Commodities Report: Lithium futures | 2026-03-22 07:00 UTC [ZPFQ] | Fragile | unstable | ALERT: LATE-FLIP

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1. https://biz.chosun.com/en/en-international/2026/03/22/7LWDFJ2CN5GY3DHOHOPO3D6O4A/ - * Chinese auto industry topped global new car sales in 2025, surpassing Japan for the first time in 25 years. * Chinese brands BYD and Geely outpaced Japanese automakers Nissan and Honda. * China’s EV market growth contributed to the shift, with BYD expanding in Southeast Asia and South America. * Japanese automakers lagged due to reliance on hybrid technology and struggles in China. * Experts indicate the shift depends on China's ability to develop overseas markets amid geopolitical and economic challenges.
2. https://lithium-news.com/why-dle-technology-breakthrough-could-transform-global-lithium-markets-within-five-years/ - * DLE technology has achieved efficiency rates exceeding 90%, significantly improving lithium extraction from brine sources. * Traditional methods face environmental and time-consuming challenges, particularly in water-scarce regions like Chile and Argentina. * Leading companies such as Summit Nanotech, E3 Lithium, and Lilac Solutions are developing proprietary DLE approaches with higher recovery rates. * DLE reduces operational costs by 20-40% and enables extraction in previously unsuitable regions. * Investment in DLE companies has surpassed $2.3 billion, with major players forming strategic partnerships. * The technology allows for faster, more environmentally friendly lithium production, with projects at the Salton Sea accelerated from 7-10 years to 3-4 years. * Environmental benefits include up to 85% water consumption reduction and less ecological disruption. * Scaling challenges remain, but technological advances like machine learning and modular systems are improving performance. * Industry projections suggest 40-50% of future lithium capacity will utilise DLE by 2030, influencing market leadership.
3. https://lithium-news.com/why-lithium-price-forecasts-are-being-rewritten-as-clean-energy-demand-surges/ - • The lithium market experiences turbulence due to rapid clean energy demand, supply disruptions, and geopolitical tensions. • Major firms have issued multiple price forecast revisions within six months, with some increasing long-term projections by over 40%. • Electric vehicle adoption rates have increased 85% year-over-year, and utility-scale battery installations have tripled. • Supply constraints include environmental regulations, community opposition, and production delays in Argentina and Australia. • Geopolitical tensions and technological developments further complicate accurate forecastings. • Recycling efforts could supply 15-20% of lithium demand by the decade's end, but uncertainties remain. • Regional price disparities and market volatility challenge traditional forecasting models amidst rapid technological and policy changes.
4. https://thediplomat.com/2026/03/oil-shocks-are-rewriting-southeast-asias-auto-market-for-legacy-carmakers/ - * Energy volatility from Middle East conflict has increased fuel costs and accelerated EV adoption in Southeast Asia, especially Indonesia. * Indonesia’s BEV sales rose from 5 units in 2020 to over 103,000 in 2025, with traditional automakers’ sales declining. * Hyundai's market share in Indonesia dropped from 44.4% in 2023 to 1.8% in 2025; legacy automakers like Toyota, Honda, and Mazda also saw declines. * Chinese EV brands like BYD and BEV-only manufacturers VinFast and GAC gained significant market share in Indonesia. * Southeast Asian governments, including Indonesia, aim for 60% of new car sales to be electric by 2030, affecting automaker strategies.
5. https://thediplomat.com/2026/03/oil-shocks-are-rewriting-southeast-asias-auto-market-for-legacy-carmakers/ - * Energy volatility from the Middle East conflict drives rising oil prices and impacts Southeast Asia. * Indonesia's EV sales surged, with BEV market share growing significantly, and traditional automakers declining. * Hyundai's market share in Indonesia fell from 44.4% in 2023 to 1.8% in 2025; BYD commands nearly half of the market. * Legacy automakers have been slow to adopt EV strategies in Southeast Asia, risking market relevance. * Southeast Asian governments set targets to increase electric vehicle adoption to reduce energy dependence and pollution.
6. https://lithium-news.com/critical-lithium-supply-shortfall-threatens-electric-vehicle-revolution-and-technology-innovation/ - • Industry experts warn of a lithium supply deficit impacting electric vehicle and technology sectors. • Lithium demand outpaces production growth, with major regions facing extraction and regulatory challenges. • Lithium prices have fluctuated over 300%, affecting manufacturers and supply chains. • Automakers such as Tesla and BYD seek long-term supply agreements; innovation in battery tech accelerates. • Recycling and alternative chemistries, like sodium-ion batteries, are being developed to address shortages.
7. https://lithium-news.com/why-institutional-money-is-flooding-into-lithium-etfs-despite-market-volatility/ - * Institutional investors are pouring over $2.8 billion into lithium ETFs over the past twelve months. * Inflows persist despite price volatility, indicating a long-term strategic bet. * Lithium ETFs offer geographic diversification across the entire lithium supply chain. * Investment driven by electric vehicle adoption, energy storage expansion, and renewable energy mandates. * Lithium is perceived as a strategic material with significant ESG credentials. * Supply inelasticity and currency dynamics support sustained inflows. * Future interest depends on EV adoption rates and battery technology developments.
8. https://lithium-news.com/why-battery-grade-purity-standards-are-creating-seismic-shifts-in-global-lithium-markets/ - * The lithium market is undergoing transformation due to new battery-grade purity standards exceeding 99.5%. * High purity levels significantly impact pricing, with premium lithium commanding 40-60% higher prices. * A two-tiered market has emerged, with companies achieving purity standards securing long-term contracts, and others competing in lower tiers. * Investment in refining facilities across Chile, Australia, and Argentina is increasing to meet purity demands. * Chinese refiners utilise advanced processing to capture premium prices and influence global supply chain dynamics. * Electric vehicle manufacturers like Tesla and Ford seek reliable high-purity lithium, fostering vertical integration. * Battery-grade lithium pricing now behaves more like specialty chemicals, emphasising quality and traceability. * Companies producing consistent high-purity lithium are valued at premiums exceeding 200%, attracting significant investments. * Regional differences, especially higher European purity standards, create arbitrage opportunities. * Environmental regulations impact processing costs and purity achievement, influencing market prices. * Next-generation battery technologies will heighten the importance of purity standards, implying a long-term shift in supply chain strategies.
9. https://www.marketbeat.com/instant-alerts/lithium-stocks-to-watch-today-march-21st-2026-03-21/ - * The article reports on lithium stocks including companies involved in lithium exploration, mining, and battery manufacturing. * It discusses companies' activities in lithium projects across different regions, including Argentina. * It mentions lithium supply chain factors and regulatory aspects affecting the industry. * The article references lithium-related projects and companies with exploration and development interests. * It covers the broader context of lithium industry developments relevant to supply, regulation, and regional activities.
10. https://www.larazon.es/tecnologia-consumo/tesla-firma-un-enorme-acuerdo-con-lg-necesitan-baterias_2026032169ba6246e89622081d3f7389.html - * Tesla and LG Energy Solution signed a $4.3 billion supply agreement for batteries. * The manufacturing will take place in a factory in Lansing, Michigan, previously a joint project with GM. * The factory will produce lithium iron phosphate (LFP) battery cells. * Tesla's energy division generated $12.8 billion in revenue last year, mainly from Megapacks. * The move aligns with US efforts to localise battery production and reduce reliance on China.
11. https://thepakistan.pk/stellantis-evs-now-have-tesla-supercharger-access/ - * Stellantis will enable its EVs to access Tesla's Supercharger network through adapters and future vehicle compatibility. * The change allows Stellantis EV owners to charge at Tesla's extensive, dependable fast-charging stations. * Industry-wide adoption of Tesla’s charging standard minimises fragmentation and enhances charging infrastructure. * This collaboration is expected to accelerate EV adoption and improve consumer charging experiences. * Tesla strengthens its EV infrastructure position while creating new revenue streams amid industry cooperation.
12. https://www.indexbox.io/blog/electrolytic-manganese-dioxide-market-to-2035-driven-by-lithium-ion-battery-integration-for-evs/ - * The global EMD market is entering a period of strategic transition and measured growth through 2035. * Demand is driven by traditional alkaline batteries, lithium-ion batteries for EVs and energy storage, and industrial applications. * The forecast includes steady, technology-driven expansion, mainly via integration into lithium-ion cathode supply chains. * Asia-Pacific dominates the market, with China as the leading producer and consumer, followed by North America and Europe. * Market growth is supported by EV adoption, energy storage policies, and industrial demand, despite constraints like energy costs and environmental regulations.
13. https://www.marketbeat.com/instant-alerts/filing-union-bancaire-privee-ubp-sa-buys-1400-shares-of-tesla-inc-tsla-2026-03-21/ - * Union Bancaire Privee UBP SA increased its Tesla holdings by 1,400 shares during Q4, with a total value of $4,714,000. * Multiple institutional investors have added significant Tesla shares, including Norges Bank, Holocene Advisors LP, Amundi, Jennison Associates LLC, and Capital World Investors. * Tesla announced a $4.3 billion supply deal with LG Energy Solution for battery cells supporting lower-cost vehicles and energy products. * Tesla is in talks to purchase ~$2.9 billion of solar equipment to expand US solar capacity. * Tesla targets a December 2026 launch for next-gen AI chips and pursues 'Terafab' initiatives. * Reports indicate early positive feedback on Tesla Semi trucks and preparations for energy expansion in India. * Regulatory scrutiny escalates over Full Self-Driving (FSD) with US NHTSA investigation upgrade. * Market analyst forecasts show mixed ratings and cautions, with some downgrades and concerns over delivery targets and market competition. * Insider transactions include sales by CFO Vaibhav Taneja and director James R. Murdoch. * Tesla's stock opened at $367.96, with a market cap of $1.38 trillion, and recent earnings beat estimates. * Tesla's mission focuses on sustainable energy, with a diversified product range including electric vehicles and energy storage.
14. https://opentools.ai/news/stellantis-ev-owners-rejoice-tesla-supercharger-network-now-open-for-business - • Stellantis enables its EVs to access Tesla's Supercharger network. • Access depends on using a Tesla-compatible adapter, costing $230 or $250. • Adapter available through Mopar’s online store or Stellantis dealerships. • Move reflects industry shift towards unified charging standards. • Aims to reduce barriers and expand EV adoption.
15. https://simplywall.st/stocks/us/retail/nasdaq-jd/jdcom/news/jdcom-byd-ev-charging-push-and-what-it-could-mean-for-valuat - * JD.com, listed on NasdaqGS, forms partnership with BYD to expand fast charging EV stations across China. * The collaboration leverages JD.com's logistics and office network with BYD's EV expertise. * This moves JD.com into EV infrastructure alongside its core e-commerce and logistics operations. * The initiative aims to increase charging capacity using existing warehouses, hubs, and offices. * The partnership raises questions about capital needs, execution risk, and potential revenue streams in EV charging. * The move positions JD.com within the EV and transport electrification market.
16. https://www.electrive.com/2026/03/21/baic-reports-progress-on-sodium-ion-batteries/ - • BAIC has completed the prototype development of a sodium-ion battery pack with an energy density of 170 Wh/kg. • The prototype operates stably across temperatures from -40 °C to 60 °C and supports a charging rate of 4C. • BAIC has filed approximately 20 patents related to sodium-ion battery technology. • The company’s ‘Aurora’ platform includes lithium-ion, solid-state, and sodium-ion batteries. • Industry trends in China show increased research and commercialisation of sodium-ion batteries, with competitors like CATL, Changan, and BYD advancing in this area.
17. https://gaadiwaadi.com/upcoming-tata-avinya-flagship-ev-what-we-know-so-far/ - * Tata Avinya will become Tata's most premium electric vehicle, arriving in India in early 2027. * The model will feature advanced styling, software architecture, and a premium character. * Tata plans to spend Rs. 16,000-18,000 crore on EV development and infrastructure between FY2025 and FY2030. * Aims to build nearly 40,000 charging points by 2027 and target one million chargers nationwide. * Development includes flexible battery technology, collaboration with Jaguar Land Rover, and new retail formats. * Existing models like Sierra EV, Punch EV, and Tiago EV will support market momentum before Avinya's launch.
18. https://www.graphene-info.com/ambient-laser-process-enables-monolithic-prelithiated-silicon-graphene-anodes - * Researchers at Tel Aviv University developed a single-step laser process to fabricate and prelithiate silicon-graphene anodes under ambient conditions.* * The process addresses volume changes and lithium loss in silicon anodes without reactive lithium metal or multi-step procedures.* * It utilises a ternary blend of phenolic resin, silicon nanoparticles, and lithium salt, subjected to low-power laser irradiation.* * The method produces self-standing, porous, prelithiated anodes with uniform lithium distribution and high electrochemical performance.* * Full cells with LiFePO₄ cathodes show no capacity loss over 500 cycles, and scalable fabrication up to 20 cm strips is demonstrated.*
19. https://greenlivingguy.com/2026/03/clean-green-tech-news-for-informed-decisions/ - * Electric vehicles are shifting from early adoption to practical concerns such as cost, charging, and battery life. * Consumers are comparing real-world range and suitability of used EVs for family and fleet use. * The EV market is evolving into a mainstream transportation option. * The market focus has moved from prototype to affordability and practical features. * The article discusses the growth of EV adoption and infrastructure, along with market and consumer trends.
20. http://prsync.com/meticulous-research/dc-fast-charging-power-module-market-trends-technology-evolution-and-growth-analysis-5179077/ - * The global DC fast charging power module market was valued at USD 2.48 billion in 2024 and is projected to reach USD 8.32 billion by 2035, with a CAGR of 11.8% from 2025 to 2035. * Market growth is driven by increasing EV adoption, government policies, and technological advancements. * Challenges include high capital expenditures and infrastructure costs, delaying deployment in low-traffic areas. * Opportunities exist in commercial vehicle electrification, with megawatt charging systems gaining prominence. * Asia-Pacific leads the market, with Europe and North America also experiencing strong growth and investment.
21. https://tugatech.com.pt/t80581-byd-regista-explosao-na-procura-de-eletricos-face-a-subida-do-preco-dos-combustiveis - * The Chinese manufacturer BYD experiences a surge in new buyers due to rising fuel prices caused by tensions in the Middle East. * Since abandoning internal combustion engine cars in 2022, BYD became the largest electric vehicle manufacturer globally, surpassing Ford for the first time in 2025 with over 4.6 million units sold. * In Manila, demand is so high that a dealer recorded a month's worth of orders in two weeks. * Global electric vehicle adoption contributed to avoiding the consumption of 1.7 million barrels of oil per day in 2025. * Asian markets, especially Thailand and the Philippines, lead in electric vehicle adoption, with rates around 40%, higher than Europe and North America, driven by regional vulnerabilities to oil price fluctuations.
22. http://prsync.com/meticulous-research/dc-fast-charging-power-module-market-trends-technology-evolution-and-growth-analysis-5179077/ - * The market was valued at USD 2.48 billion in 2024 and projected to reach USD 8.32 billion by 2035.* Growth driven by global EV adoption, government policies, and infrastructure expansion.* Technological advancements include high-voltage architectures and semiconductor innovations (SiC, GaN).* Charging standards like CCS and MCS influence module design.* AI is impacting system optimisation and predictive maintenance.* Asia-Pacific leads, with Europe growing fastest, supported by policies and investments.* Opportunities in commercial vehicle electrification and megawatt charging systems.* Challenges include high initial capital expenditure and infrastructure costs.
23. https://www.jdsupra.com/legalnews/doe-announces-500-million-funding-5557645/ - * On March 13, 2026, the US Department of Energy announced a $500 million funding opportunity to expand domestic critical mineral processing, battery manufacturing, and recycling. * The funding aims to increase US supply chain resilience and reduce foreign reliance by up to 15 percent by 2030. * Funds are allocated for processing lithium, nickel, and cobalt, recycling critical minerals from end-of-life batteries, and expanding domestic battery component manufacturing. * The programme prioritises US entities, with a minimum 50% private cost share, projects to be completed within approximately 36 months. * Applications are due by April 24, 2026, with notifications in the second quarter of 2026.
24. https://www.jdsupra.com/legalnews/u-s-seeks-to-pull-the-plug-on-2822072/ - * The US DOJ and DOT filed a lawsuit against California on March 13, 2026, to block its emissions standards regulations. * The case involves California's CO₂ emissions standard and ZEV regulation, enforceable under California state law. * The US administration's actions seeking to revoke waivers and prohibit similar standards are challenged as unconstitutional. * California continues implementing its regulations under Executive Order N-27-25, developing Advanced Clean Cars III. * The lawsuit argues federal law preempts California's standards, seeking to declare them unlawful and to prevent enforcement.
25. https://lithium-news.com/why-global-mining-giants-are-racing-to-expand-hard-rock-lithium-operations/ - * Mining companies worldwide accelerate hard rock lithium expansion projects to meet demand from electric vehicles and energy storage. * Major investments include Australia’s Pilbara Minerals’ $2.8 billion project and development in Quebec, Canada. * Hard rock projects achieve commercial production in 18-24 months, faster than brine operations which take 3-5 years. * Advances in extraction technology, such as flotation, AI ore sorting, and adapted DLE systems, reduce costs and increase recovery rates. * Stabilised lithium carbonate prices and lower production costs support the economic case for expansion. * North America and Africa emerge as key regions, supported by government incentives and favourable geology. * Expansion faces environmental scrutiny; operations implement sustainable practices and streamlined permitting. * Market projections suggest 65% of new lithium supply will come from hard rock projects by 2030, reflecting a strategic shift in industry focus.
26. https://www.powerelectronicsnews.com/solid-state-batteries-increase-energy-density-while-enhancing-safety-and-ev-range/ - * Dongfeng Motor tests solid-state battery prototypes with 350 Wh/kg energy density, enabling 1,000 km range in China. * Researchers at the University of Science and Technology of China developed a novel inorganic electrolyte with improved mechanical compliance. * The new electrolyte exhibits lower hardness and Young’s modulus, enabling better interfacial contact and cycling stability. * The scability of the new solid electrolyte allows integration with industrial manufacturing processes. * The research aims to move solid-state battery technology from lab-scale to practical automotive applications by 2026.
27. https://lithium-news.com/why-global-mining-giants-are-racing-to-expand-hard-rock-lithium-operations/ - * Mining companies are accelerating hard rock lithium mining projects to meet rising demand from EVs and energy storage. * Major investments include Pilbara Minerals' $2.8 billion expansion in Australia and development in Quebec by Patriot Battery Metals. * Hard rock mining offers faster production timelines (18-24 months) than brine extraction (3-5 years). * Technological innovations such as AI-driven ore sorting and adapted direct lithium extraction are reducing costs and boosting recovery rates. * Economic factors, including stable lithium carbonate prices and higher profit margins, favour hard rock operations. * North America and Africa are key regions seeing new hard rock lithium development, driven by government incentives and resource grades. * Environmental and regulatory considerations are evolving with increased focus on sustainability and streamlined permitting. * Market projections suggest that 65% of new lithium supply will come from hard rock sources through the decade. * The trend indicates a move towards supply security, scalability, and industry maturity in lithium extraction.
28. https://bravenewcoin.com/insights/lithium-prices-adjust-following-decline-in-china-but-investors-eye-long-term-growth - * Lithium prices in China fell by 1.93% to $22,068, with a 29% year-to-year increase * Short-term decline does not undermine the overall positive growth trend in lithium * Chinese demand driven by electric vehicle and energy storage industries * Australian lithium market shows stability with positive growth despite China’s price dip * Long-term market outlook remains bullish due to increasing global demand for electric vehicles and renewable energy storage
29. https://www.bestmag.co.uk/tesla-lg-energy-us-plant/ - * Tesla and LG Energy Solution plan to invest over $4 billion in a battery manufacturing facility in Lansing, Michigan, with production expected to start in 2027.* * The facility will produce lithium iron phosphate (LFP) battery cells mainly for Tesla’s energy storage systems.* * The project aims to strengthen domestic supply chains and reduce reliance on imports from China.* * The investment supports localisation of battery production and responds to industry shifts from EV demand to energy storage applications.* * LG Energy Solution’s deal is among its largest contracts, reinforcing its position in North American energy storage supply.*
30. https://focus.ua/auto/747844-novye-natrievye-batarei-baic-deshevye-i-zaryazhayutsya-za-11-minut-podrobnosti - * BAIC's sodium-ion batteries are in the final development stage, with no specified production launch date. * These batteries replace lithium with sodium, reducing cost and increasing availability. * BAIC has registered 20 patents related to this technology and completed development of the first battery model. * The batteries achieve an energy density of 170 Wh/kg, comparable to lithium-ion batteries. * They operate in temperatures from -40°C to +60°C and can be rapidly charged in 11 minutes with 400 kW power. * The batteries withstand high temperatures up to +200°C without fire risk.
31. https://www.electrive.com/2026/03/20/berlin-opens-battery-lab-for-sodium-ion-cell-research/ - * Berlin establishes the Berlin Battery Lab involving BAM, HZB, and HU for research into alternative cell chemistries, including sodium-ion batteries. * The lab aims to accelerate the transfer from fundamental research to industrial application, with support from the European Regional Development Fund. * It offers open access to external partners from science and industry, focusing on material development, cell manufacturing, and safety testing. * The lab's development aligns with Berlin's strategic position in battery research and advances Germany’s technological sovereignty.
32. https://www.capital.bg/biznes/pazari/2026/03/20/4893717_na_praga_na_dulgoochakvanata_evropeiska_revoljuciia/?ref=rss - * In 2025, nearly one in five cars sold in Europe was an electric vehicle (EV).* EV sales exceeded petrol cars for the first time in December 2025.* The number of EVs sold in Europe increased by nearly 30% in 2025, reaching 2.6 million.* The market share of EVs rose from 15.4% in 2024 to 19.5% in 2025.* Regulatory measures for carbon emissions are a key factor in the growth of EV sales in Europe.* Analysts expect EV market share to reach 23% in 2026 and 28% in 2027.
33. https://www.supplychainmovement.com/iso-standard-provides-clarity-on-calculating-co2-emissions/ - * The European Union mandated the use of ISO 14083 for reporting transport CO2 emissions, effective from 13 November 2025, under the updated CSRD.
34. https://www.capital.bg/biznes/pazari/2026/03/20/4893717_na_praga_na_dulgoochakvanata_evropeiska_revoljuciia/?ref=rss - * Nearly a fifth of cars sold in Europe in 2025 were electric vehicles (EVs). * For the first time, EVs exceeded petrol cars in sales in December 2025. * EV prices decreased by an average of 4% in 2025. * 2025 marked a record year for EV sales across almost all European countries, with 2.6 million units sold. * The market share of EVs increased from 15.4% in 2024 to 19.5% in 2025, with expectations to reach 23% in 2026 and 28% in 2027.
35. https://kalkinemedia.com/au/stocks/metal-and-mining/atlantic-lithium-advances-ewoyaa-project-after-lease-approval - * Atlantic Lithium's Ewoyaa project in Ghana receives ratification of its mining lease from Parliament. * The approval confirms legal and operational rights, reinforcing development plans. * The project aims to be Ghana’s first lithium-producing operation, aligned with global demand for battery metals. * Atlantic Lithium is progressing project financing and preparing for final investment decision. * The approval supports Ghana’s strategy to diversify mineral resources and participate in the lithium market.
36. https://www.goodcarbadcar.net/bmw-i3-neue-klasse/ - * BMW announced the i3, a new electric sedan with 440 miles EPA range, production starting August 2026 in Munich, US deliveries in 2027. * The vehicle features 400 kW DC fast charging and 800-volt architecture. * The i3 aims to compete with Tesla Model 3 and Mercedes EQS, capitalising on BMW’s platform discipline. * The reveal coincided with major automakers writing off billions on EV investments. * BMW emphasises patience and strategic investment in EV technology despite declining market growth.
37. https://www.defenseworld.net/2026/03/20/promising-electric-vehicle-stocks-to-add-to-your-watchlist-march-18th.html - * The article discusses electric vehicle stocks involved in EV design, manufacturing, and supply chain elements * It profiles companies such as Tesla, Rivian, NIO, XPENG, Li Auto, Lucid Group, and BorgWarner * Companies are involved in EV, battery, charging infrastructure, and component production * Focus on EV adoption and decarbonisation as growth drivers * Companies experienced high trading volumes recently * Company activities span across the US, China, and international markets
38. http://www.marketsandmarketsblog.com/lithium-iron-phosphate-batteries-market-surge-towards-solid-growth-by-2030.html - * The global lithium iron phosphate batteries market is expected to grow to USD 160.30 billion by 2030 from USD 82.57 billion in 2025, at a CAGR of 14.2%.* Government policies and development of EV charging infrastructure are boosting demand for LFP batteries.* The industrial sector, including forklifts and mining equipment, is a significant end-use market.* Applications are divided into portable and stationary, with the latter including power and industrial sectors.* Growth in energy storage, renewable integration, and safety features drive adoption.* Major companies include BYD, CATL, Gotion, A123 Systems, and CALB.
39. https://cnevpost.com/2026/03/20/baic-unveils-sodium-ion-battery-breakthrough/ - * BAIC completed development of its sodium-ion battery prototype with energy density exceeding 170 Wh/kg. * The battery supports 4C fast-charging and operates stably between -40°C and 60°C. * The prototype did not catch fire or explode during extreme tests. * BAIC has finalised prototype design and established mass production processes, applying for about 20 patents. * Industry competition includes CATL and BYD, with sodium-ion batteries expected to reach market in mid-2026 and 2025 respectively.
40. https://www.batterytechonline.com/design-manufacturing/quantumscape-updates-commercialization-strategy-for-solid-state-battery-technology - * QuantumScape CEO Dr. Siva Sivaram announced progress on bringing solid-state lithium-metal batteries to market, with a focus on licensing technology rather than manufacturing. * The company has partnered with Murata Manufacturing and Corning for ceramic separator production and demonstrated scalable production methods on its Eagle Line. * While maintaining automotive as a core focus, QuantumScape is exploring drone, defence aerospace, AI data centres, and robotics applications. * The company claims its technology is in an ascending development phase, with future cell improvements planned for 2026. * QuantumScape's ecosystem-based, fabless licensing model aims to challenge traditional battery manufacturing strategies.
41. https://www.factmr.com/report/automotive-semiconductor-market - * The automotive semiconductor market was valued at USD 72.3 billion in 2025, with forecasts indicating growth to USD 149.0 billion by 2036.* Demand is driven by EV adoption, ADAS, and vehicle connectivity, supported by regional policies in India, China, the US, and Japan.* Key components include logic ICs, processors, sensors, and memory, with market expansion benefiting major companies like NVIDIA, TSMC, and Intel.* Regional analysis highlights Asia Pacific's strong growth, followed by North America and Europe.* Supply chain constraints and pricing pressures are notable restraint factors.
42. https://www.prnewswire.com/news-releases/electric-vehicle-dc-fast-chargers-market-to-reach-usd-75-49-billion-by-2032--driven-by-expansion-of-high-power-charging-infrastructure-reports-markntel-advisors-302717386.html - * The global EV DC fast chargers market is projected to reach USD 75.49 billion by 2032, growing at a CAGR of 32.11% between 2026 and 2032. * Market growth driven by increasing adoption of electric vehicles, government initiatives, and investments in charging infrastructure. * Asia-Pacific leads the market with approximately 46% share in 2026, supported by policies and EV markets in China, Japan, and South Korea. * Public charging stations accounted for 60% of the market share in 2026, mainly on highways and urban hubs. * The commercial segment held around 48% of the market in 2026, driven by fleet electrification and operational needs.
43. https://www.prnewswire.com/news-releases/electric-vehicle-dc-fast-chargers-market-to-reach-usd-75-49-billion-by-2032--driven-by-expansion-of-high-power-charging-infrastructure-reports-markntel-advisors-302717386.html - * The global electric vehicle DC fast chargers market is projected to grow from USD 14.2 billion in 2026 to USD 75.49 billion by 2032. * The growth is driven by increasing EV adoption, government initiatives, and investments in charging infrastructure. * Asia-Pacific leads the market with approximately 46% share in 2026, supported by policies and EV markets like China, Japan, and South Korea. * Public charging stations held about 60% of market share in 2026, mostly for highway corridors and urban hubs. * The commercial segment accounted for around 48% of the market, boosting fleet electrification and high-utilisation charging needs.
44. https://www.actualno.com/cars/elektromobilite-shte-spestjat-miliardi-na-evropa-do-2030-godina-news_2570596.html - * Study by Eurelectric and EY estimates operational cost savings of up to €246 billion across Europe by 2030 through electrification of corporate fleets. * Electric vehicle costs are 20-50% lower than internal combustion engine vehicles, with operational costs constituting 25-75% of ownership costs depending on vehicle type. * Transition to EVs helps reduce emissions and increases economic competitiveness; potential areas include bi-directional charging and long-term supply contracts. * Limited EV deployment due to high initial costs, market uncertainty, regulatory differences, and grid restrictions. * EU EV sales increased by 30% in 2025, overtaking petrol models for the first time, highlighting EVs as a key transport development in Europe. * European Commission introduces new plans to accelerate the phase-out of petrol, diesel, and gas-powered vehicles.
45. https://www.jdsupra.com/legalnews/doe-opens-500m-funding-opportunity-for-5637003/ - * The U.S. Department of Energy (DOE) has announced a $500 million funding opportunity for projects in battery materials processing, recycling, and manufacturing, under the Infrastructure Investment and Jobs Act.* The programme aims to bolster US supply chains, increase critical mineral production, and reduce import reliance, with a goal of up to 15% increase in critical mineral output by 2030.* Funding is allocated across three main topic areas: raw materials processing, recycling, and battery component manufacturing, with awards ranging from $50 million to $200 million.* Priority minerals include lithium, nickel, cobalt, graphite, rare earths, aluminium, and copper.* Projects must demonstrate market traction, cost competitiveness, and innovative cost-reduction processes.* The application process involves multiple registrations and is aimed at advanced, impactful projects aligned with US supply chain resilience goals.*
46. https://www.indexbox.io/blog/spent-nmc-battery-feedstock-market-driven-by-first-major-wave-of-ev-retirements-set-for-strategic-expansion-through-2035/ - * The global spent NMC battery feedstock market is expected to grow significantly from 2026 to 2035, driven by EV retirements and regulation mandates. * Governments like the EU and North America set recycling targets, fostering market expansion. * Demand stems from nickel, cobalt, lithium recovery, with initiatives improving recycling technologies. * Key regions include Asia-Pacific, Europe, North America, with Asia-Pacific dominating. * Market growth is driven by automakers' and battery manufacturers' supply security and sustainability commitments.
47. https://electriccarsreport.com/2026/03/ionna-celebrates-two-years-with-rapid-ev-charging-network-expansion/ - * IONNA, backed by eight major automakers, celebrates its second year with significant growth in the US. * The network has built nearly 1,000 charging bays and has over 100 live locations. * Over 200 charging bays were activated in early 2026, with a pipeline of 4,700+ contracted bays. * The company has expanded its pricing benefits, including discounts and subscription options. * IONNA launched community events, energy delivery of over 100 MWh in a day, and a new merchandise store.
48. https://evsandbeyond.co.nz/volkswagen-previews-id-cross-electric-suv-ahead-of-launch/#utm_source=rss&utm_medium=rss&utm_campaign=volkswagen-previews-id-cross-electric-suv-ahead-of-launch - • Volkswagen announced details of the ID. Cross electric SUV, scheduled for European launch in late 2026. • The model will be shown in Amsterdam with a camouflage wrap during development. • The ID. Cross aims to provide an affordable entry point into Volkswagen’s electric range. • Features include a practical five-seat layout, various drivetrain options, and support for fast charging. • The launch supports Volkswagen’s strategy to expand in sustainable mobility and the growing electric SUV market.
49. https://lithium-news.com/how-hard-rock-mining-expansion-is-transforming-the-global-lithium-supply-chain/ - * The global lithium market is shifting from salt brine extraction to hard rock mining, accelerating production timelines and reshaping supply chains. * Hard rock mining offers advantages such as shorter processing times and higher lithium concentrations, reducing operational costs. * Australia leads in spodumene mining, producing over 60% of global lithium, with other projects advancing in Canada, Finland, Zimbabwe, and the DRC. * Innovation in lithium processing and vertical integration strategies are lowering production costs and improving quality. * Hard rock mining consumes significantly less water and increasingly incorporates renewable energy, improving sustainability. * The expansion enhances price stability and fosters direct partnerships between miners and battery manufacturers. * Industry projections estimate over 75% of lithium supply will come from hard rock sources by 2030, impacting international resource policies and trade. * Countries rich in lithium are developing policies to attract investment and build domestic supply chains.
50. https://lithium-news.com/revolutionary-advances-in-brine-extraction-efficiency-are-reshaping-lithium-market-dynamics/ - * Technological breakthroughs in brine extraction significantly increase efficiency, with rates exceeding 90% and reducing processing times. * Direct lithium extraction (DLE) methods, including membrane separation, adsorption, and electrochemical techniques, are replacing traditional evaporation ponds. * Improved extraction efficiency reduces production costs by $800-1,200 per metric ton, boosting margins amid rising lithium demand. * Regions such as Chile, Argentina, Nevada, and California are benefiting from advanced technologies; Chinese firms are achieving high efficiencies domestically. * Modern extraction methods reduce water use by 70-90%, decrease environmental footprint, and enable recovery of secondary materials. * Market dynamics shift as faster extraction timelines (from 12-24 months to 3-6 months) allow more rapid project development and supply responses. * R&D efforts focus on nanotechnology, AI, and hybrid systems, with sustainable energy integration, like solar and geothermal, shaping future production.
51. https://lithium-news.com/how-revolutionary-lithium-technologies-are-creating-unprecedented-investment-opportunities/ - • Lithium sector is experiencing a technological renaissance driven by advanced extraction, processing, and battery technologies. • Direct lithium extraction (DLE) methods and geothermal extraction are transforming resource access and economics. • Next-generation batteries, including solid-state and lithium-metal anodes, are expanding demand. • Innovations in processing enable extraction from previously uneconomical deposits and recycled batteries. • Technological advances are broadening geographic production, reducing dependence on South American resources. • Royalty investments benefit from technological efficiencies and future upgrades, offering passive exposure. • Industry projections indicate 20-25% annual lithium demand growth, driven by electrification and storage needs. • Market conditions and supply constraints create favourable pricing and investment timing for lithium royalties.
52. https://www.etoday.co.kr/news/view/2567431 - * Solus Advanced Materials starts supply of battery foil to two new clients, including CATL, in the first half of the year. * The company has secured four new global battery manufacturers as clients last year. * Supply to North American clients for cylindrical batteries commenced this month, with a fourfold increase expected next month. * Supply for North American energy storage system (ESS) batteries will begin next month, with 30% of sales projected from ESS demand. * The Hungary plant, with an annual capacity of 38,000 tonnes, will start supply to CATL's Hungary factory next quarter.
53. https://carnewschina.com/2026/03/20/11-minute-full-charge-baics-sodium-ion-leap-challenges-lithium-dominance/ - * BAIC developed a sodium-ion battery supporting 4C fast charging, achieving an 11-minute full charge. * The battery operates over -40°C to 60°C and retains over 92% energy at -20°C. * It forms part of BAIC’s Aurora Battery program, including lithium-ion, solid-state, and sodium-ion chemistries. * The company filed 20 patents related to sodium-ion battery materials, design, and testing. * Market developments in China include other automakers exploring sodium-ion batteries for low-temperature applications.
54. https://www.indexbox.io/blog/spent-nmc-battery-feedstock-market-driven-by-first-major-wave-of-ev-retirements-set-for-strategic-expansion-through-2035/ - * The market transitions from niche recycling to a key component of supply chains between 2026 and 2035. * Growth driven by EV retirements, recycling regulations, and advances in recycling technology. * Recovered nickel, cobalt, and lithium are central to market expansion. * Major regions include Asia-Pacific, Europe, and North America. * Market expected to grow at 12.0% compound annual rate, reaching index 420 by 2035.
55. https://www.notebookcheck.com/E-Autos-mit-bis-zu-1-500-km-Reichweite-kommen-Chery-stellt-neue-Solid-State-Batterie-in-Aussicht.1254881.0.html - * Chery announced a new battery technology featuring a Solid-State-Battery with high energy density. * The strongest version is expected to enable approximately 1,500 km of range. * The company is testing the technology in Exeed models, including a semi-solid-state and an all-solid-state battery. * Chery plans to support fast charging with up to 1,200 kW and aims to build over 20,000 fast-charging stations by 2029. * The announcement follows BYD's new Blade Battery and Flash-Charging technology, emphasising high energy density and infrastructure development.
56. https://www.bestmag.co.uk/berlin-battery-lab-sodium-innovation/ - * The Berlin Battery Lab, a research platform for next-generation battery technologies, was inaugurated in Berlin by Germany’s BAM, HZB, and HU. * The facility focuses on sodium-ion batteries and aims to bridge laboratory research and industrial application. * It supports development of new materials, cell chemistries, and prototypes, offering infrastructure access for external partners. * The initiative responds to increasing interest in sodium-ion and lithium-sulfur batteries as sustainable alternatives to lithium-ion. * Funded by €2.4 million from ERDF, the lab aims to address delays in commercialising German battery technologies and enhance supply chain resilience.
57. https://www.motorbiscuit.com/trump-vs-california-the-legal-battle-that-could-nuke-the-auto-industry/ - * California and the Trump administration are engaged in a legal dispute over auto-pollution rules and EV mandates. * California aims to mandate 100% zero-emission vehicles by 2035; Trump administration reduced federal EV incentives. * The EPA waiver allows California to enforce stricter emission standards; its future is contested legally. * If California wins, legacy automakers face logistical challenges; if Trump wins, EV-only brands like Tesla may face financial losses. * Court hearing scheduled for Thursday in Oakland to decide on the lawsuit's dismissal.
58. https://lithium-news.com/how-lithium-royalty-investments-are-revolutionizing-battery-metal-extraction-methods/ - * Lithium royalty companies provide upfront capital for lithium extraction projects, enabling technological innovation. * Direct Lithium Extraction (DLE) technology reduces processing time from 18 months to hours, with funding from royalties supporting its deployment. * Royalty capital facilitates environmentally sustainable extraction, reducing water use and enabling lithium recovery from geothermal brines. * Funding from royalties accelerates advancements in hard rock spodumene mining, including AI ore sorting and energy recovery systems. * Diversified royalty investments improve global supply chain resilience and support technology transfer in lithium industry. * Future technologies such as lithium recovery from seawater and recycling benefit from royalty financing. * Overall, royalty investments are fostering technological progress and industry growth amid rising lithium demand.
59. https://www.electrive.com/2026/03/19/eve-energy-launches-two-new-solid-state-batteries/ - * Eve Energy develops and launches new solid-state battery cells for electric vehicles and consumer electronics. * The Longquan No. 4 for EVs offers 60 Ah capacity, operates under ≤ 5 MPa pressure, with a plant capacity of 500,000 cells (around 100 MWh/year). * The plant’s production capacity supports approximately 1,000 EVs with 100-kWh batteries or 2,000 with 50-kWh. * Eve Energy's Longquan No. 3 targets smartphones, laptops, and wearables, operating under < 2 MPa pressure for safety and device thinness. * The Longquan No. 2, previously introduced, serves robotics, UAVs, and AI devices with 10-Ah capacity and energy density up to 300 Wh/kg and 700 Wh/L.
60. https://www.electrive.com/2026/03/19/chery-unveils-rhino-battery-product-family/ - * Chery announced a breakthrough in solid-state battery energy density reaching 400 Wh/kg, with plans to increase to 600 Wh/kg. * The company will launch a hybrid semi-solid electrolyte battery in Q4 2026 in the Exeed EX7. * The all-solid-state battery will feature in the Exeed ES8, with vehicle testing expected within a year. * Chery invests over €1.3 billion in solid-state battery development, with 1,200 developers working on the project. * The Rhino Battery family includes liquid electrolyte cells with a lifespan of 5,000 charge cycles and eight-minute charging to 500 km range.
61. https://index.hu/gazdasag/2026/03/19/audi-penzugyi-eredmeny-audi-hungaria-autopiac-autoipar-autogyartas-jarmuipar-elektromos-auto/ - * Az Audi Hungaria 2025-ben növelte árbevételét és járműgyártási volumenét, miközben az elektromos hajtások száma jelentősen nőtt.* * 2025-ben 1 585 290 hajtás készült, ebből 264 871 elektromos, a járműgyártás 200 756 autóval bővült.* * A cég 2025-ben 9,222 milliárd eurós árbevételt ért el, a beruházások értéke 375 millió euró.* * 2025-ben elkészült a 46 millióodik hajtás, és az egymilliomodik Audi Q3 gyártása.* * 2026-ban megkezdődik az elektromos hajtások gyártása az MEBeco technológiával, stratégiai lépés a vállalat elektromos átállásában.*
62. https://www.chinanews.net/news/278931338/economyinfocuschina-jiangsu-automotive-industry-development-cn - * Jiangsu, a key Chinese automotive hub, has increased its industry development, particularly in new energy vehicles. * The province hosts over 30 automakers and 3,000 auto part suppliers. * Aided by a coordinated industrial chain led by flagship companies and cluster support. * Jiangsu leads China in automotive revenue, new energy vehicle production, and power battery sector scale. * Recent developments include the establishment of a new energy battery production base by South Korean EV battery maker SK On Jiangsu Co., Ltd. * The provincial ecosystem includes R&D, manufacturing, and supporting services, fostering competitiveness.
63. https://thanhnien.vn/xe-dien-loi-nguoc-dong-giua-bao-nhien-lieu-185260319150419322.htm - * The global electric vehicle (EV) market saw a sales increase of 1.1 million units in February, with significant growth in Europe (+21%) and emerging markets (+84%). * South Korea's EV sales tripled in February to over 37,200 vehicles, capturing 30% market share for the first time. * Brazil led the South American market with a 92% increase in EV sales in February. * Consumers seek EVs as a hedge against fuel price fluctuations caused by geopolitical instability in the Middle East. * Converting to EVs could reduce fossil fuel dependency by up to 70%, saving countries approximately USD 600 billion annually. * VinFast plans to open an EV plant in Indonesia by 2025, expanding its global manufacturing footprint. * Vietnam's EV sector Growing rapidly, with VinFast delivering nearly 10,000 EVs domestically in February, and planning international expansion into Southeast Asia and Africa. * Vietnam aims to export complete EV lifestyles, including infrastructure and mobility solutions, promoting sustainable transport globally.
64. https://africa-middleeastmining.com/new-andritz-dryer-improves-recovery-efficiency-in-lithium-ion-battery-recycling/?utm_source=rss&utm_medium=rss&utm_campaign=new-andritz-dryer-improves-recovery-efficiency-in-lithium-ion-battery-recycling - * International technology group ANDRITZ introduces a new helix dryer designed for recycling lithium-ion batteries. * The dryer removes solvents from heterogeneous shredded battery materials with up to 99.5% extraction rate. * The solution uses indirect vacuum heating within an inert environment to optimise the drying process. * It supports handling variable feed materials, including pouch and prismatic cell components. * The development aims to improve black mass purity and support the circular economy. * It broadens ANDRITZ's portfolio for the battery lifecycle, including recycling solutions and black mass recovery.
65. https://gizmodo.com/federal-ev-surcharge-idea-not-dead-yet-and-now-includes-hybrids-2000735360 - * The US Congress is considering a multi-year bill that proposes a $250 annual tax for EV drivers and a $100 tax for hybrids, led by Rep. Sam Graves. * The hybrid surcharge is newly proposed, unclear whether it targets plug-in hybrids or all hybrid vehicles. * Most US states already add registration surcharges for EVs to compensate for missing gas tax revenue. * Fuel prices have surged since the US military action in Iran, affecting consumer vehicle choices. * Some politicians consider suspending gas taxes temporarily, despite having introduced surcharges on EVs. * The White House and Congress have targeted EVs by cutting incentives and imposing new restrictions on infrastructure funds.
66. https://www.infomagazine.ma/economie/gitex-africa-propulse-la-mobilite-electrique-en-afrique-vers-un-marche-a-28-milliards-de-dollars-14223-2026/ - * The African electric vehicle market is projected to reach $28.3 billion by 2030, up from $17.41 billion expected in 2025. * GITEX Africa Morocco, scheduled from 7 to 9 April 2026 in Marrakech, aims to convene governments, industry leaders, investors, and startups focused on transport infrastructure. * The event highlights the adoption of electric vehicles, AI-driven mobility platforms, and intelligent logistics, with major companies like Hyundai, Tesla, and BYD showing interest. * Hyundai promotes its IONIQ range as part of a sustainable and connected mobility strategy. * Urbanisation challenges and the need for rapid transport system transformation are key factors, with transport sector growth forecasted at 6-8% annually until 2040, requiring up to $150 billion annually in investments.
67. https://www.energytrend.com/news/20260319-51102.html - * Jiangsu Zenergy Battery Technologies signed an agreement to build a 50GWh long-duration energy storage project in Suzhou with a 10 billion yuan investment. * BASF and Xingkong Sodium Battery collaborate on research and development of core sodium-ion battery materials. * Brunp Recycling announced a new battery material project in Yichang focusing on lithium battery materials. * CATL's Jinchui Battery Base Project in Ningde is under construction, with a focus on smart manufacturing for batteries. * Zhirui New Energy established a GWh-level energy storage carbon material manufacturing base in Ningbo, with a 120 million yuan investment.
68. https://kalkinemedia.com/au/stocks/metal-and-mining/solid-state-breakthrough-drives-battery-innovation - * Critical Resources Ltd (ASX:CRR) reports laboratory validation of ASE technology with 1200-hour stability. * Advances focus on electrolyte innovation and solvent-free manufacturing using Dry Supersonic Deposition. * Progress addresses technical barriers in energy storage, safety, and scalability. * Developments align with industry trends towards safer, more efficient solid-state batteries for diverse applications. * The progress supports global shifts towards sustainable energy and innovative battery solutions.
69. https://carnewschina.com/2026/03/19/tesla-supplier-eve-unveils-dual-solid-state-batteries-60-ah-ev-cell-and-low-pressure-consumer-design/ - * Eve Energy announced the production of its Longquan No.3 and No.4 solid-state batteries at its Chengdu facility. * The batteries target consumer electronics and EV traction applications, respectively. * The No.4 cell has a capacity of 60 Ah and operates under stack pressure at or below 5 MPa. * The development marks progress toward commercialisation readiness in solid-state battery technology. * The announcement highlights efforts to reduce stack pressure requirements for solid-state batteries. * Eve Energy has supply relationships with Tesla, BMW, and participates in a joint venture with Daimler Truck, Cummins, and Paccar.
70. https://www.hklaw.com/en/insights/publications/2026/03/doe-opens-500m-funding-opportunity-for-battery-materials-processing - * The U.S. Department of Energy (DOE) announced a $500 million funding opportunity under the Infrastructure Investment and Jobs Act. * The programme targets development of domestic battery materials processing, manufacturing, and recycling facilities. * Projects aim to increase critical mineral production, reduce import reliance, and enhance battery supply chains, with deadlines in 2026. * Funding supports development from raw feedstocks, recycling from end-of-life batteries, and domestic production of battery components. * Focused on critical minerals like lithium, nickel, cobalt, and materials such as graphite, copper, and rare earths.
71. https://www.hklaw.com/en/insights/publications/2026/03/doe-opens-500m-funding-opportunity-for-battery-materials-processing - * The U.S. Department of Energy (DOE) has issued a $500 million funding opportunity for projects in battery materials processing, manufacturing, and recycling. * The funding aims to bolster domestic supply chains and increase critical mineral production, focusing on lithium, nickel, and cobalt. * Applications are due by April 24, 2026, with project awards expected in 2026. * The programme supports projects in critical materials processing, recycling, and component manufacturing. * Eligible projects include demonstration and commercial-scale facilities targeting supply chain resilience and import reduction.
72. https://www.focus.de/auto/autostandort-deutschland/subventions-gebaeude-stuerzt-ein-vw-in-china-wieder-vor-byd_48bbd9e3-05a4-4c6f-bf9b-5f054cad2815.html - * China will seinen Automarkt konsolidieren, viele kleine Hersteller verschwinden und BYD verliert Marktanteile aufgrund gestrichener Subventionen, während VW profitiert. * China kürzt staatliche Subventionen für Elektroautos im neuen Fünfjahresplan, focusing auf andere technologische Prioritäten. * Trotz Subventionskürzungen müssen Hersteller Gewinne erzielen; viele kleinere E-Auto-Hersteller könnten pleitegehen. * BYD, der führende Hersteller von 'New Energy Vehicles' in China, verlor Marktanteile im Jahr 2026, während VW zusammen mit Partnern einen Marktanteil von 13,9 % hält. * VW sieht China weiterhin als schwierigen Markt; 2025 sank der Gewinn aus chinesischen Joint Ventures auf 958 Mio. Euro. * In Deutschland wächst BYD stark: Im ersten Quartal 2026 wurden 5682 Fahrzeuge zugelassen, hauptsächlich Hybride, mit einem zunehmenden Marktanteil, überholte MG und andere chinesische Marken.
73. https://lithium-news.com/why-lithium-refinery-expansions-are-racing-against-battery-demand/ - * Global lithium demand surges due to electric vehicle adoption and renewable energy storage. * Major refinery projects include Albemarle’s Nevada expansion and SQM’s new technologies in Chile. * Innovations such as direct lithium extraction, AI-driven processing, and quantum-dot techniques improve efficiency. * Industry focuses on supply chain diversification and environmental standards, including renewable energy integration. * Market fundamentals drive rapid expansion with over $25 billion investment and shortened development timelines. * Projects aim to meet the increasing needs of EV manufacturers and energy storage sectors.
74. https://skillings.net/does-500m-battery-bet-how-federal-grants-are-rewiring-the-midstream-mining-sector/ - * The US Department of Energy allocates $500 million to domestic battery supply chain processing, recycling, and component manufacturing. * The funding aims to reduce reliance on foreign raw materials and processing, particularly from China and Indonesia. * Grants focus on processing lithium, nickel, and cobalt into battery-grade materials, promoting vertical integration. * Projects must demonstrate resource advantages, verified processing flows, and cleaner life cycle assessments. * The initiative aims to de-risk lithium pricing volatility and establish a domestic, 'clean' supply chain for critical minerals. * The policy reflects geopolitical strategies to bypass Chinese dominance and strengthen US critical minerals independence. * The grants are structured to support commercial-scale processing, recycling, and manufacturing, with application deadlines in March and April 2026. * The move signifies a shift from exploration to processing infrastructure, prioritising projects that can scale within the decade. * Private investment is expected to follow federal funding, boosting the midstream mineral processing sector.
75. https://lithium-news.com/why-lithium-refinery-expansions-are-racing-against-battery-demand/ - • The global lithium market is expanding due to increasing demand from electric vehicles and renewable energy storage. • Major projects include Albemarle’s $1.3 billion expansion in Nevada and SQM’s new extraction tech in Chile. • Innovations such as direct lithium extraction and AI-driven processing are improving efficiency and environmental sustainability. • Supply chain diversification efforts are leading to increased refinery development in North America and Europe. • Over $25 billion in capital is being invested in lithium processing infrastructure worldwide, supported by government incentives.
76. https://lithium-news.com/why-lithium-markets-are-signaling-a-massive-ev-surge-ahead/ - * The electric vehicle demand forecast has reached unprecedented levels, with projections exceeding previous estimates.* EV market share is expected to reach over 45% globally by 2030, driven by dropping battery costs, charging infrastructure expansion, and competitive pricing.* China, Europe, and North America are leading regional growth, increasing demand for lithium and other critical minerals.* Lithium supply chain struggles and price volatility are intensifying, with new mining projects taking 5-7 years to develop.* Significant investments are being made to expand energy infrastructure, including EV charging networks and renewable generation.* Advances in battery technology, like solid-state batteries and recycling, could alter market dynamics.* Other commodities such as copper, nickel, and rare earths are also experiencing increased demand due to EV growth.* Strategic investment decisions now consider these interconnected markets and technological innovations.
77. https://lithium-news.com/why-every-gigafactory-supply-deal-now-shapes-the-future-of-clean-energy-economics/ - * The electric vehicle revolution has increased demand for raw materials such as lithium, cobalt, and nickel for gigafactory battery production. * Manufacturers now prioritise long-term supply agreements, including equity investments and direct ownership of extraction facilities. * Lithium prices have experienced over 400% volatility due to supply-demand imbalances. * Demand for lithium is projected to increase six-fold by 2030, primarily driven by gigafactory expansion across North America, Europe, and Asia. * Concentration of lithium resources in a few countries poses geopolitical risks and supply chain vulnerabilities. * Technological advances like LFP batteries and recycling systems are changing raw material requirements. * Investment in gigafactory infrastructure is estimated at $135 billion through 2030, influencing market forecasts. * Market conditions, supply deal announcements, and sustainability practices are critical for stakeholders in the clean energy transition.
78. https://www.dnes.bg/a/2-svyat/714602-nadprevara-za-litiy-evropa-tarsi-sigurnost-chrez-sobstven-dobiv - • Europe promotes local lithium mining to secure supply amid rising demand, aiming to start operations by 2027. • Projects in Portugal and Serbia are highlighted, with Portugal's Barroso mine and Serbia's lithium-rich Jadar valley. • The EU prioritises critical raw materials under new legislation to boost mining and recycling. • Environmental protests and transparency concerns challenge mining plans in Portugal and Serbia. • Europa seeks to position itself as a major lithium producer amid a global shift for strategic minerals.
79. https://lithium-news.com/how-lithium-royalty-investments-are-revolutionizing-mining-technology-development/ - * Lithium royalty opportunities provide financing for technological innovation in lithium mining, enabling faster extraction methods. * Companies backed by royalties deploy Direct Lithium Extraction (DLE) technologies that reduce water use and increase recovery rates. * Capital from royalties accelerates infrastructure development, automation, and adoption of AI-driven analysis. * Innovations include resource recovery from low-grade deposits and recycled materials, expanding supply options. * Digital technologies improve efficiency, environmental standards, and support industry-wide technological standards. * Emerging breakthroughs include seawater lithium extraction and asteroid mining feasibility studies. * Royalty model aligns investment with technological progress and sustainability goals in the lithium sector.
80. https://lithium-news.com/why-lithium-refinery-expansions-are-racing-against-battery-demand/ - * Global lithium demand rises due to electric vehicle adoption and renewable energy storage, prompting refinery expansions. * Major projects include Albemarle's $1.3 billion expansion in Nevada and SQM's new extraction technologies in Chile. * Technological innovations such as direct lithium extraction and AI-driven processes improve efficiency and reduce costs. * Companies focus on supply chain diversification, establishing facilities closer to end markets in North America and Europe. * Environmental standards like zero-liquid discharge and renewable energy integration drive sustainable modernisation. * Market fundamentals forecast a 300% increase in lithium demand over five years, accelerating expansion timelines. * Over $25 billion in capital flows into lithium processing infrastructure, supported by government incentives and private investment.
81. https://lithium-news.com/why-direct-lithium-extraction-is-the-game-changing-technology-every-lithium-investor-should-understand/ - * The article discusses the revolution in lithium extraction technologies, focusing on direct lithium extraction from brine sources. * It highlights advances such as ion exchange, membrane filtration, and adsorption, which significantly reduce extraction time and increase recovery rates. * Major producers like Albemarle and SQM are investing in pilot projects, indicating industry shift. * The process offers cost advantages, reducing production costs from over $6,000 to between $3,000 and $5,000 per tonne. * Environmental benefits are emphasised, including reduced water usage and surface disturbance, aiding permit acquisition and reducing operational risks. * Increasing demand for lithium driven by electric vehicles and energy storage is presenting market opportunities, especially for early adopters. * Opportunities exist across the value chain, from established producers to technology firms and equipment manufacturers.
82. https://www.energy-storage.news/lg-energy-solutions-us4-3-billion-agreement-with-tesla-and-lfp-manufacturing-with-gm/ - * LG Energy Solution (LG ES) has signed a US$4.3 billion agreement with Tesla for LFP batteries used in energy storage systems (ESS) in Houston, Texas. * LG ES began manufacturing ESS batteries at its Michigan plant in May 2025, marking the first large-scale LFP production in the US. * Samsung SDI secured a US$1 billion deal to supply ESS batteries, amid negotiations with Tesla. * Ultrium, a joint venture between GM and LG ES, is retooling its Tennessee facility to produce LFP cells for ESS, with commercial production expected by late 2027. * US government initiatives include a Critical Minerals MoU with South Korea and a grant supporting lithium extraction from geothermal brine in Indonesia.
83. https://www.mining.com/web/core-lithium-secures-205-million-to-restart-project/ - * Core Lithium secures about $205 million to fund construction and restart of its Finniss lithium project in Australia. * Funding includes a $70 million convertible note from Glencore’s Australia unit and InfraVia, a $50 million senior secured debt, and an A$120 million equity raising. * Company plans to begin spodumene concentrate production in September. * Proceeds from spodumene concentrate sale support project restart and liquidity. * Other lithium projects in Australia, such as PLS and Liontown, are also experiencing production changes and market adjustments.
84. https://www.geeky-gadgets.com/solid-state-battery-donut-lab-2026/ - * Donut Lab, a Finnish company, introduces a solid-state battery claiming 400 Wh/kg energy density, 5-minute charging, and 100,000 charge cycles. * The battery uses abundant materials, avoiding lithium and cobalt, and employs innovative design features such as bipolar architecture and nanomaterials. * Industry experts remain sceptical due to lack of independent testing and potential capacitor-like behaviour. * Challenges include scaling production, transparency issues, and risk of overpromising. * If validated, the technology could impact electric vehicles, renewable energy storage, and supply chains.
85. https://cnevpost.com/2026/03/18/chery-targets-1500-km-range-new-solid-state-battery/ - * Chery introduced an all-solid-state battery with over 1,500 km range, to be tested on the Exeed ES8 in 2026. * The company launched the Rhino Battery series, including a 600 Wh/kg solid-state battery and a liquid battery supporting 1,200 kW charging. * Chery plans to build 20,000 ultra-fast charging stations with vehicle-to-grid capabilities by 2029. * The announcement follows BYD's release of second-generation Blade Battery and flash charging technology. * Chery's 2025 financials show a 34.6% profit increase and 8% increase in vehicle deliveries.
86. https://www.tulsatoday.com/2026/03/18/sulfide-coating-increase-lithium-life/ - * Researchers at the University of Arkansas applied nanoscale zirconium sulfide coatings to NMC811 cathodes to increase battery life from around 200 to over 1,000 cycles. * The coating, which converts to sulfate, protects against oxygen release, stabilises the interface, and suppresses microcracking. * The research, sponsored by the U.S. Department of Energy, demonstrates performance retention of 60% capacity after 1,300 cycles. * The work advances interface engineering and could improve safety and longevity of various lithium-ion batteries used in electronics and electric vehicles. * The study was led by Xiangbo 'Henry' Meng and involved collaborative efforts with Argonne National Laboratory and other institutions.
87. https://carnewschina.com/2026/03/18/gwm-solid-state-batteries-will-take-5-years-to-be-widely-used-chairman-shared/ - * GWM chairman Wei Jiangnun stated that solid-state batteries (SSB) will take at least five years to achieve commercial use. * The technology faces challenges including cost, safety, and performance, with focus on sulfide technologies. * GWM developed 20 Ah battery cell samples and plans further R&D. * Rivals like GAC Group and CALB already showcased 60 Ah SSB cells; mass production scheduled for 2027–2030. * GWM revealed its liquid-solid battery system at CES 2026, with 245 Wh/kg energy density, and plans to install 100 kWh units with 188 Wh/kg and 6C charging in 2023.
88. https://www.ndtvprofit.com/markets/jbm-auto-olectra-greentech-ather-energy-ola-electric-mobility-ev-stocks-rally-on-oil-shock-opportunity-11232511 - * Shares of JBM Auto, Olectra Greentech, Ather Energy, and Ola Electric rallied amid high oil prices. * High crude oil prices (up 43%) due to Gulf region supply disruption have made petrol and diesel transport costlier. * Increased fuel costs boost appeal of electric vehicles with government support. * JBM Auto and Olectra manufacture electric buses; Ather and Ola sell electric two-wheelers. * Indian government promotes EVs through subsidies, GST reduction, and production incentives.
89. https://www.ndtvprofit.com/markets/jbm-auto-olectra-greentech-ather-energy-ola-electric-mobility-ev-stocks-rally-on-oil-shock-opportunity-11232511 - • Shares of EV companies JBM Auto, Olectra Greentech, Ather Energy, and Ola Electric rallied following a positive market response. • Surge driven by high oil prices making petrol and diesel transport more expensive. • Government incentives such as subsidies, GST reductions, and production-linked incentives support EV growth. • International oil prices increased 43% amid Gulf supply disruptions and Iran conflict. • Expected higher demand for EVs due to oil price increases and government policies.
90. https://www.vietnamplus.vn/gia-xang-tang-thuc-day-nguoi-tieu-dung-chuyen-sang-mua-xe-dien-post1099647.vnp - * Gasoline prices increased due to geopolitical tensions, affecting consumer behaviour in Europe and US. * In the UK, electric vehicle sales are boosted, with London-based dealer reporting record customer numbers since late February. * In the US, gasoline prices rose 27% compared to late February 2026, influencing market dynamics. * Historical context shows energy crises have historically led to shifts towards fuel-efficient and electric vehicles. * Surveys indicate increased interest in electric vehicles, especially in Germany and among German consumers. * US market shows slower transition due to policy changes and price thresholds, with a significant change expected only if gas reaches 6 USD per gallon. * The trend extends to electric motorbikes, with VinFast Viper gaining popularity among younger consumers due to design and cost savings.
91. https://cleantechnica.com/2026/03/18/brazil-fuels-byd-growth-in-the-americas-mexico-argentina-place-100000-orders/ - * BYD's Bahia plant in Brazil received export orders of 100,000 units, split between Mexico and Argentina. * BYD dominated 70% of the Mexican EV market in 2025, with the Dolphin Mini (Seagull) as the bestselling model. * Mexico increased tariffs on vehicles from countries without free trade agreements, impacting Chinese EV imports. * Argentina's EV market was around 6,400 BEVs and PHEVs in 2025; BYD holds ~75% EV market share in Argentina. * Brazil's retail sales of the BYD Dolphin Mini in February became the top-selling vehicle, with a 64% YoY increase. * BYD sold about 112,900 vehicles in Brazil in 2025, aiming for 250,000 in 2026. * Local production started at the Bahia plant in Brazil with plans to expand capacity to 300,000 units. * BYD plans to source 50% of components locally in Brazil to avoid tariffs. * New models from China will enter production at the Brazilian plant, including Yuan Plus. * BYD's production capacity could reach 600,000 units, with other plants in Indonesia and Hungary progressing. * The global EV market continues to grow despite political restrictions and protectionist policies.
92. http://www.marketsandmarketsblog.com/automotive-bms-market-growth-strengthened-by-global-shift-to-electric-vehicles.html - * The Automotive BMS market is experiencing strong growth amid the global shift towards electric vehicles (EVs). * Increasing EV adoption worldwide, driven by government regulations and incentives, is a key factor. * Technological advancements in battery management systems, including AI and IoT integration, support market expansion. * Safety and efficiency standards are boosting demand for advanced BMS solutions. * The market is expanding across passenger and commercial vehicles, particularly in Asia-Pacific, Europe, and North America.
93. https://www.inverness-courier.co.uk/news/we-got-the-power-inverness-primary-youngsters-see-new-h-430034/ - - Inverness will host one of two new high-powered EV charging sites in the Highlands, part of IONITY’s expansion in Scotland. - The site supports sustainable travel for tourists and local commuters, with charging up to 400 kW. - The opening aims to raise awareness of renewable energy and sustainability among students at Inshes Primary School. - The project aligns with Scottish Government aims for EV infrastructure growth and adds to IONITY’s network expansion across the Highlands. - Nearby tourist routes and landmarks are targeted for reliable, long-distance EV charging.
94. https://themarketonline.com.au/critical-resources-makes-solid-state-battery-breakthrough-2026-03-18/ - * Critical Resources (ASX:CRR) reports a breakthrough in solid-state battery electrolyte technology with lab validation results showing interface stability over 1,200 hours at room temperature. * The company’s electrolyte program aims to address electrolyte instability and interface degradation, which are major barriers to commercialisation. * The validation was conducted in collaboration with the South Dakota School of Mines & Technology within NSF-supported CEPS framework. * The results support the company's integrated strategy combining electrolyte stability and manufacturing process improvements, notably the dry supersonic deposition program. * CRR's share price increased by 12.5% to 0.9 cents following the announcement.
95. https://www.presse-citron.net/voici-la-voiture-la-plus-vendue-au-monde-ce-nest-pas-une-tesla-ni-une-byd-ni-une-electrique/ - * Le Toyota RAV4 hybride dépasse Tesla Model Y comme la voiture la plus vendue au monde en 2025, avec plus de 2,1 millions d’unités vendues de janvier à octobre 2025.
96. https://cleantechnica.com/2026/03/17/iran-conflict-set-to-hit-petrol-drivers-5-times-harder-than-ev-drivers-analysis/ - * Petrol drivers face higher fuel cost increases due to Iran conflict, with an additional €3.80 per 100 km; EV charging costs rise by €0.70. * The EU imported 1 billion barrels of oil for cars in 2025, costing €67 billion; EVs saved 46 million barrels last year. * EU Environment Ministers are discussing proposals to weaken CO2 targets for carmakers, potentially delaying EV adoption. * Accelerating EV rollout could cut oil imports by €45 billion from 2026-2035. * T&E advocates for stricter fleet electrification targets to accelerate EV adoption and reduce dependency on oil.
97. https://telematicswire.net/government-extends-pm-e-drive-deadline-eases-motor-import-rules-for-e-bus-makers/ - * The Indian government announced a policy update under the PM E-Drive scheme, extending localisation deadlines for electric bus and truck manufacturers until September 2026. * The move allows continued imports of traction motors, especially those using rare earth magnets, to support supply chain needs. * The policy aims to balance short-term growth with long-term localisation goals for EV components. * This extension supports ongoing electric bus and truck projects critical for public transport electrification in India. * The scheme promotes domestic EV manufacturing and infrastructure development to reduce dependence on fossil fuels and emissions.
98. https://www.indexbox.io/blog/lithium-ion-battery-cathode-market-to-2035-driven-by-mandatory-global-ev-electrification-targets/ - * The global lithium ion battery cathode market is forecasted to grow significantly by 2035, supported by energy transition drives and EV electrification mandates. * Demand is primarily driven by electric vehicles, accounting for 72% of total demand, with growth from gigafactory expansion and chemistry shifts. * Stationary energy storage accounts for 18% of demand, mainly through LFP chemistries supporting renewables. * Consumer electronics and industrial/motive power segments are also significant, with 7% and 2% shares, respectively. * Regional demand is heavily concentrated in Asia-Pacific (84%), with Europe and North America witnessing rapid capacity build-out. * Market growth is projected at a compound annual rate of 12.0% from 2026 to 2035, reaching a market index of approximately 380.
99. https://telematicswire.net/government-extends-pm-e-drive-deadline-eases-motor-import-rules-for-e-bus-makers/ - * The Indian government extended the localisation deadline for the PM E-Drive scheme to September 2026, allowing continued import of traction motors. * The policy relief aims to support electric bus and truck manufacturers facing supply chain constraints. * The scheme promotes domestic EV manufacturing, with a focus on public transport, commercial vehicles, and charging infrastructure. * The move balances short-term supply needs with India’s long-term electrification and localisation goals. * The scheme incentivises EV adoption to reduce pollution and oil imports, addressing reliance on imported components like traction motors.
100. https://news.google.com/rss/articles/CBMilgFBVV95cUxQWTdIM0RXeGg1QnB1QkIyd3pCS0RxajJqSUVHR0lVdlRZcTE4MnQxZTVWNjJkU2Rmdl9LRlBlaVNueExRX21OUDNxRTRyRktLTEV6S1BJamhHOTlsVWNtMWFJXzJWT0xEeE05RXV0T21NeEdhenZpTFBBNHB0aGxraEhxYkVTQlNwLUZjRWE4NjRBYWdVM2c?oc=5&hl=en-US&gl=US&ceid=US:en - * Tesla and LG Energy Solution (LGES) signed a supply agreement to build a $4.3 billion lithium iron phosphate (LFP) battery manufacturing facility in Lansing, Michigan, US, expected to launch in 2027.
101. https://skillings.net/orion-resource-partners-mine-finance-2-2b-fund-2026-strategy-and-market-impact/ - * Orion Resource Partners closed its largest fund, raising $2.2 billion, with 61% already committed within months. * The fund focuses on copper, lithium, and rare earths, key to the energy transition. * A partnership with the U.S. government adds $1.8 billion to de-risk critical mineral projects. * Orion is expanding in the Middle East, with partnerships in Abu Dhabi and Saudi Arabia. * The firm invests in extraction technologies like AI and water-less processing to support sustainable mining. * 2026 is seen as an inflection point for critical mineral demand driven by legislation and energy policies.
102. https://www.just-auto.com/sponsored/how-the-automotive-markets-in-the-us-and-europe-are-changing/ - * US EV sales declined slightly in November 2025 due to removing tax credits, with a 5.8% year-on-year drop in light vehicle sales. * California leads US EV adoption with 35% of registered EVs, supported by ZEV legislation mandating increasing zero emission vehicle sales. * European light vehicle sales saw marginal growth of 0.4% in Western Europe and 2.5% in Eastern Europe from November 2024 to 2025. * Asian automakers such as Toyota, BYD, and Hyundai are major global players, with China significantly expanding EV production projected to reach 12.246 million units by 2030. * The global supply chain is adapting to EV-specific needs, with China dominating critical mineral refinement and EU introducing legislation for battery material transparency. * Supply chain resilience is supported by flexible payment platforms like SAP Taulia, which facilitate working capital management and promote sustainable sourcing practices.
103. https://canadianautodealer.ca/2026/03/ev-market-will-surge-through-2032/ - * The electric vehicle market is expected to grow significantly by 2032, from a valuation of US$1,304.64 million in 2025 to US$4,925.91 million. * Projected CAGR is 20.9%. * Advances in lithium-ion and solid-state batteries, as well as charging infrastructure, drive growth. * Government policies and incentives aim to reduce emissions and promote EV adoption. * Asia-Pacific region will continue to have strong EV adoption and production, supported by manufacturing and policy. * Market evolution is influenced by technology, regulation, and consumer preferences.
104. https://www.openpr.com/news/4428653/australia-electric-vehicle-market-size-to-reach-usd-20-83 - * Mordor Intelligence reports Australia's electric vehicle market to grow from USD 3.87 billion in 2025 to USD 20.83 billion by 2031. * Key drivers include policy support, expansion of charging infrastructure, and competitive pricing. * Trends include the introduction of vehicle efficiency standards and development of fast-charging corridors. * Market competition intensifies with global manufacturers and Chinese brands increasing presence. * Major companies include Tesla, SAIC Motor, Toyota, BYD, and Hyundai.
105. https://evmagz.com/u-s-lawmakers-eye-new-fees-on-electric-vehicles-in-upcoming-transport-bill/ - * U.S. House of Representatives prepares to draft a surface transportation bill that could include additional costs for electric vehicle owners. * The proposal aims to address declining revenues used to fund road infrastructure, expected to shape in April. * A five-year funding framework of $500–$550 billion is anticipated. * Lawmakers may require EV users to contribute more to road maintenance funding, with proposals of a $250 annual fee or a one-time $1,000 charge. * The debate reflects efforts to offset declining fuel tax revenues as EV adoption increases.
106. https://www.zerohedge.com/technology/us-confirms-tesla-lg-energy-solutions-43-billion-lfp-battery-plant-michigan - * The US government confirms Tesla and LG Energy Solution's plan to build a $4.3 billion lithium iron phosphate (LFP) battery factory in Lansing, Michigan, with production starting in 2027. * The factory will produce batteries for Tesla’s Megapack 3 energy storage systems, intended to strengthen the US domestic battery supply chain. * The project was announced at the Indo-Pacific Energy Security Ministerial and Business Forum in Tokyo. * LG aims to expand its energy storage system production capacity in North America to over 30 GWh by 2026. * The US government highlighted this and other energy projects as part of its “American energy dominance” agenda.
107. https://www.zerohedge.com/technology/us-confirms-tesla-lg-energy-solutions-43-billion-lfp-battery-plant-michigan - * The US government confirmed a supply agreement between Tesla and LG Energy Solution to build a $4.3 billion LFP battery cell factory in Lansing, Michigan, with production expected in 2027. * The project aims to support Tesla’s Megapack 3 energy storage systems, promoting a domestic battery supply chain. * LG Energy Solution has expanded capacity in North America, aiming for over 30 GWh of annual production by 2026. * The US energy investments, including this project, were highlighted at the Tokyo forum, part of the 'American energy dominance' agenda.
108. https://www.ad-hoc-news.de/boerse/news/ueberblick/volkswagen-reclaims-top-spot-in-crucial-chinese-market/68771813 - * Volkswagen regains market leadership in China, overtaking BYD following policy changes, with a market share of 13.9% in early 2023. * Policy shift in Beijing involved reduction of tax exemptions and subsidies for electric vehicles, impacting local EV manufacturers. * Volkswagen announces the ID. Cross, a new electric crossover planned for Europe in autumn 2026, with a starting price of around €28,000. * Despite operational gains, Volkswagen's stock has declined nearly 16% year-to-date, with a current RSI of 28.6 indicating oversold conditions.
109. https://www.ad-hoc-news.de/boerse/news/ueberblick/volkswagen-reclaims-top-spot-in-crucial-chinese-market/68771813 - * Volkswagen overtakes BYD as China's top automaker after policy shifts, achieving 13.9% market share in early 6. * The company announces the ID. Cross, an electric crossover set for release in Europe in autumn 2026, with a starting price of around €28,000. * The shift in the Chinese market is linked to reduced government support for EVs, affecting local manufacturers like BYD. * Despite market gains, Volkswagen's stock has declined nearly 16% this year, with technical signs indicating oversold conditions. * Strategic move includes focusing on entry-level electric vehicles in both China and Europe, responding to competitive pressures.
110. https://kalkinemedia.com/au/stocks/metal-and-mining/is-asx-all-ordinaries-focus-shifting-to-core-lithium-restart - * Core Lithium progresses with the Finniss project restart, supported by structured funding. * Lithium sector remains central to energy transition, battery technology, and industrial supply chains. * Lithium resources are crucial for electric vehicles, energy storage, and industrial applications. * The project approval signifies a key milestone towards operational restart. * Lithium companies are represented across Australian equity indices like the All Ordinaries, reflecting sector significance.
111. https://knowridge.com/2026/03/scientists-turn-toxic-forever-chemicals-into-a-tool-for-producing-lithium-for-batteries/ - * Researchers at Rice University developed a method to use PFAS waste for lithium extraction. * The process involves heating PFAS-laden carbon with brine containing lithium at over 1,000°C, forming lithium fluoride. * Approximately 82% of lithium fluoride was recovered at 99% purity, suitable for battery use. * The method potentially uses less water and energy, with lower greenhouse emissions, and takes minutes. * The work demonstrates transforming waste into resources for battery technology.
112. https://lithium-news.com/why-the-lithium-carbonate-price-surge-is-reshaping-global-battery-economics/ - * The global lithium market faces volatility with a significant surge in lithium carbonate prices, driven by supply constraints and demand from the battery sector. * Major lithium processing occurs in China, which faces increased production costs due to energy and environmental policies. * New mining projects in Australia, Chile, and Argentina struggle to meet expectations, causing supply-demand imbalance. * Battery manufacturers, including Tesla and CATL, respond by investing in extraction technologies and exploring alternative chemistries. * Regional differences in prices reflect supply chain disruptions, geopolitical tensions, and export restrictions. * Investment in lithium exploration and direct extraction technologies has surged by over 300%, aiming to stabilise supply. * Industry forecasts suggest the surge will continue for 2-3 years, with new capacity expected from Chile and Australia by decade's end. * Long-term price stability depends on electric vehicle and energy storage growth, potentially only slowing price increases.
113. https://lithium-news.com/why-the-lithium-carbonate-price-surge-is-reshaping-global-battery-economics/ - * The global lithium market is experiencing a price surge driven by supply constraints and soaring demand, affecting battery manufacturing costs and electronics pricing. * Lithium carbonate prices have reached historic levels, with supply issues in Australia, Chile, and Argentina, and increased processing costs in China. * Battery manufacturers are shifting strategies by investing in direct lithium extraction, recycling, and alternative chemistries like sodium-ion and LFP batteries. * Regional price variations are creating supply chain challenges, with higher premiums in Europe, North America, and volatility in China. * Investment in lithium exploration and new technologies, especially DLE, has increased significantly to address supply issues. * Industry forecasts suggest the surge will persist for 2–3 years before supply growth stabilises prices, depending on EV adoption and storage deployment.
114. https://www.arkansasonline.com/news/2026/mar/17/state-panel-advances-contract-to-provide-roadmap/ - * Arkansas legislative panel approved a contract with a London-based firm to analyse its lithium industry and develop a strategic plan. * The contract aims to identify how Arkansas can become a competitive hub in the lithium supply chain, focusing on upstream and midstream segments. * The one-year, $90,000 contract with Renaissance Energy Advisors Limited will support decisions on companies, products, incentives, and market strategies. * Arkansas's lithium reserves in the Smackover Formation contain enough to meet global demand for lithium car batteries nine times over by 2030. * No lithium mines currently exist in Arkansas, but plans are underway by companies such as Standard Lithium, Ablemarle, and Saltwerx to begin production from 2028.
115. https://lithium-news.com/why-gigafactory-supply-deals-are-reshaping-the-global-energy-landscape/ - * The energy sector is experiencing a major transformation driven by a gigafactory supply deal involving $12.8 billion in capital.* The deal secures supply chains for lithium, nickel, and cobalt, with a 15-year delivery plan.* It includes recycling infrastructure to reclaim 95% of battery materials, promoting a circular economy.* The agreement guarantees 2.4 million vehicle batteries annually, accelerating EV market growth.* It enhances global supply chain resilience and energy security by diversifying manufacturing locations across North America and Europe.* The deal aims to eliminate 8.7 million tons of CO2 emissions annually and improve sustainability metrics.* It allocates 25% of capacity for stationary storage, supporting renewable energy integration.* Market response has been positive, with a 34% increase in stock valuations for involved companies.* The deal indicates a shift towards predictable long-term investments in the sector, underpinning the energy transition.
116. https://canadianautodealer.ca/2026/03/ev-market-will-surge-through-2032/ - * The global electric vehicle market is expected to grow from US$1,304.64 million in 2025 to US$4,925.91 million by 2032, with a CAGR of 20.9%. * Advances in lithium-ion and solid-state battery technologies are key drivers. * Expansion of EV charging infrastructure supports broader adoption. * Government policies and incentives promote electric vehicle adoption. * The Asia-Pacific region will play a significant role in market growth. * The market is influenced by technology, regulation, and consumer preferences.
117. https://techxplore.com/news/2026-03-electric-car-flames-solidstate-battery.html - * Canada signed a trade agreement with China reducing tariffs on Chinese EVs, with a forecast that half of these will be affordable by 2030. * Public concerns about EV battery fires persist despite evidence showing low risk. * Solid-state batteries replace flammable liquid electrolytes with solid ones, reducing fire risk. * Mercedes-Benz trialed a solid-state battery EV covering 1,205 km without charging. * Chinese automaker Chery plans to release its first solid-state battery vehicle later this year. * Canadian researchers at McMaster University are advancing solid-state battery technology. * Solid electrolytes potentially increase energy density and performance, enabling longer range or smaller batteries. * Liquid electrolytes remain industry standard due to higher ionic conductivity, manufacturability, and performance. * Canadian efforts focus on materials science and interface engineering to improve solid electrolytes. * Transition to safer, high-performance solid-state batteries supports the EV market growth in Canada and globally.
118. https://lithium-news.com/revolutionary-brine-extraction-methods-could-reshape-global-lithium-supply-chains/ - * New breakthrough technologies in brine extraction accelerate production timelines from 12-18 months to hours or days. * Advanced direct lithium extraction (DLE) methods improve efficiency, recover over 95% lithium, and reduce costs by $2,000-4,000 per tonne. * Sustainable extraction practices in South America's Lithium Triangle cut water usage by 95%, addressing environmental concerns. * Leading companies like Albemarle and Ganfeng Lithium invest in selective extraction technologies targeting lithium specifically. * Cost analysis shows potential for lower operational costs and payback periods of 3-5 years for DLE systems, versus conventional methods. * Emerging tech such as AI and electrochemical methods could further improve efficiency and reduce energy consumption. * Widespread adoption of these innovations could increase global lithium supply by 40-60% in the next decade, impacting market dynamics.
119. https://batteriesnews.com/donut-lab-conducts-special-test-to-measure-donut-battery-performance-in-a-battery-pack/ - * Donut Lab conducts a special test on Donut Battery performance in a vehicle, collaborating with Verge Motorcycles. * The test showcases fast charging under ten minutes in a motorcycle equipped with a solid-state battery. * The battery pack has a nominal capacity of 18 kilowatt-hours, with peak charging power over 100 kW. * The test achieved 10–70% charge in just over 9 minutes and 10–80% in 12 minutes. * Donut Lab’s battery technology enables high energy density, flexible pack design, and fast charging in automotive applications.
120. https://batteriesnews.com/in-china-battery-makers-bet-big-on-sodium-in-move-away-from-critical-minerals/ - • Chinese companies, including CATL and BYD, are mass producing sodium-ion batteries for cars and large-scale energy storage. • Sodium-ion batteries, made from seawater, provide an alternative to lithium-ion, with advantages in low-temperature performance and rapid charging. • China increasingly relies on sodium due to its abundance and supply chain stability, reducing dependence on imported lithium. • CATL plans to introduce sodium-ion batteries into EVs and battery-swapping networks. • BYD is investing in sodium battery production, aiming to produce 50 GWh annually. • Smaller startups, like HiNa, are manufacturing sodium-ion batteries for various applications.
121. https://tugatech.com.pt/t80303-chery-revela-nova-bateria-de-estado-solido-com-autonomia-ate-1300-quilometros - * Chery, a Chinese automaker, prepares to unveil advances in solid-state batteries on 18 March. * The technology, Rhino S, achieves a density of 600 Wh/kg, enabling vehicles to travel 1200-1300 km per charge. * The event focuses on system integration and supply chain development. * The batteries have demonstrated safety in extreme tests, including puncture resistance. * First vehicle testing planned for 2027, with industry competition intensifying among Chinese manufacturers. * Major battery makers like CATL and BYD expect to start small-scale production also in 2027.
122. https://tugatech.com.pt/t80306-volvo-ex30-abandona-mercado-dos-estados-unidos-apos-mudancas-nas-politicas-de-eletricos - * Volvo Cars withdraws the EX30 electric SUV from the US market due to recent policy changes and financial factors. * The decision follows the US administration's tariffs on Chinese-made EVs and tax incentive reductions. * Production was moved from China to Belgium, with imports facing increased tariffs, affecting economic viability. * The vehicle will be discontinued in the US after the 2026 model year; last orders accepted until March 20, 2026. * The EX30 remains available in Europe, Canada, and Mexico, and Volvo plans to focus on other models like the EX90 and EX60 in the US.
123. https://www.notateslaapp.com/news/3809/tesla-and-lg-sign-deal-for-43-billion-lfp-battery-factory-in-us - * Tesla and LG Energy Solution to establish an LFP prismatic battery cell factory in Lansing, Michigan, with a capacity of 50 GWh annually, starting production in 2027. * The factory aims to strengthen Tesla’s domestic battery supply chain, reducing reliance on Chinese suppliers like CATL and BYD. * The investment is part of Tesla’s broader strategy to develop an American-made battery supply chain, including a lithium refinery in Texas. * The LFP batteries will power Tesla’s industrial storage products, such as the Megapack 3 and Megablock, which feature enhanced performance and faster installation. * The deal aligns with U.S. policies like the Inflation Reduction Act to make Tesla’s energy products more financially attractive. Tesla's recent milestone includes the final V3 Supercharger cabinet at its New York Gigafactory, transitioning to V4 hardware supporting higher power speeds and broader vehicle compatibility.
124. https://www.energy-storage.news/samsung-sdi-secures-us1-billion-us-ess-cell-supply-deal-usitc-says-china-aam-imports-do-not-hinder-us-industry-growth/ - * Samsung SDI and other South Korean battery manufacturers increase US manufacturing capacity, supported by policy changes. * USITC concludes Chinese AAM imports do not hinder US industry growth, leading to the revocation of tariffs. * The US aims to develop a domestic AAM industry with government support and incentives, amid ongoing trade disputes. * The Energy Storage Summit USA 2026 will discuss supply chain challenges and policy impacts. * US industry developments are influenced by trade tariffs, local manufacturing, and regulation adjustments.
125. https://www.electrive.com/2026/03/17/us-government-sues-californian-air-quality-regulator/ - * The US government, under President Donald Trump, files a lawsuit against California's air quality regulator, California Air Resources Board. * The lawsuit aims to prevent California from enforcing its stricter emissions standards, citing federal authorisation issues. * California and other states oppose Trump’s policies; California maintains its standards despite federal legal action. * The lawsuit is timed with rising petrol prices amid the Iran conflict; California petrol costs are significantly higher than the national average. * Governor Gavin Newsom criticises federal actions and highlights increased electric vehicle interest due to high petrol prices.
126. https://www.jalopnik.com/2124878/byd-takeover-ev-market-reasons/ - * BYD becomes the best-selling EV manufacturer globally in 2025, overtaking Tesla. * BYD's sales increased by 28% to over 2.25 million in 2025. * Tesla's sales dropped by 9% to 1.64 million in 2025. * Tesla's sales decline attributed to increased competition, expiring US tax credits, and political controversies. * Tesla has shown some recovery in Europe, but BYD remains dominant. * The article highlights BYD's expanding market share as a key trend in EV adoption.
127. https://www.e-mj.com/departments/markets/woodmac-lithium-supply-deficit-looms/ - * Global lithium demand could exceed 13 million metric tons by 2050 under accelerated energy transition scenarios. * Supply deficits could occur as early as 2028 without significant new investment. * Electric vehicles (EVs) are the main driver of demand, accounting for 72%–80% of consumption. * Investment requirements range from $104 billion in delayed scenarios to $276 billion in net zero scenarios. * The industry must mobilise capital quickly to address structural supply challenges and support the energy transition.
128. https://www.gurufocus.com/news/8718830/orion-energy-oesx-expands-ev-charging-infrastructure-with-new-projects - * Orion Energy Systems, through its Orion/Voltrek division, is expanding its EV infrastructure projects across the United States.* * The projects are expected to generate approximately $10 million in revenue.* * Over 80 EV charging stations are being deployed for various prominent clients in different US states.* * The company is supplying Level 2 and DC Fast Charging hardware, along with project management services.* * Orion Energy operates in the Industrials sector, focusing on energy management systems and EV infrastructure.*
129. https://chargedevs.com/newswire/charging-network-ionna-opens-100th-site-launches-discounts-for-certain-ev-drivers/ - * Ionna, backed by eight automakers, has opened 100 fast-charging sites within a year, with 340 more in process. * The network has just under 1,000 charging bays, aiming for 30,000 by 2030. * Automakers are launching discounts to EV drivers, including a 10% discount for GM EVs on Ionna sessions. * Future plans include loyalty programmes such as charging credits, subscription models, prepaid discounts, and rewards. * Ionna's CEO Seth Cutler invites EV drivers from non-partner makers to use its charging network. * The network focuses on reliability, positive user experience, with minimal marketing and quick repair responses. * Ionna collaborates with utilities and plans to expand its geographical coverage in the US.
130. https://cfi.co/middleeast/2026/03/energy-security-and-capital-allocation-why-geopolitics-is-accelerating-the-clean-energy-investment-cycle/ - ['* In 2026, geopolitical tensions in the Middle East increased energy prices, highlighting risks in global commodity markets.', '* Governments are prioritising energy independence and resilience, boosting renewable deployment and domestic energy sources.', '* Investment in the energy transition reached $2.3 trillion in 2025, with a significant shift towards electricity systems and renewables.', '* Renewables, especially solar and wind, accounted for most of the global electricity growth in 2025, with China leading capacity additions.', '* Advances in energy storage, especially lithium-ion and emerging technologies like sodium-ion, support grid flexibility and system resilience.']
131. https://www.marketbeat.com/instant-alerts/filing-mizuho-markets-cayman-lp-grows-position-in-tesla-inc-tsla-2026-03-17/ - * Mizuho Markets Cayman LP grew its holdings in Tesla by 191% in Q3, owning 15,761 shares worth $7,009,000. * Other institutional investors, including Narwhal Capital Management, Gamco Investors, Norges Bank, China Universal Asset Management, and Ashton Thomas Private Wealth, also increased their Tesla holdings. * Tesla announced a $4.3 billion battery plant in Michigan with LG Energy Solution, targeting 2027 production. * Elon Musk stated the Terafab AI chip project will launch imminently, aiming to scale custom silicon for autonomy and Optimus. * Tesla received Ofgem approval to sell electricity in Great Britain and faces U.S. sales decline and increased competition from Chinese automakers adopting Nvidia’s self-driving technology.
132. https://focus.ua/auto/747380-elektrokrossover-volkswagen-id-cross-za-28-000-evro-oficialnye-foto-i-podrobnosti - * Volkswagen ID.Cross to be officially presented in July and sell from autumn. * Price starts at €28,000 with a range of up to 436 km. * Built on MEB+ platform, similar size to Volkswagen T-Cross. * Offers versions with 116-211 hp, top speed 160 km/h. * Battery options of 37 and 52 kWh, charging up to 80% in 24 minutes. * Features include digital instrument cluster, 12.9-inch touchscreen, and physical switches.
133. https://www.businesstoday.in/markets/stocks/story/ev-incentives-coming-tata-motors-pv-tvs-ather-mm-shares-among-likely-beneficiaries-521005-2026-03-17?utm_source=rssfeed - * The Parliamentary Standing Committee on industry reviewed India’s EV policy framework and recommended extending consumer incentives for EV 2Ws and 3Ws until March 2028. * The report highlighted modest EV four-wheeler penetration due to high upfront costs and suggested targeted incentives. * Nomura forecasts that implementation of these recommendations could accelerate EV adoption, benefiting OEMs such as Tata Motors PV, M&M, and others. * Potential extension of PM E-DRIVE incentives may support EV 2W penetration; removal of the INR5k incentive could temporarily hinder adoption. * Ather Energy could benefit from relaxed PLI norms, supporting development of new EV products and technologies.
134. https://www.benzinga.com/markets/tech/26/03/51290679/trump-administration-confirms-tesla-will-build-4-3-billion-battery-plant-in-michigan-with-lg-energy - * The agency confirmed Tesla's project to build a battery plant in Michigan worth $4.3 billion. * The announcement was made on Monday and is part of over $56 billion in private sector commitments. * The deal involves Tesla and LG Energy. * The article discusses Tesla's market position and recent stock price movements. * The project aims to secure critical energy supply chains and create American jobs.
135. https://skillings.net/doe-critical-mineral-refining-what-it-is-why-it-matters-2026-outlook/ - * The U.S. Department of Energy (DOE) invests $500 million to support domestic processing of minerals, targeting graphite, aluminium, lithium, nickel, and copper, with applications due by April 24, 2026. * The initiative aims to address industrial bottlenecks, focus on demonstration and commercial-scale projects, and is part of the third round of the DOE’s battery materials programme. * An additional $355 million is allocated for industrial byproducts and waste recycling, emphasising value extraction from tailings, coal ash, and scrap batteries. * The strategy integrates energy and defence considerations, aiming to ensure supply chain security for EV materials and military applications. * Physical plant construction will likely start in 2026 but may only be operational by 2030-2031 due to permitting and build times.
136. https://www.globenewswire.com/news-release/2026/03/17/3257165/0/en/Orion-Voltrek-Embarks-on-10M-in-EV-Charging-Deployments-More-than-80-U-S-Installations-Range-from-the-Northeast-to-the-Carolinas-to-California.html - * Orion/Voltrek has started deploying over 80 EV charging stations valued at approximately $10 million in revenue. * Projects include installations for a school district in the Northeast, a shopping mall in South Carolina, and a utility fleet in California. * The deployment includes Level 2 and DC Fast Chargers across various properties and markets. * The company participates in the EV Charging Summit & Expo in Las Vegas, expanding its infrastructure growth. * Orion provides EV charging solutions along with LED lighting and energy efficiency services.
137. https://cnevpost.com/2026/03/17/chery-to-detail-solid-state-battery-tech/ - * Chery plans to publicly reveal its solid-state battery technology for the first time at an event on March 18 in Wuhu, Anhui, China. * The company expects the technology to enable vehicle ranges of over 1,200 km on a single charge. * Chery has previously showcased its 'Rhino S' solid-state battery technology with a cell energy density of 600 Wh/kg. * The event will detail safety architecture and demonstrate safety results from extreme scenario tests. * Several Chinese automakers and battery manufacturers are advancing solid-state battery development, with production and verification plans through 2027.
138. https://theprint.in/economy/cargo-matters-to-invest-rs-66-crore-to-set-up-over-550-ev-charging-stations/2881298/ - * Cargo Matters plans to invest Rs 66 crore in establishing over 550 EV charging stations across five Indian states. * The stations will feature 360 kW DC fast chargers and standard AC charging options. * The network aims to support commercial logistics and passenger mobility, addressing infrastructure bottlenecks. * The infrastructure will be managed through a Charge Point Operator platform with real-time analytics. * The project involves collaboration with TRYK Charge Services LLP and includes launching RFID-based charging cards.
139. https://thearabianpost.com/zimbabwe-lithium-ban-jolts-global-battery-trade/ - * Zimbabwe's abrupt ban on unprocessed lithium exports aims to boost local beneficiation and value addition, affecting global supply chains.* * The policy has halted shipments of lithium ore, impacting players in China and other regions.* * Zimbabwe, a significant lithium producer, seeks to develop domestic processing capacity, aiming to create jobs and capture greater revenue.* * Market volatility has increased due to supply constraints, prompting recalibration by battery manufacturers and traders.* * China's dominant role in lithium refining faces potential shifts as Zimbabwe moves to develop local processing capabilities.*
140. https://www.automotiveworld.com/news/tesla-named-as-buyer-in-lg-energy-solutions-4-3bn-deal/ - * Tesla confirmed as the customer in a US$4.3bn battery supply agreement with LG Energy Solution.* * The agreement involves building a lithium-iron-phosphate (LFP) prismatic battery cell facility in Lansing, Michigan, with production starting in 2027.* * The deal focuses on Tesla’s Megapack 3 energy storage systems, not electric vehicles.* * Production capacity at Lansing will be 50 GWh annually for the ESS contract.* * The agreement aims to reduce reliance on Chinese supply chains and address trade uncertainties.*
141. https://express-press-release.net/news/2026/03/17/1742057 - * The global automotive industry is undergoing significant transformation, driven by technological innovation and electrification. * Opportunity assessment frameworks help companies identify market size, feasibility, attractiveness, and technological trends. * The EV segment is expanding rapidly due to government incentives and consumer awareness, with regional variation in adoption. * Market feasibility involves evaluating supply chains, regulatory requirements, and infrastructure needs. * Technological trends such as electrification, autonomous driving, and connected vehicles create new opportunities. * Consumer behaviour shifts towards sustainability and connectivity influence opportunity landscapes. * Industry collaboration with technology and infrastructure companies is increasingly important. * Regulatory pressures on emissions support strategic adaptation and opportunity realisation.
142. https://coincentral.com/tesla-tsla-stock-4-3b-michigan-battery-plant-aims-to-cut-china-dependency/ - * Tesla and LG Energy Solution signed a supply agreement to build a $4.3 billion LFP battery cell plant in Lansing, Michigan, expected to start production in 2027. * The plant will produce LFP prismatic cells for Tesla’s Megapack 3 energy storage systems. * The facility aims to create a robust domestic battery supply chain, reducing reliance on Chinese suppliers. * LG Energy Solution is one of the few producers of LFP batteries in the United States, providing a diversification advantage. * The deal advances Tesla’s strategy to shift from EV-first to storage-first solutions and decrease Chinese battery dependency.
143. https://finance.yahoo.com/news/tesla-rival-byds-hong-kong-104607357.html - • BYD's Hong Kong-listed shares surged 8.3% following an overseas sales boost in South America. • Facility in Brazil received a 100,000-unit order from Mexico and Argentina. • BYD's overseas sales increased over 165% in Europe, surpassing Tesla’s recent sales. • Despite growth abroad, domestic Chinese sales declined, with BYD overtaken by Geely in China for two consecutive months. • BYD explores expansion into Formula 1 and exports to Canada, aiming to extend its global footprint.
144. https://thearabianpost.com/zimbabwe-lithium-ban-jolts-global-battery-trade/ - * Zimbabwe has imposed a ban on the export of unprocessed lithium ore to promote local beneficiation and boost domestic value addition. * The policy has halted shipments to major buyers, notably impacting China’s battery manufacturing sector, and increased market volatility. * Zimbabwe, a significant lithium producer in Africa, faces logistical adjustments as companies stockpile ore and explore regional processing options. * The move highlights global supply chain vulnerabilities, with emphasis on reducing dependence on China for lithium refining. * Industry players and governments are responding by diversifying sources, investing in processing capabilities, and reassessing supply chain strategies.
145. https://www.ajunews.com/view/20260317150111605 - * US Department of Energy announced a support programme of up to 500 million dollars to expand local production of battery core minerals, materials, and recycling. * Major Korean battery companies, including Samsung SDI, LG Energy Solution, SK On, and POSCO Future M, are expanding US facilities or forming joint ventures. * Samsung SDI signed a supply contract valued at over 1 trillion won with a US energy company to supply ESS batteries from Indiana. * POSCO Future M announced a long-term supply agreement worth over 1 trillion won with global automakers, likely including Tesla. * Korean battery firms are increasing overseas orders, focusing on securing supply contracts in Europe and the US.
146. https://oilprice.com/Latest-Energy-News/World-News/Tesla-and-LG-Energy-to-Build-43-Billion-Battery-Plant-in-Michigan.html - * Tesla and LG Energy will jointly construct a battery plant in Michigan with a cost of $4.3 billion, with production beginning next year. * The facility will have an annual capacity of 50 GWh and will produce batteries for energy storage, not electric vehicles. * The batteries will use lithium iron phosphate technology, dominated by Chinese companies, with LG Energy being one of the few non-Chinese manufacturers. * The project follows warnings from LG Energy about slowing EV demand due to tariffs and the phaseout of EV subsidies in the US. * U.S. tariffs and subsidy phaseouts are expected to suppress EV growth and impact vehicle prices, as reflected in a 41% drop in EV registrations in the US in January.
147. https://www.business-standard.com/markets/news/ev-policy-pm-edrive-nomura-tata-motors-mm-ather-sona-blw-beneficiaries-126031700307_1.html - * Nomura reports India's parliamentary committee recommends policy support for EV segments beyond two- and three-wheelers to accelerate clean mobility. * The PM E-DRIVE scheme (2024–2028) with a ₹10,900 crore outlay aims to incentivise EV adoption and develop charging infrastructure. * Recommendations include expanding incentives, accelerating EV infrastructure, and reducing import dependence through localisation. * The report suggests targeting consumer incentives for four-wheelers, extending incentives for 2Ws, 3Ws, and e-carts until 2028. * Threshold relaxations for PLI schemes could benefit domestic manufacturers and EV startups like Ather Energy. * Companies expected to benefit include Tata Motors, Mahindra & Mahindra, Ather Energy, Sona BLW Precision Forgings, and Uno Minda.
148. https://www.business-standard.com/markets/news/ev-policy-pm-edrive-nomura-tata-motors-mm-ather-sona-blw-beneficiaries-126031700307_1.html - - Nomura reports that India’s parliamentary committee supports EV policies beyond two- and three-wheelers to accelerate clean mobility, potentially unlocking investment opportunities. - The committee recommends extending incentives, accelerating charging infrastructure and promoting domestic manufacturing under the PM E-DRIVE scheme from 2024 to 2028. - The report proposes targeted incentives for 4W EVs, easing thresholds for PLI scheme to include domestic manufacturers and startups, and supporting private charging infra. - Nomura views Tata Motors, M&M, Ather, and Sona BLW as beneficiaries of these policy developments. - Ather Energy and Sona BLW could gain from relaxed PLI norms, with Ather especially poised to benefit from incentives for EV 2W startups.
149. https://carboncredits.com/doe-launches-500m-funding-drive-to-strengthen-u-s-battery-supply-chains-and-critical-minerals-processing/ - * The US Department of Energy announced a $500 million funding drive to enhance domestic battery supply chains and reduce reliance on foreign critical minerals. * The initiative aims to expand critical mineral processing, recycling technologies, and battery manufacturing within the US. * The funding supports industries like grid storage, transportation, manufacturing, and national defence. * The programme addresses supply chain vulnerabilities, geopolitical risks, and growing demand for energy minerals. * Battery storage and electric vehicle markets are expanding, with increasing domestic production and global demand for key minerals. * The US remains dependent on imports for many critical minerals, especially rare earth elements dominated by China. * Global demand for energy minerals is forecasted to surge, reaching around $500 billion by 2040, driven by clean energy technologies.
150. https://northamericanmining.com/index.php/2026/03/16/doe-announces-funding-to-expand-u-s-critical-materials/?utm_source=rss&utm_medium=rss&utm_campaign=doe-announces-funding-to-expand-u-s-critical-materials - * The U.S. Department of Energy (DOE) launched a funding initiative of up to $500 million to boost domestic critical mineral processing and battery manufacturing. * The funding aims to reduce reliance on foreign sources for essential materials used in batteries and energy industries. * DOE officials are engaging with allies in Japan to strengthen supply chain resilience and energy security. * The initiative supports facilities for processing, recycling, or manufacturing critical battery minerals such as lithium, graphite, nickel, copper, and aluminium. * This represents the third round of DOE funding for battery materials processing, recycling, and manufacturing projects.
151. https://batteriesnews.com/beyond-the-charger-why-recycling-is-the-critical-last-mile-of-ev-infrastructure/ - * The EU Battery Regulation mandate of 65% lithium-ion recycling efficiency by 2026 has made recycling an immediate requirement. * Recycling hubs are being integrated into the automotive landscape to secure critical materials and reduce dependence on raw material imports. * Battery design challenges hinder recovery; designing for disassembly is increasingly important. * Industry is adopting urban mining, digital passports, and infrastructure synergy to support circular economies. * The Battery Recycling Expo 2026 at Messe Frankfurt will help finalise these strategies.
152. https://www.prnewsreleaser.com/news/243000 - * The global battery separators market is projected to reach approximately US$ 14.25 billion by 2031, growing at a CAGR of 15.4% from 2025. * Growth driven by increasing lithium-ion battery use, EV adoption, renewable energy storage, and technological innovations. * Expansion of separator technology includes ceramic-coated and multilayer membranes. * Asia-Pacific dominates the market, with growth in North America and Europe due to EV and energy storage deployment. * Companies focus on R&D, capacity expansion, and strategic partnerships.
153. https://www.zerohedge.com/precious-metals/doe-unleashes-500m-break-chinas-grip-critical-materials - * The Department of Energy (DOE) announced up to $500 million in funding to develop US-based sources of critical minerals and battery materials. * Funding aims to reduce reliance on foreign suppliers, supporting projects in processing, recycling, and manufacturing of minerals like lithium, graphite, nickel, copper, and aluminium. * The initiative targets strengthening supply chains for electric vehicles, grid storage, and defence applications. * Projects include mineral processing, battery recycling, and component manufacturing. * Key companies involved include MP Materials and USA Rare Earth, with ongoing government support and project expansions. * Non-binding letters of intent are due end of March, full applications by April 24.
154. https://lithium-news.com/why-smart-manufacturers-are-scrambling-to-secure-lithium-contracts-before-supply-deficits-hit/ - * The global lithium market faces a supply crisis amid rising demand from electric vehicles and renewable energy storage. * Demand has surged over 300% in recent years, while production struggles to meet this growth. * Key lithium-producing regions, Australia, Chile, and Argentina, face supply disruptions due to weather, regulatory, and infrastructure issues. * Supply deficits threaten technological innovation, prompting design changes and alternative material exploration. * Industry investments include recycling technologies, alternative batteries like sodium-ion, and new extraction methods. * Major automakers, including Tesla and Ford, pursue vertical integration and regional supply partnerships. * Innovation in lithium extraction from unconventional sources and development of lithium-free energy storage systems are accelerating. * Market implications include persistent price volatility, geographic diversification, and shifts in global trade patterns. * Industry responses aim to develop resilient supply chains, recycling, and alternative technologies to reduce lithium dependence.
155. https://lithium-news.com/why-hard-rock-mining-expansion-is-the-lithium-story-investors-are-watching/ - * The lithium market is shifting from brine extraction to hard rock mining, driven by increasing demand for electric vehicles and energy storage. * Hard rock mining of spodumene deposits offers faster processing and more consistent output compared to traditional brine extraction. * Major lithium producers like Australia, Canada, and Africa are expanding hard rock mining, diversifying global supply and reducing geopolitical risks. * Investment in hard rock projects is rising due to quicker milestones, better cash flow predictability, and environmental considerations. * Technological advances and vertical integration enhance the economic viability and strategic value of hard rock lithium operations.
156. https://carnewschina.com/2026/03/17/nio-backed-energy-firm-partners-with-byd-on-flash-charging-stations/ - * Zhong’an Energy, backed by Nio and other investors, in China, collaborates with BYD to deploy flash charging stations. * The partnership follows BYD’s introduction of flash-charging technology and aims to expand charging infrastructure. * Zhong’an Energy has existing links with Nio’s battery-swap network and now adds ultra-fast charging stations. * BYD’s “Flash Charging China” strategy targets 20,000 stations nationwide by end-2026, with expansion plans into Europe. * The industry is shifting towards supporting multiple charging technologies, including battery swapping and ultra-fast charging.
157. https://cleantechnica.com/2026/03/16/lets-not-pour-cold-water-on-the-eu-car-industrys-ev-momentum/ - • The EU is reviewing its 2030 climate target for carmakers, potentially easing emission standards. • Global EV sales are growing, especially in emerging markets, with China leading. • Chinese brands like BYD and Chery are dominating affordable EV segments in these markets. • European carmakers improved EV models in 2025, benefiting from EU policies. • Proposed policy delays could weaken investment and competitiveness of EU EV industry.
158. https://lithium-news.com/why-smart-manufacturers-are-scrambling-to-secure-lithium-contracts-before-supply-deficits-hit/ - * The global lithium market faces an imminent supply shortage due to increased demand and production capacity constraints. * Lithium demand has surged by over 300%, with major producers in Australia, Chile, and Argentina experiencing delays. * Manufacturers are investing in lithium alternatives, recycling, and strategic stockpiling to mitigate risks. * Industry leaders are securing direct stakes in lithium mining and establishing regional partnerships. * Innovations in lithium extraction and alternative energy storage technologies are accelerating in response.
159. https://lithium-news.com/why-hard-rock-mining-expansion-is-the-lithium-story-investors-are-watching/ - * The lithium market is shifting from traditional brine extraction to hard rock mining expansions, driven by increased demand for electric vehicles and energy storage. * Hard rock mining offers advantages such as faster development timelines, predictable output, and more consistent lithium concentrations. * It shifts lithium production geographically to Australia, Canada, and Africa, reducing geopolitical risks. * Investment in hard rock projects is increasing due to shorter payback periods and production milestones, with companies like Pilbara Minerals and Mineral Resources scaling operations. * Environmental impacts are smaller and easier to manage compared to brine extraction, which consumes large water volumes. * Market dynamics favour integrated supply chains, with companies developing downstream processing capabilities. * Technological advancements like ore processing and automation improve recovery rates and cost-efficiency, further supporting expansion. * Overall, hard rock mining expansion is a strategic and economically viable approach aligned with global lithium demand growth.
160. https://batteriesnews.com/lyten-to-acquire-northvolt-revolt-battery-recycling-plant/ - - Lyten announces agreement to acquire Revolt, a large European battery recycling site, located in Skellefteå, Sweden. - The transaction is expected to close in the second quarter of 2026. - Revolt has an annual recycling capacity of 8,500 tonnes and supports recycling of lithium, cobalt, nickel, and manganese. - The facility is powered by 100% fossil-free energy and is part of Lyten's strategy to develop a battery supply chain in Europe. - The acquisition follows Lyten's recent purchase of Northvolt Sweden assets and aims to support lithium-ion battery recycling and manufacturing.
161. https://northamericanmining.com/index.php/2026/03/16/doe-announces-funding-to-expand-u-s-critical-materials/?utm_source=rss&utm_medium=rss&utm_campaign=doe-announces-funding-to-expand-u-s-critical-materials - * The U.S. Department of Energy announced a Notice of Funding Opportunity for up to $500 million to enhance domestic critical mineral processing and battery manufacturing and recycling. * The funding aims to reduce reliance on foreign sources and strengthen U.S. industries for energy security and competition. * U.S. officials, including Assistant Secretary Audrey Robertson, are engaging with regional allies in Japan to promote supply chain resilience. * The funding supports projects in processing, recycling, and manufacturing of critical materials like lithium, graphite, nickel, copper, and aluminium. * This is the third round of DOE funding targeting critical minerals processing, recycling, and battery component manufacturing.
162. https://lithium-news.com/revolutionary-dle-technology-breakthrough-transforms-lithium-extraction-economics-and-sparks-investment-surge/ - * Recent advancements in direct lithium extraction (DLE) technology have led to recovery rates beyond 95%, reducing costs by up to 40%. * DLE technology now enables extraction within hours or days, shortening production timelines from years to months. * Cost metrics show operating expenses lowered by 30-50%, with production costs below $3,000 per tonne compared to market prices exceeding $15,000. * Over $8 billion has been invested in DLE projects in the past eighteen months, attracting major automakers and private investors. * Environmental benefits include reduced land disturbance and water use, with regulatory support favouring DLE projects.
163. https://cen.acs.org/materials/energy-storage/battery-EV-battery-climate-change/104/web/2026/03?sc=230901_cenrssfeed_eng_latestnewsrss_cen - * A modelling study predicts newer EV batteries will perform better under higher temperatures than older ones. * The study combines battery degradation models with climate projections for 300 cities. * Older batteries (2010–18) could lose up to 30% of lifespan under 2°C warming; newer batteries show significant lifespan gains. * Advances in battery chemistry and manufacturing have improved heat resilience. * Rising temperatures will challenge EV batteries, prompting further research into long-term durability.
164. https://www.df.cl/empresas/mineria/estados-unidos-lanza-plan-por-us-500-millones-para-fortalecer-cadena-local - * US Department of Energy launches a funding programme of up to US$ 500 million to expand processing and recycling of critical minerals within the US. * The initiative aims to reduce dependence on foreign sources, especially China, for materials used in batteries, EVs, semiconductors, and energy technologies. * The programme will support projects related to processing, recycling, and manufacturing of minerals such as lithium, nickel, graphite, copper, and rare earths. * The effort is part of third-round support for battery materials and manufacturing within the US energy strategy. * Projects will focus on mineral processing, material recycling, and component manufacturing for batteries.
165. https://www.cartoq.com/car-news/72-billion-ev-retreat-global-automakers-cutting-electric-losses/ - * Legacy carmakers have booked over $70 billion in EV-related write-downs, project cancellations, and restructuring charges. * Major brands like Ford, GM, Stellantis, Honda, and Porsche have scaled back or shifted EV investments. * Global EV sales reached 17 million in 2024, constituting over 20% of new car sales worldwide. * Recent monthly EV registration trends show declines in China (-32%) and North America (-35%), but growth in Europe (+21%) and other regions. * US policy support weak; China maintains aggressive development, pushing costs lower and efficient production. * Luxury brands focus on longer range, faster charging; Renault aims to cut EV costs and increase hybrids. * India’s EV market is still in build-out, with Tata aiming for cost parity with Chinese EV makers and expanding charging infrastructure. * Upcoming regulations like CAFE 2027 will tighten fleet efficiency targets, pushing automakers to continue EV investments.
166. https://www.viva.co.id/otomotif/1886525-penjualan-mobil-listrik-global-alami-penurunan - * Global EV sales fell around 11% in February 2026 compared to the same period last year, totalling approximately 1.1 million units. * Sales growth remained strong in Europe, up by 21%, due to government incentives. * Demand declined sharply in North America by 36% and in China by 26% since the start of 2026. * Reduced incentives and subsidies, infrastructure concerns, and energy price fluctuations are factors in the decline. * Automakers and battery suppliers are diversifying by using EV batteries for energy storage systems to support renewable infrastructure.
167. https://cnevpost.com/2026/03/16/byd-to-bring-1500-kw-flash-chargers-to-europe/ - * BYD plans to install its first batch of flash chargers outside China in the coming weeks, capable of delivering up to 1,500 kilowatts. * The infrastructure rollout coincides with the European debut of the Denza Z9GT in Paris on April 8. * The updated Denza Z9GT is powered by BYD's second-generation blade battery, a lithium iron phosphate (LFP) type. * The new technology can boost charge from 10% to 70% in 5 minutes, and to 97% in 9 minutes. * BYD aims to build 20,000 flash charging stations in China by year-end and introduce them overseas by 2026.
168. https://www.northernminer.com/politics/us-launches-500m-boost-to-mineral-processing/1003888859/ - * The US Department of Energy (DOE) announces a $500 million funding programme to expand critical minerals processing and battery materials manufacturing and recycling.* The initiative aims to reduce reliance on foreign supply chains, especially in China.* Focuses on minerals such as lithium, graphite, nickel, copper, and aluminium.* Projects will support processing raw feedstocks, recycling, and manufacturing of battery components.* Part of broader effort to strengthen US energy security and supply chains.* Collaboration with regional partners, including meetings in Japan, emphasises supply chain resilience.
169. https://skillings.net/digital-passport-regulations-what-changed-and-impact-on-battery-metals/ - * The EU Battery Regulation (2023/1542) and US import standards mandate digital passports for batteries over 2 kWh by February 2027. * The regulation requires detailed material composition, verified carbon footprint, recycled content, and due diligence reports for each supply chain node. * Blockchain is essential for data integrity, trust, and anti-greenwashing efforts. * Industry faces an 11-month window to comply, impacting miners, refiners, and OEMs globally. * Non-compliance leads to shipment seizures, contract cancellations, and market consequences. * Full compliance crucial for continued access to the EU and US markets, with a growing divide between industry leaders and laggards.
170. https://tugatech.com.pt/t80236-alemanha-recebe-46-mil-milhoes-de-euros-da-uniao-europeia-para-apoiar-veiculos-eletricos - * Germany benefits from €4.6 billion EU fund to boost climate action and digital transition, supporting nearly 400,000 electric vehicles and expanding charging stations. * The funds are part of NextGenerationEU, allocated under the Recovery and Resilience Mechanism, with Germany having received €24.4 billion so far. * The programme will subsidise vehicle purchases, including electric cars, hybrids, and vehicles with battery extenders, and renovate over 155,000 buildings. * The funds aim to support low- and middle-income families, with incentives based on household income and family size. * Final approval depends on the Economic and Financial Committee’s review within four weeks.
171. https://constructionreviewonline.com/vinfast-to-resume-construction-of-delayed-4-billion-north-carolina-ev-plant/ - * VinFast plans to restart construction of its North Carolina EV factory in 2026, aiming for production in 2028. * The project involves a $4 billion investment, creating up to 7,500 jobs. * The plant will be located in Chatham County near Raleigh-Durham, with a capacity of 150,000 EVs annually. * The project was initially announced in 2022, with construction beginning in July 2023, but slowed in 2024. * It is supported by over $1.2 billion in state and local incentives, including grants and infrastructure funding.
172. https://www.northernminer.com/politics/us-launches-500m-boost-to-mineral-processing/1003888859/ - * The US DOE plans to provide up to $500 million to expand domestic critical minerals processing and recycling. * The initiative targets minerals such as lithium, graphite, nickel, copper, and aluminium. * Funding supports demonstration and commercial-scale facilities involved in battery and energy technology materials. * The move aims to reduce reliance on foreign supply chains, particularly in China. * Projects will focus on raw feedstock processing, recycling, and manufacturing of battery components. * The initiative highlights US efforts to strengthen energy security and supply chain resilience. * US officials are engaging regionally in Japan to discuss cooperation on supply chain resilience.
173. https://electrek.co/2026/03/16/donut-lab-solid-state-battery-pack-test-verge-motorcycles/ - * Donut Lab, a Finnish solid-state battery startup, released its first pack-level charging test results for an 18 kWh battery pack. * The pack sustained over 100 kW charging power at a 5C rate for five minutes inside a Verge TS Pro electric motorcycle. * The test used an air-cooled design, charging from 10% to 50% in five minutes. * Donut Lab claims the pack charges three times faster than Verge’s previous lithium-ion battery. * Skepticism remains around the company's claims of high cycle life and energy density, with independent validation still needed.
174. https://www.fool.com/investing/2026/03/16/this-should-make-tesla-investors-extremely-nervous/ - • Tesla's EV deliveries declined 8% to 1.64 million in 2025, while BYD's sales increased 28% to 2.26 million units. • BYD showcased new EV models, advanced batteries, and fast-charging systems at a major Shenzhen event. • Tesla announced it will cease producing Model S and X to focus on AI and robotics, while its older models continue to age. • The shift indicates potential top-line risks for Tesla's automotive division amid growing competition.
175. https://insideevs.com/news/790092/ev-sales-us-january-2025/ - * US EV registrations fell by 41% in January, with market share dropping from 8.3% to 5.1% year-over-year.* * Regulatory change as the federal tax credit of $7,500 was cancelled on September 30, 2025, affecting sales.* * Major brands like Ford and Tesla reported declining or discontinued models, while some companies like Lucid, Toyota, Lexus, Maserati, and Cadillac experienced registration increases.* * European EV market grew 13.9% in January, surpassing the US in sales and market share.*
176. https://www.theglobeandmail.com/investing/markets/markets-news/Tipranks/769036/china-carbon-neutral-development-group-forms-strategic-alliance-to-expand-lithium-battery-recycling-and-new-energy-ecosystem/ - * China Carbon Neutral Development Group’s subsidiary Xunli Technology enters into a cooperation agreement with Hubei Liming Lithium Service Technology to promote lithium battery recycling and reuse. * The partnership combines digital recycling platforms, operational capabilities, and technical strengths in battery recycling. * They plan to develop small power battery packs for applications like two-wheeled vehicles, integrating resources across supply, design, and market channels. * Collaborative financial services such as leasing and financing will support recycling and energy storage projects. * The partners aim to develop overseas markets, build recycling networks, and create a closed-loop business model covering recycling, production, finance, and international expansion. * Future areas include energy storage power plants and carbon asset management, supporting a green industrial chain. * This initiative enhances the company’s position in lithium battery recycling and the new energy ecosystem, aligned with carbon-neutral and circular economy trends.
177. https://constructionreviewonline.com/samsung-sdi-wins-1billion-ess-batteries-supply-deal-to-u-s-energy-firm-from-its-indiana-plant/ - - Samsung SDI secures a $1 billion battery supply deal for US energy storage systems (ESS), with batteries to be manufactured at the Indiana plant. - The StarPlus Energy joint venture with Stellantis will produce Nickel-Cobalt-Aluminium (NCA) and later lithium iron phosphate (LFP) battery cells. - The Indiana facility aims to serve both EV and energy storage markets, with production starting in 2025. - The project involves over $6.3 billion investment and a U.S. Department of Energy loan of $7.5 billion. - The Kokomo gigafactory will have a total capacity of about 67 GWh annually and employ approximately 2,800 people.
178. https://coincentral.com/samsung-ol2t-stock-declines-us-1-billion-energy-storage-battery-deal/ - * Samsung SDI announced a $1 billion contract to supply ESS batteries in the U.S., supporting growth through 2029. * The deal involves initial delivery of nickel-cobalt-aluminium batteries and later lithium iron phosphate cells. * Production will occur at Indiana-based StarPlus Energy joint venture with Stellantis. * The contract aligns with U.S. policies, including the Inflation Reduction Act incentives. * Samsung’s stock slightly declined despite the contract, reflecting cautious investor sentiment.
179. https://www.just-auto.com/news/volkswagen-starts-production-id-unyx-08/ - • Volkswagen Group starts series production of the ID.UNYX 08 in Hefei, China, developed with Xpeng. • The vehicle is part of Volkswagen's ‘In China, for China’ strategy and is designed for the Chinese market. • The SUV features 800-volt ultra-fast charging, advanced driver assistance, and OTA updates. • Volkswagen plans to introduce 20 NEV models in China in 2023 and aims to launch another jointly developed EV this year. • The company plans to introduce 50 NEV models in China by 2030 as part of its electrification expansion.
180. https://de.motor1.com/news/790099/bmw-verk%C3%A4ufe-eautos-benziner/ - * BMW plans to achieve sales parity between electric and combustion engine vehicles by 2030, with a focus on expanding e-models and infrastructure. * The company invests over 10 billion euros in the Neue Klasse platform, with a significant portion allocated to electric models. * Sales of electric vehicles increased from 4.1% in 2021 to 17.9% in 2025; the target is 50% by 2030. * BMW's new models, like the iX3 and upcoming SUVs (iX5, iX7), are central to this electrification effort. * The company collaborates with Toyota and expands manufacturing in the USA to reach its electrification targets.
181. https://www.electrive.com/2026/03/16/germany-receives-eu-funds-for-ev-incentives/ - * The EU’s NextGenerationEU programme allocates funds to Germany’s Recovery and Resilience Plan (DARP), aiming to support climate action and digitalisation. * Germany has accessed €24.4 billion for projects, including the support for almost 400,000 electric vehicles. * The funding focus includes expanding access to recharging stations and promoting electromobility. * The German government plans to launch an incentive programme for low/middle-income households later this year, funded with €3 billion. * The scheme will support battery-electric cars, plug-in hybrids, and vehicles with range extenders, with deadlines set for implementation by August 2026.
182. https://www.automotiveworld.com/news/trump-administration-sues-california-over-2035-ev-mandate/ - * The Trump administration filed a federal lawsuit seeking to block California’s Advanced Clean Cars II regulations, which require 100% of new passenger vehicles sold in California to be zero-emission by 2035. * The Department of Justice argued the mandate unlawfully encroaches on federal fuel economy authority and would force automakers to overhaul production lines. * California’s regulation covers a significant share of the US auto market, influencing emissions policies in 17 states and Washington DC. * The lawsuit is part of ongoing legal disputes over California’s authority to set vehicle emissions standards. * The legal battle involves both the Trump and Biden administrations and is expected to reach the Supreme Court by 2026-2027.
183. https://www.dailymail.co.uk/money/electriccars/article-15642525/EV-game-changing-battery-range-impressive.html?ns_mchannel=rss&ns_campaign=1490&ito=1490 - * MG introduces the 4X hatchback in China, the first mass-production EV with semi-solid-state batteries. * The new vehicle offers a range of up to 317 miles (potentially closer to 270 miles in European testing), with faster charging times of 21 minutes from 30 to 80 per cent. * The technology reduces vehicle weight and enhances safety compared to lithium-ion batteries. * Other developments include a Finnish company's debut of a full solid-state battery delivering nearly 373 miles in 10 minutes; Toyota anticipates solid-state EVs becoming mainstream around 2030. * MG's new tech may be retrofitted into UK models, but the 4X is initially only sold in China.
184. https://www.electrive.com/2026/03/16/germany-receives-eu-funds-for-ev-incentives/ - * The EU programme ‘NextGenerationEU’ and Germany’s Recovery and Resilience Plan (DARP) are funded through the EU's €750 billion recovery programme launched in 2021. * Germany has accessed €24.4 billion of its allocated €30.3 billion, subject to approval. * €4.6 billion will support projects on climate action and digitalisation, including electric mobility. * The measure includes supporting the purchase of nearly 400,000 electric vehicles in Germany. * The German government plans to launch an incentive scheme funded with €3 billion for private households, supporting electric cars, hybrid, and range extender vehicles.
185. https://www.openpr.com/news/4425303/next-generation-batteries-market-size-to-reach-usd-4-27-billion - * The global next generation batteries market is expected to grow from USD 1.83 billion in 2024 to USD 4.27 billion by 2034, at a CAGR of 8.84%. * Growth driven by demand for electric vehicles, renewable energy storage, and portable electronics. * Technologies include solid-state, lithium-sulfur, lithium-air, sodium-ion, flow, and zinc-air batteries. * Asia-Pacific leads the market, with North America and Europe also experiencing significant growth. * Major factors include government policies supporting electrification and technological advancements in battery chemistry.
186. http://www.marketsandmarketsblog.com/liquid-cooled-ev-charging-cable-market-worth-1-28-billion-by-2032.html - * The liquid cooled EV charging cable market is expected to grow from USD 0.51 billion in 2025 to USD 1.28 billion by 2032, at a CAGR of 14.0%. * Growth driven by adoption of 800 V architectures, increased demand for ultrafast chargers, and high-current applications. * The 500–900 kW cable capacity segment is projected to be the largest during the forecast period. * The 30–50 mm cable diameter segment will hold the largest market share, balancing power handling with ergonomics. * North America’s market growth is supported by EV registrations, infrastructure funding, and policies like NEVI and the US Inflation Reduction Act.
187. https://www.tuningblog.eu/kredit-finanzierung-leasing-co/volkswagen-brand-group-core-773556/ - * The Volkswagen Brand Group Core (BGC) reflects on 2025 as a year of strategic realignment and efficiency improvements. * The group maintained an operational result of €6.8 billion in 2025, with adjustments reaching €8.2 billion. * Internal restructuring, new strategies, and technology sharing aim to enhance competitiveness and efficiency. * A new organisational model will be introduced in 2026 to streamline decision-making and reduce costs. * Volkswagen plans to launch four new compact electric vehicles from 2026, targeting an entry price of around €25,000 to improve urban mobility access.
188. https://www.ad-hoc-news.de/boerse/news/ueberblick/kg-mobility-corp-stock-isin-kr7003620002-faces-headwinds-amid-ev-shift/68692797 - * KG Mobility Corp struggles with domestic demand and market pressures in South Korea, amid automaker industry turbulence. * The company pivots towards electric vehicles and exports, with aggressive EV rollout plans announced. * Margins have compressed due to input costs, but EV production scale could improve operating leverage. * The company’s export focus and EV initiatives appeal to European investors, especially in Germany and Switzerland. * Market prospects depend on export growth, EV certification, and geopolitical factors affecting supply chains.
189. https://carnewschina.com/2026/03/16/cherys-march-18-battery-night-targets-1500-km-solid-state-future/ - * Chery scheduled a 'Battery Night' event for March 18 to discuss future battery technology developments. * The company aims to deploy solid-state batteries in 2026 in limited operational scenarios, with broader commercialisation planned for 2027. * The solid-state battery could support an electric driving range exceeding 1500 km. * No specific technical details or partner information have been disclosed. * Industry context shows increasing focus on solid-state batteries in Chinese automakers and suppliers, with challenges remaining in manufacturing and costs.
190. https://finance.yahoo.com/news/byd-just-announced-5-minute-185000296.html - * BYD revealed its Blade Battery 2.0 and Flash Charging system capable of charging from 10% to 70% in roughly five minutes. * The technology can also charge from 20% to 97% in approximately 12 minutes. * The announcement suggests BYD has a game-changing EV product. * Tesla's batteries, specifically the 4680, have a slower charging time of 20 to 25 minutes. * The article discusses potential threats to Tesla's battery technology and charging strategies. * Tesla is working on its in-house battery units but still sources some components from outside manufacturers including BYD.
191. https://evtechnews.in/cii-green-mobility-summit-highlights-path-to-accelerate-indias-ev-transition/ - * The Confederation of Indian Industry (CII) organised a summit in Chennai focused on accelerating India's green mobility and EV adoption. * The summit discussed innovation, policy support, infrastructure, and ecosystem collaboration for electric mobility. * Tamil Nadu’s electric bus rollout and public transport reforms received recognition as models for green mobility expansion. * India’s government policies such as FAME, PLI, and hydrogen missions support industry investments and manufacturing. * Panels covered electric platforms, batteries, hydrogen tech, charging infrastructure, and policy roadmaps to 2030 and beyond.
192. https://eu.36kr.com/en/p/3725040715053446 - * In 2025, Chinese enterprises hold over 70% of the global EV battery market share, up from nearly 50% in 2021. * CATL's net profit increased by 42% in 2025, reaching 72.2 billion yuan, with expanded orders in China and Europe. * CATL ranks first in vehicle-mounted battery installed capacity worldwide, with a 39.2% market share in 2025. * The total global installed capacity of vehicle batteries reached 1187 GWh in 2025, with China accounting for about 60%. * South Korean firms' market share decreased to 15.3% in 2025, affected by US market challenges and policy changes.
193. https://www.ad-hoc-news.de/boerse/news/ueberblick/catl-strengthens-market-leadership-with-record-profits-and-strategic/68691943 - ["*CATL's 2025 net profit rose by 42% to 72.2 billion RMB, with revenue up 17% to 423.7 billion RMB.", '*Profit growth driven by operational efficiencies and high margins in international operations.', '*Energy storage systems shipments increased by over 160%, supported by AI data centers and renewable energy needs.', '*Company expanding production facilities in Germany, Hungary, and Indonesia, with new plants opening by 2026.', '*Investments included 22.1 billion RMB in R&D for next-generation batteries and recycling capacity expansion.']
194. https://www.openpr.com/news/4425015/electric-recharging-point-market-set-for-explosive-growth - * The global market for electric recharging points was estimated at US$ 5,473 million in 2024 and is forecast to reach US$ 22,870 million by 2031, with a CAGR of 23.0%. * Growth driven by government policies, declining battery costs, fleet electrification, and technological innovation. * Major markets include China, Europe, and North America, with a focus on rapid deployment of fast-charging infrastructure. * Competition involves companies like ABB, ChargePoint, BYD, Tesla, and Shell, with technological advancements in ultra-fast, wireless, and grid-integrated charging. * Market growth reflects global transition to electric vehicles and infrastructure build-out.
195. https://www.edie.net/st-austell-brewery-zero-waste-milestone-and-legos-green-investment-boost-the-sustainability-success-stories-of-the-week/ - * Homes in Millport on the Isle of Cumbrae to receive solar PV and battery upgrades, providing free electricity and community benefits. * St Austell Brewery completes its first year of food waste diversion, aiming for further waste reduction by 2026 and 2030. * Global EV sales reach 1.1 million units in February 2026, with regional variations and policy influences. * Forestry England partners with Mesh to improve energy efficiency at Westonbirt Arboretum, supporting net-zero goals. * Lego Group increases sustainability investment by 20%, with 52% of materials being renewable or recycled in 2025.
196. https://www.aussiestockforums.com/threads/lel-lithium-energy-limited.36190/?utm_source=rss&utm_medium=rss - * Assay results from lithium drilling in Argentina show lithium concentrations of up to 508 mg/L in samples from Solaroz. * Drilling has encountered large intervals of lithium-rich brines in the Deep Sand Unit, with some drillholes nearing 400 metres of conductive brines. * The company confirms the continuity of lithium-rich brines along a 15-kilometre zone in the Salar de Olaroz basin. * Drilling is ongoing, with results suggesting a potentially world-class lithium resource at Solaroz. * A third rig is preparing to mobilise, aiming to define a maiden JORC resource.
197. https://lithium-news.com/why-lithium-royalty-companies-are-hitting-record-valuations-despite-mining-sector-volatility/ - * Lithium royalty companies outperform direct mining investments by an average of 23% year-to-date in March 2026. * Advancements in direct lithium extraction (DLE) technology have increased recovery efficiency and reduced costs. * Lithium demand is projected to grow 28% annually through 2030, driven by EV and energy storage needs. * Royalty structures offer diversification benefits and lower operational risks compared to direct mining. * Major companies report ROIC of 18.3%, outperforming traditional miners at 11.7%, with higher cash flow margins. * Regulatory developments and policy tailwinds, particularly in North America and Australia, support royalty investment appeal.
198. https://www.chinanews.net/news/278921237/byd-targets-europe-with-ultra-fast-charging-premium-ev - * BYD announced the launch of the Denza Z9GT in Europe, capable of rapid charging in minutes. * The vehicle features ultra-fast charging technology and a range of up to 800 km. * Charging times from 10% to 70% in five minutes, and 20% to 97% in about 12 minutes, at low temperatures. * BYD plans to install flash-charging stations across Europe starting summer. * The launch aims to expand overseas amid slowing sales in China's market and increasing competition.
199. https://www.marketbeat.com/instant-alerts/top-electric-vehicle-stocks-to-watch-today-march-15th-2026-03-15/ - * Tesla, Rivian Automotive, and NIO are identified as key EV stocks to watch. * These stocks involve companies in electric vehicle manufacturing, battery supply, and charging infrastructure. * Tesla operates in the US, China, and internationally across automotive and energy sectors. * Rivian designs, develops, and sells electric consumer vehicles, including pickup trucks and SUVs. * NIO designs, manufactures, and sells electric vehicles in China, along with battery and power solutions.
200. https://www.mining.com/us-launches-500m-funding-initiative-to-bolster-critical-minerals-supply-chain/ - * The US Department of Energy (DOE) plans to provide up to $500 million to expand domestic critical minerals processing and battery materials manufacturing and recycling. * The funding aims to reduce reliance on foreign supply chains, particularly in China, and support demonstration and commercial-scale facilities. * The initiative targets minerals such as lithium, graphite, nickel, copper, and aluminium used in batteries and energy technologies. * Projects will focus on critical minerals processing, recycling, and battery materials and component manufacturing. * The move is part of broader efforts to rebuild domestic critical mineral supply chains and enhance energy security.
201. https://www.defenseworld.net/2026/03/15/alliancebernstein-l-p-purchases-39521-shares-of-tesla-inc-tsla.html - * Alliancebernstein L.P. increased its stake in Tesla by 39,521 shares during the third quarter. * The firm owned 3,180,351 shares valued at $1.414 billion after the purchase. * Several other institutional investors also added to their Tesla holdings. * Tesla's stock traded down 1.0%, with a market cap of $1.47 trillion and a PE ratio of 362.22. * Tesla reported quarterly earnings of $0.50 per share and revenue of $24.90 billion on January 28th.
202. https://hydnews.net/2026-electric-vehicle-boom-ev-charging-future/ - * The global EV sector is experiencing rapid expansion in 2026, with over 25 million units sold, up 25% from 2025. * EVs now account for more than 25% of new car registrations worldwide. * Rising energy costs, oil market volatility, and government policies are key drivers of the EV boom. * Copper demand has increased, with EVs requiring three to four times more copper than conventional vehicles. * Developments in charging infrastructure include ultra-fast charging hubs, vehicle-to-grid technology, wireless charging, and integrated service stations. * Industry analysts see the EV transformation as a multi-trillion-dollar sector impacting various industries.
203. https://skillings.net/breaking-rio-tinto-ships-first-lithium-from-rincon-secures-1-17b-financing-landmark/ - * Rio Tinto's first commercial lithium carbonate shipment from Rincon departed from Buenos Aires to Shanghai. * The shipment is part of an initial 3,000 tonnes per annum project, with plans to expand to 60,000 tonnes by 2028. * Rio Tinto secured $1.175 billion in financing from IFC, IDB Invest, EFA, and JBIC to fund the expansion. * The project uses Direct Lithium Extraction technology, aiming to reduce environmental impact and increase processing speed. * Argentina’s government offers incentives to attract investment, situating Rincon as a strategic move after Serbia setbacks.
204. https://thanhnien.vn/xe-dien-toan-cau-tren-hanh-trinh-tien-toi-cot-moc-1000-ti-usd-185260315140308194.htm - * The global EV market is projected to exceed USD 1 trillion by 2031, with an annual growth rate of 11.7%. * Electric vehicles are expected to comprise over 70% of total sales, driven by consumer shift from hybrids. * Asia-Pacific leads in consumption and battery supply chain control, with significant reductions in lithium-ion battery costs. * US and Europe enforce strict regulations, prompting companies like Volkswagen and Ford to accelerate electrification. * Vietnam shows rapid growth, with a market size estimated at USD 3.12 billion in 2025, rising to USD 7.4 billion by 2030, supported by infrastructure and policy initiatives.
205. https://greenlivingguy.com/2026/03/toyota-and-tesla-team-up-for-emissions-pooling/ - * Toyota and Tesla team up for emissions pooling in Europe, starting 2025. * The move allows Toyota to offset emissions with Tesla's zero-emission EVs to avoid EU fines. * Toyota's slow shift to fully electric vehicles prompts its collaboration with Tesla. * Tesla benefits financially from regulatory credits purchased by Toyota. * Toyota plans to exit the pooling arrangement by 2026, aiming to stand on its own in EVs. * The partnership influences industry emissions compliance strategies and EV market dynamics.
206. https://biz.chosun.com/en/en-industry/2026/03/15/UAAMP6L2TBD4JI7PXY3TYQ4LZ4/ - * The US Department of Transportation announced plans to increase the U.S.-made parts requirement for EV charging stations from 55% to 100% under the NEVI programme. * The move is part of a policy to expand EV infrastructure, potentially reducing federal subsidies for Korean companies like SK Signet and EVSIS. * SK Signet operates a Texas manufacturing plant producing over 10,000 chargers annually and holds a significant market share. * The US government allocated $5 billion for NEVI subsidies in 2021, covering up to 80% of costs, but future reductions could increase expenses for companies. * Industry officials argue that meeting 100% U.S.-made parts is unrealistic, prompting concerns over the viability of Korean firms in the US EV charging market.
207. https://simplywall.st/stocks/hk/automobiles/hkg-1211/byd-shares/news/is-byd-sehk1211-attractively-priced-after-recent-share-price/amp - * BYD's share price has declined over recent periods, including 2.2% over 7 days and 23.9% over 1 year. * Recent headlines focus on BYD's position in EV and battery markets and global EV demand. * The company scores 2 out of 6 on valuation checks, with various models indicating potential undervaluation or overvaluation. * DCF analysis suggests BYD is undervalued by 47.7%, with an estimated intrinsic value of HK$185.12 per share. * P/E ratio of 20.26x exceeds the fair ratio of 15.46x, indicating the stock may be overvalued based on earnings.
208. https://skillings.net/lithium-price-forecast-2026-why-the-supply-pivot-favors-tier-1-brine-producers/ - * The lithium market is transitioning from oversupply to a deficit by 2026, with forecasts of an 80,000-tonne deficit by Morgan Stanley. * Global demand for lithium is expected to increase by 17-30% in 2026, driven by EVs, energy storage, and AI infrastructure. * Tier-1 brine producers in Chile and Argentina, such as Albemarle and SQM, benefit from lower costs and are poised to capture market share. * Direct Lithium Extraction (DLE) technology is emerging as a transformative method, especially in North America, reducing extraction time and environmental impact. * The price floor in 2026 is estimated at $18,000–$22,000 per tonne, favouring low-cost, scalable operations and making high-cost spodumene mines less competitive.
209. https://skillings.net/lithium-price-forecast-2026-why-the-supply-pivot-favors-tier-1-brine-producers/ - * The lithium market is transitioning from a surplus to a deficit by 2026, with forecasts of an 80,000 metric ton deficit according to Morgan Stanley. * Low-cost brine producers in the Lithium Triangle are gaining market share as high-cost spodumene miners in Australia and China reduce output. * Technological advancements like Direct Lithium Extraction (DLE) are becoming critical, especially in North America, for scalable and environmentally efficient lithium production. * The market will stabilise with a price floor around $18,000 to $22,000 per tonne LCE, favouring low-cost, geopolitically secure, and technologically advanced assets. * The global policy push for non-Chinese lithium supply, exemplified by US and European green initiatives, drives capital towards brine and DLE-based projects.
210. https://oilprice.com/Energy/Energy-General/Zimbabwes-Surprise-Lithium-Ban-Scrambles-Global-Battery-Supply-Chains.html - • Zimbabwe enacted an immediate lithium export ban to promote local value addition. • The ban caused a scramble among miners and illicit stockpiling. • Zimbabwe is a major lithium exporter to China, affecting global supply chains. • China’s battery industry faces a supply shock due to the policy shift. • Africa’s resource-rich landscape influences its energy and industrial development.
211. https://www.indiatoday.in/auto/in-depth/story/vinfast-bets-big-on-indias-ev-future-plans-expansion-beyond-metros-ceo-tapan-ghosh-2882015-2026-03-14?utm_source=rss - * VinFast, a Vietnamese electric vehicle maker, highlights India as a key focus for long-term EV growth and expansion. * The company is setting up a manufacturing plant in Tamil Nadu with an initial capacity of 50,000 vehicles annually. * India’s EV market has grown from around 50,000 units in 2016 to over two million last year, with passenger EV sales rising significantly. * Challenges include charging infrastructure and battery costs, with government policies supporting localisation and battery manufacturing. * VinFast aims to extend its sales beyond metros into tier-2 and tier-3 cities, emphasising ownership experience and after-sales support.
212. https://www.ndtvprofit.com/business/ola-electric-launches-endiceage-campaign-to-promote-ev-adoption-in-india-11215529 - * Ola Electric Mobility Ltd. initiated #EndICEAge in India, encouraging a shift from petrol to electric vehicles.
213. https://skillings.net/analysis-cleantech-lithiums-40-year-chile-contract-a-transformational-de-risking-event-for-laguna-verde/ - * CleanTech Lithium (CTL) signed a 40-year Special Lithium Operating Contract (CEOL) with Chile’s Ministry of Mines for the Laguna Verde project. * The contract provides long-term stability, de-risking the project and enabling large-scale lithium extraction. * The resource estimate at Laguna Verde is 1.9 million tonnes of lithium carbonate equivalent (LCE), with 0.84 million tonnes in the Measured and Indicated category. * The project’s pilot plant already produced battery-grade carbonate with 99.78% purity. * The contract aligns with environmental goals through DLE technology, supporting reinjection of brine. * Milestones include publication of the Preliminary Feasibility Study (PFS) in Q2 2026 and strategic partner search. * The event signals a shift in Chile’s lithium policy, reducing the "Chile Discount" for CTL and attracting institutional investment.
214. https://www.viva.co.id/otomotif/1886165-perbandingan-biaya-mudik-mobil-listrik-vs-bensin-siapa-lebih-irit - • PT BYD Motor Indonesia menyebutkan bahwa mobil listrik dapat menghemat biaya perjalanan jauh seperti mudik Lebaran. • Perjalanan Jakarta-Surabaya sekitar 800 km diperkirakan biaya Rp450.000 untuk mobil konvensional dan Rp263.000 untuk mobil listrik. • Simulasi menggunakan mobil BYD M6 menunjukkan efisiensi energi sekitar 8 km per kWh. • Potensi penghematan biaya lebih dari 40% saat menggunakan kendaraan listrik dibandingkan kendaraan bensin. • Faktor peningkatan penggunaan EV didukung oleh performa, infrastruktur, dan ekosistem pendukung yang berkembang.
215. https://www.kathimerini.gr/economy/international/564125101/anakamptoyn-oi-poliseis-tesla-stin-kina/ - • Οι πωλήσεις των ηλεκτρικών οχημάτων της Tesla που κατασκευάζονται στην Κίνα αυξήθηκαν το πρώτο δίμηνο του 2026 κατά πάνω από 35%. • Ο συνολικός όγκος πωλήσεων από το εργοστάσιο της Tesla στη Σαγκάη διατηρεί την εταιρεία στη δεύτερη θέση, μετά την BYD. • Η BYD ξεπέρασε την Tesla το 2025 ως μεγαλύτερος πωλητής ηλεκτρικών αυτοκινήτων στον κόσμο, με τα πρόσφατα στοιχεία να δείχνουν ότι η Tesla διατηρεί σχετικά καλή ζήτηση. • Τα περισσότερα ηλεκτρικά αυτοκίνητα Tesla που εξάγονται προέρχονται από το εργοστάσιο της Σαγκάης. • Οι ανταγωνιστές, όπως η Geely και η Xiaomi, έχουν αυξήσει τις πωλήσεις τους στην Κίνα, μειώνοντας το προβάδισμα Tesla και BYD.
216. https://www.defenseworld.net/2026/03/14/electric-vehicle-stocks-to-research-march-12th.html - * EV stocks such as Tesla, NIO, XPENG, Rivian, and Li Auto are identified as leading companies in the sector. * The article details each company's geographic focus, product offerings, and market activities. * It discusses the sector's investment potential and risks associated with EV stocks. * The companies are involved in designing, manufacturing, and selling electric vehicles and related components. * The sector aims to capitalize on the shift to electric transportation, with specific emphasis on Chinese and US markets.
217. https://www.starnewskorea.com/en/business-life/2026/03/14/2026031414043042923 - * Toyota Chairman Akio Toyoda emphasised the need for consistent policies in response to rapid EV rule changes during a visit to Okinawa. * He highlighted difficulties faced by automakers due to frequent regulatory shifts and stressed long-term leadership from the political community. * Toyoda noted management challenges for global automakers, citing recent suspensions of EV development projects. * He reaffirmed the importance of balanced policies reflecting consumer demand and the realisation of carbon neutrality. * The remarks reinforce the call for policy stability and a cautious approach to EV industry growth.
218. https://www.sustainable-bus.com/news/european-parliament-heavy-duty-co2-regulation-new-credit-calculation/ - • The European Parliament adopted an amendment to the heavy-duty CO2 regulation in March 2026, revising credit calculation rules for 2025–2029. • The amendment allows manufacturers to generate credits when fleet emissions fall below the 2025 target, increasing flexibility. • City buses are excluded from the revised credit system, with zero-emission targets set for 2030 and 2035. • The regulation maintains existing reduction targets, including 15% for 2025–2029 and 43% from 2030. • Industry groups, such as ACEA, acknowledge progress but highlight challenges in infrastructure and market uptake of zero-emission vehicles.
219. https://www.indiatoday.in/auto/story/india-today-conclave-2026-ev-transition-gains-pace-in-india-but-hurdles-remain-experts-debate-the-road-ahead-2881631-2026-03-13?utm_source=rss - *India's government and industry leaders discuss the growth of electric vehicles (EVs) in India, emphasising policy, infrastructure, and localisation, with rapid growth in EV sales.* *Policymakers introduce measures such as waiving registration fees, enabling battery-leasing models, and expanding charging infrastructure.* *Influential manufacturers like VinFast see India as a long-term growth market, focusing on localisation and domestic supply chain depth.* *Charging infrastructure remains a key challenge, with efforts to expand charging points and improve accessibility.* *India's EV market is rapidly expanding, but full adoption depends on overcoming infrastructure and supply chain hurdles."
220. https://www.carscoops.com/2026/03/major-carmakers-lost-70-billion-evs/ - * Major automakers including Honda, Ford, GM, and Stellantis have collectively incurred nearly $70 billion in losses from EV investments. * Honda announced a $15.7 billion expense due to canceling plans for three EV models in the US. * EV registrations in the US dropped 48% in December, with market share falling from 9.9% to 5.3%. * Policy changes, including removal of the $7,500 federal EV tax credit, contributed to weakening demand. * Several manufacturers are scaling back EV programmes due to lower demand and financial losses.
221. https://www.fleetnews.co.uk/news/new-vehicles-from-volkswagen-group-in-2026 - * Volkswagen Group plans to introduce several new vehicles in 2026, including electric and updated models from its brands. * Key models include the Cupra Raval, Seat Arona and Ibiza, Skoda Epiq, VW T-Roc, VW ID Cross, and VW ID Polo. * The Cupra Raval will feature a new MEB+ electric platform with up to 280 miles range. * Seat Arona and Ibiza models will receive external and internal upgrades, with new styling and technology. * The Skoda Epiq will be a budget electric compact SUV with a range of up to 264 miles. * The VW T-Roc will focus on hybrid power, adopting new styling language. * VW ID Cross will be an electric version of the T-Cross, with a 260 miles range. * VW ID Polo will debut with two battery options, featuring more physical controls and retro-themed graphics.
222. https://electricalreview.co.uk/2026/03/13/uk-networks-services-seeks-suppliers-for-22-battery-backed-ev-charging-sites/ - * UK Networks Services is seeking suppliers for 22 battery energy storage systems for EV charging hubs in the UK, with plans for around 160 sites. * The first systems are expected to be delivered later this year, including various power and capacity configurations. * The move supports the trend of integrating batteries to facilitate rapid charging in areas with grid restrictions. * Similar approaches are being adopted by companies like BYD in China and the UK’s first megawatt-scale eHGV charging hub at East Midlands Gateway. * The tender indicates a shift towards mainstream adoption of battery-backed EV charging technology to address grid constraints.
223. https://canadianautodealer.ca/2026/03/ev-charging-expo-returns-to-toronto/ - • The event is a two-day conference in Toronto focusing on electric vehicles and charging infrastructure, scheduled for April 8-9. • It is organised by Electric Autonomy and features over 2,000 delegates from more than 900 organisations. • The conference coincides with Canada’s federal government rolling out a national automotive strategy with substantial investments in EV infrastructure. • Over 100 speakers will discuss charging networks, fleet electrification, and energy management. • The event includes test-driving electric vehicles and showcases from automakers like Ford, GM, Kia, Uber, and others. • New features for 2026 include awards, battery repair demos, and sessions on cybersecurity for charging infrastructure.
224. https://www.washingtontimes.com/news/2026/mar/13/honda-dropping-plans-three-electric-vehicles-us/ - * Honda is stopping development of three EV models for the U.S. market, blaming tariffs and rollback of incentives. * The models included a saloon, SUV, and Acura RSX. * Honda aims for carbon neutrality by 2050 and believes EVs are key to this goal. * US tariffs and reduced EV incentives, including the cancellation of a $7,500 tax credit, impacted EV market growth. * Honda plans to shift focus to hybrid vehicles amid expected $15.7 billion loss this fiscal year. * Other automakers, including GM, Ford, and Stellantis, have also pulled back on EV investments, with a total writing down of $70 billion.
225. https://sigmaearth.com/global-ev-market-saw-another-sales-dip-in-february/?utm_source=rss&utm_medium=rss&utm_campaign=global-ev-market-saw-another-sales-dip-in-february - * Global EV sales declined by 11% in February 2026, marking the second successive monthly fall. * China, the largest EV market, saw a 32% decrease in sales, falling below 500,000 units. * Overall car sales in China declined by 34% during the same month. * The decline is attributed to reduced government incentives, increased price sensitivity, and higher interest rates. * Some regions, such as the EU, saw a 21% increase in EV registrations due to infrastructure expansion and stricter emission regulations. * The global EV market had sold over 14 million units by 2023 despite recent slowdowns. * The market could be stabilising as regulations are revised and lower-cost models are introduced.
226. https://www.carscoops.com/2026/03/major-carmakers-lost-70-billion-evs/ - * Several major automakers, including Honda, Ford, GM, and Stellantis, have collectively lost nearly $70 billion due to EV investment setbacks. * Honda plans to scrap three EV models in the US, citing weakening demand, and reports $15.7 billion in EV-related expenses. * US EV registrations declined 48% in December, with market share dropping from 9.9% to 5.3%. * Policy changes under the Trump administration and the removal of a $7,500 EV tax credit are identified as factors weakening demand. * Ford, Stellantis, and GM have also scaled back their EV programmes, with costs reaching billions, including Ford's $21 billion loss and Stellantis's $26 billion ongoing costs.
227. https://www.larazon.es/tecnologia-consumo/ciencia/cientificos-usan-uno-de-los-contaminantes-mas-comunes-del-mundo-para-extraer-litio-de-bateria-con-un-99-de-pureza_2026031469b473d1d489bf782e1952f8.html - * Researchers from Rice University developed a method to use PFAS contaminants to recover lithium from brines. * The process involves heating saturated activated carbon containing fluorine from PFAS with lithium-rich brine, forming lithium fluoride. * The lithium fluoride is separated with 99% purity and 82% recovery rate in seconds. * The recovered lithium was tested in real lithium-ion batteries, demonstrating improved stability. * The method offers a faster, environmentally lower-impact alternative to traditional lithium extraction from salmuerras.
228. https://ladiaria.com.uy/futuro/articulo/2026/3/equipo-de-la-udelar-investiga-como-reciclar-baterias-de-autos-electricos-ante-futuro-aumento-de-residuos/ - * Researchers at the Faculty of Engineering of the University of the Republic (Udelar) in Uruguay began studying battery recycling in 2023. * Focuses on recovering materials from end-of-life batteries to prevent environmental issues. * The project addresses the management of large volumes of lithium and other batteries expected from rising electric vehicle use. * Initial work involves batteries of type 18650 used in electronics and vehicles. * The team aims to develop less contaminant recycling methods based on physical processes. * Results will be presented in October at the International Mineral Processing Congress in South Africa.
229. https://greyb.com/blog/solid-state-battery-companies/ - * Samsung revealed its all-solid-state battery technology, SolidStack, at InterBattery 2026 in Seoul, targeting mass production in 2027. * Samsung’s research includes innovations in electrolyte materials, with a focus on energy density, safety, and cycle life. * The company aims to commercialise solid-state batteries for energy storage and robotics markets. * Samsung’s advancements relate directly to the development, research, and commercialisation of solid-state batteries for EVs and energy storage. * The research milestone and mass production plans signify significant progress in solid-state battery technology relevant to market developments.
230. https://www.jalopnik.com/2122668/ev-restructuring-cost-automakers-70-billion/ - * So far, automakers including GM, Ford, Stellantis, Honda, and Porsche have written down a total of approximately $72.2 billion due to EV strategy overhauls. * Honda's latest write-down is $15.7 billion related to cancelling vehicle models. * The total losses reflect the slower growth and market decline following changes in US federal EV incentives and standards. * EV registrations in December declined 48% year-over-year, with market share dropping from 9.9% to 5.3%. * January registrations also fell by 41% year-over-year, with EV market share dropping to 5.1%.
231. https://carboncredits.com/catls-profit-surges-42-with-global-battery-demand-and-the-shift-to-a-zero-carbon-future/ - * CATL released its 2025 Annual Report on March 10, 2026, highlighting revenue of RMB 423.7 billion and net profit of RMB 72.2 billion, with significant growth in global battery shipments and market share. * The company expanded manufacturing capacity to 772 GWh, with 321 GWh under construction, and grew its energy storage projects and market share in energy storage batteries. * Several new battery technologies were introduced, including sodium-ion batteries, to diversify product offerings and reduce raw material dependency. * CATL's investments in R&D exceeded RMB 90 billion, with advances in AI and battery innovations contributing to its technology leadership. * The company expanded into aviation, maritime, and digital infrastructure sectors, powering electric aircraft and ships, and supporting AI data centres. * It established a zero-carbon energy ecosystem with battery swapping stations, renewable-powered industrial parks, and circular energy initiatives. * CATL committed to sustainability, achieving carbon neutrality in 2025, recycling used batteries, and reducing reliance on mined materials. These developments reflect the company’s focus on expanding advanced battery manufacturing, technological innovation, and sustainable energy solutions worldwide.
232. https://sigmaearth.com/us-sues-california-over-zero-emission-vehicle-and-ghg-standards/?utm_source=rss&utm_medium=rss&utm_campaign=us-sues-california-over-zero-emission-vehicle-and-ghg-standards - * The US federal government took California to court over vehicle emissions and environmental rules. * The lawsuit concerns California’s Advanced Clean Cars II programme and its goal to phase out gas-powered cars by 2035. * Federal claims: California’s zero-emission vehicle mandates conflict with federal fuel efficiency laws. * California's targets for EV sales: 35% by 2026, 68% by 2030, 100% by 2035. * The lawsuit may influence US emissions policies and the state's ability to set stricter environmental standards.
233. https://www.akhbarona.com/technology/422911.html - * Samsung SDI unveils an all-solid, flexible 'pouch' battery prototype for human-shaped robots and AI systems. * The battery, based on solid-state technology, aims to improve safety, energy density, and compact design. * The prototype will be showcased at InterBattery 2026 in Seoul, South Korea, between 11 and 13 March 2026. * The company plans to develop batteries for AI infrastructure, including backup energy solutions for data centres. * Commercial production of solid-state batteries is targeted for the second half of next year.
234. https://www.pv-magazine.com/2026/03/13/peak-energy-rwe-to-deploy-first-sodium-ion-battery-in-miso/ - * The Midcontinent Independent System Operator (MISO) will receive its first sodium-ion battery. * The project is a dual pilot from Peak Energy and RWE Americas. * Peak Energy deployed the largest grid-scale sodium-ion storage system in the US eight months prior. * The deployment is set in Eastern Wisconsin. * The project signals a potential shift towards next-generation, non-lithium storage solutions amid grid capacity and cost challenges.
235. https://sugermint.com/electric-vehicles-reshaping-india-market/ - * The Indian EV market is growing rapidly due to rising fuel prices, government policies, and infrastructure expansion. * Major manufacturers like Mahindra, Tata, Volvo, VinFast, and Tata Motors are launching new EV models. * Popular models include Mahindra BE 6, Tata Nexon EV, Volvo EX30, VinFast VF7, and Tata Curvv EV. * EV benefits include lower costs, environmental advantages, advanced technology, and expanded charging infrastructure. * The market is expected to grow further with technological improvements and decreasing manufacturing costs.
236. https://plo.vn/tong-hop-nhung-mau-xe-hoi-moi-nhat-ra-mat-nam-2026-post898706.html - * The article reviews various new vehicle models scheduled for launch in 2026, including electric, hybrid, and combustion engine cars. * Notable launches include Audi RS6 Avant, Bentley SUV, BMW 3 Series and SUVs, Ferrari Luce EV, Genesis GV90, Mercedes-AMG GT XX, Polestar 4, Porsche EV models, Rivian R2, and Volkswagen ID. Tiguan. * The focus is on electrification in the automotive industry, with several models featuring electric, hybrid, or hybrid plug-in technologies. * Major automotive companies such as Audi, Bentley, BMW, Ferrari, Genesis, Mercedes-AMG, Polestar, Porsche, Rivian, and Volkswagen are involved. * The article highlights market diversification and upcoming technology in EV adoption and performance.
237. https://cleantechnica.com/2026/03/13/48-new-tesla-ev-chargers-planned-for-detroit-area/ - * Tesla plans a new Supercharger hub with up to 48 charging stalls in Romulus, Michigan. * Total new fast chargers in the Detroit metro area could reach about 88 if completed. * Tesla has also installed a 164-charger station powered mainly by solar power. * Detroit’s city-led initiative aims to build a network of fast chargers every 3–5 miles. * The US has expanded public EV charging infrastructure, supporting EV adoption amid declining EV sales following the removal of federal incentives.
238. https://sugermint.com/electric-vehicles-reshaping-india-market/ - * The Indian automotive industry is experiencing a transformation driven by the increasing popularity of electric vehicles (EVs) in 2026. * Factors such as rising fuel prices, government incentives, infrastructure growth, and technological advancements are contributing to EV adoption. * Major models include Mahindra BE 6, Tata Nexon EV, Volvo EX30, VinFast VF7, and Tata Curvv EV. * Benefits highlighted include lower costs, environmental advantages, advanced technology, and expanding charging infrastructure. * The Indian EV market is projected to grow rapidly, with new models launching and industry dynamics evolving.
239. https://www.just-auto.com/news/hyundai-lges-huayou-in-battery-recycling-partnership-in-indonesia/ - * Hyundai Motor Group’s joint venture in Indonesia, HLI Green Power, collaborates with Zhejiang Huayou Recycling Technology. * The partnership focuses on recycling EV battery materials through the recycling of production waste and used batteries. * The plant began operations in 2024 in Karawang, Indonesia, supplying battery cells to HMG across Southeast Asia. * The collaboration aims to establish a circular battery economy and recyclable supply chain for core materials like lithium, cobalt, and nickel.
240. https://www.just-auto.com/news/posco-sila-to-collaborate-in-next-gen-battery-technologies/ - * Posco Future M and Sila Nanotechnologies agree to collaborate on advanced battery materials, announced in 2024.* Sila develops lithium-silicon battery anode, Titan Silicon, capable of higher energy storage, enabling longer-range and faster-charging batteries.* Posco Future M aims to expand its product portfolio to include LFP, ASBs, and LMR batteries, with a silicon anode processing plant completed in Pohang in 2024.* The companies will combine their expertise to incorporate Sila’s technology into next-generation battery anodes.* Hong Young-jun emphasises cooperation to ensure stable supply of materials.
241. https://www.notebookcheck.com/Nach-Akku-Leak-BYD-bringt-Elektro-Boliden-Denza-Z9GT-mit-9-Minuten-Flash-Charging-am-8-April-nach-Europa.1249586.0.html - * BYD announces the European debut of the Denza Z9GT at the Paris Palais Garnier on 8 April. * The electric vehicle features 'flash charging' with ultra-fast 9-minute charging times. * The model is equipped with BYD's Blade-Battery second generation and is designed for cold weather performance. * Stella Li, BYD Executive Vice President, highlights the model as a technological milestone for the brand. * The launch marks BYD's focus on rapid charging solutions and electric vehicle innovation in Europe.
242. https://highways.today/2026/03/13/volkswagen-commercial-vehicles/ - * Volkswagen Commercial Vehicles experienced mixed performance in 2025 with increased revenues but decreased operating profit. * The division sold 428,000 vehicles globally, with revenue rising by 11% to €16.9 billion. * Electric vehicle models like the ID. Buzz gained momentum, with deliveries exceeding 60,000, and are leading in Europe. * The Multivan achieved a record 38,700 deliveries, up 31%, with continued demand for flexible, connected vehicles. * The Transporter family faced a slowdown due to phased model rollouts, expected to recover in 2026. * Operating profit declined partly due to strict EU CO₂ regulations and market challenges in North America. * Incoming orders increased by nearly one third, signalling positive outlook for 2026. * Vehicle updates and new derivatives are planned, including hybrid variants and enhanced electric models. * VW plans manufacturing expansions, celebrating milestones at Hanover and Września plants. * The company's strategy integrates electrification, autonomous driving, and digital connectivity, focusing on industries like construction and logistics.
243. https://www.electrive.com/2026/03/13/catl-makes-progress-on-its-solid-state-battery/ - * CATL, a Chinese battery manufacturer, plans to produce small series of solid-state batteries by 2027. * A patent published by WIPO details a focus on a solid sulfide electrolyte and high thermal stability lithium salt. * CATL has begun pilot production of batteries with energy density of 500 Wh/kg. * The company aims to transition from prototypes to automotive-grade cells by 2027. * CATL has reserved large copper foil capacity, indicating material stockpiling for solid-state batteries. * Cost remains a challenge, with solid-state cells currently 3-5 times more expensive than lithium-ion. * CATL is part of the China All-Solid-State Battery Collaborative Innovation Platform (CASIP), aiming for supply chain development by 2030.
244. https://oilprice.com/Latest-Energy-News/World-News/Global-EV-Sales-Slip-Again-as-Chinas-Market-Stalls.html - * Global EV and hybrid registrations declined by 11% in February, with less than 1 million vehicles sold worldwide. * China experienced a 32% drop in EV registrations due to the end of tax incentives and funding cancellations. * North American EV sales fell for the fifth consecutive month, declining 35% to fewer than 90,000 cars. * Europe saw a 21% increase in EV registrations, supported by continued government incentives. * Germany reinstated an EV incentive scheme to support its automotive industry and net-zero commitments.
245. https://www.eqmagpro.com/rising-fuel-prices-push-drivers-to-reconsider-electric-vehicles-eq/ - * Rising global fuel prices due to geopolitical tensions lead drivers to reconsider electric vehicles. * Electric vehicles are being seen as a solution to fuel cost fluctuations and environmental issues. * Concerns persist over charging infrastructure, upfront costs, range anxiety, and battery technology. * Governments are supporting EV adoption through policies, incentives, and infrastructure investment. * Long-term economic and environmental benefits are encouraging increased EV adoption.
246. https://www.am-online.com/news/vw-warns-dealers-face-drop-in-servicing-revenue-with-evs - * Volkswagen’s sales boss, Martin Sander, alerts that EVs require less maintenance, reducing dealer servicing income. * The shift to electric vehicles necessitates new business models for dealerships. * Increased driver assistance systems further diminish collision-related service revenue. * Countries like Norway and Denmark already experience this shift. * Volkswagen emphasises collaboration with dealers to adapt to these changes.
247. https://www.westhawaiitoday.com/2026/03/13/nation-world-news/us-sues-california-over-zero-emission-vehicle-greenhouse-gas-rules/ - ['* The US Department of Transportation sued California over zero-emission vehicle and greenhouse gas emissions rules.', "* The lawsuit contests California's Advanced Clean Cars II rules, aiming to phase out gasoline-powered cars by 2035.", "* The lawsuit seeks to declare California's vehicle mandates unlawful and unenforceable.", "* California's rules require more electric vehicles and stricter tailpipe emissions limits compared to federal standards.", '* California contends its rules provide significant fuel savings for consumers and are essential for cleaner cars.']
248. https://www.eqmagpro.com/rising-fuel-prices-push-drivers-to-reconsider-electric-vehicles-eq/ - * Global fuel prices rise due to geopolitical tensions, prompting drivers to consider electric vehicles (EVs) as cost-effective alternatives. * Increasing fuel costs are pushing consumers to explore EVs for lower operating and maintenance expenses. * Concerns about upfront costs, charging infrastructure, and range anxiety persist despite growing EV adoption. * Governments support EV adoption through subsidies, tax benefits, and infrastructure investments. * Environmental benefits of EVs are encouraging drivers to shift away from fossil fuel reliance.
249. https://www.hgvireland.com/european-parliament-to-change-regulations-governing-co%E2%82%82-standards-for-trucks-and-buses/ - * The European Parliament plans to modify regulations on emission credits for heavy-duty vehicles for 2025–2029. * The move aims to provide certainty for vehicle manufacturers, though opponents warn it may hinder EU climate goals. * The regulation concerns CO₂ emission standards for heavy-duty vehicles, including trucks and buses. * Heavy-duty vehicles significantly contribute to road transport emissions in Europe. * Changes are part of EU efforts to decarbonise road transport sector.
250. https://coincentral.com/volkswagen-vow-de-stock-declines-on-xpeng-ev-partnership-boost/ - * Volkswagen begins mass production of ID. UNYX 08, developed with Xpeng, in China.* The vehicle is scheduled for release in early 2026.* The partnership involves Xpeng providing autonomous driving and AI chips.* Volkswagen plans to integrate these systems in China-market EVs from 2026.* The collaboration aims to reduce development time in China by 30% and reverse recent market losses.* Volkswagen's Hefei plant has an annual capacity of 350,000 units.* Volkswagen shares declined following the announcement due to concerns over reliance on external AI technology.
251. https://electriccarsreport.com/2026/03/global-ev-sales-reach-1-1-million-in-february-2026/ - * Global EV sales in February 2026 totalled 1.1 million units, with a 11% YoY decline from February 2025. * For the first two months of 2026, global EV sales were 2.2 million, down 8% YoY. * Europe drives growth with increasing sales, supported by government incentives. * North America and China face declines due to structural challenges and policy changes. * China’s exports more than doubled, while domestic sales declined due to policy reintroductions and seasonal effects. * Rest of World, including South Korea, shows rapid growth, benefiting from subsidy programmes.
252. https://www.autoblog.it/post/stellantis-alla-ricerca-di-partner-cinesi-xiaomi-e-xpeng-al-vaglio - - Stellantis evaluates strategic alliances with Xiaomi and Xpeng, according to Bloomberg. - The potential partnerships include direct investments, share acquisitions, and utilisation of European manufacturing capacity. - The aim is to enhance international presence and accelerate electric vehicle and digitalisation developments. - Discussions are part of a broader trend among Western automakers seeking global alliances for resources and technology. - Regulatory, national, and industrial sovereignty concerns could challenge the negotiations.
253. https://www.autoblog.it/post/geely-guanto-di-sfida-a-byd-colonnine-con-ricariche-ultra-veloci - * Geely ha installato 2.103 stazioni di ricarica, di cui 1.216 ultra-veloci, in 215 città, con 10.212 punti di erogazione e 6.200 caricabatterie. * Geely può erogare fino a 1.5 megawatt, con ricarica dal 10% all’80% in 7 minuti. * BYD risponde con la tecnologia Flash Charging, che ricarica dal 10% al 70% in 5 minuti e dal 10% al 97% in 9 minuti, con potenza di 1.500 kW. * Geely utilizza la piattaforma Zeekr 001 con batteria Golden Battery a 12C e sistema elettrico da 900 volt. * BYD prevede di installare 20.000 stazioni Flash Charging in Cina e internazionalizzarsi entro il 2026. * Geely gestisce direttamente le infrastrutture e investe nelle aree autostradali per supportare la mobilità a lunga distanza. * Le stazioni megawatt affrontano sfide tecniche, come il rischio di sovraccarico, contrastato con batterie tampone da 300-500 kWh. * Nel primo bimestre 2026, Geely ha consegnato 476.000 veicoli elettrici contro i 400.000 di BYD. * Entrambe investono in tecnologie avanzate di batterie e architetture di alta tensione. * Questioni come compatibilità tra veicoli e stazioni, standard di sicurezza e politica di prezzo sono ancora da definire. * L’espansione infrastrutturale richiede coordinamento tra costruttori, operatori di rete e regolatori. * La competizione si estende a tecnologia, infrastrutture e modelli di utilizzo, influenzando il futuro delle ricariche ultra-veloce.
254. https://www.goodcarbadcar.net/the-battery-that-closes-every-gap-byds-blade-2-0-resets-the-ev-race/ - * BYD announced Blade Battery 2.0 with 210 Wh/kg energy density, 40% higher than the original. * The Yangwang U7 achieves a 1,006 km range on a 150 kWh pack. * Flash charging at 1,500 kW recovers 400 km in five minutes. * The battery's 3,000-cycle lifespan allows for over 1.2 million km of vehicle use. * The announcement positions BYD with a decisive advantage over Western automakers, affecting EV market competition and adoption.
255. https://kalkinemedia.com/uk/news/top-stories/atlantic-updates-lithium-project-progress-within-ftse-aim-100-index - * Atlantic Lithium releases interim financial results and progresses regulatory and development activities for Ewoyaa lithium project in Ghana. * The company advances exploration programmes across Côte d’Ivoire, identifying lithium anomalies and expanding exploration zones. * Regulatory processes in Ghana involve parliamentary review of mining lease and fiscal terms, with ratification pending. * The company secures financing agreements with Long State Investments, including share placements and an equity facility. * Atlantic Lithium assesses a non-binding takeover proposal, which was discontinued, refocusing on project development.
256. 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.
257. 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.
258. 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.
259. 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.
260. 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.
261. 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.
262. 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.
263. 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.
264. 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.
265. 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.
266. 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%.
267. 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.
268. 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.
269. 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.
270. 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.
271. 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.
272. 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.
273. 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.
274. 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.
275. 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.
276. 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.
277. 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.*
278. 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.
279. 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
280. 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.
281. 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.
282. 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.
283. 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.
284. 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.
285. 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.
286. 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.
287. 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.
288. 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.
289. 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.
290. 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.
291. 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.
292. 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.
293. 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.
294. 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.
295. 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.
296. 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.
297. 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.
298. 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.
299. 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.
300. 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.
301. 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.
302. 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.']
303. 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.
304. 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.
305. 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.*
306. 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.
307. 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.
308. 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.
309. 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.*
310. 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.
311. 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.
312. 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.
313. 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.
314. 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.
315. 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.
316. 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.
317. 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.
318. 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.*
319. 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.
320. 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.
321. 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.
322. 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.
323. 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.
324. 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.
325. 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.
326. 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.
327. 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.']
328. 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.
329. 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.
330. 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.
331. 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.
332. 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.
333. 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.
334. 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.*
335. 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.
336. 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.
337. 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.
338. 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.
339. 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.
340. 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.
341. 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.
342. 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.
343. 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.
344. 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.
345. 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.
346. 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.
347. 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.
348. 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.
349. 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.
350. 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.
351. 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.
352. 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.
353. 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.
354. 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.
355. 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.
356. 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.
357. 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.
358. 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.
359. 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.
360. 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.
361. 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.*
362. 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.
363. 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.
364. 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.
365. 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.
366. 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.
367. 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.
368. 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.
369. 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.
370. 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.
371. 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.
372. 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.
373. 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.
374. 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.
375. 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.
376. 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.
377. 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.
378. 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).
379. 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.
380. 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.
381. 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.
382. 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.
383. 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.
384. 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.
385. 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.
386. 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.
387. 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.
388. 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."
389. 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.
390. 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.
391. 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.
392. 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.
393. 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.
394. 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.
395. 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.
396. 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.
397. 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.
398. 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.
399. 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.
400. 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.
401. 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.
402. 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.
403. https://en.yna.co.kr/view/AEN20260223001300320 - * Samsung SDI and Columbia University develop a fluorine-based gel polymer electrolyte for lithium-metal batteries.
404. 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.
405. 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.
406. 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.
407. 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.
408. 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.
409. 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.
410. 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.
411. 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.
412. 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.']
413. 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.
414. 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.
415. 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.
416. 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.
417. 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.
418. 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.
419. 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.
420. 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.
421. 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.
422. 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.']
423. 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.
424. 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).
425. 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.
426. 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.
427. 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.
428. 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.
429. 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.
430. 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.
431. 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.
432. 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.
433. 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.
434. 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
435. 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.
436. 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.
437. 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.
438. 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.
439. 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.
440. 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.
441. 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.
442. 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.
443. 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.
444. 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.
445. 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$1.16 billion and aims to produce up to 50,000 tonnes of lithium carbonate annually. * Utilises direct lithium extraction technology developed by Lilac Solutions, reducing water usage and operational costs. * The first phase includes a 30-month construction period, with initial production of approximately 23,000 tonnes in year one. * The project has a potential for expansion, doubling production capacity. * The project aligns with a global demand increase, with lithium prices rising over 79% between November 2025 and February 2026.
446. https://www.openpr.com/news/4398274/united-states-lithium-ion-battery-market-is-expected-to-hit-us - * The US lithium-ion battery market is expected to reach US$ 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.
447. 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.
448. 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.
449. 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.
450. 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.
451. 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.
452. 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.
453. 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.
454. 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.
455. 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.
456. 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.
457. 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.
458. 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.
459. 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.
460. 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.
461. 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.
462. 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.
463. 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.
464. 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.
465. 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.
466. 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.
467. 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.
468. 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.
469. 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.
470. 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.
471. 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.
472. 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.
473. 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.
474. 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.
475. 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.
476. 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.
477. 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.