Commodities Report: Lithium futures | 2026-03-30 19:35 UTC [XGZT] | Bullish | tightening

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1. https://www.openpr.com/news/4447073/ev-battery-market-size-share-trends-2035 - • The global EV battery market is expected to grow from USD 91.93 billion in 2024 to USD 251.33 billion by 2035 at a CAGR of 9.6%. • Advances in lithium-ion and solid-state battery technology are highlighted, with natural graphite as a key raw material. • The 50-110 kWh battery segment is projected to see significant growth, with automakers like BMW and Mercedes adopting such capacities. • Battery Electric Vehicles (BEVs) are anticipated to dominate the market, aided by consumer preference shifts and government incentives. • China is positioned to lead the Asia Pacific market, supported by government policies, a well-developed supply chain, and innovations like high-range batteries.
2. https://lithium-news.com/revolutionary-dle-technology-breakthrough-transforms-global-lithium-mining-operations/ - * Advances in direct lithium extraction (DLE) technology have achieved recovery rates beyond 95%, altering lithium production economics worldwide. * DLE methods significantly reduce processing time from months to hours and cut water use by up to 90%, addressing environmental concerns. * Major companies like Tesla and CATL are securing long-term contracts with DLE-enabled producers as deployment accelerates across South America, North America, and Australia. * It is projected that DLE could increase global lithium supply by 40% within five years, stabilising prices amid growing electric vehicle demand. * Challenges remain with varied brine chemistries, but machine learning enhances extraction efficiency across diverse conditions.
3. https://driveteslacanada.ca/news/tesla-expands-in-saudi-arabia-with-new-jeddah-service-centre/?utm_source=rss&utm_medium=rss&utm_campaign=tesla-expands-in-saudi-arabia-with-new-jeddah-service-centre - * Tesla opens a new facility in Jeddah, Saudi Arabia, less than a year after entering the market in April 2025. * The Jeddah centre offers sales, service support, and customer test drives for Model 3 and Model Y. * Tesla’s infrastructure expansion includes developing additional Supercharger stations across the country. * Saudi Arabia’s Vision 2030 strategy promotes sustainability and electrification, supporting Tesla’s growth. * Tesla introduces ownership features like mobile service for maintenance and repairs in Saudi Arabia.
4. https://evmagz.com/ford-pro-unveils-low-cost-electric-transit-city-van-for-urban-fleets/ - * Ford Pro introduces the all-electric Ford Transit City van aimed at urban logistics, set to launch later this year. * The van features a 110 kW motor, 56 kWh battery, and offers up to 254 km WLTP range, suitable for short-haul urban use. * Charging options include 11 kW AC and 87 kW DC fast charging. * Available in various configurations with cargo volumes up to eight cubic metres and payloads over 1,200 kg. * Priced near €47,000, positioned below the e-Transit Custom, with orders opening in Q2 and deliveries later this year.
5. https://evmagz.com/byd-targets-higher-overseas-sales-of-1-5-million-vehicles-by-2026/ - * BYD plans to boost its overseas vehicle sales to 1.5 million units by 2026, as part of global expansion. * The target was discussed during an analyst briefing; previous goals were around 1.3 to 1.6 million. * In 2025, BYD exported approximately 1,046,083 NEVs, with Europe, North America, and Southeast Asia each contributing about a third. * Total NEV sales for 2025 reached 4,602,436 units, with record passenger BEV sales of 2,256,714 units. * Despite domestic profitability decline, BYD plans to sell half of its vehicles abroad by 2030.
6. https://finance.yahoo.com/markets/stocks/articles/china-bak-battery-q4-earnings-130400719.html - * China BAK Battery reported Q4 2025 operating loss of $8.01 million and net loss of $7.38 million, mainly due to ramp-up costs. * Quarterly revenue rose 131.8% year-over-year to $58.8 million, driven by a 524.2% increase in LEV sales and a 944.1% surge in Hitrans raw-material revenue. * The company expanded capacity with a 2.3 GWh line in Dalian and 3.0 GWh in Nanjing to support new cylindrical models. * Full-year 2025 revenue was $195.19 million, an 11% increase, with gross profit decreasing to $18.42 million due to margin pressures. * China BAK plans Malaysian facility expansion and continues product transition towards newer cylindrical batteries and energy storage solutions.
7. https://www.globalminingreview.com/mining/30032026/american-made-lithium-energyx-commissions-project-lonestar-250-tonne-dle-lithium-production-plant-on-us-soil/ - * EnergyX announces the commissioning of a 250-tonne per year lithium production plant at Project Lonestar™ in Texas. * The facility employs direct lithium extraction (DLE) technology using EnergyX’s GET-Lit™ system. * It is the first US-based lithium extraction facility processing local Smackover brine. * The plant aims to validate extraction efficiency, recovery, and cost profile, supporting domestic lithium production. * The project addresses US refining bottlenecks and reduces dependence on China for battery-grade lithium chemicals. * Industry and government figures highlight strategic importance for US energy security and supply chain resilience.
8. https://24gadget.ru/1161077719-baic-predstavila-bystrozarjazhaemye-i-morozostojkie-akkumuljatory-video.html - * BAIC announced a prototype sodium-ion battery with an energy density of about 170 Wh/kg. * The battery supports 4C charging and fully charges in 11 minutes. * Operating temperature range from -40°C to +60°C, retaining over 92% capacity at -20°C. * The battery endured stress tests, including recharging up to 200% without fire and stability at 200°C. * The new technology will be part of the Aurora Battery platform and BAIC is prepared for mass production, having filed 20 patents.
9. https://www.bostonglobe.com/2026/03/17/business/lithium-nickel-cobalt-recycling-us-china/ - * Nth Cycle, a metal recycling startup in Burlington, plans to deliver $1.1 billion in recycled nickel and lithium over ten years through a deal with Trafigura. * The company operates a recycling plant in Ohio and plans facilities in South Carolina and the Netherlands. * The announcement was made at an energy security forum in Tokyo, co-hosted by Japan and the US. * The deal aims to reduce dependence on China for critical metals. * Trafigura is seeking to meet rising global demand for metals like lithium, cobalt, and nickel.
10. https://www.electrive.com/2026/03/30/croatia-funds-127-charging-stations-for-electric-buses/ - • Croatia’s National Recovery and Resilience Plan allocates nearly €12.3 million for 127 electric bus charging stations in 2024. • The total investment in these stations is expected to reach €17.6 million. • The programme's total budget for charging infrastructure is €50 million, with 229 charging points contracted so far. • Croatia is also funding electric bus procurement, with 206 buses in 17 municipalities receiving subsidies. • The goal is to fully transition Zagreb’s bus fleet to electric within the next decade, though current registration figures are low.
11. https://evmagz.com/mg-opens-frankfurt-engineering-centre-and-unveils-semi-solid-battery-for-europe/ - * MG Motor opens new engineering centre in Frankfurt, Germany, as part of its strategy to develop region-specific vehicles. * MG introduces “SolidCore,” a semi-solid-state battery technology for use in European electric vehicles from late 2026. * The new battery combines solid and liquid electrolytes, featuring a manganese-based semi-solid cathode and electrolyte shield. * MG states the architecture performs well in cold climates, offering benefits like immediate start-up and improved acceleration. * The expansion reflects MG’s efforts to strengthen its technological presence in Europe amid growing EV competition.
12. https://www.pv-magazine.com/2026/03/30/sodium-ion-cells-launched-for-energy-storage-by-another-chinese-mid-tier-battery-company/ - * Bosa Energy, based in Hubei, launched 175 Ah sodium-ion cells. * The cells are compatible with existing lithium-ion battery solutions, requiring no design adjustments. * The battery has a mass energy density of 110 Wh/Kg and a volumetric energy density of 206 Wh/L. * It weighs 4.75 kg and measures 174.2 mm x 71.6 mm x 204.4 mm. * The launch indicates progress in sodium-ion technology within China's energy storage sector.
13. https://www.openpr.com/news/4445919/saudi-arabia-electric-car-market-to-grow-at-13-18-cagr-by-2034 - * IMARC Group estimates the Saudi Arabia electric car market will reach USD 5.52 billion by 2034, from USD 1.81 billion in 2025, at a CAGR of 13.18%. * The market is supported by government initiatives under Vision 2030, promoting decarbonisation, local manufacturing, and infrastructure development. * AI advancements improve battery management, autonomous driving, and predictive maintenance for electric vehicles. * International automakers like Tesla, Lucid Motors, BYD, and GAC Motors are expanding in Saudi Arabia. * Recent developments include Tesla's entry, new dealerships, supercharger deployments, and Ceer's local production partnerships.
14. https://asiatimes.com/2026/03/oils-monopoly-kaput-china-to-be-top-supplier-of-energy-security/ - * China’s trade surplus grew 20% in 2025 to $1.2 trillion, driven by exports to Global South countries. * The war in the Middle East and the closure of the Strait of Hormuz have disrupted oil markets, encouraging a shift towards alternative energy sources. * China is leading in EV, battery, solar, wind, nuclear, and power transmission technology, reducing oil’s monopoly on transportation. * EV adoption in China has surged, with over 50% of new car sales, and exports increasing 15x in five years. * China’s manufacturing costs and technological advances have significantly lowered EV prices and improved electric vehicle range and charging. * China’s renewable energy, notably solar, has contributed to peaking CO2 emissions and a move towards carbon neutrality earlier than planned. * The shift from oil is expected to benefit the Global South and correct historic economic imbalances, with China emerging as a dominant energy and manufacturing power.
15. https://www.marketbeat.com/instant-alerts/filing-exchange-traded-concepts-llc-makes-new-662-million-investment-in-rivian-automotive-inc-rivn-2026-03-30/ - * Investment of $6.62 million by Exchange Traded Concepts LLC in Rivian Automotive during Q4, as per SEC filing * Insider transactions include significant stock sales by CEOs and CFOs on February 18th * Rivian Automotive’s stock opened at $14.77, with a 12-month low of $10.36 and high of $22.69 * Quarterly revenue reported at $1.29 billion, with earnings per share at -$0.54 * Various analyst ratings and target price adjustments for Rivian Automotive * Rivian focuses on electric vehicles, including electric trucks, SUVs, and commercial delivery vans
16. https://vanreviewer.co.uk/news/ford-is-good-at-partnerships/ - * Ford extends its partnership strategy to navigate electrification, regulation, and market demands. * Ford Pro Europe's general manager Hans Schep highlights collaborations with Otosan and JMC. * Partnerships are seen as essential for offering diverse products and services in the commercial vehicle sector. * Ford's approach includes vehicle production, software development, and charging infrastructure. * The strategy aims to meet regulatory requirements and customer demands within the expanding EV ecosystem.
17. https://evmagz.com/ashok-leyland-begins-construction-of-battery-pack-plant-in-tamil-nadu/ - * Ashok Leyland begins construction of a battery pack manufacturing facility in Tamil Nadu, India. * The plant located at SIPCOT Pillaipakkam near Chennai will invest approximately €37–46 million. * The facility will produce battery packs for electric vehicles and energy storage systems, using lithium iron phosphate (LFP) cells. * Production is targeted to start in 2027, with plans to supply both its own EVs and third-party providers. * The project is part of a broader investment strategy, supporting localisation and EV ecosystem development.
18. https://www.energytrend.com/news/20260330-51162.html - * EVE Energy plans to build a 60GWh energy storage (power) battery production base in Huizhou with an investment of approximately 6 billion yuan. * The project aims to expand capacity and optimise industrial structure, located in Huizhou Zhongkai High-tech Zone. * In 2025, EVE Energy's revenue reached 61.47 billion yuan with a net profit of 4.134 billion yuan. * Power battery shipments increased 65.56% to 50.15GWh; energy storage batteries shipped 71.05GWh, up 40.84%, generating 24.44 billion yuan revenue. * Energy storage batteries account for 39.76% of total revenue; gross profit margin was 12.28%, down 2.44% year-on-year. * The company operates 11 global production bases, including new capacities in Malaysia and Hungary. * R&D investment in 2025 was 3.435 billion yuan, representing 5.59% of revenue. * Advancements include large prismatic + stacking technology and large capacity batteries (600Ah+). * EVE Sodium Energy's headquarters construction began, with a planned 2GWh capacity; solid-state battery production lines are operational.
19. https://www.chemanalyst.com/NewsAndDeals/NewsDetails/samsung-sdi-secures-1-2-billion-supply-agreement-to-strengthen-us-41617 - * Samsung SDI signs a $1.2 billion long-term supply deal with L&F to procure cathode materials for LFP batteries in North America. * The agreement aims to reduce dependence on Chinese materials and strengthen the US supply chain. * Samsung plans to use these cathodes at its Indiana joint venture with Stellantis, transitioning part of its capacity to ESS batteries. * The deal supports rapid growth in the ESS battery market and aligns with US regulations on Chinese-made products. * Samsung emphasises technological innovations like PrismStack, No TP, and EDI to enhance safety and competitiveness.
20. https://www.bestmag.co.uk/mercedes-patent-solid-state-multi-layer-anode/ - * Mercedes-Benz filed a patent for a multi-layer anode architecture aimed at solid-state batteries. * The design features nanoscale layers, including metallic bases like aluminium or magnesium, to improve stability and energy density. * Solid-state batteries replace liquid electrolytes with solid materials, offering higher energy density and safety. * The patent addresses challenges such as interfacial instability, degradation, and mechanical stress. * Mercedes has collaborated with Factorial Energy and demonstrated prototype vehicles with lithium-metal solid-state cells.
21. https://www.ad-hoc-news.de/boerse/news/ueberblick/on-semiconductor-stock-navigating-semiconductor-cycles-and-automotive/69027752 - • ON Semiconductor specialises in power management and sensing solutions, with a focus on automotive electrification and industrial IoT. • The company’s automotive segment accounts for about half of revenue, benefiting from EV demand and sector policies like the US Inflation Reduction Act. • Its product portfolio includes SiC and IGBTs for EVs and image sensors for driver-assistance systems, supporting energy efficiency and automation. • ON competes with Infineon, STMicroelectronics, and Texas Instruments, with a strong position in power semiconductors and industrial sensing. • Sector growth driven by electrification, digitisation, reshoring trends, and infrastructure investments; risks include cyclical downturns and geopolitical tensions.
22. https://www.siasat.com/telangana-govt-encouraging-use-of-ev-transport-minister-3443027/ - * Telangana government offers tax exemptions on EVs until December 2026 to reduce pollution and maintain air quality in Hyderabad. * Incentives include exemption from road tax, registration fee, and discounts for government employees. * Policy covers four-wheelers, two-wheelers, commercial, and goods vehicles, including electric buses. * The policy aims to lower the state's carbon footprint and urban pollution. * Minister Ponnam Prabhakar highlights collaboration with Tata Motors, Ola Electric, Gavton Motors.
23. https://www.tyrepress.com/2026/03/uk-government-announces-major-boost-for-electric-van-truck-and-charging-infrastructure-support/ - * The UK Department for Transport (DfT) unveils a funding package to accelerate transition to zero‑emission commercial vehicles. * Grants for electric vans and trucks are extended, with discounts of up to £5,000 and £81,000 respectively. * An additional £170 million allocated to the Depot Charging Scheme to support charging infrastructure. * Funding aims to reduce barriers such as upfront costs and limited charging access. * Industry figures highlight the importance of infrastructure expansion and grid capacity improvements.
24. https://www.tyrepress.com/2026/03/uk-government-announces-major-boost-for-electric-van-truck-and-charging-infrastructure-support/ - * The UK Department for Transport (DfT) unveils funding for zero‑emission commercial vehicles and charging infrastructure. * Grants for electric vans and trucks extended, offering discounts up to £5,000 and £81,000 respectively. * Additional £170 million allocated to the Depot Charging Scheme to support charging infrastructure. * Measures aim to reduce upfront costs and improve charging access for electric vehicles. * Industry group NFDA welcomes the support but urges improvements in grid capacity and infrastructure expansion.
25. https://www.informalnewz.com/electric-scooter-good-news-buying-electric-scooters-has-become-cheaper-the-government-has-extended-the-subsidy-deadline/ - * The Indian government has extended the subsidy deadline for electric scooters and e-rickshaws under the PM E-Drive scheme. * Subsidies on electric two-wheelers will be available until 31 July 2026; e-rickshaw subsidies until 31 March 2028. * A total budget of ₹1,772 crore was allocated, with ₹1,259.91 crore spent so far. * The target for subsidising electric two-wheelers increased from 1.4 million to 2.48 million units. * E-rickshaw sales have underperformed, with less than 10% of the target met; funding reduced from ₹192 crore to ₹50 crore. * The government is now focused on boosting electric two-wheeler adoption and sales.
26. https://lithium-news.com/analysts-signal-major-price-forecast-revision-across-green-energy-and-lithium-markets-2/ - * Investment banks and research firms are revising their commodities outlook for green energy infrastructure and lithium markets. * Changes are driven by shifts in supply chains, technological adoption, and geopolitical factors. * Accelerated renewable energy deployment and technological advances in solar and wind are impacting pricing models. * Lithium supply has increased due to new deposits, while EV adoption surges, influencing demand and supply dynamics. * Supply chain diversification and geopolitical factors are affecting regional market prices. * Institutional investors are adjusting strategies based on revised long-term price forecasts. * Currency fluctuations, monetary policy, and regulatory developments are also influencing price adjustments. * AI and machine learning tools are enabling more frequent and precise forecast updates. * Market volatility is expected to continue amid rapid technological, policy, and macroeconomic changes.
27. https://evtech.news/news/global-ev-adoption-hits-tipping-point-in-march-2026-as-oil-crisis-accelerates-shift-from-petrol-vehicles.html - * March 2026 marks a global tipping point in EV adoption driven by oil supply disruptions and rising fuel prices * Surge in petrol and diesel prices increases attractiveness of EVs, now 8 to 10 times cheaper per km * Major markets like China, Europe, and India lead the transition supported by policies and economic factors * Investment increases in charging infrastructure and automaker strategies to expand EV models and battery tech * Consumer perception shifts to view EVs as practical, price-effective, and convenient * Challenges remain in infrastructure gaps, battery supply, and grid capacity but are diminishing * The oil crisis acts as a catalyst, speeding up the transition to electric vehicles
28. https://elcomercio.pe/ruedas-tuercas/china-controla-el-mercado-de-baterias-electricas-a-occidente-le-tomaria-decadas-alcanzarla-noticia/ - - China concentra más del 80% de la fabricación mundial de celdas para baterías de vehículos eléctricos. - Empresas chinas como CATL, BYD y Gotion han construido o anunciado al menos 68 fábricas fuera de China, con inversiones superiores a 45,000 millones de dólares. - En 2024, estas compañías priorizaron la construcción de plantas en el extranjero, impulsadas por la madurez de la industria y mayores márgenes en mercados internacionales. - La tecnología y conocimientos industriales continúan siendo principalmente de origen chino, lo que dificulta a Occidente reducir la brecha tecnológica. - Analistas advierten que la ventaja china en investigación y experiencia podría tardar décadas en ser replicada por otras economías.
29. https://lithium-news.com/advanced-resource-expansion-drill-methods-transform-global-lithium-mining-operations/ - * The global lithium boom has driven technological advancements in mining, notably resource expansion drill systems. * Companies like Albemarle, SQM, and others are deploying sophisticated drilling rigs in Argentina’s lithium triangle. * New drills integrate sensors, real-time analytics, and automation to improve exploration accuracy and environmental impact. * Advanced drilling reduces exploration time by 40-60%, lowering costs and expediting production. * AI and machine learning further enhance resource estimation, location prediction, and maintenance forecasting. * Remote operations and predictive maintenance support projects in remote locations like Australia and Nevada. * Modern systems incorporate eco-friendly features such as closed-loop fluids and waste management. * Future prospects include autonomous robotics and quantum sensing to access previously uneconomical lithium deposits.
30. https://www.mining.com/site-visit-energyx-launches-first-us-direct-lithium-extraction-plant-in-texas/ - * EnergyX inaugurates the project Lonestar lithium plant in Hooks, Texas, marking a milestone for US domestic lithium production. * The demonstration plant produces approximately 250 metric tons per year of lithium carbonate equivalent. * The plant validates EnergyX's proprietary DLE technology and aims to support US energy security and reduce reliance on China. * The project addresses global rising demand for lithium driven by electric vehicles and energy storage, with plans for a commercial plant over $1 billion investment. * US policymakers, including Senator Ted Cruz, emphasise the project’s strategic importance in strengthening domestic supply chains for critical minerals.
31. https://www.mining.com/site-visit-energyx-launches-first-us-direct-lithium-extraction-plant-in-texas/ - * EnergyX unveils the Project Lonestar lithium plant in Hooks, Texas, capable of producing 250 metric tons of lithium carbonate equivalent annually. * The facility validates EnergyX’s proprietary direct lithium extraction (DLE) technology under industrial conditions. * The plant aims to demonstrate process economics and system design, supporting US domestic lithium supply and commercial expansion. * The project responds to rising global lithium demand driven by electric vehicles and energy storage, with EV use increasing from 85,000 in 2010 to 20 million in 2025. * The plant is the first DLE facility in Texas to process locally sourced brine, controlling 47,500 acres in the lithium-rich Smackover formation. * EnergyX invested $30 million, planning a future over $1 billion commercial plant, with secured but undisclosed offtakes. * US policymakers, including Senator Ted Cruz, emphasise the project’s role in energy security and reducing reliance on China’s dominant lithium processing capacity.
32. https://www.mining.com/site-visit-energyx-launches-first-us-direct-lithium-extraction-plant-in-texas/ - * EnergyX opens the project Lonestar lithium demonstration plant in Hooks, Texas. * The plant produces approximately 250 metric tons per year of lithium carbonate equivalent. * The facility validates proprietary DLE technology and aims to expand US lithium production. * The project addresses US reliance on China for lithium processing. * The plant is part of a $30 million investment, with plans for a commercial plant over $1 billion.
33. https://www.thecooldown.com/green-business/pennsylvania-ev-charging-station-expansion/ - * Pennsylvania's Governor Josh Shapiro's administration announced a $9 million investment to fund 12 new public EV charging station projects. * The investment, combined with $54 million from the National Electric Vehicle Infrastructure programme, aims to enhance EV charging access in Pennsylvania. * The NEVI programme has already supported the construction of 30 stations, with 53 more underway. * The expansion strives to improve access for EV drivers, bridging long-distance travel and community charging. * The programme supports the growth of EV use and infrastructure in Pennsylvania, promoting electric mobility.
34. https://www.aol.com/articles/chinas-sodium-ion-ev-battery-214700047.html - * BAIC Group announces a sodium-ion battery prototype that can be fully charged in 11 minutes with 4C support. * The battery operates across a temperature range from -40°F to 140°F and retains at least 92% capacity at -4°F. * The prototype has an energy density of 170 Wh/kg, below lithium-based batteries at 200–300 Wh/kg. * BAIC is integrating sodium-ion technology into its Aurora Battery platform, with mass production validation expected by mid-2026. * The research suggests potential growth in sodium-ion EVs, especially in cold weather regions, due to better capacity retention.
35. https://lithium-news.com/major-lithium-refinery-expansions-signal-a-new-era-for-electric-vehicle-manufacturing/ - * Major processing facilities worldwide announce capacity increases, addressing lithium supply chain bottlenecks. * Albemarle plans to increase lithium hydroxide production in North Carolina, with other Chinese processors expanding internationally. * Expansions incorporate advanced processing technologies, including AI, modular units, and environmentally sustainable practices. * The increased capacity aims to stabilise lithium prices and diversify geographic supply sources. * Significant investments from automotive giants like Ford and Tesla, alongside private and sovereign funds, indicate industry consolidation and strategic supply security.
36. https://lithium-news.com/major-lithium-refinery-expansions-signal-a-new-era-for-electric-vehicle-manufacturing/ - * Major processing facility expansions worldwide increase lithium supply capacity, impacting the electric vehicle sector. * Albemarle’s North Carolina plant to raise lithium hydroxide output by 200,000 metric tons annually. * Leading Chinese processors Ganfeng Lithium and Tianqi Lithium expand in domestic and international markets. * New facilities adopt advanced technologies, including AI, machine learning, and modular systems, to improve efficiency and environmental sustainability. * Refiner capacity growth is expected to stabilize lithium prices and diversify supply sources, reducing geopolitical risks. * Significant investments from companies like Ford, Tesla, private equity, and sovereign wealth funds drive sector consolidation and supply chain resilience. * Ongoing expansions aim to support electric vehicle adoption and technological advancements in battery manufacturing.
37. https://oilprice.com/Energy/Energy-General/China-Pushes-Electric-Vehicles-Toward-the-Five-Minute-Charge-Era.html - * Chinese EV manufacturers, including BYD and XPeng, develop ultrafast chargers capable of charging in five minutes.* *BYD announced its Flash Chargers deliver up to 1.5 MW and can charge from 10% to 70% in five minutes.* *BYD plans to install over 16,000 chargers in China and around 2,000 in Europe.* *Other Chinese firms, Zeekr, CATL, and Huawei, are developing their own ultrafast charging technologies.* *The US is also working on reducing EV battery costs and exploring alternative charging methods such as wireless charging.*
38. https://www.cartoq.com/car-news/west-asia-crisis-accelerates-india-electric-mobility-energy-security/ - * Prime Minister Narendra Modi outlines strategy to accelerate electric vehicles, biofuels, and solar energy in India to reduce dependence on imported crude oil due to geopolitical tensions. * The government promotes compressed biogas, piped natural gas, and ethanol blended fuels, with continued policy support. * Efforts include domestic exploration for oil and natural gas, streamlining regulations, and ensuring energy security. * Disruptions in LPG supply lead to revised booking limits and government measures to ensure fuel availability. * State governments are directed to prevent hoarding, misinformation, and support affected families amid supply chain challenges. * The crisis highlights the need for a structural shift away from reliance on imported oil for vehicles.
39. https://cleantechnica.com/2026/03/29/tesla-launches-new-v4-supercharger-stations-that-fold/ - * Tesla transitions from V3 to V4 Superchargers, deploying 15,000 units over 7 years. * V4 stations offer up to 500 kW per stall and 1.2 MW for Tesla Semi. * Stations feature a foldable base allowing flexible configuration and improved transport efficiency. * Deployment costs are reduced by 20%, with installation speed doubled. * The upgrade aims to support EV adoption with faster, more efficient charging infrastructure.
40. https://teslapodcast.libsyn.com/episode-556-tesla-ceo-something-way-cooler-than-a-minivan-is-coming - * Tesla CEO Elon Musk hints at a new vehicle that is 'way cooler than a minivan'. * Discussion of the imminent arrival of Model Y L in the United States. * FSD Supervised feature moves closer to European rollout. * Updates on Sony’s PlayStation car project, which will not go into production. * The episode includes various product and service promotions related to Tesla.
41. https://www.benzinga.com/markets/tech/26/03/51529026/weekend-round-up-tesla-triumphs-amid-ev-sales-slump-ford-faces-recall-woes-and-byd-plays-the-bond-ca - * Tesla regained over 50% market share in the US EV sector amid a 28% sales drop in Q1.* Ford issued a recall for over 254,000 SUVs due to software issues.* Tesla's Q1 deliveries are expected to decline by 12.5% from Q4 2025 but show a 8% YoY increase.* GM shares rallied as falling crude oil prices improved auto demand outlook.* BYD launched a James Bond-themed advertising campaign in Europe to expand outside China.
42. https://techxplore.com/news/2026-03-lithium-ion-battery-power-longer.html - * Researchers at the University of Surrey develop a novel lithium-ion battery anode, the VISiCNT, with high energy capacity and stability. * The anode stores over 3500 mAh/g, significantly higher than current graphite anodes, and maintains performance over hundreds of charge cycles. * The design grows carbon nanotubes directly onto copper foil coated with silicon, enabling scalable manufacturing. * The technology aims to enhance energy storage, fast charging, and durability for electric vehicles, grid storage, and microelectronics. * The study was published in ACS Applied Energy Materials in 2026. * The approach could be integrated into existing battery production lines with minimal disruption.
43. https://opentools.ai/news/toyota-unleashes-tesla-killer-evs-a-bold-move-to-dominate-the-electric-roads - * Toyota plans to invest in electric vehicles (EVs), including models like the 2026 C‑HR and refreshed bZ series. * The investments include expanding manufacturing at Georgetown Assembly Plant in Kentucky, US. * The move aims to create jobs and boost regional economic development. * Toyota seeks to increase market share, potentially eroding Tesla’s dominance in the US. * The initiative signifies a strategic shift towards increased EV competition in the automotive industry.
44. https://interestingengineering.com/energy/chinas-ev-battery-double-range - * Researchers in China developed a hydrofluorocarbon-based electrolyte to improve lithium batteries. * Batteries with the new electrolyte deliver more than twice the energy density of conventional designs. * The technology maintains performance at temperatures as low as -94°F. * Potential applications include EVs, smartphones, drones, robots, and spacecraft. * The advance suggests notable improvements in battery durability and capacity, with implications for electric vehicle range and cold-weather performance.
45. https://evmagz.com/maritime-transport-expands-electric-truck-fleet-across-uk-sites/ - * Maritime Transport deploys 19 battery-electric trucks at Wakefield and Birmingham sites as part of plans to expand fleet to 56 vehicles by year-end. * The company is developing one of the UK’s largest independent heavy goods vehicle charging networks with over 22 MW capacity. * The rollout is part of the UK government-backed Zero Emission HGV and Infrastructure Demonstrator (ZEHID), funded by the Department for Transport. * The first phase began in January at Wakefield with nine Mercedes-Benz eActros 600 trucks; additional deployments are planned in Doncaster, Tilbury, Birmingham, and Manchester. * The initiative aims to deploy nearly 300 zero-emission trucks by March 2026, supported by government subsidies up to 40% of vehicle costs.
46. https://evmagz.com/stellantis-evs-gain-access-to-tesla-supercharger-network-in-north-america/ - * Stellantis brands' electric vehicles can now access Tesla's Supercharger network in North America. * Compatibility is via the NACS-CCS1 DC Adapter, available through dealers and online, but third-party adapters are not supported. * Supported models include Dodge Charger Daytona, Jeep Wagoneer S, Jeep Recon, Ram ProMaster EV, Fiat 500e, and Maserati Folgore variants, from 2024-2026. * Future models, starting with the 2027 Dodge Charger Daytona, will have direct NACS ports. * Stellantis has integrated Supercharger access into its Free2move Charge platform. * This move follows similar NACS adoption by Ford, GM, and Mercedes-Benz, indicating a trend towards standardisation in North America's EV charging infrastructure.
47. https://www.ad-hoc-news.de/boerse/news/ueberblick/tesla-cybertruck-enters-2026-with-q1-delivery-projections-of-365-645-units/69021173 - * Tesla's Cybertruck projects Q1 2026 deliveries at 365,645 units, an 8% YoY increase. * Production ramping at Gigafactory Texas aims to support higher volumes. * The vehicle targets the US $100 billion pickup market, aiming for 10% EV share by year-end. * Cybertruck's technical features include 48V architecture and 11,000-pound towing capacity. * Analysts expect production to reach 500,000 units annually by late 2026.
48. https://techytrends.in/fy26-auto-sales-india-record-high-2/ - * India’s automotive sector achieves record-breaking sales across segments in FY26. * Growth driven by strong consumer demand, new product launches, and favourable economic conditions. * SUVs dominate the passenger vehicle market, aided by continuous new launches. * Two-wheeler sales increase, notably in rural areas, supported by increased economic activity. * Commercial vehicle performance benefits from infrastructure development and logistics growth. * Government policies and incentives enhance affordability and market momentum. * Electric vehicle adoption rises due to infrastructure and supportive policies. * Improved supply chain conditions and market resilience sustain growth despite global challenges. * Future growth may stabilise as market dynamics change and external factors influence the industry.
49. https://www.gbnews.com/lifestyle/cars/businesses-discounts-electric-vans-labour-zev-mandate - * The UK Government announced a £1 billion package to support electric vans and lorries, including grants and infrastructure funding. * Grants offer up to £5,000 off electric vans and up to £81,000 off heavy zero-emission lorries. * The scheme aims to help meet the Zero Emission Vehicle mandate of 100% electric van sales by 2030. * The government is investing £170 million to expand the Depot Charging Scheme, covering up to 70% of installation costs. * Industry leaders from logistics and retail sectors welcomed the measures to accelerate fleet decarbonisation.
50. https://www.chinadaily.com.cn/a/202603/29/WS69c8aaf9a310d6866eb4075f.html - * The Wanhua Haiyang Green Power Industrial Park in Yantai held a ceremony on March 28 for its Phase I start of operations and Phase II groundbreaking. * The project uses advanced lithium iron phosphate cathode technology and has achieved mass production of fourth-generation battery materials. * The facility has secured domestic and international partnerships and is piloting green power trading. * Construction of Phase II is due for completion by the end of 2026. * A lithium iron phosphate project with 650,000 metric tons capacity is also under construction in Laizhou, Yantai. * Yantai has over 700 billion yuan in clean energy assets and more than 20 GW of capacity, supporting green power projects in the city.
51. https://www.torquenews.com/1/can-america-build-evs-without-china-heres-what-gm-quietly-doing-its-lmr-battery - * GM is working on its lithium manganese-rich (LMR) battery, aiming to significantly cut costs and improve energy density.* * GM's LMR battery is undergoing testing of production-equivalent units, indicating late-stage development.* * GM's strategy includes domestic sourcing of battery raw materials, like lithium from Nevada and cobalt from Australia.* * GM plans to replace imported CATL batteries with domestically produced LMR batteries, targeting affordable EVs with 400 miles range.* * GM's investment in US lithium and raw material supply chains signals confidence in domestic battery production.*
52. https://evmagz.com/eu-and-australia-strike-trade-deal-to-boost-ev-and-battery-supply-chains/ - ['*The European Commission and Australia signed a free trade agreement aimed at removing tariffs on EVs, batteries, and critical raw materials.', "*The deal eliminates tariffs on EU vehicle exports to Australia, including battery-electric vehicles, and raises thresholds for Australia's Luxury Car Tax on imported EVs.", '*European companies will save an estimated €1 billion annually in customs duties due to the agreement.', '*EU tariffs on Australian critical minerals, including lithium and aluminium, will be eliminated, facilitating battery supply chain development.', "*The agreement aims to strengthen access to key raw materials for EV batteries and support Europe's EV and battery manufacturing sectors."]
53. https://lithium-news.com/smart-investors-chase-hard-rock-mining-expansion-as-lithium-demand-explodes/ - * The global lithium market is shifting from brine to hard rock mining, driven by demand from electric vehicles and energy storage. * Hard rock projects, primarily spodumene-based, offer faster processing, higher lithium concentrations, and operational advantages. * Major investments exceeding $15 billion are committed to Australian, Canadian, and African lithium projects. * Hard rock mining provides supply chain security, geographic diversification, and lower environmental impact. * Market confidence is supported by processing technology improvements and vertical integration strategies.
54. https://lithium-news.com/smart-investors-chase-hard-rock-mining-expansion-as-lithium-demand-explodes/ - ['* The global lithium market shifts towards hard rock mining expansion, particularly spodumene projects in Australia, Canada, and Africa.', '* Hard rock projects process spodumene ore in weeks, offering predictable timelines and consistent lithium concentrations, contrasting with brine operations.', '* Major investments exceeding $15 billion are directed into hard rock lithium projects in Australia, Canada, and Africa.', '* Hard rock deposits contain 1-3% lithium oxide, higher than brine sources, improving operational efficiency and profitability.', '* Expansion projects in Australia process millions of tons annually with 12-month cycles, providing market agility and supply security.']
55. https://lithium-news.com/smart-investors-chase-hard-rock-mining-expansion-as-lithium-demand-explodes/ - * The global lithium market shifts towards spodumene-based hard rock projects due to demand from electric vehicles and energy storage. * Major investments of over $15 billion have been made in Australia, Canada, and Africa for hard rock lithium projects. * Hard rock mining offers faster processing times, higher lithium concentrations, and operational flexibility compared to brine operations. * Advances in processing technology have reduced costs and improved product consistency. * Geographic diversification and lower environmental impact strengthen hard rock expansion strategies. * The trend supports long-term supply security and supply chain control for battery manufacturers. * Overall, the shift enhances supply chain resilience and addresses ESG concerns, reinforcing investor confidence in hard rock lithium assets.
56. https://lithium-news.com/critical-supply-deficit-warning-transforms-lithium-extraction-innovation/ - * The lithium industry faces a supply deficit warning due to increasing demand from electric vehicles and energy storage. * Innovations like Direct Lithium Extraction (DLE) technology aim to increase production capacity by 300% within a decade. * Hard rock lithium mining has adopted automation, AI, and robotics to accelerate output by 45%. * Geothermal brine extraction projects, such as California's “Hell’s Kitchen”, combine lithium extraction with renewable energy generation. * Recycling technologies developed by Redwood Materials and Li-Cycle could meet up to 30% of future lithium demand by 2030. * The industry is transforming in response to shortages, focusing on sustainable and scalable resource development.
57. https://www.ad-hoc-news.de/boerse/news/ueberblick/the-ai-energy-surge-grid-battery-metals-and-the-critical-infrastructure/69017727 - • Grid Battery Metals benefits from AI-driven energy storage demand and US policy support. • The company is advancing lithium and copper-gold projects in Nevada and British Columbia. • US regulations, tax credits, and domestic resource policies favour exploration companies. • Market forecasts predict up to 60% growth in energy storage systems by 2026. • Operational progress includes soil sampling in BC and resource estimate developments in Nevada. • Strategic plans include a spin-off of the nickel division and upcoming management updates.
58. https://www.equipment-news.com/gac-marks-sop-and-aion-ut-roll-off-in-austria-advancing-european-localized-cooperation-with-magna/ - *GAC marks SOP and roll-off of AION UT at Magna’s facility in Austria on March 18, 2026.* *The AION UT is a key element of GAC’s localisation strategy in Europe, with design from Milan and assembly in Austria.* *GAC collaborates with Magna to ensure quality, efficiency, and supply chain responsiveness for the European market.* *The AION UT is an electric hatchback with a 430 km range and fast charging capabilities, launched as part of GAC’s broader international electric mobility strategy.*
59. https://lithium-news.com/inside-the-recycled-lithium-market-revolution-thats-transforming-electric-vehicle-manufacturing/ - * The recycled lithium market is emerging as a sustainable and cost-effective alternative to traditional mining, driven by EV demand and environmental concerns. * Recycling operations can recover up to 95% of lithium, with costs 30-50% lower and energy requirements 80% less than mining. * Major EV manufacturers like Tesla and General Motors are integrating recycled lithium into their supply chains, aiming for 100% recycled sourcing by 2030. * Technological advancements, including AI and hydrometallurgical processes, have increased efficiency and recovery rates exceeding 98%. * The market is projected to reach $2.8 billion by 2030, supplying up to 35% of global lithium demand by 2035, supported by international policies and regulations.
60. https://www.jpnn.com/news/volkswagen-recall-94-ribu-mobil-listrik-di-dunia-cek-punya-kamu - * Volkswagen Group announces recall of 94,031 electric vehicles globally. * Recall affected vehicles from Volkswagen ID. family and Cupra Born. * Issue involves high-voltage battery modules, potentially causing overheating and fire risks. * Most affected models include Volkswagen ID.3, ID.4, ID. Buzz, and Cupra Born. * National authority KBA in Germany records thousands of affected vehicles domestically.
61. https://electrek.co/2026/03/28/all-new-electric-ford-transit-city-is-ready-to-deliver-big-savings/ - * Ford Pro launches the Transit City electric van, ditching internal combustion options.* The model features a 56 kWh lithium-iron phosphate battery, delivering up to 254 km range.* The vehicle is designed for urban businesses with rapid charging capability.* Interior tech includes a 12" touchscreen, Apple CarPlay, Android Auto, and safety features.* The van targets a market segment seeking lower-cost, tech-forward electric commercial vehicles.
62. https://lithium-news.com/supply-deficit-warning-drives-revolutionary-breakthroughs-in-lithium-extraction-technology/ - * The lithium industry faces a supply deficit warning that has spurred technological advances in extraction methods. * Innovations include direct lithium extraction (DLE), geothermal lithium extraction, and advanced hard rock mining techniques. * New methods target unconventional sources such as oilfield brines and seawater, with early-stage development. * Renewable energy integrates into extraction, reducing costs and environmental impact. * Recycling technology for lithium from used batteries gains prominence amid supply pressures. * Investment in lithium extraction technology rises, with government incentives and new infrastructure development. * These advancements aim to address supply challenges and promote industry sustainability.
63. https://lithium-news.com/supply-deficit-warning-drives-revolutionary-breakthroughs-in-lithium-extraction-technology/ - * A supply deficit warning has prompted advancements in lithium extraction methods amid rising EV and energy storage demand. * Technologies such as direct lithium extraction, geothermal extraction, AI-powered sorting, and recycling processes have been developed or improved. * Initiatives include extracting lithium from unconventional sources like seawater and oilfield brines. * Renewable energy supports extraction operations to increase sustainability. * Investment and infrastructure efforts have surged, including government incentives and new processing facilities.
64. https://cleantechnica.com/2026/03/28/an-update-on-electric-vehicle-batteries-and-innovations-in-the-sector/ - * The US Congress rescinded a $7,500 federal EV tax credit, affecting EV sales, but demand is renewed due to geopolitical tensions. * Innovations include reimagined battery architecture by BYD and Volvo, leading to weight and cost savings. * Battery prices are expected to drop up to 70% in the next five years, pushing EVs towards price parity. * Automakers are shifting to LFP batteries for longer lifespan and faster charging, including Ford and GM. * Research on massless EV batteries using carbon fibre is ongoing at Chalmers University. * Solid-state EV batteries are being developed by startups like Factorial Energy, supported by collaborations with companies like POSCO. * Used EV batteries are being repurposed for energy storage, with recycling efforts aiming to reduce reliance on new mineral extraction. * Industry experts dispute myths about EV battery longevity, stating batteries outlast the vehicles. * Real-world driving conditions extend battery life beyond lab forecasts. * The US Department of Energy invests in Direct Lithium Extraction technology to enhance domestic lithium sourcing.
65. https://evmagz.com/berlin-battery-lab-launched-to-advance-sodium-based-battery-research/ - * The Berlin Battery Lab (BBL), a joint research platform, was inaugurated in Berlin to focus on resource-efficient battery technologies, especially sodium-based systems.
66. https://insideevs.com/news/791403/multiple-chinese-ev-makers-profitable/ - * Chinese EV disruptors have posted their first profits in 2025, with companies like Leapmotor, Nio, and Xpeng turning from losses to profits. * Chinese automakers benefit from systemic advantages such as government subsidies, vertical integration, and control of battery supply chains. * Chinese companies like BYD, Nio, Leapmotor, and Xiaomi are expanding domestically and internationally, including Europe and the US. * Xiaomi entered the EV market in 2024, selling 380,000 units in less than two years and achieving profitability within 19 months. * Chinese EV makers are gaining market share globally, increasing pressure on Western automakers, amid rising competition and investment.
67. https://knowridge.com/2026/03/scientists-use-plasma-and-lemon-acid-to-recover-nearly-all-battery-materials/ - * Researchers at Rice University create a new recycling process involving plasma and citric acid for lithium-ion batteries. * The method recovers over 90% of metals, including lithium, and nearly all battery materials in 15 minutes. * The process also repairs and allows reuse of graphite, improving sustainability. * It reduces energy use and environmental impact compared to traditional recycling techniques. * The technology has been patented and aims to enhance industrial battery recycling systems.
68. https://evmagz.com/ionna-opens-100th-fast-charging-site-as-us-network-expansion-accelerates/ - * Ionna has opened its 100th fast-charging location in the US, with nearly 1,000 charging points across 100 sites. * An additional 340 hubs with about 3,700 charging points are under contract, bringing total contracted chargers to around 4,700. * Recent sites opened in Georgia and Colorado; expansion into Michigan and New York is planned. * Ionna aims to install 30,000 charging points in North America by 2030 and invests over $250 million in California. * The company collaborates with automakers like BMW, GM, Honda, Hyundai, Kia, Mercedes-Benz, Stellantis, and Toyota to support EV adoption.
69. https://www.dsf.my/2026/03/chinese-global-ev-battery-manufacturing-rises-to-70-in-2025/ - * Chinese electric vehicle battery manufacturers increased their market share to over 70% in 2025, up from less than 50% in 2021, with CATL holding 39.2% of global share. * Battery installation volumes grew by 32% in 2025, with China accounting for approximately 60% of demand. * Chinese companies like CATL and BYD expand internationally, including production in Hungary, Europe, and Southeast Asia. * South Korean battery manufacturers experienced a decline in market share, with LG Energy Solution's profit decreasing by 76%. * Demand slowing in China and US policies shifting impact strategic gains for South Korean firms.
70. https://www.eqmagpro.com/centre-pushes-auto-sector-to-shift-to-evs-amid-energy-crunch-triggered-by-iran-war-eq/ - * The Indian government has urged the automobile industry to prioritise electric vehicle development to reduce dependence on oil imports. * The advisory responds to energy supply concerns stemming from Iran conflict and global oil market volatility. * It aims to improve energy security and mitigate fuel price and supply risks by promoting EV adoption. * The energy crunch results from disruptions in key oil shipping routes, including the Strait of Hormuz. * The move aligns with broader policies supporting sustainable transportation, domestic manufacturing, and emissions reduction.
71. https://www.ad-hoc-news.de/boerse/news/ueberblick/sk-ie-technology-co-ltd-stock-key-player-in-battery-separators-with/69013177 - * SK IE Technology, a South Korean company specialising in lithium-ion battery separators, supports EV battery manufacturing. * The company benefits from increasing global demand for EVs and energy storage systems. * It supplies major battery manufacturers like SK On and maintains strategic partnerships. * The company’s growth is driven by EV sector tailwinds, technological improvements, and localisation efforts. * North American investors see SK IE as a play on EV battery growth via indirect exposure. * Risks include raw material costs, competition, geopolitical issues, and capacity utilisation concerns.
72. https://www.ad-hoc-news.de/boerse/news/ueberblick/sk-ie-technology-co-ltd-stock-key-player-in-battery-separators-with/69013177 - * SK IE Technology Co Ltd, a Korean battery separator producer, supports major EV battery manufacturers. * The company focuses on manufacturing wet-process separators for lithium-ion batteries. * Capacity expansions support surging EV demand with scaled multi-gigawatt-hour operations. * SK IE supplies leading battery makers such as SK On, with stable offtake agreements. * The company explores opportunities in energy storage systems and next-generation battery technologies.
73. https://www.investing.com/news/stock-market-news/macquarie-on-byd-showcasing-flash-charging-technology-at-shenzhen-headquarters-93CH-4565093 - * Macquarie analysts attended a technology demonstration at BYD's Shenzhen headquarters in early March. * BYD showcased its Flash Charging system and second-generation Blade battery technology. * The company aims to address obstacles to EV adoption, particularly ultra-fast charging and cold-weather performance. * BYD plans to build 16,000 Flash Charging stations this year with estimated capital expenditure of Rmb6-8 billion. * The charging infrastructure is considered a strategic product enhancement to compete in the EV market.
74. https://www.independent.co.uk/cars/electric-vehicles/ev-charging-speed-times-byd-flash-b2939678.html - * BYD's premium Denza brand will launch in Europe with the Z9GT model featuring 'Flash Charging' technology.* * The Z9GT can recharge from 10 to 70 per cent in five minutes and reach 97 per cent in about nine minutes.* * The system works in extreme cold, taking about 12 minutes at -30°C.* * The charging system uses a new Blade battery and ultra-high-power stations delivering up to 1,500 kW.* * The technology indicates a shift towards reducing charging times for EVs.*
75. https://www.investing.com/news/stock-market-news/tesla-lg-energy-to-build-43-bln-battery-plant-in-michigan-4564644 - * Tesla and LG Energy Solution will invest $4.3 billion in Michigan to build a battery manufacturing plant in Lansing. * The plant, starting production in 2027, will produce lithium iron phosphate (LFP) prismatic battery cells. * The batteries will power Tesla’s Megapack 3 energy storage systems in Houston. * The project aims to boost U.S.-based battery production and reduce reliance on overseas supply chains. * The initiative is part of a broader energy and infrastructure deal during an Indo-Pacific energy summit, supporting critical minerals and clean energy technologies in the US.
76. https://www.investing.com/news/stock-market-news/tesla-lg-energy-to-build-43-bln-battery-plant-in-michigan-4564644 - * Tesla and LG Energy Solution will invest $4.3 billion to build a battery manufacturing facility in Lansing, Michigan. * The plant will produce lithium iron phosphate (LFP) prismatic battery cells starting in 2027. * The batteries will be used for Tesla’s Megapack 3 energy storage systems in Houston. * The project aims to expand U.S.-based battery production and reduce dependence on overseas supply chains. * The initiative is part of a broader push to strengthen domestic energy supply chains, secured minerals, and support job creation in the United States.
77. https://www.whalesbook.com/news/English/auto/India-EV-Subsidies-Two-Wheelers-Lose-Support-Three-Wheelers-Extended/69c75fa463d6db8f4b59b6db - * India’s government extends the PM E-DRIVE scheme until March 2028, differentiating support for e2W and e3W segments. * Incentives for electric two-wheelers will end on 31 July 2026, creating a registration deadline and incentives cap. * Electric three-wheelers will continue receiving support until March 2028, emphasising local delivery and public transport. * Policy shift from consumer subsidies to supporting commercial fleet use and lower costs through scale. * Market demands and policy changes have led companies to pre-buy and adjust strategies accordingly.
78. https://www.goodcarbadcar.net/china-21-million-chargers-infrastructure-gap-global-ev-race/ - * China crossed 21.01 million EV charging points by February 2026, growing 48% year over year.* * China’s private chargers numbered 16.176 million, up 54.6% YoY.* * The US has roughly 200,000 public charging stations; the EU has 910,000.* * US fast charging network deployed 1,200 stalls in 2025; total about 5,100 stalls.* * Infrastructure gap impacts consumer behaviour, vehicle strategies, and market share growth.*
79. https://dmarge.com/cars/volkswagen-just-poured-another-1-billion-into-rivian - * Volkswagen Group invests an additional US$1 billion in Rivian, triggered by winter testing success of the VW ID.EVERY1. * The investment includes US$750 million in equity and US$250 million in convertible debt, conditional on testing and prototypes. * Volkswagen has invested over US$4 billion into Rivian via this partnership; a total deal could reach US$5.8 billion. * Rivian plans to launch the R2, an affordable SUV, with supportive production ramp-up and sales plans. * Volkswagen's investment aims to capitalise on Rivian's EV software technology and support its long-term growth.
80. https://www.northernminer.com/news/video-at-pdac-wealth-minerals-expects-kuska-ok-from-chile-in-weeks/1003889463/ - * Wealth Minerals anticipates receiving a presidential decree to approve its Kuska lithium brine project in Chile within weeks. * The Chilean mining ministry accepted the company’s application for a special lithium operating contract in January. * The Kuska project spans 105 sq. km in northern Chile, with agreements involving local indigenous communities. * A preliminary economic assessment in January 2024 estimates 20,000 tonnes annual lithium carbonate production over 20 years. * The company is selecting a direct lithium extraction method and seeking larger partners, including firms with in-house DLE technology.
81. https://ktemnews.com/ixp/152/p/lithium-production-hooks-texas/ - - EnergyX unveils a lithium production facility in Hooks, East Texas, with a $20 million investment. - The plant is the largest Direct Lithium Extraction (DLE) facility in the US, with an initial capacity of 250 tons per year. - The site extracts lithium from brine in the Smackover Formation and will serve as a production and research site. - The project is expected to create over 40 high-skilled jobs and scale production up to 50,000 tons annually. - The facility supports the development of a U.S.-based lithium supply chain for batteries and energy storage.
82. https://lithium-news.com/record-australian-lithium-export-volumes-signal-global-battery-market-transformation/ - * Australia’s lithium export volumes have reached unprecedented levels, accounting for approximately 55% of global production. * Major mining operations in Western Australia’s Pilbara region, including Greenbushes, Mount Marion, and Pilgangoora, have expanded significantly. * Australian lithium companies like IGO Limited, Pilbara Minerals, and Mineral Resources have developed downstream processing capabilities, producing higher-value refined lithium products. * Australian miners have adopted comprehensive ESG practices, integrating renewable energy and community engagement. * The outlook suggests continued growth due to rising demand for electric vehicles and energy storage, though competition and geopolitical factors present challenges.
83. https://www.globenewswire.com/news-release/2026/03/27/3263830/0/en/Solid-State-Battery-Market-Set-to-Reach-1-77-Billion-by-2031-Big-Growth-Ahead.html - * The global solid-state battery market is forecast to grow from USD 0.26 billion in 2025 to USD 1.77 billion by 2031, with a CAGR of 37.5%. * Demand is driven by electric vehicles, renewable energy storage, and portable electronics. * The market includes primary (disposable) and secondary (rechargeable) batteries, with primary batteries expected to hold a significant market share. * North America, especially the US, is expected to retain a major market share, supported by R&D activities. * The wireless sensors segment is expected to grow significantly, driven by applications in IoT and industrial monitoring.
84. https://colitco.com/woodmac-lithium-asx-juniors-demand-2703202625/ - * Wood Mackenzie forecasts global lithium demand to reach 13.2Mt LCE by 2050, with supply shortages possible by 2028. * Increased demand driven by EV adoption, energy storage, and green energy targets. * Highlighted ASX-listed lithium juniors include Pursuit Minerals, IRIS Metals, Chariot Resources, Anson Resources, Australian Mines, Perpetual Resources, and First Lithium, with focus on near-term, staged operational development. * Projects located in Argentina’s Lithium Triangle, South Dakota, Utah, Nigeria, and Brazil’s Resende region. * Market expects increased supply to meet rising lithium demand by the mid-2030s, with project strategies favouring staged, low-capex approaches."
85. https://www.newswire.com/news/elektros-otc-elek-announces-issuance-of-ludlow-research-report - * Elektros, Inc. (OTC PINK:ELEK) released a research report by Ludlow Research. * The report highlights surging global lithium demand. * Elektros is developing lithium mining operations in Sierra Leone and patented charging technology. * The company focuses on energy transition, lithium exploration, and energy-efficient infrastructure. * The report discusses geopolitical risks and rising energy prices influencing market shifts.
86. https://solarquarter.com/2026/03/27/arevon-energy-inc-begins-construction-of-250-mw-1000-mwh-cormorant-battery-project-in-daly-city-to-strengthen-californias-clean-energy-transition/ - * Arevon Energy, Inc. has started construction of the Cormorant Battery Project in Daly City, California, set to be operational in 2027. * The project will have a capacity of 250 MW and 1,000 MWh, costing $600 million. * It will support grid reliability and supply power to approximately 321,000 homes. * The project uses lithium iron phosphate (LFP) battery technology and is contracted with MCE. * During peak construction, 175 jobs will be created, and over $73 million in property tax revenue is expected over its lifetime.
87. https://electriccarsreport.com/2026/03/uk-announces-1-billion-funding-to-boost-electric-vans-and-trucks/ - * The UK government introduces a £1 billion funding package to promote electric vans and trucks. * Incentives include grants of up to £81,000 for heavy-duty electric trucks and £5,000 for electric vans. * £170 million is allocated to the Depot Charging Scheme to support charging infrastructure. * The initiative aims to make electric fleets more financially viable and resilient against fuel prices. * The broader EV adoption efforts include incentives for private drivers and expanding national charging networks. * The funding supports UK's goal of achieving net zero emissions by addressing vehicle costs and infrastructure.
88. https://www.sustainabletruckvan.com/ford-transit-city-electric-van/ - - Ford Pro unveils the Transit City, an electric commercial vehicle designed for urban use, available from late 2026, with initial units in early 2027. - The vehicle will come in three configurations: L1H1 panel van, L2H2 panel van, and chassis cab, focusing on urban distribution and municipal applications. - Equipped with a 56-kWh LFP battery and 110-kW electric motor, offering up to 254 km range based on real-world data. - Charging options include 11 kW AC (5.2 hours for full charge) and 67 kW DC (30 minutes to 80%), with fast charging recovering about 50 km in 10 minutes. - Features aim to reduce maintenance costs by approximately 40%, with maintenance intervals every two years or 40,000 km; safety features include automatic emergency braking, parking sensors, rearview camera, adaptive cruise control, and lane departure warning.
89. https://www.slashgear.com/2122681/new-evs-with-biggest-price-drops-in-2026/ - * Prices for new vehicles are expected to rise 2% to 4% in 2026, while EV prices are projected to fall 3% to 8% due to expired federal incentives.* * Automakers are offering significant discounts on EVs to clear inventory and attract buyers in 2026.* * Tesla and GM reduced prices on models such as Model Y and Chevrolet Equinox in late 2025.* * Premium brands discounted select EVs by five figures in 2026.*
90. https://www.frandroid.com/survoltes/voitures-electriques/3042785_crise-petroliere-pourquoi-le-litre-dessence-a-2-e-est-une-aubaine-pour-les-voitures-electriques-chinoises - * The conflict between US, Israel, and Iran has pushed oil prices to $119 per barrel in March 2026. * Rising fuel costs make electric vehicles a cost-effective alternative, boosting Chinese EV exports. * The increase in oil prices has contributed to reducing global crude consumption by 1.7 million barrels per day. * Chinese EV manufacturers, like BYD, Xpeng, and Xiaomi, have competitive production costs and are expanding their international presence. * The geopolitical crisis accelerates the realignment towards electric mobility, especially in Asia and Europe. * China has reduced its oil dependency by shifting towards electric vehicles, considering energy independence a national security issue.
91. https://tradebrains.in/battery-stock-in-focus-after-infusing-450-cr-into-subsidiary-for-ev-battery-expansion/ - * Exide Industries Limited invests ₹450 crore into its subsidiary Exide Energy Solutions Limited to build a lithium-ion battery plant in Bengaluru. * The facility aims to produce lithium-ion cells, modules, and battery packs for electric vehicles and energy storage. * The project addresses India’s dependency on imports, primarily from China, and supports the transition to electric mobility and renewable energy. * The investment aligns with ongoing industry shifts towards lithium-ion batteries for diverse applications. * Exide’s recent financials show fluctuating performance, with focus on expanding into modern energy solutions.
92. https://tradebrains.in/battery-stock-in-focus-after-infusing-450-cr-into-subsidiary-for-ev-battery-expansion/ - - Exide Industries Limited invests ₹450 crore into its subsidiary, Exide Energy Solutions Limited, focusing on building a lithium-ion battery plant in Bengaluru. - The project aims to produce various battery cell types for electric vehicles and energy storage systems. - The investment signifies a move towards local manufacturing and energy storage solutions in India. - The facility supports India's goal of reducing reliance on imports and advancing electric mobility. - Exide’s recent financial data indicates resilience amid a strategic expansion into lithium-ion batteries.
93. http://prsync.com/marketsandmarkets-automotiveandtrasportation/global-ev-battery-market-size-trends--forecast-to--5179873/ - * The global EV battery market is projected to grow from USD 91.93 billion in 2024 to USD 251.33 billion by 2035, at a CAGR of 9.6%. * Growth is driven by consumer demand, government policies, and technological progress in battery chemistry. * The 50-110 kWh battery segment is expected to see the largest growth, suitable for mid-range and premium EVs. * Natural graphite is identified as the fastest-growing raw material, supported by strategic partnerships like GM’s with Vianode. * China is the dominant player in the Asia Pacific market, supported by government policies and innovations like CATL’s Shenxing Plus battery.
94. https://www.am-online.com/news/mg-and-byd-pile-pressure-on-tesla-in-europe - * European car registrations declined 1.2% in February 2026, with EV volumes up 22.3%. * Tesla's European registrations rose 16.7% year to date, reaching 20,941 units, but still trailed BYD and SAIC. * BYD's EU sales surged 179.2% year to date, reaching 29,291 units. * SAIC's registrations increased 6.6% in the EU, with broader European growth at 4.8%. * Chinese OEMs' combined registrations exceeded 77,500 across Europe, about three times Tesla's volume. * The broader EU market shows hybrids dominate at 38.7%, with plug-in hybrids also growing. * The data indicates accelerating Chinese EV growth impacting Tesla's market share and competitive position.
95. https://thenextweb.com/news/tozero-industrial-battery-recycling-plant - * tozero, a Munich-based startup, opens a demo plant at Chemical Park Gendorf, Bavaria, processing 1,500 tonnes of battery waste annually. * The plant produces over 100 tonnes of high-purity lithium carbonate per year using a proprietary acid-free hydrometallurgical process. * tozero's process recovers lithium and graphite at industrial scale, feedable directly into battery manufacturing. * The company became the first in Europe to deliver recycled lithium to customers in April 2024 and to qualify 100% recycled graphite for production in February 2025. * A full-scale facility is planned for 2030 to process 45,000 tonnes of waste, producing about 8,000 tonnes of lithium carbonate and 10,000 tonnes of graphite annually.
96. https://renewablewatch.in/2026/03/27/exide-industries-invests-rs-4-5-billion-in-its-subsidiary-exide-energy-solutions/ - * Exide Industries Limited invests Rs 4.5 billion via subscription to its subsidiary Exide Energy Solutions Limited. * The investment funds a greenfield plant at Bengaluru for manufacturing lithium-ion battery cells, modules, and packs. * The company designs, manufactures, markets, and sells lead acid batteries for multiple sectors, including automotive and defence. * The plant aims to expand Exide's battery production capacity in India. * The investment supports the development of lithium-ion technology, relevant for battery advancements.
97. https://autoref.co.za/eu-shift-on-emissions-rules/ - * European Union projects electric vehicles could constitute 85% of new car sales by 2035, according to Transport & Environment (T&E).* * The European Commission replaced a ban on new combustion-engine cars with a 90% reduction in CO2 emissions from new cars and vans by 2035, compared to 2021 levels. * T&E criticises the change as a rollback of EU green policy, warning EVs may only make up half of new sales, and emissions could rise by 10% between 2025 and 2050. * The Commission claims the revised target will still boost EV adoption and save carmakers €2.1 billion over three years. * T&E estimates 5% to 50% of 2035 sales could still be non-battery-electric vehicles, with around 15% most likely.
98. https://www.fool.com.au/2026/03/27/asx-lithium-shares-compelling-as-top-broker-adjusts-ratings/ - * UBS predicts higher demand for electric vehicles (EVs) due to the war in Iran and rising oil prices. * UBS has upgraded IGO Ltd to a buy rating with a price target of $8.55. * UBS raised its target for Liontown Resources Ltd to $2.20, maintaining its buy rating. * PLS Group Ltd was downgraded to neutral with a target price of $4.95. * Lithium prices, including spodumene and lithium carbonate, have increased significantly amid increased demand. * EV sales in China declined 40% YoY in February but overall sales increased in 2022.
99. https://lithium-news.com/inside-the-price-forecast-revolution-accelerating-electric-vehicle-adoption-worldwide/ - • Widespread price forecast revision driven by technological advances, manufacturing scale, and policy support. • Lithium-ion battery costs decreased over 85% in a decade, with projections below $60/kWh by 2028. • Over 200 battery production facilities globally and investments by automakers like Ford, Volkswagen, and GM. • Regulatory incentives, such as US federal EV tax credits and California’s zero-emission mandates, boost affordability. • Consumer adoption rising as 68% consider EVs within 5% of gasoline vehicle costs; infrastructure expansion reduces range anxiety. • Supply chain localisation and strategic mineral sourcing enhance cost stability. • International competition from Chinese manufacturers pressures prices in the $25,000–$35,000 segment. • Commercial adaptation with fleet electrification, exemplified by Amazon and UPS, accelerates market shift.
100. https://lithium-news.com/inside-the-gigafactory-supply-deal-revolution-reshaping-green-energy-markets/ - * The electric vehicle industry’s demand for critical raw materials is driving new strategic gigafactory supply deals involving lithium, cobalt, nickel, and other materials. * These agreements often involve multi-year commitments for large quantities of materials, influencing global commodity markets. * Geographical diversification includes traditional South American sources and new North American extraction projects. * Companies securing long-term supply deals are positioning themselves as key players in the clean energy transition with opportunities in material sales, equity, and recycling. * Recent deals include provisions for technology innovation and are supported by government incentives, creating favourable investment conditions.
101. https://lithium-news.com/surging-lithium-hydroxide-premium-transforms-global-battery-metal-markets/ - * The lithium hydroxide premium is widening against lithium carbonate, driven by demand for high-performance battery chemistries. * Battery manufacturers shifting towards nickel-rich cathodes increase demand for lithium hydroxide, impacting pricing. * Major producers like Albemarle, SQM, and Ganfeng Lithium invest heavily to expand hydroxide production capacities. * Regional disparities influence premium variations, with Asian markets commanding highest premiums due to proximity to EV supply chains. * Policies like the US Inflation Reduction Act contribute to wider hydroxide premiums in North America and Europe. * Market valuation now emphasizes hydroxide conversion capabilities and regional supply agreements over total lithium capacity. * Exploration shifts towards spodumene deposits in Australia, Canada, and Africa for direct lithium hydroxide production. * Industry outlook suggests the premium will persist amid technological advances and regional energy security strategies.
102. https://fueloilnews.co.uk/2026/03/logistics-uk-welcomes-zero-emission-vehicle-grants/ - * Logistics UK welcomes extension of Depot Charging Scheme and funding through Zero Emission Truck and Van Grants. * Government measures aim to accelerate electric commercial vehicle adoption and support decarbonisation. * Research identifies high upfront costs and lack of infrastructure as barriers. * Industry advocates for multi-year funding certainty to aid fleet planning. * The measures are seen as a significant step forward for the industry and climate targets.
103. https://mining.com.au/electric-vehicles-interest-rises-in-eu/ - * European consumers mostly hold positive or neutral views of EVs, according to 2025 survey. * In December 2025, there were over 7.7 million battery EVs in the EU, with extensive charging infrastructure. * Report highlights perceived advantages and barriers to EV adoption, including range and cost concerns. * Familiarity with EVs is higher in countries with larger EV shares. * European Commission proposes policies to support EV infrastructure deployment and adoption targets.
104. https://australianaviation.com.au/2026/03/melbourne-airport-chosen-for-major-new-ev-charging-hub/ - * Melbourne Airport will open a public EV charging hub with 24 bays, including 150kW and 300kW chargers, accessible bays, and drive-through options. * The hub, backed by bp pulse Australia, will be the company's first large-scale charging facility in Australia, with more than eight bays. * The hub will offer discounts to Uber EV drivers and will be powered by 100% renewable electricity from Melbourne Airport’s onsite solar farms. * The project is part of a broader network supporting Australia’s electrification efforts, with bp pulse installing over 290 bays across various states. * The Melbourne Airport road network is undergoing a $500 million overhaul, including the Naarm Way project, set to improve access and reduce peak time delays.
105. https://electrek.co/2026/03/26/volkswagens-high-tech-new-ev-suv-in-china-starts-at-35000/ - * Volkswagen opens pre-orders for the ID.UNYX 08 in China, with prices from $34,500 to $43,500, as part of its EV offensive in China. * The fully connected electric SUV is developed through a partnership with XPeng, featuring advanced local technology. * Production started at Volkswagen Anhui in Hefei; the vehicle will launch in the first half of 2026. * The SUV offers ultra-fast charging, dual or single motor options, and long-range battery packs. * Volkswagen aims to roll out 20 new EVs in China in 2026, with plans for 50 models by 2030 amidst rising domestic competition.
106. https://lithium-news.com/inside-the-gigafactory-supply-deal-revolution-reshaping-green-energy-markets/ - * The electric vehicle revolution has reached a pivotal moment, with strategic gigafactory supply deals fundamentally altering green energy markets.* These agreements involve multi-year commitments for lithium, cobalt, nickel, and other materials, impacting global commodity markets.* A single large-scale battery factory can consume over 30,000 tons of lithium carbonate annually, influencing investment and supply chain strategies.* Regional diversification includes sources in South America and North America, with different risk profiles and pricing considerations.* Companies securing long-term deals are positioning themselves as key partners in the clean energy transition, with opportunities in material sales, equity participation, and recycling.* Agreements now include provisions for battery innovation, recycling, and R&D collaboration.* Government incentives and legislative support are facilitating domestic supply chains, making projects more viable.* Deal structures feature price adjustments, volume flexibility, and quality standards to hedge against market volatility.* Increasing market competition signals future production and technological priorities, influencing investor strategies.* The landscape offers significant investment opportunities supporting EV adoption and renewable energy storage.
107. https://blackchronicle.com/west-coast-pacific/washington/wa-prepares-to-roll-out-112-million-medium-heavy-duty-ev-subsidy-program/ - * Washington state plans to launch a $112 million EV voucher programme for commercial medium and heavy-duty vehicles and off-road equipment. * The programme aims to boost EV sales amid declining sales and supply issues, funded through the Climate Commitment Act. * The programme does not include funding for charging stations; logistical challenges persist. * The voucher scheme will be available to qualified buyers from April. * Washington shares EV policies with California, including the Advanced Clean Trucks rule.
108. https://www.nextbigfuture.com/2026/03/tesla-china-launching-sub-30000-standard-model-3-in-april-june.html - * Tesla Giga Shanghai is producing a simplified, lower-cost Standard Model 3, expected to be priced below 200,000 CNY (~$28,600 USD), with launch between April and June. * The new variant features a 52.9 kWh LFP battery, range of 480 km CLTC, and is designed for China and export to Asia. * Production lines are operational, with government filings and supplier details indicating readiness; similar Model Y versions are planned for mid-2026. * The battery cost for Tesla’s China-market pack is estimated at $75–90/kWh, with total pack costs roughly $4,000–$4,800.
109. https://thedriven.io/2026/03/27/tesla-introduces-foldable-supercharger-for-faster-and-cheaper-rollout/ - * Tesla introduces Folding Unit Superchargers, capable of unfolding into 8 units on site, with 2 units per truck, at 500 kW power capacity. * The new units enable transporting 33% more stalls per trip, reduce costs by 20%, and double installation speed. * The development aims to expedite the deployment of fast-charging sites globally, including Australia. * Tesla has previously showcased rapid deployment of charging sites, with installations taking days instead of weeks. * The foldable supercharger technology could facilitate larger, cost-effective charging infrastructure in the coming years.
110. https://kalkinemedia.com/au/stocks/metal-and-mining/ev-boom-signals-shift-in-global-mobility-trends - * Electric vehicle adoption is accelerating globally, with rising acceptance in Europe. * Consumer attitudes in Europe are shifting from curiosity to cautious acceptance. * Factors influencing interest include environmental concerns, driving experience, and cost efficiency. * Barriers such as affordability, range anxiety, and infrastructure limitations persist. * Expansion of charging infrastructure and policy support underpin growth. * Demand for EVs impacts global resource sectors, notably in Australia, highlighting the importance of lithium and batteries. * Market trends show increased relevance of clean energy sectors within Australian indices and investment strategies.
111. https://evmagz.com/baic-details-sodium-ion-battery-with-450-km-range-and-fast-charging-capability/ - * BAIC has released details of its sodium-ion battery, which offers a range of up to 450 kilometres and supports 4C ultra-fast charging. * The battery's energy density exceeds 170 Wh/kg and can operate in extreme temperatures from -40°C to 60°C. * Developed as part of BAIC’s Aurora Battery platform, it aims to reduce costs by about 15% compared to lithium iron phosphate batteries. * The battery showed stability in safety tests, without catching fire or exploding when overcharged or exposed to high temperatures. * Industry rivals like CATL and BYD are also scaling sodium-ion battery production, indicating a technological shift in the industry.
112. https://www.etoday.co.kr/news/view/2569973 - * Hyundai Motor Group and SK On establish a US joint venture named 'HSBMA', with construction nearing completion and aiming for commercial operation within the year. * The factory, located in Georgia, USA, will produce 35 GWh of batteries annually, supplying power for approximately 300,000 electric vehicles. * Total investment is about $5 billion, with equal shares held by both companies. * Batteries will be assembled into battery packs and supplied to Hyundai, Kia, and Genesis electric vehicles made locally. * The factory’s location near other Hyundai manufacturing plants enhances logistics and supply chain stability.
113. https://www.marketbeat.com/instant-alerts/lithium-stocks-to-follow-today-march-26th-2026-03-26/ - * Amprius Technologies, QuantumScape, and Critical Metals are top lithium stocks by trading volume as of March 26. * Amprius produces ultra-high energy density lithium-ion batteries using silicon nanowire anodes for aviation and drone applications. * QuantumScape develops solid-state lithium-metal batteries targeting electric vehicles. * Critical Metals focuses on lithium mining and exploration with projects including Wolfsberg and Tanbreez. * All companies are involved in lithium battery or materials sectors, linked to EV demand and grid storage market trends.
114. https://lithium-news.com/global-supply-deficit-warning-sparks-revolutionary-advances-in-lithium-extraction-methods/ - * The lithium industry faces supply shortfalls of up to 40% by 2030 due to surging demand for electric vehicles and energy storage. * Supply deficit warning has spurred innovation in lithium extraction, with companies developing faster, cleaner methods. * Direct lithium extraction (DLE) technologies now extract lithium in hours with over 90% efficiency, utilising advanced filtration, ion-exchange, and electrochemical processes. * Investment in alternative lithium sources like geothermal, oilfield brines, and seawater has increased, exemplified by projects in the UK and California. * Environmental concerns have led to the adoption of recycled water systems and water-efficient extraction techniques. * Technologies such as high-purity alumina processes and modular extraction units have reduced water use and allowed rapid deployment. * AI and machine learning optimise extraction processes, improving yield and efficiency. * Venture capital investments in lithium tech startups reached $2.3 billion in 18 months, with support from Tesla, GM, Samsung SDI, EU, and US policies. * Equipment manufacturers develop next-generation modular and mobile processing units to facilitate access and cost competitiveness. * The evolving technological landscape aims to create a more resilient, sustainable, and responsive lithium supply chain.
115. https://www.deccanchronicle.com/southern-states/telangana/srmamara-raja-energy-storage-centre-enters-phase-ii-1946546 - * The SRM–Amara Raja Energy Storage Centre in Vijayawada to enter Phase II, focusing on advanced battery technologies and industry-oriented innovation. * An expert delegation from Amara Raja Advanced Cell Technologies reviewed research and finalised next-phase roadmap. * The centre, established in 2020 in collaboration with Amara Raja Batteries Ltd., has worked on next-generation energy storage solutions. * Phase II will emphasise prototyping and commercialisation of low-cost battery materials, improved cathodes for lithium-ion and sodium-ion batteries, solid electrolytes, faster charging, and recycling technologies. * The delegation visited research facilities and reaffirmed commitment to sustainable energy storage solutions.
116. https://www.nzz.ch/mobilitaet/feststoff-akkus-aus-china-mg-will-in-europa-die-reichweitenangst-beseitigen-ld.1931170 - * MG plans to bring their semi-solid-state solid-core batteries to Europe by end of 2026, initially in the MG 4 EV Urban.* * The new battery consists of 95% solid electrolyte, made from a glass and ceramic composite.* * Advantages include faster charging, higher energy density at 400 Wh/kg, and increased safety in collisions.* * The battery will be used in both EVs and plug-in hybrid models, including the upcoming MG S9 PHEV.* * MG aims to reduce battery-related range anxiety and improve vehicle efficiency in the European market.*
117. https://lithium-news.com/record-growth-transforms-recycled-lithium-market-into-green-energys-biggest-success-story/ - * The recycled lithium market has grown from $350 million to over $2.8 billion, with projections exceeding 25% annual growth. * The sector addresses environmental concerns of traditional lithium mining, providing up to 95% recovery from spent batteries. * Technological advancements enable extraction costs 30-40% lower than mining, using hydrometallurgical and direct recycling methods. * Major automakers like Tesla, BMW, and Ford are signing long-term contracts with recycling companies. * Recycling produces 75% fewer carbon emissions and uses 90% less water compared to primary mining. * Policies such as the EU Battery Regulation and US tax credits support market expansion. * Investment in recycling startups exceeds $1.2 billion in 18 months; facility expansions total over $5 billion. * Recycling infrastructure is increasing in Europe and North America to reduce supply chain risks.
118. https://www.miningmx.com/news/battery-minerals/64839-zijins-congo-lithium-mine-to-rank-among-worlds-biggest/ - * Zijin Mining Group’s Manono lithium project in Democratic Republic of Congo to be commissioned in June 2023. * Once at full capacity, it will produce 130,000 tonnes of lithium carbonate equivalent annually. * The project aims to produce between 850,000 and 875,000 tonnes of lithium concentrate per year. * It will account for roughly 5% of global mined lithium supply when fully operational in 2028. * The $1.4 billion project involves legal disputes and interest from other companies such as AVZ Minerals and KoBold Metals.
119. https://www.cartoq.com/car-news/mahindra-strategic-expansion-nu-iq-platform-ev-growth-global-markets/ - * Mahindra is a leading SUV manufacturer in India, with plans to expand in international markets. * In CY25, Mahindra secured the second spot in India's passenger vehicle segment with a 13.3% market share. * The company is introducing new models based on the NU_IQ platform, including Vision S, which may feature hybrid or electric versions. * Mahindra is focusing on global design standards, aerodynamics, and premium appeal for its vehicles. * The brand is developing an expanded EV portfolio, including the XEV 9S, which became Mahindra’s best-selling EV in February 2026. * Updates to existing models like Scorpio N, Scorpio Classic, and Thar are planned to maintain customer interest. * Mahindra aims to cater to utilitarian, premium, and electric segments through diversified offerings. * The company is working on next-generation pickup trucks for overseas markets. * By 2026, Mahindra plans to launch affordable versions of models and grow its EV battery options, including a 70 kWh pack. * Mahindra's strategy includes both ICE and electric vehicles to meet emission norms and compete internationally.
120. https://www.dailyexcelsior.com/india-to-scale-up-critical-mineral-exploration-reduce-import-dependence-dr-jitendra/ - * India is scaling up exploration of critical minerals, including lithium, in regions such as Rajasthan and Jammu & Kashmir. * The government aims to create a startup-driven mining ecosystem and strengthen domestic supply chains. * Efforts include policy reforms for faster project approvals, enabling private sector participation, and resolving forest clearance issues. * India is exploring international cooperation for advanced technology access while focusing on indigenous innovation. * The initiative seeks to align exploration activities with global demand and develop local processing capacity.
121. https://www.bnamericas.com/en/interviews/orion-resource-to-assess-mining-opportunities-in-south-america - * Orion Resource Partners is assessing mining projects across South America as part of its recent US$2.2 billion fundraising for Mine Finance Fund IV. * The firm targets commodities such as copper, gold, nickel, lithium, rare earths, and others, driven by long-term demand for critical minerals. * Countries of focus include Argentina, Brazil, Chile, Colombia, Ecuador, and Peru. * Investment approach is flexible, based on opportunity maturity and project needs, with a support horizon aligned to project milestones. * Significant investment interest from pension funds and sovereign wealth funds, viewing critical minerals as strategic assets. * South America is highlighted for its large-scale, high-quality mining assets, notably in copper and lithium, supporting the energy transition and global supply chains. * Main drivers for projects include regional mineral endowments, skilled local workforce, and geopolitical alignment.
122. http://www.kakiforex.com/2026/03/european-ev-sales-soar-following-oil.html - * A rise in petrol prices in Europe, triggered by the Iran conflict, led to a surge in used EV sales. * EVs overtook diesel in demand, with EV market share nearly doubling from 6.5% to 12.7% in three weeks. * Gasoline prices rose 12% in the EU between February 23 and March 16. * Decline in petrol and diesel model sales to 28% and 10% respectively. * Consumer interest in EVs increased in France, Romania, Portugal, and Poland. * The used EV market in Europe has become more mature, with more models and battery certificates available.
123. https://www.logisticsmanager.com/dft-announces-1bn-for-road-freight-electrification/ - * The UK Department for Transport (DfT) announced £1 billion in funding for electric vans and trucks. * Initiatives include the Zero Emissions Truck and Van grants and the Depot Charging Scheme, aimed at reducing upfront costs and improving charging access. * Grants offer savings up to £81,000 for trucks and £5,000 for vans, with businesses potentially saving up to £1 million on charging infrastructure. * Industry reactions were mixed, with support from Logistics UK and criticism from RHA regarding fuel duty policies. * The government also promotes EV adoption through the Electric Car Grant, saving over 80,000 drivers up to £3,750.
124. https://tandlonline.com/sustainability/ev-hydrogen/zero-emission-vehicle-grants-and-depot-charging-scheme/ - * The UK government announces extension of the Depot Charging Scheme and funding through Zero Emission Truck and Van Grants (25 March). * The measures aim to address high upfront vehicle costs and infrastructure challenges for electric HGV adoption. * Logistics UK welcomes the announcement, emphasising the importance of multi-year funding certainty for industry planning. * The move seeks to support the transition to electric commercial vehicles, particularly among smaller operators. * Logistics UK advocates for structured, long-term support to enable fleet upgrades and decarbonisation efforts.
125. https://express-press-release.net/news/2026/03/26/1743895 - * The global electric vehicle market is expected to reach USD 6,524 billion by 2030, expanding at a 32.5% CAGR from 2025 to 2030. * Drivers include technological advancements, rising consumer demand, and supportive government policies. * Key companies in the sector include Tesla, BYD, Ford, General Motors, Honda, Mercedes-Benz, Mitsubishi, Nissan, Renault, and AB Volvo. * Market opportunities are present in charging infrastructure, battery technology, vehicle connectivity, and affordable EV models. * Marketing strategies should focus on sustainability, reliability, performance, and digital integration.
126. https://chemindigest.com/exide-industries-invests-rs-450-crore-in-lithium-battery-subsidiary/ - * Exide Industries Ltd invested ₹450 crore in its subsidiary, Exide Energy Solutions Ltd, to strengthen its lithium-ion battery manufacturing sector in India. * The total investment in Exide Energy exceeds ₹4,800 crore. * The subsidiary was founded in March 2022 to focus on lithium-ion battery cells, modules, and packs. * A greenfield lithium-ion battery manufacturing facility is being developed in Bengaluru. * The investment aims to support India’s electric mobility and renewable energy transition, and accelerate domestic battery infrastructure development.
127. https://www.whichev.net/2026/03/26/baic-sodium-ion-battery-prototype-offers-11-minute-full-charge-capability/?utm_source=rss&utm_medium=rss&utm_campaign=baic-sodium-ion-battery-prototype-offers-11-minute-full-charge-capability - * BAIC Group announces development of a sodium-ion battery prototype with fast charging support and high-temperature resistance. * The prototype supports 4C charging, allowing full charge in 11 minutes. * It can operate stably in temperatures from -40°C to 60°C and withstand overcharge and thermal abuse tests. * BAIC has established mass production processes and applied for around 20 patents related to the battery. * The development contributes to Chinese automakers' focus on sodium-ion technology for low-cost and cold-weather applications.
128. https://skillings.net/efficiency-over-scale-albemarles-3-1b-dle-pivot-in-the-atacama/ - * Albemarle files environmental impact study for Project TED, a $3.1 billion DLE lithium project in the Atacama. * The project aims to nearly double lithium recovery rates while reducing net brine extraction by 68%. * Plans include connecting to Chile’s national grid for renewable energy and importing desalinated seawater. * The project reflects a shift towards efficiency and smaller environmental footprint mandated by Chilean regulations. * The initiative is a key test for DLE technology at scale and for Chile’s new regulatory framework.
129. https://electrek.co/2026/03/25/toyota-cuts-ev-prices-china-under-15000/ - * Toyota cuts prices on EV models in China, offering low-interest financing to compete with domestic rivals. * The bZ3X, an entry-level electric SUV, is now available at 99,800 yuan ($14,500), down from 109,800 yuan ($15,000). * FAW Toyota also offers discounts on the bZ3, starting at 93,800 yuan ($13,500), with additional promotions. * Toyota introduces new electric SUVs in the US, including the 2026 bZ, C-HR, and bZ Woodland, with discounts and financing incentives. * The company’s EV price cuts aim to boost market share in China and the US during a competitive period.
130. https://www.bworldonline.com/top-stories/2026/03/26/738701/surging-fuel-prices-seen-driving-demand-for-evs/ - * Fuel costs are expected to accelerate demand for electric vehicles (EVs) in the Philippines in 2023, with sales projected to surpass 40,000 units.* * EV sales reached around 40,000 last year and are expected to grow by more than 10-15% this year.* * The Philippine government aims for 100,000 EV registrations by 2028 and promotes EV adoption through legislation and industry targets.* * EV operational costs are lower than fuel-powered cars according to officials, with fuel costs for conventional cars averaging about P5 per km versus P1.75 for EVs.* * Experts recommend improved public transportation to offset private car costs and enhance mobility.*
131. https://lithium-news.com/surging-ev-demand-forecast-signals-major-green-energy-and-lithium-investment-opportunities/ - - Global EV sales exceed projections with over 50% of new car sales in developed markets by 2030. - Lithium consumption expected to increase by over 400% within the next eight years, driven by battery demand. - Investment in green energy infrastructure, including solar, wind, and energy storage, is experiencing increased capital flow. - Charging station requirements are projected to grow by over 2,000%, with advancements in ultra-fast and wireless charging technology. - Governments are providing subsidies and incentives for lithium mining and processing, elevating supply chain security as a strategic priority.
132. https://copperbeltkatangamining.com/manono-lithium-project-set-to-transform-the-drcs-role-in-the-global-battery-supply-chain/?utm_source=rss&utm_medium=rss&utm_campaign=manono-lithium-project-set-to-transform-the-drcs-role-in-the-global-battery-supply-chain - * A large lithium development in the Democratic Republic of the Congo (DRC) by Zijin Mining aims to supply 5% of global lithium demand by 2028. * The project includes a mine with a projected capacity of 130,000 tonnes of lithium carbonate equivalent annually and a downstream processing facility. * The investment is approximately $1.4 billion, with the project contributing to Africa’s industrial development. * Zijin holds just under 55% ownership, with the Congolese government maintaining significant participation. * Legal disputes and international interest signal growing competition for lithium assets in the region.
133. https://tribune.com.pk/story/2599316/evs-face-grid-land-trust-deficits - * Pakistan's EV charging infrastructure targets 3,000 stations by 2030 under the National Electric Vehicle Policy. * Two firms, Solcraft and ORKO, announced plans to install 500 chargers over two years. * Infrastructure challenges include grid issues, land access, and consumer trust. * Public-private partnerships are seen as essential to scaling EV infrastructure. * Rooftop solar expansion offers opportunities for decentralised, reliable charging solutions. * Industry emphasises focus on commercial fleets, interoperability standards, and domestic battery capacity for EV adoption.
134. https://lithium-news.com/record-spodumene-concentrate-prices-signal-major-battery-supply-chain-transformation/ - * Global spodumene concentrate prices have surged beyond $8,000 per metric ton, a 340% increase since pre-pandemic levels. * Price increases driven by geopolitical tensions, technological breakthroughs, and rising consumer demand, particularly for electric vehicles. * Australian producers in the Pilbara region are shifting from spot sales to long-term offtake agreements with equity and technology sharing. * Major EV manufacturers like Tesla and BYD are establishing direct supply chain partnerships with mining operations. * Advancements in spodumene processing, including direct conversion methods, aim to reduce costs by up to 30% and environmental impact. * Investments in new processing facilities in Chile, Argentina, and Canada support geographic diversification. * Price volatility is prompting companies to develop hedging strategies and risk-sharing mechanisms. * Anticipated high demand from energy storage may sustain upward pressure on spodumene prices. * Battery firms are exploring alternative lithium sources, including brines and recycled materials, to diversify supply.
135. https://lithium-news.com/record-ev-demand-forecast-signals-the-green-energy-revolution-has-reached-its-tipping-point/ - * Industry analysts project global EV sales to surpass 18 million units this year, up 35% from previous estimates. * Increasing EV demand driven by breakthrough battery tech, government incentives, and shifting consumer preferences. * Energy grids are expanding infrastructure, with some regions expecting a 40% rise in electricity demand over the next decade. * Utilities are investing heavily in renewable energy capacity to meet increased electricity needs. * Supply chains are evolving, with lithium mining expanding and automakers retooling factories for EV production. * Green energy stocks are experiencing a strong rally; investments in batteries and infrastructure reaching record levels. * Nations consider EV manufacturing and infrastructure as strategic economic assets. * European markets grow steadily through regulation; Asian markets, led by China, expand rapidly via government support. * US adoption accelerates in major metro areas as charging infrastructure improves. * Commercial EV segment, especially electric delivery trucks and buses, emerges as a new growth driver. * Supply chain analysts suggest current forecasts are conservative due to rapid tech advances. * Overall, EV demand forecast indicates a deep transformation in energy generation, distribution, and consumption.
136. https://autotalk.com.au/industry-news/mg-sales-surge-as-global-volumes-rise-6-8-year-on-year?utm_source=rss&utm_medium=rss&utm_campaign=mg-sales-surge-as-global-volumes-rise-6-8-year-on-year - * Chinese-owned MG Motor reports a 6.8% rise in global vehicle sales for January and February 2026, driven by international demand and EV uptake. * Nearly 600,000 vehicles sold globally in two months, with significant growth in Europe and markets like Australia. * MG remains the top-selling Chinese brand in Europe, with 49,000 sales, up 16% year-on-year. * SAIC Motor's overseas sales increased 48.9%, with 157,000 new energy vehicles delivered. * MG's EV lineup, led by MG4, maintains strong demand with consistent monthly sales above 10,000 units.
137. https://lithium-news.com/surging-ev-demand-forecast-signals-major-green-energy-and-lithium-investment-opportunities/ - * Global EV sales have exceeded projections, with over 50% of new car sales in developed markets by 2030. * Lithium consumption is expected to increase by over 400% in the next eight years due to EV demand. * Investment in green energy infrastructure, including solar and wind, is expanding to meet increased electrical grid demands. * Charging station installations must increase by over 2,000% to support EV adoption in suburban and rural areas. * Governments are providing subsidies and incentives for lithium mining and processing amid geopolitical competition.
138. https://cleantechnica.com/2026/03/25/915-electric-buses-ordered-for-use-in-india/ - * India has some of the world's most polluted cities, with air pollution causing millions of premature deaths annually. * Loni in Uttar Pradesh was the world's most polluted city in 2025, with hazardous PM2.5 levels. * Over 900 electric buses have been ordered for deployment in Telangana, India, by GreenCell Mobility in partnership with EKA. * The deployment is part of India's efforts to electrify public transportation, reduce urban pollution, and decrease fossil fuel reliance. * The order is under the PM E-Drive Scheme, a government incentive programme supporting electric vehicle adoption.
139. https://www.thehindubusinessline.com/companies/exide-invests-450-crore-in-ev-battery-arm-as-bengaluru-gigafactory-nears-commissioning/article70785401.ece - * Exide Industries invests ₹450 crore into its EV battery subsidiary, Exide Energy Solutions Ltd (EESL). * The Bengaluru gigafactory nears commissioning, aiming for commercial production in H1 FY26. * Phase 1 of the facility will have 6 GWh annual capacity for NMC and LFP chemistries. * EESL reported a loss of ₹209 crore in FY25; breakeven expected by late FY27 or early FY28. * The company highlights continued cash flow from lead-acid business and strategic demand visibility through tie-ups with Hyundai, Kia, and domestic two-wheeler makers.
140. https://autotalk.com.au/industry-news/chery-unveils-ultra-fast-charging-battery?utm_source=rss&utm_medium=rss&utm_campaign=chery-unveils-ultra-fast-charging-battery - * Chinese automotive group Chery introduces the Rhino battery, capable of delivering 500km range in eight minutes. * The battery supports up to 5000 charge cycles and incorporates advanced safety features. * The Rhino platform will support hybrid, battery electric, and solid-state powertrains. * Chery invests over RMB10 billion (AU$2.1b) in solid-state battery research, targeting energy densities of 600 Wh/kg. * The company aims for a 60% reduction in per-vehicle emissions by 2030 and operational carbon neutrality by 2037. * Chery's electrified models, including the Jaecoo J5 EV, are expanding in Australia, with the J5 EV surpassing 2000 orders.
141. https://lithium-news.com/record-investment-fuels-hard-rock-mining-expansion-across-global-lithium-operations/ - • Over $18 billion invested in lithium hard rock mining since the start of the year, a 340% increase year-on-year. • Australia leads expansion, with projects in Pilbara, Yilgarn Craton, and other regions transitioning from exploration to construction. • North American projects, particularly in Quebec's James Bay, advance through permitting and early development phases. • Technological innovations include enhanced extraction methods like dense media separation and direct lithium extraction, boosting resource recovery and environmental performance. • Market dynamics favour long-term supply agreements, stabilising spodumene concentrate prices despite volatility in lithium chemicals.
142. https://www.demorgen.be/tech-wetenschap/en-plots-halen-elektrische-auto-s-vlotjes-800-kilometer-alles-rond-de-batterij-is-verbeterd~b236e97d/ - * Lithium-ion batterijen hebben in de afgelopen tien jaar de energiedichtheid verdubbeld, van 150 naar 300 wattuur per kilogram. * De verbetering komt vooral door optimalisaties in verpakking, materialen en lichtere constructies. * Auto’s zijn efficiënter geworden, onder andere door verbeteringen in aandrijving, aerodynamica en power electronics. * Autofabrikanten ontwikkelen nu auto’s compleet rond de batterij, in tegenstelling tot eerdere aanpassingen op bestaande modellen. * Nieuwe technologieën zoals natrium-ion en solid-state batterijen worden onderzocht, hoewel deze nog niet klaar voor grootschalige industriële productie zijn. * Het rijbereik van elektrische auto’s is aanzienlijk verbeterd, en laadtijden zijn verkort tot ongeveer twintig minuten voor 20-80% capaciteit. * Voor thuisbatterijen gelden andere eisen; veiligheid en kosteneffectiviteit zijn prioritair, vooral bij natrium-ion batterijen. * De huidige lithium-ion technologie is al zeer effectief en wordt breed toegepast in diverse apparaten.
143. https://techxplore.com/news/2026-03-plasma-lemon-juice-milder-method.html - * Researchers at Rice University developed a plasma-assisted recycling method for lithium-ion battery waste. * The process uses microwave plasma treatment and mild solvents, including citric acid, to recover metals. * Nearly 95% of metals, such as lithium and transition metals, can be recovered, with graphite also regenerated. * The method is faster, energy-efficient, and environmentally friendly, with potential for commercialisation. * The technology aims to improve recycling efficiency and sustainability in battery supply chains.
144. https://copperbeltkatangamining.com/manono-lithium-project-set-to-transform-the-drcs-role-in-the-global-battery-supply-chain/?utm_source=rss&utm_medium=rss&utm_campaign=manono-lithium-project-set-to-transform-the-drcs-role-in-the-global-battery-supply-chain - * A lithium development project in the Democratic Republic of the Congo aims to increase global lithium supply, targeting 5% of world output by 2028. * Zijin Mining Group progressing since 2023; project includes a mine and downstream processing plant. * Expected to produce 130,000 tonnes of lithium carbonate equivalent annually, with a total investment of $1.4 billion. * The project involves a collaborative ownership model with Zijin holding under 55%, and the Congolese government with significant interest. * Legal disputes and global competition are ongoing in the development of the project, which could reshape Africa’s role in the battery supply chain.
145. https://lithium-news.com/battery-manufacturers-face-supply-chain-disruption-without-real-time-spodumene-concentrate-updates/ - * Battery manufacturers face supply chain disruptions due to volatile spodumene concentrate prices and supply fluctuations.* * Real-time updates on market developments are increasingly vital for procurement agility.* * Disruptions in Australia and Chile impact global lithium supply, affecting production planning.* * Up-to-date technical specifications and environmental data guide quality control and responsible sourcing.* * Comprehensive market intelligence supports financial planning and risk mitigation.*
146. https://www.pv-magazine-india.com/2026/03/25/exide-industries-invests-inr-450-crore-in-battery-arm/ - - Exide Industries Ltd invests INR 450 crore in its wholly owned subsidiary Exide Energy Solutions Ltd (EESL). - The investment increases EESL’s total investment to INR 4,802.23 crore. - EESL focuses on manufacturing lithium-ion batteries for India’s electric vehicle and stationary storage markets. - The company is developing a greenfield manufacturing facility in Bengaluru. - The funds will support the greenfield project and other funding needs.
147. https://www.piston.my/2026/03/26/the-sodium-shift-aeson-powers-sodium-ion-batteries-are-a-game-changer/ - * Aeson Power launched sodium-ion 12V batteries in Malaysia in late 2025, claiming significant weight reduction, durability, temperature stability, safety, and longer lifespan compared to traditional batteries. * SIBs are based on sodium, an abundant element, revived as an alternative to lithium-ion amid rising EV demand. * These batteries are safer, lighter, and more durable, with higher cycle life and better thermal stability, especially in hot climates like Malaysia. * SIBs can be fully discharged without damage, enabling extended storage and efficiency. * They could save up to 5% in fuel by reducing engine load and improving charging speed. * Aeson Power offers various series, with prices ranging from RM369 to RM1,359, and is promoting a contest to win a battery.
148. https://www.northernminer.com/news/albemarle-starts-3-1b-chile-dle-permit-process/1003889326/ - * Albemarle has started environmental review for a $3.1 billion lithium project in Chile's Atacama salt flat. * The project aims to deploy DLE technology to increase lithium recovery and reduce brine use. * It involves building a plant with a capacity of 300 litres per second, reducing net extraction to 342 litres per second. * The project includes a transmission line to Chile’s renewable energy grid and will cover about 730,000 sq. metres. * Albemarle expects to create 350 construction jobs and up to 450 permanent jobs if approved.
149. https://electrek.co/2026/03/25/sodium-ion-ev-battery-delivers-11-min-charging-450-km-range/ - * China’s BAIC Group announced a significant breakthrough in sodium-ion battery technology, achieving a prototype with 170Wh/kg energy density. * The sodium-ion battery can achieve a 450 km driving range and fully recharge in about 11 minutes at 4C ultra-fast charging. * The battery maintains over 92% energy retention at -20°C, targets mass production, and is part of BAIC’s Aurora series. * This follows similar advancements by CATL, which achieved sodium-ion batteries with up to 175Wh/kg and projected ranges of 500-600 km for EVs. * Leading Chinese manufacturers are investing in sodium-ion batteries to reduce dependency on lithium, with global shipments expected to significantly increase.
150. https://carnewschina.com/2026/03/25/catls-domestic-ev-battery-share-reaches-50-1-in-q1-2026/ - * CATL's market share in China's EV batteries reached 50.1% in Q1 2026, the first time above 50% in five years. * China’s total EV battery manufacturing volume was 310 GWh in the first two months of 2026, up 22% year-over-year. * CATL's share in the NMC battery segment hit 81.6%; its LFP battery share reached 41% in Q1 2026. * BYD's share declined to 17.5%, while holding 22.6% of the LFP segment. * Competition is expected to shift to sodium-ion and solid-state battery segments, with China releasing a solid-state battery standard in July 2026 and BYD preparing for volume sodium-ion battery production in 2027.
151. https://lithium-news.com/why-hard-rock-mining-expansion-could-reshape-global-lithium-supply-chains/ - * The lithium market shifts from brine extraction toward hard rock mining due to faster production timelines and operational efficiency. * Australia’s Pilbara region, especially Greenbushes mine, exemplifies successful expansion, increasing capacity from 40,000 to over 180,000 tonnes. * Industry investments exceed $15 billion, reflecting confidence in spodumene-based hard rock extraction by 2030. * Advances in processing technology improve lithium recovery rates and reduce environmental impact. * Growth in hard rock sources, including Canada, Finland, and Africa, enhances geographic diversification and reduces geopolitical risks. * Market projections estimate that hard rock could account for 60% of global lithium supply within five years. * Environmental benefits include less water use and smaller land footprints compared to brine operations. * Lithium prices are stabilising through more predictable supply from hard rock expansion. * Countries with spodumene deposits are developing domestic processing, restructuring lithium market geography.
152. https://tugatech.com.pt/t80809-catl-atinge-marco-historico-de-50-na-producao-de-baterias-no-arranque-de-2026 - * CATL reaches a 50.1% market share in China's electric vehicle battery production in Q1 2026, a record not seen in the last five years. * The total manufacturing volume in China reached 310 GWh in the first two months of 2026, increasing 22% year-on-year. * Installed battery units in vehicles dropped to a historic low of 19%, despite production growth. * Approximately 370,000 energy storage units were installed across various electric vehicle segments in February 2026. * 15% of installed batteries in Q1 2026 had energy densities over 160 Wh/kg, with solutions below 125 Wh/kg disappearing. * CATL dominates the NMC segment with 81.6% and the LFP segment with 41% share; BYD's global market share receded to 17.5%. * Competition is focusing on new architectures like sodium-ion and solid-state batteries, with China scheduled to introduce standards for solid-state batteries in July 2026 and mass production of sodium solutions starting in 2027.
153. https://www.energy-storage.news/american-battery-factory-secures-4-5gwh-offtake-agreements-for-arizona-lfp-gigafactory/ - * American Battery Factory (ABF) plans to commence production at its Arizona gigafactory in late 2027, with an initial capacity of 5.5GWh, scaling to 15GWh. * The facility will produce LFP battery cells with environmentally friendly design, lasting up to 10,000 cycles. * ABF is using rapid-deploy structures designed for quick, cost-effective construction. * The Arizona site is part of a broader US manufacturing expansion, informed by pilot operations in China. * ABF has partnerships and offtake agreements with several companies, including Wuxi-LEAD, Honeywell, and Aqua Metals, targeting various markets including utility, defence, and power tools.
154. https://www.openpr.com/news/4440041/sodium-ion-battery-manufacturing-plant-dpr-unit-setup-2026 - * The global sodium-ion battery market is valued at USD 410.4 billion in 2025 and expected to reach USD 1,037.8 billion by 2034, with a CAGR of 10.86%. * The proposed manufacturing plant aims for an annual capacity of 2-5 GWh, supporting energy storage and electric vehicle applications. * The project highlights profitability with gross margins of 30-40% and net margins of 12-18%. * Capital requirements include land, equipment, infrastructure, and certification costs, with raw material procurement being a major operational expense. * Industry players include Faradion Ltd., Natron Energy, and others; recent developments feature advancements from CATL and BYD in sodium-ion battery technology.
155. https://www.openpr.com/news/4440007/lithium-price-trend-market-dynamics-demand-surge-and-future - * Lithium prices have moved from volatile surges to a more stabilised environment due to demand growth and supply chain improvements. * The primary demand driver is the accelerating adoption of electric vehicles supported by government policies worldwide. * Supply constraints, geographic concentration of production, and project delays have kept prices supported. * Regional insights highlight China’s dominance, Europe's emerging market, and North America's increasing investments. * Market challenges include logistical bottlenecks, price volatility risks, and environmental concerns. * Future outlook suggests steady prices with moderate upward pressure driven by ongoing demand and gradual supply expansion. * Procurement strategies should focus on long-term contracts and supplier diversification.
156. https://esgnews.com/germany-allocates-9-28b-climate-plan-to-close-2030-emissions-gap-cut-fossil-fuel-dependence/?utm_source=rss&utm_medium=rss&utm_campaign=germany-allocates-9-28b-climate-plan-to-close-2030-emissions-gap-cut-fossil-fuel-dependence - * Germany commits €8 billion ($9.28 billion) to a 67-point climate programme aimed at closing the emissions gap by 2030 * The plan targets over 25 million tonnes of CO2 savings, reducing gas and petrol use * Measures include support for low-carbon technologies, renewable energy, and nature-based solutions * Emphasises electrification, efficiency, and consumer incentives, especially for electric vehicles * The programme aims to enhance energy security amid geopolitical instability and volatile fossil fuel markets
157. https://www.newswire.com/news/the-ev-breakthrough-that-changes-everything-turning-charging-minutes-into - * Elektros Inc. announces a licensing proposal to Waymo for its patented multi-plug EV charging system.* The system reduces charging time from about one hour to 5-7 minutes.* The proposal aims to address EV charging delays and promote autonomous mobility.* The initial license term is from May 1, 2026, to May 1, 2027, with possible renewal.* The technology targets EV infrastructure development to accelerate electric vehicle adoption.
158. https://www.motortrader.com/motor-trader-news/automotive-news/imi-reacts-to-governments-1-billion-boost-for-electric-vans-and-trucks-25-03-2026 - • The UK government announced a £1 billion investment to promote electric vans, trucks, and charging infrastructure. • IMI welcomed the funding, highlighting concerns over technician workforce readiness. • IMI emphasised the need for targeted training to support EV maintenance and safety standards. • SMMT supported long-term funding for zero emission vans and trucks, stressing infrastructure and regulatory support are needed. • Industry stakeholders highlighted the importance of workforce upskilling and infrastructure to meet EV adoption targets.
159. https://www.openpr.com/news/4440007/lithium-price-trend-market-dynamics-demand-surge-and-future - * Lithium prices have shown increased stability after volatility driven by demand growth and supply constraints. * Rising EV adoption and energy storage policies support future lithium demand. * Supply challenges and geopolitical concentration affect supply growth. * Regional influences include China’s dominance, Europe's investment in battery manufacturing, and North American mining development. * Market outlook indicates continued demand growth with moderate price increases and supply chain improvement opportunities.
160. https://www.tyrepress.com/2026/03/government-announces-1-billion-funding-for-electric-vans-trucks/ - * The UK government has announced a £1 billion funding package to promote zero-emission commercial vehicles. * Funding was unveiled by the Department for Transport and the Office for Zero Emission Vehicles. * Initiatives include the Zero Emission Truck and Van grants and the Depot Charging Scheme. * Aims to reduce vehicle costs and improve charging infrastructure for operators. * The funding addresses key hurdles in electrification of commercial vehicles.
161. https://www.motoblog.it/post/suzuki-acquisisce-kanadevia-batterie-a-stato-solido-proprietarie - • Suzuki ha acquisito Kanadevia, società giapponese specializzata in batterie a stato solido, operativo da inizio luglio. • L'operazione rappresenta una strategia per ottenere autonomia nelle tecnologie di mobilità elettrica. • Le batterie a stato solido offrono benefici come maggiore stabilità termica, sicurezza e densità energetica superiore. • L'acquisizione permette a Suzuki di controllare tutte le fasi di produzione e sviluppo delle batterie. • L'investimento mira a rafforzare la competitività nel settore dei veicoli elettrici e ad accelerare l'industrializzazione di questa tecnologia.
162. https://www.ibtimes.com.au/lithium-leap-why-middle-east-oil-instability-great-reset-australian-tech-metal-market-needed-1864420 - * Escalating conflict in the Middle East disrupts oil supply, pushing prices above $100 a barrel, influencing global energy markets. * Australian lithium exports, mainly to China, are benefiting from rising input costs and increased demand for energy storage. * Major Australian lithium projects are expanding, aiming to increase production, while technological innovations seek to lower processing costs. * Geopolitical tensions and higher energy costs may trigger a market "great reset," favouring scale, efficiency, and downstream processing. * Industry forecasts indicate growing lithium demand for EVs and grid storage, driven by energy transition needs amid oil volatility.
163. https://vanfleetworld.co.uk/1bn-boost-to-help-fleets-shift-to-electric-trucks-and-vans/ - • The UK Department for Transport announced a £1 billion investment to boost electric vehicle adoption in logistics, including grants for vans and trucks and funding for depot charging infrastructure. • The scheme offers up to 40% off heavy truck costs and up to £5,000 off electric vans. • Additional funding of £170 million supports installing high-powered depot charging points. • The initiative aims to reduce upfront costs and improve access to charging, helping decarbonisation and energy resilience amid global fuel price fluctuations. • Industry stakeholders highlight the importance of strategic planning for vehicle suitability and infrastructure to maximise benefits.
164. http://prsync.com/street-solutions/street-solutions-uk-launches-premium-ev-parking-bay-equipment-5179569/ - * Street Solutions UK introduces new EV Parking Bay Equipment in response to increasing EV adoption in the UK. * The equipment includes parking bays, signage, and accessories designed for efficient EV charging infrastructure. * Features include clearly marked bays, high-quality weather-resistant materials, visible signage, and easy installation. * The product aims to support government targets of phasing out petrol and diesel cars by 2030. * The launch addresses the need for organised, safe, and durable EV charging spaces for businesses and local authorities.
165. https://afma.org.au/52-7m-funding-to-expand-ev-charging-network-across-new-zealand/ - * The New Zealand Government provided $52.7 million in zero-interest loans to ChargeNet and Meridian Energy for EV charging infrastructure expansion. * The funding aims to install 2,574 new charge points nationwide, increasing the network from about 1,800 to 4,550 by 2030. * The investment involves $37.7 million to ChargeNet and $15 million to Meridian Energy, co-investing $60 million for 1,374 DC fast chargers and 1,200 AC chargers. * The rollout targets urban and regional areas, with installations planned in major centres including Auckland, Wellington, and Christchurch. * The funding addresses infrastructure gaps, with the government targeting 10,000 public chargers by 2030, and updates to planning rules to facilitate deployment.
166. https://technplay.com/volkswagen-pourquoi-ce-rappel-de-100-000-vehicules/ - * Volkswagen recalls 100,000 electric vehicles globally due to battery issues.* The recall involves models from the ID series and Cupra Born.* Affected vehicles include IDs produced between June 2023 and August 2024, and Cupra Born manufactured between February 2022 and April 2024.* The defect may cause reduced autonomy or, in extreme cases, fire risk.* Volkswagen's corrective strategy involves software updates and possibly replacing battery modules.* The recall, conducted preemptively, aims to maintain safety and consumer trust.
167. https://www.gandul.ro/actualitate/volkswagen-a-anuntat-ca-retrage-mai-multe-masini-electrice-ce-defectiuni-prezinta-20839839 - * Volkswagen announces recall of almost 100,000 electric vehicles globally. * The defect involves battery modules that can lead to fire. * Affected models include ID.3, ID.4, ID.5, ID.7, ID.Buzz, and Cupra Born. * Vehicles manufactured in 2022-2024 are involved; most are from 2023-2024. * Issue to be addressed via software update, owner advisories issued for urgent service visits.
168. https://lithium-news.com/battery-grade-purity-milestone-achievement-transforms-global-lithium-supply-chain-dynamics/ - * Multiple lithium producers achieve >99.5% purity levels, enabling diversified sourcing for battery manufacturers. * Supply chain relationships and offtake agreement structures evolve, with more flexible contract terms. * Investment flows into lithium processing infrastructure intensify, increasing global supply capacity. * North American and European producers gain preferential treatment as regionalisation accelerates. * Technological breakthroughs improve processing economics, fostering more competitive pricing.
169. https://www.gamereactor.fr/tesla-enregistre-la-premiere-hausse-des-immatriculations-dans-lue-depuis-13-mois-2073893/ - * Tesla's vehicle registrations in Europe increased in February 2026, reversing a 13-month decline. * The number of vehicles delivered in Europe rose by 29.1% year-on-year, reaching 13,740 units. * Combined registrations for January and February totalled 20,941, a 16.7% increase compared to the same period in 2025. * The rebound follows a difficult start to the year and a significant drop in January sales. * Data is based on records from InsideEVs, which may not fully reflect final sales figures.
170. https://lithium-news.com/why-lithium-etf-inflows-signal-the-most-important-green-energy-shift-in-years/ - * Institutional investors are heavily investing in lithium-focused ETFs, indicating a significant shift in green energy funding. * The inflows reflect recognition of lithium's vital role in decarbonisation and energy storage demand. * Advances in battery technology, such as lithium iron phosphate and solid-state batteries, boost long-term lithium demand projections. * Diversification of investments across multiple regions and stages of the supply chain aims to mitigate geopolitical risks. * Steady ETF inflows suggest long-term confidence in lithium's market fundamentals despite short-term volatility. * Capital flows support development of new mining, processing, and manufacturing projects, aiding global energy transition efforts. * ETFs allow institutional investors to pursue ESG criteria more easily than direct mining investments. * The phenomenon signifies institutional realisation that energy storage infrastructure is essential for renewable energy integration.
171. https://businessconnectindia.in/future-of-electric-vehicles-in-india/ - * India’s electric vehicle market increased by 16% in 2025 with sales reaching 2.27 million units. * Electric two-wheelers and three-wheelers account for 91% of total EV sales. * The Indian government has launched initiatives such as FAME, PLI scheme, and PM E-Drive to promote EV adoption and supporting infrastructure. * Technology advancements include solid-state batteries, sodium-ion batteries, advanced battery management systems, and software-defined vehicles. * Key challenges involve charging infrastructure gaps, high vehicle costs, and supply and safety issues with batteries. * Strategies for growth focus on expanding infrastructure, battery lifecycle management, renewable energy-based charging, and battery swapping models. * India’s EV adoption is aligning with global trends towards cleaner transportation, driven by rising fuel prices and government incentives.
172. https://www.energytrend.com/news/20260325-51143.html - * Zijin Mining's 25,000-ton lithium carbonate project in Fujian enters commissioning trial production, aimed at supplying internal lithium iron phosphate cathode material production. * Youngy Co., Ltd. plans to build a 50,000-ton high-performance lithium-ion battery anode material project in Lanzhou New Area. * Welion New Energy's solid-state battery project in Guangdong is signed with an investment of 2 billion yuan. * CATL's subsidiary in Chengdu begins construction of phase II of a project expected to add an annual output value of 5 billion yuan. * Xinjiang Jinlin Huike Energy signs a 3GWh lithium-ion battery project; Inx Energy's solid-state battery project in Zhongshan announces environmental impact assessment.
173. https://cnevpost.com/2026/03/25/baic-details-sodium-battery-450-km-range/ - • BAIC announced that its sodium-ion battery offers a 450-kilometre range and supports 4C fast charging with an 11-minute cycle. • The battery can operate in temperatures from -40°C to 60°C, maintaining 92% power at -20°C. • The technology uses biomass hard carbon, reducing costs by about 15% compared to lithium iron phosphate batteries. • BAIC's Aurora platform covers lithium, solid-state, and sodium-ion batteries. • Other Chinese companies like CATL and BYD are also advancing sodium battery production.
174. https://www.automuse.co.nz/news/byd-nz-accelerates-its-imports-amid-fuel-crisis - • BYD NZ increases vehicle imports due to fuel price surge and supply uncertainty. • Warren Willmot negotiated with Chinese headquarters for prioritised NZ supply. • Shipments of BEVs and PHEVs begin from May. • BYD aims to provide an alternative to petrol and diesel amid market constraints.
175. https://www.mercomindia.com/project-finance-brief-arevon-secures-920-million-for-battery-project - * Arevon Energy closed a $920 million financing package for its 300 MW/1,200 MWh battery project in Poway, California. * rPlus Energies secured over $650 million for its Blacks Creek Energy Center in Idaho, supporting energy supply to Meta’s data centre. * ArtIn Energy announced a $255 million investment from Agila Investments for its portfolio of solar, battery storage, and green fuel projects in the US. * HD Renewable Energy secured JPY 5.4 billion (~$34 million) for a battery storage project in Hokkaido, Japan. * The developments involve major renewable energy, battery storage, and infrastructure investments.
176. https://legal-planet.org/2026/03/24/why-do-governments-around-the-world-use-supply-side-regulations-to-boost-clean-transport/ - * Governments worldwide are adopting supply-side vehicle regulations, such as fuel economy and emission standards, to meet air quality and greenhouse gas targets.* * The UC Berkeley report discusses effectiveness of these policies, especially in heavy-duty trucks.* * Supply-side regulations ensure investment in clean technologies, create market certainty, and support infrastructure development.* * California and Chile examples demonstrate the role of coalitions in advancing zero-emission vehicle policies.* * These policies promote energy security, reduce fossil fuel dependency, and support local industry and jobs.*
177. https://blogdocemagia.blogspot.com/2026/03/ev-envy.html - * The article discusses the impact of geopolitical tensions and fuel prices on EV adoption. * It mentions the US government's removal of federal tax subsidies for EVs last year. * It notes Europe’s continued support for EV incentives through national subsidies. * The timing relates to ongoing geopolitical conflicts and fuel market responses.
178. https://allindiaev.com/vinfast-india-csb-bank-join-hands-to-bring-ev-financing/ - * VinFast Auto India signed an MoU with CSB Bank to offer EV financing solutions, including up to 100% on-road funding, in India. * The partnership supports retail auto loans, inventory financing, and dealer network expansion. * CSB Bank’s 855 branches will assist in approvals, disbursements, and on-ground support. * VinFast aims to scale sales of its VF 6 and VF 7 electric SUVs, supported by dealership and assembly plant expansion. * The financing initiative is designed to improve affordability, dealer liquidity, and market ecosystem readiness in India’s EV sector.
179. https://www.indianweb2.com/2026/03/pm-e-drive-scheme-brings-10900-crore.html - * The scheme allocates ₹10,900 crore for EV adoption, extending till 2028. * Allocations include subsidies for two- and three-wheelers, e-buses, charging infrastructure, and testing facilities. * Launched on 29 September 2024, managed by the Ministry of Heavy Industries. * Funding focus shifts from smaller EVs to buses and infra after March 2026. * As of February 2025, ₹423.23 crore has been spent, with a focus on promoting EV adoption in Gurugram and NCR.
180. https://keyt.com/news/money-and-business/cnn-business-consumer/2026/03/24/the-worst-oil-crisis-in-history-comes-at-a-good-time-for-chinas-troubled-ev-giants/ - * Oil shock and surging fuel prices strengthen electric vehicle adoption globally, especially benefiting China's EV industry. * The Russia-Ukraine conflict has increased oil prices, primarily impacting Asia's Middle East oil imports. * China's EV market, already large, could expand further into Asian markets due to fuel prices and technological advantages. * China's renewable energy investments may help reduce oil dependence and support emission reduction goals. * Chinese EV brands face a competitive domestic market with overcapacity, requiring foreign markets for growth. * Rising oil prices could accelerate China's peak emissions target by 2030 and carbon neutrality by 2060.
181. https://www.evworld.com/article.php?id=640&slug=beyond-the-paywall-the-quiet-power-behind-the-worlds-ev-battery-empire - * Robin Zeng, founder and chairman of CATL, is a key figure in the global EV supply chain. * CATL is the world's largest EV-battery manufacturer, specialising in lithium-iron-phosphate (LFP) batteries. * The company’s growth is linked to China’s strategic investments in battery materials and production. * Western automakers like Tesla, Ford, GM, BMW, and Volkswagen rely on CATL’s batteries or licensing agreements. * U.S. restrictions on Chinese battery factories impact the global supply chain and geopolitical landscape.
182. https://evmagz.com/volkswagen-recalls-meb-based-evs-over-battery-module-defect/ - * Volkswagen Group recalls 74,579 EVs built on MEB platform due to battery defect risks, affecting models including ID.3, ID.4, ID.5, ID.Buzz, and ID.Buzz Cargo, plus 19,452 Cupra Born units. * Vehicles were manufactured between February 7, 2022, and August 23, 2024, at Volkswagen’s Zwickau and Hanover plants. * Affected vehicles may have battery modules with potential for reduced range and fire risk; no incidents reported. * Recall involves software updates, inspections, and component replacements; the cause remains undisclosed. * The recall underscores production inconsistencies and impacts specific model windows, with different recall codes and references.
183. https://lithium-news.com/why-supply-deficit-warning-could-revolutionise-the-lithium-industry/ - * Supply deficit warnings expose lithium supply network fragility, affecting markets and energy initiatives. * Major automotive manufacturers like Tesla, Ford, and GM respond with supply strategy revisions. * Mining companies accelerate capacity expansion and innovate extraction techniques. * Financial markets react to deficit signals, affecting lithium stocks and battery sector valuations. * Countries with lithium resources, such as Australia, Chile, and Argentina, seek strategic partnerships. * Increased investment in alternative battery technologies and recycling driven by shortage alerts. * Market timing and inventory strategies are adjusted based on projected shortages. * Venture capital funds startups addressing supply gaps in extraction and recycling. * Automotive and technology firms collaborate to secure lithium supplies and research alternatives. * Supply deficit warnings are transforming industry approaches and market dynamics beyond traditional supply-demand models.
184. https://www.americanbankingnews.com/2026/03/24/electric-vehicle-stocks-worth-watching-march-21st.html - * Tesla designs, manufactures, leases, and sells electric vehicles and energy systems in the US, China, and internationally. * Rivian develops and sells electric consumer vehicles including pickup trucks and SUVs. * BorgWarner supplies solutions for combustion, hybrid, and electric vehicles globally. * Stocks are of interest due to industry growth, with risks noted in high capital costs, supply chains, and regulation. * No specific timing or location outside of general operational regions is provided.
185. https://moderndiplomacy.eu/2026/03/25/zimbabwes-lithium-export-ban-chinas-battery-supply-chain-in-an-era-of-resource-nationalism/ - * Zimbabwe implemented a lithium export ban in late February, aiming to increase domestic processing and move up the value chain. * The policy aligns with regional trends where resource-rich countries restrict raw mineral exports. * China, dependent on imported lithium, faces supply chain risks despite its significant refining capacity. * Chinese companies are responding by investing in local processing infrastructure and diversifying supply sources. * The event signals a shift towards resource nationalism and changing economic relationships in Africa and beyond.
186. https://greenlivingguy.com/2026/03/two-million-volkswagen-ev-delivered-celebrating-success/ - * Volkswagen delivered its two-millionth all-electric vehicle on 27 February 2026 in Dresden. * The milestone car was a white ID.3, handed over to Kirsten Vormbrock. * The ID.4 is the best-selling model with over 901,000 global deliveries. * Volkswagen took 12 years to sell its first million EVs, but only 10 months to sell the second million. * The company plans to launch four new EV models in 2026, including the ID. Polo and ID. Cross, targeting affordability and small car markets. * The global EV adoption is accelerating, with significant growth in Europe and growing presence in the US. * Industry competitors are tracking Volkswagen’s progress, with the shift towards electric vehicles becoming more apparent.
187. https://keyt.com/news/money-and-business/2026/03/24/gas-prices-spike-interest-in-electric-vehicles/ - • Fuel price increases lead to a 20% rise in online searches for electric cars. • Consumers cite convenience and cost savings as reasons for switching from gas-powered vehicles. • Interest in electric and hybrid vehicles continues despite phased-out incentives and relaxed fuel regulations. • Cities and private owners are investing in new charging infrastructure, with construction underway in Santa Barbara. • EV sales accounted for 7.8% of total vehicle sales last year, with potential for growth amid rising fuel prices.
188. https://afma.org.au/vinfasts-free-ev-charging-program-extended-for-three-more-years/ - * VinFast extends free EV charging in the Philippines, India, and Indonesia until 2029. * The programme is available for VinFast-branded passenger and commercial vehicles. * VinFast aims to accelerate EV adoption and reduce operating costs. * Additional incentives include battery subscriptions, residual value guarantees, and finance schemes. * Incentives under 'Trade Gas for Electric' and 'GreenForAll' programmes offer discounts to consumers and ride-hailing users.
189. https://www.myjoyonline.com/mining-investors-raise-concern-over-delay-in-ghanas-lithium-lease-ratification/ - * Mining investors, notably Atlantic Lithium shareholders, express concern over the delay in ratifying Ghana's lithium mining lease at Ewoyaa Lithium Project. * The lease, initially signed in October 2023, was not ratified due to political gridlock. * A revised lease was signed in 2025, with a reduced royalty rate of 5%, later adjusted to a sliding scale up to 12% based on lithium prices. * The lease is under review by Ghana’s parliament, with little movement after numerous sittings. * Investors are losing confidence, citing delays and lack of transparency affecting Ghana’s mining sector reputation.
190. https://carbuzz.com/mg-semi-solid-state-battery/ - * MG, a Chinese-owned brand with British heritage, plans to mass-produce a semi-solid-state battery called SolidCore.* It will be used in the MG4 electric vehicle, with sales starting before the end of 2023 in Europe.* The battery promises faster charging, longer range, and better performance in extreme temperatures.* MG aims to achieve over 600 miles of range with next-generation batteries.* The new battery is in mass production and will be adopted across MG's lineup globally, excluding the US.* MG is exploring future battery developments exceeding 400 Wh/kg, double the energy density of Tesla Model 3.* MG's battery technology reduces thermal runaway risks and improves durability, with no thermal runaway observed in tests.
191. https://lithium-news.com/revolutionary-brine-processing-technology-delivers-40-efficiency-gains-as-lithium-demand-soars/ - • Breakthroughs in membrane technology and selective ion recovery improve brine extraction efficiency by up to 40%. • Major lithium producers report significant recovery rate improvements, reducing costs and expanding resource viability. • New processing technologies enable economic extraction from lower-grade brines and make previously overlooked deposits attractive. • Industry investment in processing infrastructure exceeds $3.2 billion, with geographies including Argentina and Chile attracting development. • Environmental benefits include 50-70% reductions in water consumption, aiding permitting and social licence.
192. https://lithium-news.com/why-the-recycled-lithium-market-is-becoming-the-secret-weapon-behind-electric-vehicle-growth/ - * The recycled lithium market addresses sustainability, supply security, and cost issues in EV production. * Major automakers like Tesla, GM, and BMW include recycled lithium in manufacturing. * Recycled lithium reduces production costs by up to 40% and minimises environmental impact. * Supply chain risks are mitigated through localisation near manufacturing centres, reducing geopolitical vulnerabilities. * The technology now recovers over 95% of lithium from spent batteries, with companies like Li-Cycle and Redwood Materials leading. * Industry forecasts suggest recycled lithium will meet 25% of global demand within five years, valued over $8 billion annually. * Regulatory frameworks in the EU and other regions are mandating recycled content, driving market growth. * Consumer demand for sustainable practices benefits manufacturers using recycled lithium. * Investment in recycling infrastructure is accelerating, supported by venture capital, government grants, and partnerships. * The market signifies a shift towards sustainable, resource-efficient EV manufacturing practices.
193. https://lithium-news.com/why-direct-lithium-extraction-is-the-lithium-story-investors-are-watching/ - * The lithium market is undergoing a technological shift towards direct lithium extraction. * This method uses advanced filtration to harvest lithium from brines in hours or days, reducing environmental impact. * It addresses challenges of traditional evaporation methods, such as high water consumption and weather dependence. * Demand for lithium is projected to increase by over 300% within the next decade due to electric vehicles and renewable energy storage. * Early adopters report lithium recovery rates exceeding 90%, improving economic viability. * The technology offers environmental benefits, including lower water use and fewer chemical byproducts. * Financial advantages include reduced capital costs and faster project deployment, with operations possible in 12-18 months. * Companies are forming partnerships and attracting investment to develop direct extraction solutions. * Governments are providing incentives for sustainable lithium production, supporting technology adoption. * The convergence of technological, environmental, and market factors positions direct lithium extraction as the future standard in lithium production.
194. https://lithium-news.com/how-hard-rock-mining-expansion-is-reshaping-global-lithium-production-2/ - * Global lithium landscape shifts towards spodumene-based hard rock mining, overtaking brine extraction. * Australia’s Western Australia region, especially Pilbara, now produces over 60% of the world's lithium, with operations like Greenbushes and new projects like Kathleen Valley. * North American projects in Quebec, Ontario, Nevada, and Brazil aim to establish regional lithium supply chains. * Technological advancements enable direct processing of spodumene concentrate, reducing reliance on Chinese facilities. * Over $15 billion has been invested in hard rock lithium projects in the past two years by private and strategic investors. * Environmental benefits of modern hard rock mining include less water use and improved waste management. * Increased processing close to mines reduces transportation costs and promotes supply chain integration. * Major companies like Albemarle, SQM, and Ganfeng are shifting capital towards hard rock projects to capitalise on stabilised prices. * Traditional brine producers are adopting new extraction technologies to stay competitive. * Hard rock mining represents a major structural shift in lithium production, responding to demand and strategic considerations.
195. https://skillings.net/critical-minerals-processing-does-500m-plan-to-challenge-chinas-dominance/ - * The US Department of Energy (DOE) announced a $500 million initiative on March 13, 2026, targeting domestic critical minerals processing and battery materials manufacturing. * The programme focuses on processing and recycling lithium, graphite, nickel, copper, and aluminium to reduce reliance on Chinese supply chains. * The initiative aims to fund demonstration and commercial-scale facilities, with award sizes from $50 million to $200 million, targeting projects to be scalable within 24 to 48 months. * Projects must avoid sourcing materials from "foreign entities of concern" such as China and Russia. * The focus areas include primary processing, recycling, and component manufacturing of battery materials. * The initiative responds to the strategic need for a domestic supply chain amid global market competition and geopolitical tensions.
196. https://www.autocar.co.uk/car-news/new-cars/new-mg-hybrids-get-e-turbos-and-noise-cancelling-motors - * Next-generation MG hybrids will include electric turbochargers and a vibration-eliminating motor, developed at MG's Frankfurt engineering centre. * The Hybrid+ system may be offered in the MG S9 PHEV. * MG plans to introduce the world's first mass-produced semi-solid-state battery in the MG 4 EV, arriving on European roads this year. * Electric turbocharging aims to enhance efficiency and responsiveness, reducing turbo lag. * The system uses sensors and an electric motor to counteract engine vibrations, improving comfort and energy efficiency. * The semi-solid-state battery, with 95% solid electrolyte, is expected to increase energy density, range, charging speed, and temperature performance.
197. https://www.thescxchange.com/tech-infrastructure/technology/addressing-lithium-supply-risks-for-u-s-battery-resilience - * The U.S. relies heavily on foreign sources for lithium used in batteries, posing energy security risks. * Global lithium production is concentrated in China, Australia, Chile, and Argentina. * The demand for lithium is projected to grow fivefold by 2040. * Building a domestic lithium supply chain includes expanding mining, refining, and battery manufacturing. * Lessons from lead batteries, including recycling systems, provide a model for a circular lithium economy. * The U.S. should focus on developing recycling infrastructure, vertical integration, and policy incentives to ensure supply resilience.
198. https://tradebrains.in/tata-motors-and-other-stocks-likely-to-benefit-from-pm-ebus-sewa-scheme-to-deploy-10000-ev-buses/ - * The Indian government is launching the PM-eBus Sewa scheme to promote electric buses in tier-2 and tier-3 cities, with an initial target of 10,000 buses by 2027. * Agreements for 6,500 buses have been signed as of early 2026, with 225 already delivered. * A second phase will expand deployment to an additional 35,000 buses after 2027. * The scheme operates on a PPP model, with measures for financial stability and inclusion of smaller towns. * Companies like JBM Auto, Tata Motors, Olectra Greentech, Ashok Leyland, Amara Raja, and Sona BLW will benefit from increased government orders and infrastructure expansion.
199. https://www.mining.com/web/zijins-congo-lithium-mine-set-to-be-among-worlds-biggest/ - * Zijin Mining Group plans to open the Manono lithium project in Congo this year. * The mine aims to produce 130,000 tons of lithium carbonate equivalent annually, reaching full capacity in 2028. * The project will produce approximately 850,000 to 875,000 tons of lithium concentrate per year. * The mine is costing $1.4 billion to build, with a new smelter to process part of the output. * Zijin owns almost 55% of the project, with additional interests in other Congo mines. * The project faces legal disputes, with AVZ Minerals claiming rights to the area. * The project is significant for global lithium supply and the electric vehicle industry.
200. https://www.prnewswire.com/news-releases/licap-technologies-named-no-7-most-innovative-company-in-automotive-on-fast-companys-2026-list-302722852.html - * LiCAP Technologies, a leader in clean tech for battery electrode manufacturing, ranked No. 7 in the automotive category on Fast Company's list of Most Innovative Companies 2026. * The company develops solvent-free, dry electrode technology (ADE®) for batteries and ultracapacitors. * LiCAP has advanced its ADE® technology over the past 18 months, expanding commercial capabilities and refining manufacturing for energy storage. * The company collaborates with Nissan to develop next-generation solid-state batteries and is expanding its Sacramento facility to boost domestic production. * The recognition highlights the importance of next-generation, sustainable battery manufacturing and electrification progress.
201. https://www.globenewswire.com/news-release/2026/03/24/3261359/0/en/UNIGRID-Sodium-Ion-Technology-Redefines-Energy-Storage-Bankability-with-25-Year-Expected-Lifespan.html - * UNIGRID announced a breakthrough in sodium-ion battery technology achieving 5,000 full-depth cycles with >95% capacity retention. * The batteries have an expected lifespan of up to 25 years, aligning with solar PV asset warranties. * The technology aims to reduce the need for mid-life battery replacements in energy storage projects. * The sodium-ion platform is suited for high-utilisation applications, renewable storage, microgrids, datacenters, and backup scenarios. * CEO Darren H. S. Tan highlighted the economic and operational benefits of long-life energy storage.
202. https://www.prnewswire.com/news-releases/sion-power-expands-licerion-lithium-metal-battery-products-for-next-generation-defense-and-aerospace-systems-302723151.html - * Sion Power announced a strategic expansion of its battery technology programme to deliver high-energy lithium-metal cells for U.S. defence and aerospace applications. * The company's lithium-metal products will support primary and secondary battery applications. * Lithium-metal cells aim to surpass 500 Wh/kg energy density, outperforming conventional lithium-ion technology. * The expansion responds to increasing defence demand for longer endurance, greater manoeuvrability, and higher payload capacity in unmanned and autonomous systems. * Manufacturing will be supported by a Tucson-based facility, with product shipments expected in late 2026.
203. http://urbanplacesandspaces.blogspot.com/2026/03/electric-vehicles-sales-surge-in-asia.html - * Electric vehicle sales increase in Asia, driven by gas price surges and Iran oil shock, with BYD's showrooms bustling across the region. * In the US, EV prices have fallen but remain higher than fossil fuel vehicles; consumers weigh financial savings and geopolitical benefits. * China advances in EV and solar industries, utilising its early development with joint ventures, and is now leading global EV markets. * US automakers are losing billions in EV development, with China gaining market control. * US states heavily depend on fossil fuel revenues from coal, oil, and natural gas, supported by tax incentives and royalty fee reductions. * Some US states, like California, promote renewable energy despite traditional fossil fuel reliance. * Texas remains a major fossil fuel producer while also generating wind power; political debates affect wind energy development. * Industry shifts include company relocations, such as Chevron moving headquarters to Houston.
204. https://www.eqmagpro.com/centre-auctions-19-critical-mineral-blocks-to-strengthen-clean-energy-supply-chain-eq/ - * The Indian government has auctioned 19 critical mineral blocks to enhance domestic supply for clean energy and manufacturing. * The initiative aims to reduce import dependence, support electric mobility, and advance renewable energy deployment. * Critical minerals involved include lithium, cobalt, nickel, graphite, and rare earth elements. * The move is designed to attract investment, promote exploration, and strengthen supply chains for batteries and electronics. * It seeks to support economic growth, job creation, and industrial resilience in India.
205. https://www.globalbrandsmagazine.com/bangkok-motor-show/ - * The Bangkok Motor Show highlighted a shift towards electric vehicles driven by rising fuel prices and geopolitical conflicts affecting oil markets. * Consumer focus shifted to total ownership costs, with questions about fuel savings, electricity pricing, and vehicle features. * The event showcased over 20 new electric vehicle models, mainly from Chinese and European manufacturers, across various segments. * Electric vehicle prices in Thailand are expected to reach around 1.19 million baht by 2025, with entry-level models starting at 400,000 baht. * Chinese automakers like BYD, Changan, NIO, XPENG, and ZEEKR lead market momentum with competitive pricing and rapid model development. * Several models like BYD Seagull, Changan NEVO Q05, XPENG G6, ZEEKR X, and BMW iX3 attracted significant attention for their features and pricing. * Thailand’s local production benefits from lower taxes for EVs, influencing market competition and supply chain strategies. * The trend in Bangkok reflects wider Asian patterns of increased EV adoption due to rising fuel costs and favourable policies. * The automotive industry globally is adjusting with new EV models and investments, fostering higher competition and consumer choice. * Thailand’s strategic importance as an EV manufacturing hub is reinforced by major industry investments from companies like BYD and Changan. * External factors like high fuel prices and evolving policies are likely to sustain EV growth and transform transportation landscape.
206. https://skillings.net/the-lithium-pivot-new-milestones-in-portugal-and-ghana-for-2026-supply/ - - Lithium supply shifts from 2025 to 2026, with Ghana and Portugal advancing major projects. - Ghana ratifies a lease for Atlantic Lithium’s Ewoyaa project, targeting 3.6 million tonnes of spodumene concentrate. - Portugal’s Savannah Resources shifts the Barroso project timeline to July 2026 amid legal controversies. - The projects aim to strengthen Western supply chains and reduce reliance on China. - The 2026 milestones are critical for global lithium availability and energy transition efforts.
207. https://skillings.net/the-lithium-pivot-new-milestones-in-portugal-and-ghana-for-2026-supply/ - * Ghana ratified a mining lease for Atlantic Lithium's Ewoyaa project on March 19, 2026, enabling production of 3.6 million tonnes of spodumene concentrate. * Portugal's Savannah Resources shifted its Barroso project timeline to July 2026 amidst legal and social controversy. * Both projects are critical to the 2026 lithium supply outlook, representing a shift from exploration to infrastructure development. * The geopolitical landscape involves Western efforts to build a supply chain independent of Chinese control, focusing on "IRA-compliant" minerals. * The outcome of these projects will significantly influence the global lithium market, either bridging the supply gap or deepening shortages.
208. https://hvg.hu/cegauto/20260324_tizenharom-honap-utan-eloszor-nott-a-tesla-europaban - * Az autóeladások Európában februárban 1,7 százalékkal nőttek, az ACEA szerint. * Az elektromos és részben elektromos autók eladásai több mint 20 százalékkal, plug-in hibrideké 32 százalékkal, hibrideké 10 százalékkal emelkedtek. * Az elektromos autók közel kétharmadát adják az új autóknak Európában. * A Tesla 11,8 százalékkal növelte eladásait, megszakítva több mint egy év visszaesését. * A Tesla piaci részesedése 1,8 százalék körül alakult, hasonlóan a kínai BYD-hez. * A Volkswagen és a Stellantis növekedést ért el, míg a Renault visszaesést szenvedett el. * Az elektromos autók iránti keresletet támogatják az új, olcsóbb modellek és az állami ösztönzők.
209. https://www.prnewswire.com/news-releases/electric-three-wheeler-market-outlook-forecast-to-grow-at-15-cagr-by-2031-amid-policy-support-and-rising-last-mile-delivery-demand-says-mordor-intelligence-302723204.html - * Mordor Intelligence report predicts the electric three-wheeler market will reach USD 8.47 billion by 2031 with a CAGR of 15.08%. * Growth driven by policy support in India, US, Europe, and infrastructure advancements. * Rising last-mile delivery demand and e-commerce boost adoption, especially in emerging markets. * Market leading in Asia-Pacific, with emerging growth in Middle East and Africa. * Major companies include Mahindra Electric, Bajaj Auto, Piaggio, and others.
210. https://www.openpr.com/news/4437711/lithium-price-trend-2026-global-market-analysis-supply-demand - * Lithium prices in early 2026 remain elevated due to supply constraints, regulatory interventions, and rising downstream demand. * Prices increased recently because of supply disruptions, mine closures, inventory drawdowns, and strong downstream demand. * Global demand from electric vehicles and energy storage sectors continues to grow, particularly in Asia Pacific, North America, and Europe. * Regulatory actions in China and government policies for EV adoption influence lithium market dynamics. * Industry analysts expect prices to stay elevated short-term with a potential stabilisation as new supply projects come online.
211. https://thedriven.io/2026/03/24/new-zealand-strikes-co-funding-deal-to-double-number-of-ev-chargers/ - * The New Zealand government has announced a co-funding deal worth over $NZ110 million to increase EV charging infrastructure.* The deal involves private operators ChargeNet and Meridian Energy, aiming to install over 2,500 new chargers by 2030.* The investment includes zero-interest loans, with plans to install 2,574 charge points, including fast and AC chargers.* The initiative aims to double the existing number of EV chargers in New Zealand, supporting increased EV adoption.* The government targets 10,000 charge points by 2030 to improve EV infrastructure nationwide.
212. https://www.electrive.com/2026/03/24/acea-bev-registrations-up-20/ - * In January, 154,230 new battery-electric cars were registered in the EU, a 24.3% increase from the previous year. * Overall, 312,369 new BEVs were registered in the first two months, a 22.3% rise. * Germany remains Europe's largest EV market with over 46,000 BEV registrations in February. * Italy registered a significant 81.3% growth, overtaking Belgium and the Netherlands. * Tesla sold 13,740 battery-electric cars in February, a 29.1% increase from last year.
213. https://24gadget.ru/1161077704-tverdotelnyj-akkumuljator-donut-lab-ne-zagorelsja-i-prodolzhil-rabotat-dazhe-prodyrjavlennym.html - • Donut Lab collaborates with VTT to conduct independent tests on its solid-state battery. • Tests included damage simulation, revealing 55% capacity loss but safe operation without fire risk. • Battery maintained stability with no thermal spikes or fires during experiments. • Results raise questions on long-term durability and real-world applicability. • Donut Lab claims high energy density and lifetime, but independent verification pending.
214. https://www.domain-b.com/markets/stock-markets-world/europe-ev-sales-byd-vs-tesla-growth-2026 - * European car sales increased modestly in February, boosted by electric and hybrid vehicle demand. * BYD is expanding rapidly across Europe, narrowing the gap with Tesla amid intensifying EV competition. * Overall growth remains modest, with EVs and hybrids gaining market share. * Competition is heating up as Tesla recovers sales while BYD expands through pricing, dealership, and product lineup strategies. * EU policies promote faster electrification, regional supply chains, and localisation, shaping the EV market. * Growth varies across Europe, influenced by incentives, subsidies, and economic pressures.
215. https://www.teslarati.com/boring-company-tunnel-vision-challenge-winners/ - * Tesla reveals weight reduction of about 1,000 pounds in the Semi, increasing payload and efficiency.* The aerodynamic drag coefficient of the Semi improved by 7%, with a target below that of a Bugatti Veyron.* New features include fully electric steering assist, Cybertruck actuators, 48-volt architecture, and 4680 battery cells designed for 1 million miles.* Tesla has gathered 13.5 million miles of fleet data from its Pilot Program, with high uptime and rapid maintenance.* Demand for the Semi is at an all-time high amid recent political climate and gas price impacts.* Elon Musk announced high-volume production and delivery starting this year, indicating progress toward market availability.
216. https://evmagz.com/chery-unveils-solid-state-battery-with-1500-km-range-targets-vehicle-tests-in-2027/ - * Chery Automobile announced a new all-solid-state battery capable of over 1,500 km range at its 2026 'Battery Night' event. * The solid-state battery will be tested in the Exeed ES8 model in 2027, with pilot production already underway. * The company also highlighted advancements in fast-charging technology with support up to 1,200 kW and a cycle life of 5,000 cycles. * Chery plans to establish a network of over 20,000 ultra-fast charging stations by 2029 across China. * The announcement follows rival BYD's recent battery developments, highlighting competition in China's battery industry.
217. https://evmagz.com/eve-energy-unveils-two-solid-state-batteries-in-chengdu-production-milestone/ - * Eve Energy produced two all-solid-state batteries, Longquan No. 3 and No. 4, at its Chengdu facility on March 17. * The batteries target consumer electronics and electric vehicle applications, with development milestones established since 2025. * The Chengdu site supports diverse sectors including electric vehicles, low-altitude aviation, and robotics. * Eve Energy aims to reach 100 GWh annual capacity at the site by 2026. * The company uses sulfide and halide electrolyte technologies in its development efforts.
218. https://miningzimbabwe.com/beyond-the-slump-why-the-2026-ev-slowdown-could-favour-zimbabwes-lithium-strategy/ - * Global EV sales declined 39% month-on-month in January 2026, with a 6% decrease year-on-year, mainly in Asia-Pacific. * Despite weaker sales, battery capacity increased 8%, with lithium deployment marginally up to 37,275 tonnes of LCE. * The average lithium content per battery rose 8% to 21.4 kg, indicating higher mineral intensity. * Zimbabwe’s lithium resources face increased demand driven by evolving battery chemistry and higher mineral requirements. * Zimbabwe aims to boost domestic beneficiation through a government ban on raw lithium exports, but faces industrial infrastructure challenges. * The global supply chain remains concentrated among major firms like CATL and BYD, posing risks to Zimbabwe’s industrial development. * Graphite demand increased 10%, but Zimbabwe’s graphite sector remains underdeveloped. * The global shift towards Lithium Iron Phosphate batteries reduces demand for nickel and cobalt, favouring lithium resource countries like Zimbabwe. * Zimbabwe’s policy balance between rapid beneficiation and infrastructure development is crucial amidst resilient long-term EV demand.
219. https://otomotif.sindonews.com/read/1689803/183/terobosan-china-dalam-teknologi-inti-baterai-lithium-mobil-listrik-1774325037 - * Chinese scientists have developed a new electrolyte called hydrofluorocarbon, which allows lithium batteries to reach over 700 Wh/kg and operate at low temperatures. * The research was conducted by scientists from Shanghai Academy of Aerospace Technology (SAST) and Nankai University. * The breakthrough aims to double battery capacity and improve performance in low-temperature conditions. * The electrolyte enhances ion transfer speed, important for energy efficiency, operational stability, and temperature adaptability. * The development represents progress in *battery chemistry* technology for electric vehicles.
220. https://utilitymagazine.com.au/agl-begins-commissioning-of-500mw-liddell-battery/ - ['* AGL has started commissioning its 500MW, two-hour Liddell Battery, located near the former Liddell Power Station in NSW.', '* Construction is complete; commissioning of the first 250MW is underway, with full operation expected by June 2026.', '* The project includes staged testing of battery performance and grid integration to ensure safety and reliability in the National Electricity Market.', '* The battery aims to provide large-scale storage, support system stability, and help balance supply and demand with increasing renewable energy.', "* The project is part of AGL's portfolio of grid-scale storage assets and was aided by a $35 million grant from the Australian Renewable Energy Agency."]
221. https://indianexpress.com/article/opinion/columns/a-war-lesson-the-road-to-energy-security-runs-on-electricity-10597313/ - • India faces energy dependence and vulnerability due to war impacting oil and gas supplies. • The war has led to increased oil and gas prices, highlighting energy security risks. • India aims to enhance energy security through a transition from fossil fuels to renewable electricity. • Accelerating electric vehicle adoption and electrification of domestic consumption are central to reducing oil imports. • Promoting domestic manufacturing of renewable energy equipment is key to attaining energy independence. • Transition to renewable electricity sources would decrease reliance on imports and strengthen strategic autonomy.
222. https://www.fool.com/investing/2026/03/23/is-teslas-robotaxi-future-at-risk/ - ["* The US NHTSA expanded its investigation into Tesla's full self-driving (FSD) software from 2.4 million to 3.2 million vehicles, citing potential failure to detect or warn drivers in poor visibility.", "* The investigation concerns Tesla's autonomous driving software and its possible impact on Tesla's robotaxi market prospects.", "* Tesla's valuation, exceeding $1 trillion, largely factors in its future robotaxi business, despite current revenue from this segment being less than 1%.", '* An ongoing probe may delay Tesla’s robotaxi launch and lead to a possible software recall, risking a significant devaluation.', "* Tesla's automotive sales declined in 2025 compared to 2024, which questions its current growth drivers but has been offset by market optimism about robotaxis."]
223. https://www.etoday.co.kr/news/view/2568625 - * Samsung SDI and L&F have signed a multiyear supply contract for lithium iron phosphate (LFP) cathode materials, valued at approximately 1.6 trillion won. * The contract covers supply from 2027 to 2029 with an additional three-year optional supply. * The partnership aims to secure a domestically sourced supply chain and reduce reliance on Chinese suppliers, amid US regulations and international supply chain reshuffling. * Samsung SDI plans to use the LFP materials to produce ESS batteries at a joint venture in Indiana, US, leveraging existing production lines. * L&F is expanding its global presence with new investment in LFP production facilities to meet growing demand in North American markets.
224. https://vocal.media/futurism/electric-truck-market-insights-last-mile-delivery-boom-cost-reduction-and-industry-forecast-to-2034 - * Rising government mandates and environmental regulations in the US, EU, and India drive demand for electric trucks.* * The global electric truck market was valued at USD 1,070.7 million in 2025 and is projected to reach USD 7,737.1 million by 2034, with a CAGR of 24.6%.* * North America held over 31% of the market share in 2025.* * Infrastructure developments, including high-capacity charging networks, support electric truck adoption.* * Advances in battery technology and smart fleet management optimise efficiency and range.*
225. https://cryptobriefing.com/nick-pell-the-oil-industrys-lobbying-stifled-electric-vehicle-growth-how-battery-technology-transformed-evs-and-teslas-game-changing-charging-strategy-jordan-harbinger/ - * Electric vehicle (EV) market growth is influenced by Tesla's proprietary charging stations and government subsidies. * The decline of EVs in the past was due to technological limitations and economic factors favoring fossil fuels. * The oil industry lobbyised against EVs, creating a self-reinforcing system for gas-powered vehicles. * Early batteries like lead acid batteries were impractical due to weight and charging issues. * Nickel metal hydride batteries in the Prius improved hybrid vehicle performance. * Tesla's charging network addressed range anxiety, contributing to market success. * EVs now hold a 15-20% market share, supported by subsidies. * The environmental impact of EVs depends on the source of electricity, involving tailpipe and life cycle emissions. * Market demand, consumer preferences, and technological advances are key to EV adoption. * Government policies significantly impact EV market development.
226. https://www.etoday.co.kr/news/view/2568444 - * NH투자증권 maintains 'buy' rating and target price of 246,000 won on EcoProBM. * H2 sales of EV2 and Ioniq 3 expected to boost performance amid easing European price competition. * Market expects recovery of battery supply and sales volume in Q2 and Q3, driven by new vehicle launches. * Q1 sales reached 563 billion won, exceeding market expectations, with a 10% increase in cathode material sales volume. * Q2 forecasted revenue is 684.2 billion won with a 2% rise in sales price, tied to higher sales volume and pricing.
227. https://autotalk.com.au/industry-news/jaecoo-j5-ev-tops-2000-orders-in-three-months?utm_source=rss&utm_medium=rss&utm_campaign=jaecoo-j5-ev-tops-2000-orders-in-three-months - - Jaecoo Australia reports over 2,000 orders for its J5 EV within three months of launch. - The model has gained traction through its dealer network and extended launch offer. - Ongoing fuel price pressures are influencing consumer demand for electric vehicles. - The company expects demand to stay strong in the coming months.
228. https://www.euronews.com/business/2026/03/20/how-ukeurope-trade-is-driving-the-next-generation-of-manufacturing - * The article discusses the role of UK–Europe trade relations in enhancing manufacturing across borders, especially in automotive, aerospace, and advanced materials sectors. * Recent efforts aim to reduce barriers and deepen collaborations to support technological development and supply chains. * A £1 billion investment in a Sunderland battery gigafactory is highlighted as a key example in electric vehicle battery manufacturing. * UK aerospace sector produces around half of the world’s large civil aircraft wings, relying on European partnerships. * Renishaw exemplifies UK expertise in precision engineering, with R&D largely based in Britain and collaborations across Europe. * Future trends include increased cooperation in electric vehicles, renewable energy, semiconductor production, and digital manufacturing technologies. * UK government policies support these developments through investments in R&D and technology adoption.
229. https://www.tarmaclife.co.nz/news/mgs-european-revolution-solid-state-power-and-hybrid-tech-unveiled/ - * MG has opened a new European Engineering Centre in Frankfurt, Germany, signalling a strategic expansion. * MG introduces SolidCore semi-solid-state batteries, set for debut in European EVs by 2026, offering improved performance and safety. * The company reports a 300% increase in hybrid sales in 2025 and launches Hybrid+ technology featuring a 3-speed hybrid transmission and terrain detection. * MG emphasises localisation of development to meet regional road, climate, and regulatory needs. * The brand has sold over one million vehicles across 34 countries in Europe.
230. https://lithium-news.com/why-chilean-production-output-numbers-are-creating-ripple-effects-across-global-markets/ - * Chilean copper and lithium production data indicate capacity expansion and resilience amid environmental and social challenges. * Lithium extraction capacity is increasing, with controversies over environmental impact and land rights. * Agriculture exports, including wine, fruit, and salmon, benefit from climate adaptation strategies. * Manufacturing modernisation focuses on higher value processing, automation, and digitalisation. * Renewable energy production exceeds forecasts, enabling energy-intensive industries to expand. * Market volatility prompts adjustments in extraction and crop allocation. * Trade agreements and diplomatic developments foster access to Asian markets. * Technology adoption enhances efficiency across mining and agriculture. * Regulatory changes aim to balance environmental sustainability with economic growth. * Chilean production trends are viewed as vital for global commodity, renewable energy, and market investment outlooks.
231. https://batteriesnews.com/summit-explore-signs-term-sheet-with-power-minerals-to-develop-multi-salar-lithium-project-in-argentina/ - * Summit Explore signs a non-binding term sheet with Power Minerals for the Salta Lithium Project in Salta, Argentina. * Explore would acquire a 59% joint venture interest by funding exploration and development, with an option to buy out all interests for US$50 million. * The project involves five lithium salars within Argentina’s Lithium Triangle and includes further properties being acquired by Explore. * The development utilises Summit’s DLE technology for high lithium recovery with low water use. * The parties plan to negotiate a binding agreement within 90 days, subject to approvals and financing.
232. https://gfmag.com/emerging-frontier-markets/latin-americas-lithium-copper-boom/ - * Global demand for lithium and copper is increasing due to digitalisation, clean energy, and electrification, with Latin America playing a critical role. * Copper prices have risen by 53% over two years, with a predicted supply deficit by 2035. * Latin American countries like Argentina, Bolivia, and Chile hold significant lithium reserves; production fluctuations are expected. * Investment in regional mining projects, including greenfield and brownfield developments, is substantial, with potential growth in private expenditure. * Ongoing social opposition, environmental controversies, and legal disputes pose challenges to mining development. * The US-China trade tensions influence metal prices; Panamanian copper mine reopening could impact global supply.
233. https://www.autoexpress.co.uk/mg/mg4-urban/369222/new-mg4-urban-will-be-uks-first-ev-semi-solid-state-batteries - * MG announced it will launch semi-solid-state batteries in its MG4 Urban hatchback by the end of 2026 in Europe. * The batteries are already in production in China and promise improvements in energy density, charge rates, and temperature performance. * Highlights include 15% faster charging in cold conditions and a 100% performance increase at low temperatures. * Current energy density is approximately 180Wh/kg; future batteries may reach 400Wh/kg. * SAIC, MG’s parent company, is developing higher-specification batteries, with timings to be confirmed.
234. https://energy.mit.edu/news/miteis-future-energy-systems-center-starts-six-new-research-projects-to-enable-a-decarbonized-future/ - * The MIT Energy Initiative’s Future Energy Systems Center invests $1.05 million in six new research projects, focusing on energy system analysis, lithium supply chains, and low-carbon power.* Projects include grid operation, co-design of gas turbines and carbon capture, industrial carbon capture, direct lithium extraction, long-duration energy storage, and sodium-metal batteries.* The projects aim to support grid integration of renewables, reduce reliance on China-dominated lithium supply, and optimise low-carbon power generation.* The new projects are part of ongoing efforts since 2021, informed by previous research and policy impacts.
235. https://www.hdmotori.it/baic-batterie-ioni-sodio/ - * BAIC has developed prototypes of sodium-ion batteries capable of fully charging in 11 minutes. * The batteries support fast charge at 4C and operate between -40°C and 60°C, maintaining over 92% capacity at -20°C. * The battery system has undergone internal testing, resisting overloads up to 200% without safety incidents. * BAIC has filed 20 patents related to sodium batteries and is exploring solid-state and lithium technologies. * The development aims to improve EV performance in cold climates and compete with traditional lithium-ion batteries.
236. https://lithium-news.com/how-direct-lithium-extraction-is-reshaping-global-lithium-production/ - - The article discusses how direct lithium extraction (DLE) technology is transforming lithium production by offering faster, more efficient, and environmentally friendly methods. - DLE processes lithium from brines within hours, with recovery rates exceeding 90%, compared to traditional methods. - Major companies like Albemarle, SQM, and E3 Metals are investing in DLE pilot projects. - DLE could reduce lithium production costs by 20-40% and water use by up to 95%, aiding environmental compliance. - Regions like North America are developing DLE projects, diversifying supply away from South America, and enhancing supply chain resilience.
237. https://lithium-news.com/why-chilean-production-output-is-the-lithium-story-investors-are-watching/ - * Chile’s lithium reserves in salt flats influence global supply, pricing, and investment in electric vehicle batteries. * Chilean production struggles to scale despite rising global demand, supporting higher lithium prices. * New government policies shift lithium extraction towards state control, affecting expansion plans and creating regulatory uncertainty. * Environmental constraints, especially water usage, lead to permits delays and production bottlenecks. * Technological innovations and alternative supply sources offer opportunities amidst supply limitations and regulatory risks.
238. https://lithium-news.com/how-recycled-lithium-is-reshaping-the-global-battery-supply-chain/ - * The global supply chain for lithium faces constraints due to traditional mining challenges and environmental concerns.* Recycled lithium could supply 20-30% of global demand by the early 2030s.* Major automakers like Tesla and Volkswagen are adopting recycled lithium, demonstrating commercial viability.* Recycling costs have decreased by 20-40%, offering economic advantages.* Regulations in Europe and the US are mandating battery recycling, supporting industry growth.* Industry projections suggest recycling could supply 1.8 million tons of lithium annually by 2040, nearly half of demand.
239. https://www.motorbiscuit.com/mercedes-just-patented-a-game-changing-solid-state-ev-battery-breakthrough/ - * Mercedes patents a new solid-state battery structure for electric vehicles that addresses lithium plating issues. * The innovative design involves a multi-layer sandwich with up to four ultra-thin layers, including a metal layer, oxide layer, and optional conductive carbon layer. * The layers guide lithium plating and stripping, significantly reducing dead lithium buildup and extending battery life. * The technology aims to produce lighter batteries with higher range capabilities and durability for Mercedes EVs. * The patent details a manufacturing process involving heat-welding and high-pressure pressing for device integration.
240. https://www.completecar.ie/car-news/article/14771/MG-reckons-its-the-first-with-solid-state-batteries - * MG, a Chinese car manufacturer, announces it believes it is the first to achieve mass production of solid-state batteries. * The company's 'SolidCore' batteries are expected to be available in 2028. * MG plans to develop a new research and development centre in Frankfurt, focusing on solid-state batteries and hybrid technology. * The company aims to deliver benefits such as greater range certainty, rapid charging, and improved cold-weather performance. * MG also develops next-generation hybrid models with new battery and transmission systems, including terrain-adaptive driving features in Europe.
241. https://electricalreview.co.uk/2026/03/23/hackney-begins-rapid-ev-charging-rollout-with-nine-new-sites-now-live/ - * Hackney Borough has installed nine rapid charge points across the borough, with more than 50 planned by 2030. * The chargers, supplied by ESB Energy, output up to 100kW, allowing recharging in around 30 minutes. * The expansion aims to support residents and businesses in switching to electric vehicles amid ongoing EV adoption. * A special Hackney Light and Power plan offers discounted rates for residents without off-street parking. * The borough has installed over 1,500 charge points to date, aiming for 3,000 by 2030, focusing on speed and accessibility.
242. https://www.mining-technology.com/news/ghana-parliament-ratifies-ewoyaa-mining-lease/ - * Ghana Parliament ratified the mining lease for Atlantic Lithium's Ewoyaa Lithium Project in October 2023. * The lease grants Atlantic Lithium exclusive rights to mine and produce lithium for 15 years, renewable. * The project is capable of producing spodumene concentrate for EV batteries. * The project benefits from proximity to infrastructure and has secured a mine operating permit. * The ratification supports Atlantic Lithium’s plans for project funding and final investment decision.
243. https://www.renewableenergymagazine.com/storage/latest-donut-battery-test-demonstrates-safety-of-20260323 - * A test demonstrated the safety of the Donut Battery when damaged, with the battery operating safely despite broken vacuum structure. * The battery, subjected to high-temperature and cycling tests, operated normally without fire risk or temperature spikes. * The test showed capacity reduction but continued safe operation, contrasting with lithium-ion batteries. * The results highlight safety benefits of the Donut Lab's solid-state battery technology.
244. https://libertystreeteconomics.newyorkfed.org/2026/03/chinas-electric-trade/ - * China has invested heavily in electric vehicle, lithium battery, and solar panel industries through industrial policies since 2011. * Plug-in passenger car sales in China rose from 28% in 2022 to 54% in 2025, with exports increasing from $3 billion in 2020 to $59 billion in 2025. * Lithium-ion battery exports grew from $51 billion in 2022 to $77 billion in 2025; China supplies a major share of global imports. * Solar panel export revenues fell from $46 billion in 2022 to $28 billion in 2025, due to falling prices despite increased volumes. * China's dominance in solar panel trade remains, with high import shares by countries like India, Pakistan, Brazil, and Saudi Arabia. * US and EU continue substantial imports from China, but US tariffs in 2025 reduced Chinese exports to the US. * Overall, China’s policies have supported global demand for electric tech, maintaining its trade dominance.
245. https://www.fool.com/investing/2026/03/23/trump-killed-resurrected-chevy-bolt-gm-stock/ - * President Donald Trump adjusted US vehicle emissions policy, ending the $7,500 EV tax credit and introducing auto tariffs. * GM's Chevrolet Bolt EV, initially launched in 2016 and recently revived, faced a brief resurgence due to policy incentives. * The resurgence was halted after policy changes made the Bolt's production unviable, leading GM to plan a limited run. * GM intended the Bolt to attract new consumers to EVs and build brand loyalty, but policy shifts affected its profitability. * Analysts predict the Bolt's production could be phased out as early as January due to policy impacts.
246. https://www.openpr.com/news/4435946/automotive-battery-thermal-management-market-size-worth-14-84 - * The global automotive battery thermal management market is experiencing rapid expansion due to increased adoption of electric vehicles (EVs). * Market size is projected to grow from $5.36 billion in 2024 to $14.84 billion by 2033. * The market is driven by technological advancements, the growth of EVs, and government policies promoting clean transportation. * North America, Europe, and Asia Pacific are key regions, with China, Japan, and India emerging as growth drivers. * Companies focus on innovation, strategic partnerships, and market expansion to meet evolving demand.
247. https://www.energytrend.com/news/20260323-51124.html - * Jiangxi and Gansu provinces announced 2026 key construction projects involving energy storage and battery industrial chains. * Planned battery capacity exceeds 135GWh, with Jiangxi's projects surpassing 82GWh and Gansu's over 53GWh. * Projects include cell manufacturing, lithium battery materials, and energy storage power stations. * Ganfeng Lithium and companies like Farasis Energy and Geely Technology are involved. * Projects focus on battery manufacturing, energy storage, and supporting infrastructure.
248. https://www.energyglobal.com/energy-storage/23032026/sses-ferrybridge-bess-enters-full-operation/ - * SSE's Ferrybridge battery energy storage system (BESS) in West Yorkshire is now fully operational. * The project for 150 MW/300 MWh benefits from its location on the site of the former Ferrybridge power station. * Construction began in August 2023, with 136 batteries supplied by Sungrow and a 132 kV transformer installed. * The system can operate for up to two hours and meets the peak demand of approximately 250,000 homes. * Ferrybridge BESS will support grid stability and system resilience within the UK.
249. https://kalkinemedia.com/au/stocks/metal-and-mining/asx-200-alert-market-volatility-signals-key-shift - * Australia’s ASX stock market has entered a phase of heightened volatility, driven by global uncertainty and sector-specific adjustments. * Pilbara Minerals Limited (ASX:PLS), a lithium producer, remains a focal point as lithium demand and commodity markets fluctuate. * Volatility has affected resource-focused sectors, particularly mining companies tied to battery materials, alongside traditional financial and industrial sectors. * Trends indicate a shift from rapid growth to more balanced conditions, with resource companies adapting to changing demand signals. * Global economic factors, including currency movements, commodity demand, and geopolitical developments, significantly influence market behaviour. * Market participants are reassessing strategies, favouring diversification and resilience amidst ongoing fluctuations. * The mining sector, especially lithium, is undergoing transformation in response to energy transition goals and evolving global needs. * Market corrections may represent a cycle reset, with valuations aligning more closely with fundamentals. * Future market direction will be shaped by global resource demand, technological progress, and economic policies.
250. https://www.openpr.com/news/4435324/global-secondary-battery-market-growth-fueled-by-energy-storage - * The secondary battery market was valued at $96.7 billion in 2022 and is expected to reach $261.8 billion by 2032 with a CAGR of 9.8% * Growth driven by demand in electric vehicles, renewable energy storage, and portable electronics * Lithium-ion batteries dominate the market due to high energy density and long cycle life * Asia-Pacific leads regional growth, with China, Japan, South Korea, and India as major contributors * Leading companies include LG Chem, Samsung SDI, Panasonic, BYD, and Johnson Controls
251. https://miningzimbabwe.com/beijing-breaks-silence-comply-with-zimbabwes-laws-or-face-the-losses/ - - Beijing has issued a formal advisory urging Chinese enterprises in Zimbabwe to adhere to local laws amid recent export restrictions. - Zimbabwe imposed an indefinite export ban on lithium concentrates on February 25, 2026, to curb smuggling and promote local processing. - Since 2021, Chinese firms have invested over US$1.4 billion in Zimbabwe’s lithium sector, controlling major output. - The advisory signals a shift towards risk awareness and legal caution in China’s overseas investments, emphasizing adaptation. - Short-term market effects include supply tightness and stable lithium prices.
252. https://www.chinatechnews.com/2026/03/23/117877-chinese-electric-vehicles-gain-global-popularity-despite-u-s-tariffs-and-security-concerns - * Chinese EV manufacturers like BYD, Geely, and Zeekr are increasing their global presence. * U.S. market access for Chinese EVs is limited by tariffs exceeding 100% and political pushback. * Chinese EVs succeed in Europe, Latin America, and Canada due to affordability and technology. * U.S. consumer interest in Chinese EVs is growing despite safety standards and regulatory hurdles. * Trade policies and national security concerns influence the international automotive landscape.
253. https://cnevpost.com/2026/03/23/byd-shares-surge-rising-oil-prices-boost-ev-appeal/ - * BYD's Shenzhen-listed shares increased by 4.92% to 108.10 yuan, reaching their highest since October 2025. * Rising international oil prices lead to higher travel costs for combustion-engine vehicles, benefiting NEVs. * China's gasoline prices are set to rise significantly, with actions by authorities to regulate increases. * BYD ceased traditional vehicle production in March 2022 and achieved 2,256,714 BEV sales in 2025. * The company plans to build 20,000 flash-charging stations by 2026 to enhance EV competitiveness.
254. https://evreporter.com/eka-mobility-greencell-win-loa-for-915-electric-buses-in-hyderabad/ - * EKA Mobility, in consortium with GreenCell Mobility, awarded a Letter of Award for 915 electric buses in Hyderabad under the Government of India’s PM E-DRIVE scheme. * The project includes 100 nine-meter buses and 815 twelve-meter electric buses. * The order follows previous awards under CESL’s PM E-Bus Seva initiative in other Indian states. * The scheme promotes electric vehicle adoption, domestic manufacturing, and urban emission reduction. * EKA operates in the automotive and technology sector with international partners.
255. https://evreporter.com/eka-mobility-greencell-win-loa-for-915-electric-buses-in-hyderabad/ - * EKA Mobility and GreenCell Mobility awarded LOA for 915 electric buses in Hyderabad under the Indian government’s PM E-DRIVE scheme. * The order includes 100 nine-meter buses and 815 twelve-meter non-AC electric buses. * The project follows earlier awards in Rajasthan, Andhra Pradesh, Odisha, Puducherry, and Meghalaya. * The scheme promotes electric vehicle adoption, domestic manufacturing, and urban emission reduction. * EKA Mobility operates with partners Mitsui & Co., Ltd. and VDL Groep, focusing on electric commercial vehicle solutions.
256. https://www.openpr.com/news/4435121/demand-for-lithium-lithium-ion-battery-electrolyte-market - * The European lithium & lithium-ion battery electrolyte market is entering a high-growth phase driven by electrification targets and battery manufacturing expansion. * The market is projected to grow at a CAGR of 12.2%, supporting electric vehicle adoption, energy storage systems, and electronics. * Key growth regions include Germany and Spain, with growth rates of 13.0% and 12.7% respectively. * Major industry drivers include EV production, gigafactory investments, and safety advancements in electrolytes. * Competition involves global and regional manufacturers focusing on localisation and innovation.
257. https://www.nation.com.pk/23-Mar-2026/pakistan-can-save-dollar-2b-2030-accelerating-evs-adoption-pcjcci - * Pakistan China Joint Chamber of Commerce and Industry (PCJCCI) states Pakistan can save up to $2 billion by 2030 by accelerating electric vehicle (EV) adoption. * The transition to EVs could reduce the country's dependence on imported oil and lower carbon emissions by up to 1.54 metric tonnes. * Discussions included the development of EV charging infrastructure, particularly solar-powered stations, and technological cooperation with China. * Policy incentives and private sector involvement are deemed crucial for a sustainable EV ecosystem. * The article discusses Pakistan’s environmental efforts and renewable energy initiatives to support EV adoption and reduce greenhouse gas emissions.
258. https://evtech.news/news/ev-sales-crisis-2026-new-ev-sales-plunge-27-in-us-while-used-market-booms-amid-falling-prices.html - * Global EV sales reached approximately 1.1 million units in February 2026, marking an 11% decline year-on-year. * The United States experienced a nearly 27% drop in new EV sales, attributed to policy and cost factors. * The used EV market is growing due to falling prices, depreciation, and increased availability. * Policy changes, including reduced incentives and stricter manufacturing requirements, are influencing demand. * Industry experts see the decline as a market correction rather than a crisis, with long-term growth still expected.
259. https://evmagz.com/eu-approves-e4-6-billion-payment-to-germany-with-focus-on-evs-and-charging-infrastructure/ - * The European Commission approved a €4.6 billion grant to Germany under the Recovery and Resilience Facility for EV adoption and charging infrastructure expansion. * This funding is part of the EU’s €750 billion NextGenerationEU recovery programme, launched in 2021. * The disbursement includes support for nearly 400,000 electric vehicle purchases and the installation of over 2,500 public charging points. * The measure aims to bring the total subsidised vehicles in Germany to nearly one million. * The package also funds energy-efficient refurbishment of over 155,000 buildings and broader climate and digital goals.
260. https://evmagz.com/tesla-shifts-new-york-production-to-v4-supercharger-cabinets-phases-out-v3-units/ - * Tesla ended production of V3 Supercharger power cabinets at its New York factory, fully shifting to V4 cabinets. * The transition aims to support higher charging speeds up to 500 kW and accommodate 800-volt EV architectures. * V4 cabinets were first deployed in Redwood City, California, in September 2025, with improved efficiency and costs. * Tesla plans to expand V4 infrastructure and open access to third-party EVs, including non-Tesla vehicles. * The move is part of Tesla’s strategy to scale high-power charging amid growing EV adoption and evolving vehicle architectures.
261. https://lithium-news.com/advanced-resource-expansion-drill-technology-transforms-global-lithium-mining-operations/ - * The global lithium market is adopting new resource expansion drill technology to access previously inaccessible reserves. * The technology improves efficiency by up to 40%, reduces surface disruption, and lowers environmental impact. * Lithium producers in Australia, Chile, and Argentina report operational improvements and cost reductions. * Advanced drills incorporate AI for real-time geological data analysis, predicting optimal extraction zones. * Modular, flexible drilling systems support increased global lithium production capacity and supply chain adaptation.
262. https://scitechdaily.com/scientists-unveil-cheaper-and-faster-way-to-extract-lithium-from-massive-untouched-reserves/ - * Researchers from Columbia Engineering describe a new solvent-based technique called S3E for extracting lithium. * The method allows faster, cheaper, and more environmentally friendly extraction, even from low-concentration brines. * Laboratory tests show nearly 40% lithium recovery after four cycles using synthetic brines similar to those in the Salton Sea. * The process does not involve binding chemicals or extensive post-processing and uses waste heat or solar power. * The technology could offer an alternative to current lithium extraction methods, like solar evaporation and hard-rock mining.
263. https://evmagz.com/eu-approves-e4-6-billion-payment-to-germany-with-focus-on-evs-and-charging-infrastructure/ - • European Commission approves a €4.6 billion grant to Germany under the Recovery and Resilience Facility. • Funding aims to support nearly 400,000 electric vehicles and over 2,500 charging points. • The programme includes measures for energy-efficient refurbishment of buildings and broader climate action. • Support is linked to Germany's incentive programme targeting low- and middle-income households. • Final payment is subject to assessment by the EU's Economic and Financial Committee, with deadlines by September 2026.
264. https://evmagz.com/uk-allocates-e85-million-for-484-electric-buses-under-zebra-programme/ - ['The UK government announced funding of approximately €85 million to support 484 electric buses across ten regions in England under the ZEBRA programme.', 'The funding includes public and private investments and aims to accelerate zero-emission public transport and infrastructure upgrades.', 'South Yorkshire, especially Sheffield, received the largest share, with €40 million for 186 buses and depot electrification.', 'Tees Valley allocated €11 million for 82 electric buses; other regions received smaller funding for additional buses.', 'The initiative is part of broader efforts to reduce emissions and improve urban air quality.']
265. https://www.bworldonline.com/sparkup/2026/03/23/737977/xpress-super-app-doubles-down-on-ev-powered-mobility-solutions/ - * Xpress Super App increases focus on electric vehicle (EV) mobility solutions as it marks its first year of operations in 2024. * Launched in Metro Manila, transitioning from ride-hailing to a mobility network including taxis, motorcycles, and digital booking. * Included in Forbes Asia’s “100 to Watch” list in 2025 for growth and innovation. * Supports electric tricycles, vans, and shuttles in tourist destinations like Boracay. * Has partnered with BYD and Voltai to integrate electric taxis and motorcycles into its fleet. * Plans to expand to new cities, increase EV fleets, and form new partnerships with transport hubs and tourism operators.
266. https://stockhead.com.au/resources/brine-and-shine-for-power-minerals-as-jv-revs-up-argentinian-lithium/ - * Power Minerals has entered a non-binding term sheet with Summit Explore to develop lithium brine assets in Salta, Argentina. * The joint venture would involve developing a multi-salar lithium project using DLE technology, with Power holding 41% and Explore 59%, and potential acquisition options. * The agreement covers five lithium brine salars in Salta: Incahausi, Arizaro, Rincon, Positos, and Pular. * The partnership aims to produce high-quality lithium in Argentina, capitalising on rising lithium prices. * Summit’s technology offers over 95% lithium recovery from brines, with high impurity reduction, supporting commercial-scale production.
267. https://3dnews.ru/1138719/mirovie-avtoproizvoditeli-massovo-otkazivayutsya-ot-polnogo-perehoda-na-elektrotyagu - * Major automakers such as Honda, Mercedes-Benz, Ford, Stellantis, and Volvo Cars have scaled back plans for electric vehicle production. * Honda announced it will not fully cease combustion engine car production by 2040, forecasting losses of $16 billion. * Luxury brands like Rolls-Royce, Bentley, Lotus, Audi, Porsche, Lamborghini, and Ferrari have altered or delayed their electric plans, citing consumer preferences and noise concerns. * Policy changes in the US and EU, including the removal of electric vehicle incentives and relaxed emission standards, influenced strategic shifts. * The automotive sector’s strategic adjustments over the past year have cost at least $75 billion according to Financial Times.
268. https://thedriven.io/2026/03/23/first-photo-of-tesla-cybercab-production-line-emerges/ - * Tesla produced its first Cybercab robotaxi at its Texas factory, signalling progress towards mass production. * The Cybercab was unveiled in late 2024, with autonomous test rides conducted in California. * The vehicle is designed as an autonomous robotaxi with no steering wheel in production models. * The Cybercab is expected to cost around $A45,000 and have approximately 50% fewer parts than a Tesla Model 3. * Tesla aims for rapid scaling, despite regulatory and deployment hurdles.
269. https://www.automotiveworld.com/news/us-auto-groups-press-trump-to-hold-the-line-on-china-evs/ - * Five US automotive trade groups, including the Alliance for Automotive Innovation, write to Trump administration in January 2026 to oppose lifting restrictions on Chinese vehicles. * The letter highlights China’s efforts to access the US market and warns against Chinese automakers establishing local production. * Trump signals potential easing, conditional on Chinese vehicle manufacturing in the US, while Chinese automakers expand in Latin America. * Industry authorities, including Ford CEO Jim Farley, express concern over Chinese state subsidies and capacity to challenge US automakers. * The US maintains 100% tariffs on Chinese EVs under Section 301, with discussion of cybersecurity regulations and trade policies impacting market access.
270. https://lithium-news.com/chiles-lithium-production-surge-signals-major-shift-in-global-battery-markets/ - * Chile’s lithium industry experiences a significant increase in production driven by new extraction technologies and capacity expansion. * Implementation of direct lithium extraction (DLE) methods improves efficiency and reduces water use. * Chilean lithium production reaches 185,000 metric tons annually, a 67% rise. * Major companies like SQM and Albemarle invested over $2.8 billion to modernise operations. * Market effects include stabilised lithium prices and long-term supply agreements with major battery manufacturers. * Chile adopts environmental regulations promoting sustainable extraction and renewable energy use. * Strategic partnerships with South Korean and European companies strengthen Chile’s market influence. * Advances in downstream processing diversify the sector into battery-grade lithium production.
271. https://lithium-news.com/why-ev-demand-forecasts-are-reshaping-the-entire-green-energy-landscape/ - * Electric vehicle sales are forecast to reach 73 million annually by 2030, driving global green energy investments. * China, Europe, and North America are experiencing rapid EV adoption, affecting electrical grid capacity. * Utility companies are upgrading transmission networks, with California investing $15 billion in grid modernisation. * Lithium-ion battery production cannot meet projected EV demand, causing raw material price volatility. * Meeting EV charging demands requires 40 million public charging points globally by 2030, boosting renewable energy projects. * Major investments are being made in solar, wind, battery storage, and EV charging infrastructure. * Corporate fleet electrification, such as Amazon's plan to electrify 100,000 delivery vehicles, is creating demand. * Technological breakthroughs include solid-state batteries, grid-scale energy storage, and smart vehicle-to-grid systems.
272. https://lithium-news.com/how-direct-lithium-extraction-technology-is-reshaping-market-dynamics-for-battery-metal-investors/ - * The lithium market is undergoing a technological revolution with direct lithium extraction challenging traditional methods. * Advanced technologies can extract lithium in hours or days, with recovery rates exceeding 90%, compared to 40-60% for evaporation ponds. * These innovations enable development of previously uneconomical resources and help address supply concerns. * Major producers are adopting direct extraction for environmental and economic advantages. * Technological diversity and scalability foster new investment opportunities and responsive supply increases. * Companies with proven direct extraction capabilities often command premium valuations. * The technology supports sustainable practices, addressing ESG concerns and regulatory issues. * The evolving landscape influences market stability, project economics, and investor decision-making amid rising EV and energy storage demand.
273. https://www.klsescreener.com/v2/news/view/1690109/Kia_targets_13_EV_models_by_2030_expands_global_production_footprint - * Kia aims to introduce 13 electric vehicle models by 2030 and expand its manufacturing presence worldwide. * The company’s CEO, Song Ho-sung, announced the plan at Kia’s AGM in Seoul. * Strategies include strengthening EV lineup, expanding charging infrastructure, and diversifying manufacturing bases. * The plan addresses industry demand slowdown and aims to lead EV adoption.
274. https://indonesiakini.id/2026/03/23/fuel-price-surge-sparks-aussie-ev-boom/ - * Rising fuel prices, driven by geopolitical tensions and the Strait of Hormuz blockade, increase interest in EVs across Australia. * Australian consumers and farmers demonstrate increased intent to switch to electric and hybrid vehicles. * Chinese automakers, including BYD and GWM, report significant sales growth, capturing major market share. * Official data shows EVs reaching 11.8% of monthly vehicle sales in February, but overall EV penetration remains modest. * Chinese brands are increasingly viewed as trustworthy, with new battery technologies and export strategies shaping the market.
275. https://lithium-news.com/why-the-lithium-carbonate-price-surge-is-creating-global-market-disruption/ - * The global lithium carbonate price surge has caused significant market disruption and altered supply chains. * Battery manufacturers, EV companies, and investors are adjusting strategies due to price volatility. * Major automakers like Ford, General Motors, and Volkswagen are investing heavily in battery production. * Chinese lithium processing capacity influences global prices and market dynamics. * Exploration and development projects in Australia, Chile, and Argentina respond to high prices, with a long timeline to impact supply. * Financial markets are increasingly engaging with lithium pricing through futures and indices. * Technological advancements and recycling are potential solutions to reduce dependence on lithium carbonate. * Countries like the US, EU, and Japan are seeking to develop domestic lithium processing to reduce reliance on China.
276. https://lithium-news.com/why-the-lithium-carbonate-price-surge-is-creating-global-market-disruption/ - * The global lithium carbonate market has experienced a significant price surge, impacting supply chains and strategic decisions worldwide. * Major battery and automotive manufacturers, including Tesla, Ford, and Volkswagen, are adopting hedging and developing alternatives to manage costs. * China controls approximately 60% of global lithium processing capacity, affecting international prices. * Exploration and development efforts in Australia, Chile, and Argentina are increasing but face long timelines, perpetuating volatility. * Technological innovation and recycling are being pursued to reduce dependency on lithium carbonate. * Countries like the US, EU, and Japan are establishing domestic lithium processing to reduce reliance on China. * Companies are adapting strategies to balance supply security and cost management amid ongoing market volatility.
277. https://carbuzz.com/mercedes-solid-state-battery-future/ - * Mercedes-Benz has filed a patent describing a multi-layered anode for solid-state batteries, using materials like silver, magnesium, aluminium, or tin, with protective oxide layers.* * The patent indicates limited, low-current testing and compares Mercedes' 18 patents to Toyota's over 2,200, with Toyota aiming for mass production by 2027.* * Other automakers, including BMW and Stellantis, are testing solid-state batteries, which promise higher power density, faster charging, increased range, and safety benefits.* * Mercedes-Benz tested an EQS with an experimental solid-state battery on the road, achieving a 748-mile trip without recharging.* * A Finnish startup claims to have a solid-state battery with double the energy density of Tesla's, capable of charging in five minutes.*
278. https://www.gbnews.com/lifestyle/cars/motorists-emissions-rules-petrol-diesel-electric-cars-euro-7 - * Proposed EU emissions regulations, Euro 7, could be implemented from November this year for new cars and vans, with effects in the UK via the Windsor Framework. * The rules aim to simplify testing by replacing laboratory tests with real-world data, potentially impacting manufacturer costs and measurement robustness. * New provisions include relaxed rules for electric vans up to 4.25 tonnes, removal of tachograph and speed limiter requirements, and the creation of a 'small electric vehicle' category. * Vehicle noise rules will be updated to include standards requiring electric vehicles to emit noise at low speeds. * The regulation also addresses standards for brake, tyre, tailpipe emissions, battery durability, and monitoring data for emissions compliance.
279. https://lithium-news.com/why-dle-technology-breakthrough-could-revolutionise-the-lithium-industry/ - * Recent advances in Direct Lithium Extraction (DLE) technology improve extraction rates and reduce environmental impact. * DLE uses ion-selective membranes to extract lithium directly from brine sources with recovery rates exceeding 90%. * Modern DLE processes can complete extraction in hours or days, compared to months or years for traditional methods. * Over 98% of process water is recycled, improving water conservation, especially in arid regions. * Widespread DLE adoption could decrease lithium production costs by 30-40%.
280. https://lithium-news.com/major-lithium-refineries-accelerate-expansion-plans-as-battery-demand-surges-beyond-projections/ - * Lithium refining industry announces over $15 billion investment globally in expansion projects, reflecting increased battery demand. * Albemarle Corporation plans a $1.3 billion facility in North Carolina using direct lithium extraction technology. * Livent Corporation commits $800 million to expand Argentine operations with AI-driven quality control. * Redwood Materials is building a $3.5 billion lithium recycling and refining complex in Nevada to process EV batteries and ore. * Ganfeng Lithium unveils a Chilean hydroxide production facility utilising breakthrough crystallization technology, reducing energy use. * Expansion driven by projected 470% lithium demand increase through 2030 and stricter battery performance standards. * Facilities incorporate environmental sustainability features, such as water recycling, solar thermal concentration, and blockchain traceability systems. * Industry moves towards higher-purity products, reduced environmental impact, and expanded processing capacity amid technological and capital investments.
281. https://lithium-news.com/major-lithium-refineries-accelerate-expansion-plans-as-battery-demand-surges-beyond-projections/ - * Lithium refining industry announces over $15 billion in global expansion projects due to increasing EV battery demand. * Albemarle to invest $1.3 billion in North Carolina utilizing new direct lithium extraction technology. * Livent commits $800 million to Argentine operations with AI-driven quality systems. * Redwood Materials to build a $3.5 billion lithium recycling and refining complex in Nevada. * Ganfeng Lithium plans a hydroxide production facility in Chile with breakthrough crystallization tech. * Industry growth driven by projected 470% lithium demand increase by 2030 and stricter automotive standards. * Sustainability measures include water recycling, solar thermal brine concentration, and blockchain traceability systems.
282. https://lithium-news.com/hard-rock-mining-expansion-transforms-the-global-lithium-market-against-all-odds/ - * The lithium industry is experiencing a shift from brine to hard rock mining, accelerating supply chain transformation. * Hard rock mining offers faster production cycles and higher purity lithium, attracting investment. * Expansion occurs across continents including Australia, Canada, and Africa, diversifying supply sources. * Increased focus on environmental sustainability with innovations in waste management and renewable energy integration. * Investment in spodumene projects exceeds $15 billion, driven by scalable development timelines and operational familiarity.
283. https://www.benzinga.com/markets/tech/26/03/51396760/weekend-round-up-rivians-uber-deal-gerbers-ev-push-canadas-auto-strategy-teslas-battery-plant-and-united-airlines-flight-cuts - * Rivian Automotive signed a $1.25 billion deal with Uber to supply up to 50,000 robotaxis, subject to performance milestones. * Ross Gerber urged a switch to electric vehicles due to rising fuel prices amid geopolitical conflicts. * Canada's opposition leader proposed a U.S.-focused auto industry strategy, including tax exemptions and import rules. * Tesla announced the construction of a $4.3 billion battery plant in Michigan in partnership with LG Energy. * United Airlines reduced capacity by 5% in response to rising fuel costs and warned of potential further increases.
284. https://electriccarsreport.com/2026/03/gm-lges-advance-ev-batteries-with-lmr-breakthrough-and-energy-storage-systems-expansion/ - * GM and LG Energy Solution plan to commercialise lithium manganese-rich (LMR) batteries for electric trucks and SUVs by 2028, achieving higher energy density and lower costs. * LGES holds over 200 patents in LMR technology. * Ultium Cells invests $70 million to retool its Tennessee facility for LFP batteries for energy storage, beginning production in Q2 2026. * Energy storage systems are expanding across North America to support grid stability and renewable integration. * LG Energy Solution aims to scale ESS capacity to over 60 GWh, mostly in North America. * The developments demonstrate manufacturing flexibility across multiple battery chemistries for future market adaptation.
285. https://simplywall.st/stocks/us/energy/nyse-wttr/select-water-solutions/news/will-integrating-lithium-extraction-into-water-assets-change - * LibertyStream Infrastructure Partners has begun installing direct lithium extraction and lithium carbonate refining systems at Select Water Solutions’ Howard County facility. * The integration links Select’s produced water pretreatment assets with lithium carbonate production, connecting to the energy transition and US battery supply chain themes. * The move could influence Select Water Solutions’ investment narrative and growth drivers by tying its water infrastructure to lithium and energy transition themes. * The project follows a US$175.0 million equity offering and aims to bolster revenue and earnings growth by 2028. * Analysts note risks from regulatory constraints and capital intensity affecting project growth prospects.
286. https://www.techradar.com/vehicle-tech/hybrid-electric-vehicles/ready-in-5-full-in-9-this-chinese-ev-charges-to-70-percent-in-only-5-minutes-has-a-644-mile-range-and-its-coming-to-europe-in-april - * BYD's Denza brand confirms the Z9 GT model will be available in Europe in April. * The vehicle features 1,500kW ultra-fast charging stations capable of a 10-70% charge in five minutes. * The Z9 GT offers up to 644 miles (approx. 500 miles) on a single charge. * BYD plans to install 2,000 ultra-fast charging stations in Europe by 2026, initially in the UK, Germany, Italy, France, and Spain. * The car and charging infrastructure support rapid charging, with a focus on increasing EV adoption and infrastructure development in Europe.
287. https://lithium-news.com/why-lithium-etf-inflows-are-reshaping-the-green-energy-investment-landscape/ - * Lithium ETF inflows have surged as investors seek exposure to lithium due to accelerating EV adoption and government policies. * Major automakers and battery projects contribute to the rising demand for lithium; supply constraints persist. * Institutional investors such as pension and sovereign funds are heavily investing in lithium via ETFs. * Geographic diversification of ETF holdings includes South America, Australia, and North America. * The trend influences broader green energy markets, innovation, and geopolitical considerations.
288. https://evcentral.com.au/huge-milestone-volkswagen-ev-sales-hit-new-high/?utm_source=rss&utm_medium=rss&utm_campaign=huge-milestone-volkswagen-ev-sales-hit-new-high - * Volkswagen delivers its two millionth EV, just over 13 years after launching its first model. * The milestone was marked by the delivery of an ID.3 hatch at its Dresden factory in Germany. * VW’s ID.4 SUV, launched in 2020, is its leading EV model with over 901,000 units sold worldwide. * The ID.3 has delivered around 628,000 units globally. * VW expects the next million EV sales to occur more quickly, supported by new and updated models. * In Europe, VW sold 274,417 EVs in 2025, a 56% increase from the previous year, making it Europe’s best-selling EV brand. * The global EV market remains highly competitive, with BYD surpassing Tesla as the top-selling EV brand worldwide in the past 12 months.
289. 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.
290. 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.
291. 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.
292. 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.
293. 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.
294. 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.
295. 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.
296. 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.
297. 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.
298. 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.
299. 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.
300. 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.
301. 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.
302. 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.
303. 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.
304. 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.
305. 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.
306. 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.*
307. 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.
308. 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.
309. 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.
310. 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.
311. 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.
312. 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.
313. 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.
314. 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.
315. 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.
316. 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
317. 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.*
318. 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.
319. 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.
320. 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.
321. 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.
322. 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.
323. 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.
324. 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.
325. 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
326. 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.
327. 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.
328. 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.
329. 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.
330. 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.
331. 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.
332. 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.
333. 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.*
334. 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.
335. 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.
336. 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.
337. 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.
338. 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.
339. 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.
340. 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.
341. 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.
342. 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.
343. 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.
344. 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.
345. 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.
346. 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.
347. 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.
348. 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.
349. 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.*
350. 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.
351. 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.
352. 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.
353. 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.
354. 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.
355. 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.
356. 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.
357. 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.
358. 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.
359. 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.
360. 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.
361. 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.
362. 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.
363. 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.
364. 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.
365. 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.
366. 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.
367. 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.
368. 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.
369. 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.
370. 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.
371. 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.
372. 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.
373. 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.
374. 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.
375. 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.
376. 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.
377. 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.
378. 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.
379. 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.
380. 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.
381. 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.
382. 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.
383. 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.
384. 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.
385. 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.
386. 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.
387. 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.
388. 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.
389. 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.
390. 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.
391. 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.
392. 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.
393. 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.
394. 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.
395. 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.
396. 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.
397. 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.
398. 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.
399. 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.
400. 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.
401. 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.
402. 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.
403. 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.
404. 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.
405. 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.
406. 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.
407. 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.
408. 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.
409. 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.
410. 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.
411. 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.
412. 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.
413. 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.
414. 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.
415. 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.
416. 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.*
417. 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.
418. 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.']
419. 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.
420. 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.
421. 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.
422. 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.
423. 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.
424. 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.
425. 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.
426. 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.
427. 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.*
428. 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.*
429. 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.
430. 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.
431. 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.
432. 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.
433. 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.
434. 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.
435. 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.
436. 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.
437. 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.
438. 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 $500 million to boost domestic critical mineral processing and battery manufacturing. * The funding aims to reduce reliance on foreign sources for essential materials used in batteries and energy industries. * DOE officials are engaging with allies in Japan to strengthen supply chain resilience and energy security. * The initiative supports facilities for processing, recycling, or manufacturing critical battery minerals such as lithium, graphite, nickel, copper, and aluminium. * This represents the third round of DOE funding for battery materials processing, recycling, and manufacturing projects.
439. https://batteriesnews.com/beyond-the-charger-why-recycling-is-the-critical-last-mile-of-ev-infrastructure/ - * The EU Battery Regulation mandate of 65% lithium-ion recycling efficiency by 2026 has made recycling an immediate requirement. * Recycling hubs are being integrated into the automotive landscape to secure critical materials and reduce dependence on raw material imports. * Battery design challenges hinder recovery; designing for disassembly is increasingly important. * Industry is adopting urban mining, digital passports, and infrastructure synergy to support circular economies. * The Battery Recycling Expo 2026 at Messe Frankfurt will help finalise these strategies.
440. https://www.prnewsreleaser.com/news/243000 - * The global battery separators market is projected to reach approximately US$ 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.
441. 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.
442. 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.
443. 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.
444. 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.
445. 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.
446. 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.
447. 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.
448. 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.
449. 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.
450. 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 $8 billion has been invested in DLE projects in the past eighteen months, attracting major automakers and private investors. * Environmental benefits include reduced land disturbance and water use, with regulatory support favouring DLE projects.
451. https://cen.acs.org/materials/energy-storage/battery-EV-battery-climate-change/104/web/2026/03?sc=230901_cenrssfeed_eng_latestnewsrss_cen - * A modelling study predicts newer EV batteries will perform better under higher temperatures than older ones. * The study combines battery degradation models with climate projections for 300 cities. * Older batteries (2010–18) could lose up to 30% of lifespan under 2°C warming; newer batteries show significant lifespan gains. * Advances in battery chemistry and manufacturing have improved heat resilience. * Rising temperatures will challenge EV batteries, prompting further research into long-term durability.
452. https://www.df.cl/empresas/mineria/estados-unidos-lanza-plan-por-us-500-millones-para-fortalecer-cadena-local - * US Department of Energy launches a funding programme of up to US$ 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.
453. 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.
454. 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.
455. 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.
456. 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.
457. 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.
458. 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.
459. 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.
460. 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.
461. 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.
462. 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.
463. 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.*
464. 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.
465. 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.
466. 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.
467. 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.
468. 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.
469. 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.
470. 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.
471. 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.
472. 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.
473. 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.
474. 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.
475. 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.
476. 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.
477. 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.
478. 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.
479. 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.
480. 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.
481. 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.']
482. 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.
483. 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.
484. 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.
485. 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.
486. 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.
487. 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.
488. 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.
489. 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.
490. 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.
491. 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.
492. 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.
493. 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.
494. 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.
495. 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.
496. 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.
497. 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.
498. 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.
499. 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.
500. 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.