Bullish | unstable

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1. https://greenmove.hwupgrade.it/news/auto-elettriche/auto-elettriche-piu-economiche-in-europa-i-prezzi-iniziano-finalmente-a-scendere-ma-rimangono-alti_151258.html - * The average price of electric vehicles (EVs) in the EU decreased in 2025 for the first time since 2020, reaching around €42,700. * The decline is linked to EU emission policies encouraging automakers to offer more affordable EVs. * Segment B models like Citroën ë-C3 and Renault 5 electric experienced a price drop of about 13%. * Automakers are introducing more compact, cost-effective EV models, with Volkswagen aiming for a starting price of €25,000 for the ID. Polo. * EU emission targets significantly influence EV pricing and market penetration, with parity expected in more premium segments by 2024 and in mass-market segments by 2030.
2. https://www.dnevnik.bg/biznes/2026/03/13/4891478_proizvoditelite_na_elektomobili_otchetoha_70_mlrd/?ref=rss - * Global car manufacturers have written off more than 70 billion USD over the past year due to reduced ambitions in electric vehicles (EVs) in the US, China, and Europe. * Honda announced a 15.7 billion USD loss expected over the coming years due to restructuring its EV business. * Stellantis, Ford, General Motors, and Volkswagen have downscaled EV targets or shifted focus, citing market and regulatory challenges. * Several companies are making significant asset write-offs, with Ford halting some EV models and GM cancelling investments. * The shifts highlight difficulties faced by traditional automakers in competing with new entrants from China and meeting new regulatory standards.
3. https://cnevpost.com/2026/03/13/byd-song-ultra-ev-expected-to-launch-mar-26/ - * BYD plans to officially launch the Song Ultra EV in China on March 26, following its pre-sales start on March 5. * The electric SUV features flash-charging technology with 1500 kW capacity and second-generation blade battery. * The vehicle's charging time from 10% to 97% is approximately 9 minutes under normal conditions. * The Song Ultra EV offers two range versions of 620 km and 710 km, with a starting price of 155,000 yuan ($22,510). * The model is positioned as the first B-class pure electric SUV in BYD’s Dynasty lineup, competing in the Chinese EV market.
4. http://prsync.com/navistrat-analytics/the-electric-suv-market-was-valued-at-usd--billion-in--and-is-expected-to-register-a-revenue-cagr-of---5177483/ - * The electric SUV market was valued at USD 377.94 billion in 2025, with a CAGR of 21.2%. * Regulations such as the EU Euro 7 standards, China's NEV mandate, and US Clean Vehicle Standards are promoting EV adoption. * Regional policies aim for 100% zero-emission new car sales in the EU, UK, and California by 2035. * Battery supply constraints, raw material shortages, and geopolitical risks are hindering market growth. * North America led in 2025, supported by incentives and infrastructure; Asia Pacific shows rapid future growth.
5. http://prsync.com/navistrat-analytics/the-electric-suv-market-was-valued-at-usd--billion-in--and-is-expected-to-register-a-revenue-cagr-of---5177483/ - * Market valuation of USD 377.94 billion in 2025 with a CAGR of 21.2%. * Stringent emission norms and decarbonization policies accelerate electric SUV adoption, with targets like EU's 100% zero-emission sales by 2035. * Battery supply chain constraints and raw material shortages hinder market growth, impact costs and production. * North America leads in revenue, supported by government incentives; Asia Pacific shows rapid growth due to urbanisation and infrastructure investments. * Major competitors include Tesla, BYD, Volkswagen, General Motors, Ford, and others, with strategic launches and market expansion efforts.
6. https://evmagz.com/eu-electric-car-prices-fall-for-first-time-since-2020-as-co%E2%82%82-rules-spur-cheaper-models/ - * The average price of electric vehicles in the EU dropped by about €1,800 in 2025, driven by lower-cost models and emissions regulation responses. * The price decrease contrasts with a rise of €5,000 between 2020 and 2024, linked to higher-margin premium vehicles. * New affordable models from Volkswagen, Skoda, and other automakers are planned, with prices expected to further decline. * Price parity with internal combustion engine cars in smaller segments is expected by 2030, pending regulation strength. * Relaxation of EU emissions targets could delay EV price drops and slow adoption, impacting market shares.
7. https://mugglehead.com/rio-tinto-ships-first-lithium-from-rincon-project-in-argentina/?utm_source=rss&utm_medium=rss&utm_campaign=rio-tinto-ships-first-lithium-from-rincon-project-in-argentina - * Rio Tinto completes its first shipment of lithium carbonate from the Rincon project in Argentina, with cargo leaving Buenos Aires for Shanghai. * The project targets annual output of about 60,000 tonnes, with initial production from a 3,000-tonne plant and plans for expansion to 57,000 tonnes in 2028. * Construction of the expansion is underway, costing USD$2.5 billion, and the project is a major investment in battery materials. * Rio Tinto acquired Rincon in March 2022 to bolster its electric-vehicle battery supply chain position. * The lithium market faces a short-term oversupply, with prices falling over 80% from 2022 peaks, but companies focus on long-term demand and strategic resource importance.
8. https://evcentral.com.au/how-much-stretched-tesla-model-y-on-sale-with-razor-sharp-price-to-up-the-fight-to-hyundai-byd-kia-zeekr/?utm_source=rss&utm_medium=rss&utm_campaign=how-much-stretched-tesla-model-y-on-sale-with-razor-sharp-price-to-up-the-fight-to-hyundai-byd-kia-zeekr - * Tesla launches the Model Y L Premium All-Wheel Drive, with a six-seat configuration and increased equipment, in Australia and China. * The Model Y L is priced from $74,900 AUD, with a $6,000 increase over the standard Model Y Long Range. * It includes new features like vehicle-to-load (V2L) capability, a larger platform, longer WLTP range of 681km, and new colours. * Deliveries are expected to begin in Q2 2026, with a five-year warranty and additional battery warranty.
9. https://www.investing.com/news/stock-market-news/global-ev-sales-fall-again-in-february-4558759 - * Global EV registrations fell 11% in February, the lowest since 2024. * China experienced a 32% decline in EV sales, the largest since early 2020, due to policy and funding cuts. * North American EV sales contracted by 35%, influenced by the end of US tax credits and stricter emission standards proposals. * Europe’s EV sales rose by 21% despite slower growth, while other regions saw a 78% increase in EV registrations. * The decline highlights policy impacts and market sensitivity, with some carmakers booking over $70 billion in writedowns.
10. https://en.yna.co.kr/view/AEN20260313002900320 - * POSCO Future M signs MOU with U.S. startup Sila Nanotechnologies for joint development of battery materials in Seoul, March 13, 2026. * The collaboration aims to combine cathode and anode expertise with silicon-based anode technology. * Sila produces lithium–silicon batteries with nanoengineered silicon particles to enhance energy storage and charging speed. * POSCO plans to expand its battery materials portfolio, including solid-state and lithium manganese-rich batteries. * The partnership aims to secure supply stability and advance next-generation battery developments.
11. https://www.gurufocus.com/news/8704993/global-electric-vehicle-registrations-decline-amid-policy-changes - * Data from Benchmark Mineral Intelligence shows an 11% drop in global EV registrations in February. * China experienced a 32% decrease year-on-year, with fewer than 500,000 units registered. * North American registrations fell by 35%, with sales below 90,000 units, following policy changes including the expiration of US EV tax credits. * Major automakers faced over $70 billion in impairment charges. * Europe saw a 21% increase in EV sales despite slower growth, with other regions rising by 78%.
12. https://skillings.net/trafigura-smackover-lithium-update-timeline-and-key-risks/ - • Trafigura sign a binding offtake deal for 8,000 tonnes annually from the Smackover Lithium project in Arkansas, totalling 80,000 tonnes over a decade. • The project aims for final investment decision in 2026, with commercial production targeted in 2028. • The deal highlights a shift in US lithium sourcing from overseas to domestic resources, leveraging Direct Lithium Extraction technology. • The project involves Standard Lithium and Equinor in a joint venture, with inherent technology and geologic risks. • Market demand for lithium from EVs and energy storage is expected to outpace supply, supporting the strategic move.
13. https://kalkinemedia.com/ca/stocks/gold/lithium-argentina-tsxlar-boosts-production-amid-rising-tsx-smallcap-index-growth - * Lithium Argentina reports significant increase in measured and indicated lithium carbonate equivalent resources at Cauchari-Olaroz, Argentina. * Resource updates support ongoing Stage permitting and expansion applications, including a RIGI application. * The region's high evaporation rates and favourable lithium concentrations aid extraction strategies. * Updated geological and operational data contribute to refining extraction schedules and environmental planning. * Expansion plans rely on new resource estimates to scale production and secure environmental permits.
14. https://www.batterytechonline.com/battery-manufacturing/12-battery-startups-navigating-the-high-stakes-energy-storage-revolution - * The global energy landscape is undergoing a transformation driven by battery startups deploying innovative technologies such as solid-state and sodium-ion batteries. * Startups are expanding manufacturing capability, including new facilities for materials like silicon anodes in South Korea. * Market demand for energy storage is accelerating due to EV adoption and renewable energy projects. * Policy support and supply chain diversification are favourable, but technical and capital challenges remain. * The sector is characterised by high competition, technological complexity, and long development timelines.
15. https://www.renewableenergyworld.com/energy-storage/battery/peak-energy-and-rwe-deploying-sodium-ion-battery-in-wisconsin/ - * Peak Energy has reached a deal with RWE Americas to deploy sodium-ion grid storage batteries in Wisconsin. * The project involves a 3.5 MWh sodium-ion battery energy storage system, aiming to reduce costs and improve performance. * Peak Energy's system eliminates active cooling and reduces maintenance, lowering costs and increasing reliability. * The deployment signifies a step towards large-scale sodium-ion storage in the US, with a pilot project near Milwaukee. * RWE has expanded its US capacity to nearly 13 GW, involving multiple renewable projects across seven states.
16. https://cleantechnica.com/2026/03/12/peak-energy-bringing-sodium-ion-battery-storage-to-wisconsin/ - * Peak Energy announced a pilot project deploying sodium-ion grid storage technology in Eastern Wisconsin at the RWE lab, as of March 12, 2026. * The project aims to promote low-cost, safe, and scalable energy storage solutions for the grid. * Sodium-ion batteries offer advantages including long life, low flammability, and reduced cooling needs. * Peak Energy’s GS-1.1 system is designed for grid-scale storage without active cooling, reducing costs and fire risks. * The technology enhances grid reliability, reduces energy costs, and supports renewable energy deployment in the US.
17. https://www.pymnts.com/cpi-posts/europes-strategic-sectors-open-for-business-terms-and-conditions-apply/ - • The EU proposes the Industrial Accelerator Act to boost domestic manufacturing and reduce reliance on external supply chains. • The initiative targets sectors such as batteries, electric vehicles, and critical raw materials. • It seeks to increase EU manufacturing’s GDP share to 20% by 2035. • The framework introduces foreign investment controls for investments over €100 million in targeted sectors, focusing on technology transfer and job creation. • The legislation is subject to EU legislative approval and operates alongside existing investment screening rules.
18. https://www.thedrive.com/news/trump-takes-a-second-swing-at-californias-emissions-policies-with-new-lawsuit - * The US Department of Justice is suing the California Air Resources Board to stop its electrification regulations. * The lawsuit claims California's EV mandates violate federal law, specifically the Energy Policy and Conservation Act of 1975. * The administration asserts California's policies hinder national vehicle standards and environmental regulations. * The case is part of broader efforts by the administration to roll back longstanding automotive emissions policies. * This legal action follows previous attempts by the Trump administration to challenge California’s climate autonomy.
19. https://regtechtimes.com/doj-sue-to-stop-californias-illegal-ev-mandate/ - * The US Department of Justice filed a lawsuit against California Air Resources Board, alleging violations of federal law regarding electric vehicle regulations. * The lawsuit claims California’s rules could force automakers to change manufacturing strategies nationwide, impacting interstate commerce. * Federal officials argue California exceeds its legal authority, conflicting with federal fuel economy standards under the Energy Policy and Conservation Act. * The case highlights a broader political dispute over EV policy, regulatory burdens, and potential impacts on vehicle prices and model availability. * The outcome could influence the future of EV policies, federal-state regulatory dynamics, and automotive industry regulation in the US.
20. https://kalkinemedia.com/ca/stocks/gold/lithium-argentina-tsxlar-boosts-production-amid-rising-tsx-smallcap-index-growth - * Lithium Argentina reports a major increase in measured and indicated lithium carbonate equivalent resources at its Cauchari-Olaroz lithium brine project in Jujuy Province, Argentina. * The company operates in the lithium brine sector, with recent drilling and hydrogeological studies contributing to an expanded resource base. * Applications for Stage 2 environmental permits and RIGI expansion are underway to support increased production capacity. * The region's high evaporation rates and favourable lithium concentrations aid extraction, with regional environmental and regulatory considerations integrated into development plans. * The expanded resources enable operational scaling, larger production phases, and refined extraction and processing strategies, supporting long-term development.
21. https://www.tyrepress.com/2026/03/continental-strengthens-grip-on-emea-ev-market-supplying-tyres-to-all-of-the-top-ten-manufacturers/ - * Continental strengthened its position in the EV tyre market during 2025. * It secured supply relationships with all ten top-volume EV manufacturers in the EMEA region. * The company's global footprint now includes deals with 17 of the world's top 20 EV producers. * Its customers include BYD, Volkswagen, Stellantis, BMW, NIO, Hyundai, and Renault. * The development highlights Continental's growth in the EV supply sector.
22. https://teslanorth.com/2026/03/12/tesla-china-sales-surge-91-in-february-despite-broader-market-slump/ - * Tesla reported a 91% year-over-year increase in February sales for China-made vehicles, delivering 58,599 units.* * The sales include domestic and export figures, with a focus on the Gigafactory Shanghai.* * Tesla's retail sales in China reached 38,206 vehicles, with a market share of 13.74% in the BEV segment, highest since April 2024.* * Model Y remains the best-selling passenger vehicle in China.* * Shanghai facility's exports increased fivefold year-over-year, with over half of global deliveries produced there.*
23. https://knnindia.co.in/news/newsdetails/economy/house-panel-flags-funding-gap-in-heavy-industries-budget-calls-for-faster-ev-adoption - * The Department-Related Parliamentary Standing Committee on Industry highlighted a funding shortfall for the Ministry of Heavy Industries in India for 2026–27, with a 16 per cent gap between the budget estimate and projected requirement. * The committee recommended measures to speed up EV adoption, including extending incentives for electric two-wheelers, three-wheelers, and e-rickshaws, and fixing timelines for e-bus and e-truck rollout. * It suggested revising subsidies for private investment, early execution of tenders to upgrade testing agencies, and consumer subsidies for electric four-wheelers. * The report noted progress in EV incentives but flagged low fund utilisation and pending claims, emphasising digital verification and scheme monitoring. * The committee also called for diversification in supply chains, domestic exploration, and better support for domestic manufacturers to reduce reliance on China, along with plans for indigenisation and infrastructure support.
24. https://transportationtodaynews.com/news/37376-pennsylvania-awards-9m-in-nevi-corridor-connections-funds/ - * Pennsylvania Department of Transportation awards $9 million for 12 EV charging projects along major roadways * Largest grant of $1.1 million awarded to Dandy, operated by eCAMION USA * State has committed $54 million in federal NEVI funds for public charging stations * First NEVI station opened in December 2023; 30 more built, 53 in planning or construction * NEVI stations have supported over 80,000 charging sessions and reduced 2,000 metric tons of CO2 emissions * Pennsylvania sued the US Department of Transportation over withholding EV funding
25. https://www.carscoops.com/2026/03/california-ev-mandate-lawsuit/ - * The US Department of Justice filed a lawsuit against California's EV policies, claiming they are unlawful. * The case questions California’s ability to impose CO2 emission limits and ZEV mandates. * The lawsuit could impact 17 other states that follow California’s EV rules. * The outcome may influence state-federal regulatory conflicts and EV market growth. * The legal challenge centres on California’s emission limits and zero-emission vehicle sales mandates.
26. https://www.gbnews.com/lifestyle/cars/net-zero-review-car-brands-ev-discounts - • UK government sets strict zero-emission vehicle (ZEV) sales targets for 2030 and 2035. • Industry leaders warn that targets are too ambitious and current market conditions hinder progress. • Car makers have invested billions in EV discounts, with last year’s discounts totalling £10 billion. • UK is behind its 2026 sales target, with less than 30% of cars sold being electric last year. • Industry suggests relaxing regulations to avoid damage to the automotive sector and claims other markets like EU and Canada have already eased rules.
27. https://www.standartnews.com/tekhnologii/bateriya-s-nov-vid-metal-mozhe-da-nadzhivee-vashiya-elektromobil-626658.html - * A first in the world sodium-ion battery has been introduced as an alternative to lithium-ion technologies. * Developed by CATL, the battery will be implemented in a series vehicle in China this year. * The battery offers a capacity of approximately 175 Wh/kg, with a range of up to 400 km. * It performs reliably at extremely low temperatures, maintaining over 90% capacity at -40°C. * SAfe testing confirms high stability, with no smoke or fire observed. * Sodium is cheaper and more accessible than lithium, potentially reducing costs and geopolitical dependency. * The technology could expand to other markets, including the US, in future. * The innovation focuses on affordability, safety, and performance in harsh climates.
28. https://knnindia.co.in/news/newsdetails/economy/house-panel-flags-funding-gap-in-heavy-industries-budget-calls-for-faster-ev-adoption - * The parliamentary committee on industry reported a Rs 1,544.42 crore funding shortfall in the Ministry of Heavy Industries' budget for 2026–27. * It recommended accelerating EV adoption, extending incentives for electric two-wheelers, three-wheelers and rickshaws until March 2028. * The committee highlighted low fund utilisation in EV charging infrastructure and pending claims for EV incentives. * It called for stricter monitoring of PLI schemes and investment in battery capacity and supply chain diversification. * The report emphasised the need for realistic budgeting, domestic manufacturing support, and scheme oversight.
29. https://electriccarsreport.com/2026/03/volkswagen-id-3-neo-debuts-with-new-software-one-pedal-driving-and-v2l/ - * Volkswagen ID.3 Neo scheduled for global debut in mid-April, succeeding ID.3. * Features include advanced driver assistance, infotainment upgrades, Vehicle-to-Load (V2L), and digital vehicle key. * The new software improves performance and driver experience across Volkswagen’s EV models. * Upgraded drivetrain in ID.4 and ID.5 adds range and efficiency. * Volkswagen aims to meet upcoming global regulations with hardware and software updates.
30. https://localnewsmatters.org/2026/03/12/sf-curbside-ev-chargers-permit-plan/ - * San Francisco Mayor Daniel Lurie announced legislation to enable more curbside electric vehicle chargers on city streets. * The legislation aims to increase charging opportunities due to rising EV ownership and plans to add 100 chargers by 2030. * Emphasis on supporting renters and residents in apartment buildings by reducing bureaucracy and access barriers. * San Francisco enhances EV infrastructure to accommodate city growth and environmental goals. * The initiative follows a pilot programme and seeks to encourage EV adoption citywide.
31. https://www.motortrader.com/motor-trader-news/automotive-news/smmt-electrified-2026-brings-industry-together-12-03-2026 - * The sixth SMMT Electrified event gathered more than 450 industry representatives, government, and media in the UK. * The event addressed the UK’s transition to zero emission mobility and ZEV mandate targets. * Mike Hawes projected a shortfall in EV market share against mandates, with significant increases required from 2027. * Targets for 2029 are seen as overly ambitious or unrealistic, especially for vehicle market share. * Keir Mather discussed public charging costs and plans to review affordability and transparency.
32. https://www.globalminingreview.com/mining/12032026/energyx-discusses-us5-billion-lithium-investment-with-chilean-president-elect/ - • EnergyX plans a US$5 billion investment in Chile's lithium sector over the next decade. • The company discussed its Project Black Giant using Direct Lithium Extraction technology. • The meeting with Chilean President-elect occurred during the Miami summit. • EnergyX established mineral concessions and pilot plants in Chile. • Chile's government signals increased focus on foreign investment and technological innovation. • Lithium demand is expected to triple by 2030 due to EV growth.
33. https://www.edaily.co.kr/News/Read?newsId=03289846645382664&mediaCodeNo=257&OutLnkChk=Y - • Hyundai Motor Group and Huayou Recycling Technology sign MOU in Indonesia for EV battery recycling. • The agreement aims to establish a circular economy for EV batteries, recycling scrap and end-of-life batteries. • The collaboration involves pre-processing and post-processing of battery scrap at the HLI Green Power plant. • The partnership responds to increasing demand for recycled minerals from EV batteries and aims to secure a stable recycling supply chain. • The MOU marks the first step in developing a comprehensive EV battery recycling ecosystem.
34. https://www.mk.co.kr/en/business/11986118 - * EverIndus develops sodium-ion batteries as a safer alternative to lithium-ion ESS. * The company collaborated with POSCO Holdings to verify its technology through the 2025 Deep Tech Value Up Program. * Sodium-ion batteries utilise abundant salt resources and aim to address safety and supply chain risks associated with lithium batteries. * The company focuses on safety-critical markets such as data centres and urban industrial facilities. * Expansion plans include entering US and European markets with fire safety certifications.
35. https://www.ad-hoc-news.de/boerse/news/ueberblick/catl-posts-robust-annual-results-fueling-investor-confidence/68661434 - * CATL reports 2025 net profit of 72.2 billion CNY, up 42% and revenue of 423.7 billion CNY, up 17%. * Energy storage segment becomes a key growth driver, surpassing traditional EV batteries in margins. * The company achieved 39% growth in lithium-ion battery sales volume, reaching 661 GWh. * CATL invests over 90 billion CNY in R&D over the past decade, maintaining global leadership in EV and energy storage markets. * The company aims for a 50:50 revenue split between EV batteries and energy storage; manufacturing capacity at 772 GWh. * Progress on next-generation solid-state batteries with cells in pilot production, targeted for 2027. * A shareholder dividend of 69.57 CNY per ten shares proposed, returning over 31.5 billion CNY. * Investment is ongoing in new facilities in Germany and Hungary, with high capacity utilisation.
36. https://www.prnewswire.com/news-releases/peak-energy-signs-agreement-to-deploy-misos-first-low-cost-sodium-ion-grid-storage-battery-302711822.html - * Peak Energy, a US-based company, signs an agreement with RWE Americas to pilot sodium-ion grid storage technology in Wisconsin. * The project aims to reduce energy storage costs and improve stability. * Sodium-ion batteries developed by Peak can operate across a wide temperature range and lower lifetime storage costs by $70/kWh. * The deployment is part of efforts to increase energy storage capacity in the MISO region, which faces high demand and rising costs. * The project supports reducing system costs and reliance on costly energy sources by enhancing grid reliability.
37. https://evmagz.com/pennsylvania-expands-ev-charging-network-with-12-new-highway-projects/ - * Major roadways across Pennsylvania to receive additional EV charging infrastructure through 12 projects funded by the Pennsylvania Department of Transportation. * Projects are part of the National Electric Vehicle Infrastructure Program supported by federal funding. * $54 million committed to public charging infrastructure; Pennsylvania has the highest number of stations in the US. * The next phase, Community Charging, launched in February 2026 with $100 million in federal funding. * Pennsylvania officials filed a lawsuit against the federal government to restore EV infrastructure funding; NEVI programme reinstated.
38. https://evmagz.com/elli-mobility-network-surpasses-1-million-ev-charging-points-across-europe/ - * Elli Mobility GmbH reports it now offers access to over 1 million public EV charging points across 28 European countries, reflecting rapid network growth over two years. * The network grew by approximately 55% in the past 24 months, notably through high-power charging infrastructure. * The expansion includes Portugal, and the network now covers core European markets, with access via a mobile app and Charge&Fuel Card. * The European network includes around half of the EU's charging points in Germany, France, and the Netherlands. * Elli partners with various brands and mobility providers, including Volkswagen and Sixt SE, to facilitate EV charging.
39. https://www.perthnow.com.au/news/business/lithium-miner-at-inflection-point-despite-latest-loss-c-21918787 - * Liontown Resources reports a first-half loss of $184.1 million but cites an 'inflection point' as its Kathleen Valley project performs well. * Revenue exceeds $208 million, more than doubling the previous period. * Lithium production surged 70% to 193 kilotonnes; lithium prices increased due to supply concerns and demand growth. * Battery energy storage systems (BESS) emerging as a secondary demand source for lithium. * A four million tonne expansion study at Kathleen Valley is underway to accelerate supply. * The company’s underlying loss improved to $7.7 million from $10.7 million, with strategic financial moves including a convertible note deal. * Major off-takers include Ford, Tesla, and LG Energy, with LG having sold part of its stake. * The company maintains its 2026 guidance and anticipates minor impacts from oil prices. * Liontown is 80% renewable, with low diesel costs.
40. https://www.ad-hoc-news.de/boerse/news/ueberblick/catl-posts-robust-annual-results-fueling-investor-confidence/68661434 - * CATL reported a 42% increase in net profit to 72.2 billion CNY in 2025, with revenue rising by 17% to 423.7 billion CNY. * The company's lithium-ion battery sales volume surged by 39% to 661 GWh, with energy storage becoming a high-margin growth driver. * CATL filed a patent for solid-state battery technology with pilot production expected by 2027. * Global manufacturing capacity reached 772 GWh with additional 321 GWh under construction, including facilities in Germany and Hungary. * The company aims for a 50:50 revenue split between EV batteries and energy storage systems.
41. https://www.whichev.net/2026/03/12/europes-car-market-shrinks-in-january-but-evs-continue-to-gain-ground/?utm_source=rss&utm_medium=rss&utm_campaign=europes-car-market-shrinks-in-january-but-evs-continue-to-gain-ground - * Europe’s new car registrations declined by 4.0% year-on-year in January 2026 across 28 markets. * Registrations of battery electric vehicles (BEVs) increased by 13%, accounting for 19.6% of the market. * Plug-in hybrid vehicles (PHEVs) saw a 32% growth, with a 10.4% market share. * ICE registrations fell sharply by 28%, shrinking their market share from 38.4% to 28.9%. * European manufacturers like Skoda, Volkswagen, and Renault increased their electric model registrations; Chinese brands such as BYD, Leapmotor, and Zeekr expanded rapidly. * Volkswagen was the leading BEV manufacturer, though with a 16% decline; Chinese brands like BYD and Leapmotor achieved significant increases. * Overall, the data indicates a trend towards electrification in Europe's automotive market despite overall market slowdown.
42. https://www.freemalaysiatoday.com/category/business/2026/03/12/electric-car-prices-drop-helping-eu-sales - * In 2025, electric vehicles accounted for 19% of new car sales in the EU and Norway, up from 14% in the previous year. * The average price of an electric car in the EU dropped by 4% (€1,800) to €42,700 in 2025. * The price decline is attributed to new affordable, small EV models and EU emission reduction targets. * EU environment ministers are to discuss relaxing 2035 bans on petrol and diesel cars. * The EU aims for a 90% reduction in emissions from new vehicles by 2035, with debates on relaxing targets and industry concessions.
43. https://www.motorpasion.com/observatorio-motorpasion/adios-al-mayor-problema-medioambiental-coche-electrico-china-demuestra-que-se-puede-reciclar-baterias-solo-agua-co2 - * Chinese researchers develop a method to recover over 90% of lithium from batteries using only water and CO₂, at ambient temperature and pressure. * The process results in a low environmental impact, trapping some CO₂ in solid by-products. * The technique also recovers other elements like nickel, cobalt, and manganese for reuse. * China has begun legislating standards for battery recycling, achieving high recovery rates. * The European Union plans to implement regulations on recycled metal content in batteries by 2031, increasing by 2036.
44. https://batteriesnews.com/peak-energy-signs-agreement-to-deploy-misos-first-low-cost-sodium-ion-grid-storage-battery/ - * Peak Energy, a US-based company, announced an agreement with RWE Americas to pilot sodium-ion grid storage in Wisconsin. * The project marks the first deployment of sodium-ion batteries on the MISO network. * The system aims to reduce energy storage costs and support the energy transition in America. * Peak Energy’s storage system enhances stability, safety, and economics of energy storage, reducing lifetime costs by $70/kWh. * Deployment is part of efforts to increase storage capacity, reduce system costs, and improve grid reliability, with potential savings of over $27 billion in MISO.
45. https://news.google.com/rss/articles/CBMi0wFBVV95cUxNYjBsR3kyV3dndWRCWThzaFVrOHJKU3ZfZGhRbFdQME0wNndxdUxodWVnRUZZQVZyMzRaR3NfN1ZUenRJMFhXc1lzUnIweEI3Z1JrQnJIQzJ6ZTJmTVBHYWpGWm9BRGZvUzIyWlNWQm9QRmZhbW56WnF4N1RqUTJkakczRDAwMFVtTTl4ZS1jQ25QUm9INzUyNEdEWG5DdGstQzBETDUxbkpKbm5lUjZVTXZteGNZYWhXeEUwVGpyZFlvR0RGc25UbDY0V0p2blpXY184?oc=5&hl=en-US&gl=US&ceid=US:en - * Lithium Argentina revised mineral resources upwards at Cauchari-Olaroz, in Jujuy, Argentina. * Phase 2 development plans aim to double lithium carbonate equivalent (LCE) production to 85,000t/y. * The updates will be presented in a technical report scheduled for this month. * Compared to 2019, measured and indicated resources increased by 42% to 28.1Mt of LCE. * Exar operates Cauchari-Olaroz, managed by a consortium including Lithium Argentina, Jemse, and Ganfeng Lithium. * The expansion aims to position the asset among the world's largest lithium brine portfolios, with a target output of over 200,000t/a of LCE.
46. https://news.google.com/rss/articles/CBMi0wFBVV95cUxNYjBsR3kyV3dndWRCWThzaFVrOHJKU3ZfZGhRbFdQME0wNndxdUxodWVnRUZZQVZyMzRaR3NfN1ZUenRJMFhXc1lzUnIweEI3Z1JrQnJIQzJ6ZTJmTVBHYWpGWm9BRGZvUzIyWlNWQm9QRmZhbW56WnF4N1RqUTJkakczRDAwMFVtTTl4ZS1jQ25QUm9INzUyNEdEWG5DdGstQzBETDUxbkpKbm5lUjZVTXZteGNZYWhXeEUwVGpyZFlvR0RGc25UbDY0V0p2blpXY184?oc=5&hl=en-US&gl=US&ceid=US:en - • Lithium Argentina revised mineral resources upward at Cauchari-Olaroz, Argentina. • Stage 2 development aims to double lithium carbonate equivalent (LCE) production to 85,000t/y. • Resources increased by 42% compared to 2019, reaching 28.1Mt of LCE. • The company is processing environmental permits and submitted an application for stage 2. • Expansion plans include the Pozuelos-Pastos Grandes project, aiming for over 200,000t/a of LCE.
47. https://elintransigente.com/2026/03/raul-jalil-presiona-a-la-corte-de-catamarca-para-levantar-una-cautelar/ - ['* El gobernador Raúl Jalil busca convencer a la Corte de Justicia de Catamarca para levantar una medida cautelar desde 2024 que paraliza la extracción de litio en Salar del Hombre Muerto.', '* La medida fue ordenada por la corte tras un estudio de impacto ambiental acumulativo, que genera controversia y sospechas sobre el real interés del gobierno en la minería.', '* La medida afecta a las empresas Livent y Galaxy Lithium, en medio de una disputa sobre el uso del agua del Río Los Patos, que afecta a la comunidad indígena Atacameños del Altiplano.', '* La resolución judicial exige evaluar el impacto conjunto de las operaciones mineras, pero el gobierno insiste en que el informe de 2025 no presenta datos nuevos.', '* La comunidad local y vecinos cortaron rutas en protesta contra la extracción, criticando la gestión y el impacto en el medio ambiente y el agua.']
48. https://www.australianmining.com.au/australian-suppliers-tap-rio-tintos-rincon-project-with-385m-efa-support/ - - Australian exporters supporting Rio Tinto’s Rincón lithium project in Salta, Argentina, are backed by a $385 million financing facility from Export Finance Australia (EFA). - EFA’s support enables local suppliers to participate in the project, providing equipment, technology, and engineering services. - Rio Tinto’s $US2.5 billion investment in Rincón aims for production to begin in 2028, targeting 60,000 tonnes of annual lithium carbonate capacity. - The project has a mine life of 40 years with a three-year ramp-up to full capacity, starting in 2028. - Rincón’s ore reserves were found to be 60% higher than initially assumed.
49. https://mercedesblog.com/an-in-depth-look-at-ev-cars-and-their-role-in-the-automotive-market/ - * EV cars are gaining rapid popularity, transforming consumer expectations and automotive industry strategies. * Advances in battery technology and connectivity are addressing range anxiety and enhancing user experience. * Market adoption is increasing due to government incentives, environmental policies, and improved vehicle affordability. * Daily ownership considerations include charging infrastructure access, weather-related battery efficiency, and maintenance. * Manufacturers are shifting focus towards dedicated electric platforms, influenced by policy, innovation, and infrastructure development.
50. https://theicct.org/publication/r2z-eu-hdv-market-development-quarterly-jan-dec-2025-mar26/ - * Zero-emission heavy-duty vehicle (HDV) sales have increased in China, surpassing 25% market share in 2025, with over 450,000 units sold.* * In the EU-27, ZE HDV sales accounted for 4% of the market in 2025, with limited adoption compared to China.* * ZE heavy trucks in China rose from 6% in 2023 to 29% in 2025; in the EU, they reached 2.7% in Q4 2025.* * The growth in Chinese ZE HDVs is driven by market forces and policy support, including incentives and emission targets.* * The majority of China's ZE HDVs are battery electric, with less than 1% hydrogen fuel-cell vehicles; 15% are battery swapping vehicles.*
51. https://www.motor1.com/news/789708/volkswagen-group-products-2026-audi-vw-porsche/ - * Volkswagen Group announces more than 20 new or updated models for 2026, focusing on small cars and SUVs. * The ID. Polo electric hatchback will be introduced, built on the MEB+ platform. * New SUV models include the next-generation ID.4, Skoda Peaq, Audi Q7, Q9, and Seat Arona. * Other models include the redesigned Audi A2, the new RS6, hybrid Golf, and electric Porsche 718 Boxster and Cayman. * The company's strategy involves expanding electric and hybrid offerings across multiple brands in 2026.
52. 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.
53. 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.
54. 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.*
55. 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.
56. 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.
57. 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.
58. 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.
59. 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.
60. 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.
61. 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.
62. 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.
63. 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.*
64. 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.
65. 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.
66. 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.
67. 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.
68. 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.
69. 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.
70. 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.
71. 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.
72. 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.']
73. 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.
74. 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.
75. 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.
76. 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.
77. 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.
78. 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.
79. 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.*
80. 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.
81. 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.
82. 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.
83. 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.
84. 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.
85. 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.
86. 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.
87. 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.
88. 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.
89. 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.
90. 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.
91. 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.
92. 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.
93. 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.
94. 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.
95. 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.
96. 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.
97. 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.
98. 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.
99. 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.
100. 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.
101. 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.
102. 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.
103. 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.
104. 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.
105. 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.
106. 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.*
107. 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.
108. 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.
109. 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.
110. 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.
111. 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.
112. 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.
113. 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.
114. 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.
115. 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.
116. 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.
117. 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.
118. 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.
119. 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.
120. 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.
121. 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.
122. 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.
123. 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).
124. 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.
125. 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.
126. 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.
127. 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.
128. 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.
129. 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.
130. 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.
131. 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.
132. 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.
133. 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."
134. 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.
135. 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.
136. 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.
137. 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.
138. 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.
139. 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.
140. 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.
141. 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.
142. 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.
143. 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.
144. 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.
145. 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.
146. 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.
147. 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.
148. https://en.yna.co.kr/view/AEN20260223001300320 - * Samsung SDI and Columbia University develop a fluorine-based gel polymer electrolyte for lithium-metal batteries.
149. 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.
150. 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.
151. 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.
152. 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.
153. 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.
154. 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.
155. 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.
156. 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.
157. 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.']
158. 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.
159. 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.
160. 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.
161. 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.
162. 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.
163. 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.
164. 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.
165. 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.
166. 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.
167. 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.']
168. 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.
169. 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).
170. 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.
171. 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.
172. 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.
173. 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.
174. 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.
175. 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.
176. 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.
177. 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.
178. 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.
179. 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
180. 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.
181. 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.
182. 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.
183. 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.
184. 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.
185. 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.
186. 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.
187. 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.
188. 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.
189. 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.
190. 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$1.16 billion and aims to produce up to 50,000 tonnes of lithium carbonate annually. * Utilises direct lithium extraction technology developed by Lilac Solutions, reducing water usage and operational costs. * The first phase includes a 30-month construction period, with initial production of approximately 23,000 tonnes in year one. * The project has a potential for expansion, doubling production capacity. * The project aligns with a global demand increase, with lithium prices rising over 79% between November 2025 and February 2026.
191. https://www.openpr.com/news/4398274/united-states-lithium-ion-battery-market-is-expected-to-hit-us - * The US lithium-ion battery market is expected to reach US$ 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.
192. 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.
193. 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.
194. 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.
195. 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.
196. 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.
197. 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.
198. 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.
199. 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.
200. 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.
201. 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.
202. 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.
203. 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.
204. 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.
205. 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.
206. 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.
207. 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.
208. 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.
209. 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.
210. 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.
211. 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.
212. 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.
213. 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.
214. 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.
215. 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.
216. 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.
217. 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.
218. 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.
219. 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.
220. 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.
221. 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.
222. 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.