Commodities Report: Lithium (battery metals demand/supply balance) | 2026-04-03 16:00 UTC [QZRV] | Bullish | tightening

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1. https://greenmove.hwupgrade.it/news/mobilita-elettrica/batterie-ev-difficili-da-riciclare-il-problema-si-chiama-cell-to-pack-la-soluzione-robotica_152117.html - * R3 Robotics, Luxembourg-based startup, raised €20 million to automate EV battery disassembly. * The company’s robotised platform targets the dismantling of cell-to-pack architectures, which hinder manual disassembly. * The technology uses AI, computer vision, and custom end-effectors, with a capacity of 1,600 tonnes per year. * The firm collaborates with Fortum Battery Recycling and works on Robotics-as-a-Service models. * The European battery recycling market is forecast to grow, with regulatory targets increasing the importance of high-quality disassembly and black mass processing.
2. https://news.google.com/rss/articles/CBMikAFBVV95cUxQaGxaQjdnZUVtajEzaTBqT2dSeU50OVhPeVREekpiVkZseTQxQ3ZDVm9IYU5jZGhJTU43c0tKWDQ5eDBmUF9PTFowdjZxbF93bGJBVDlOU2pNT2MxUHo4SXhEM2M0UVFHbEV1SzZURW9TWnZaLXI3TlBORF9hQlptcXEyZzlKcmhkYW1EWHVKSU0?oc=5&hl=en-US&gl=US&ceid=US:en - * Tesla's Q1 2026 sales decline reflects broader EV industry trends and increased competition. * The industry faces a slowdown in global EV adoption and changing consumer expectations. * Policy changes, including U.S. federal tax credit expirations, influence market dynamics. * Tesla focuses on innovation with AI and robotics to maintain competitiveness. * The report highlights geopolitical and policy factors affecting EV sales growth.
3. https://3dnews.ru/1139383/tesla-vpervie-s-kontsa-2024-goda-oboshla-byd-po-obyomu-postavok-elektromobiley - * In the last quarter, Tesla regained its position as the world’s leading electric vehicle (EV) manufacturer, surpassing BYD. * In Q1, Tesla’s EV deliveries decreased by 14% sequentially and increased by 6% year-over-year to 358,023 units. * BYD’s EV and hybrid deliveries fell by 25.5% in Q1 to 310,389 units, remaining behind Tesla. * The decline for BYD was partly due to over-reliance on the Chinese domestic market. * Both companies competed for the top spot in mid-2023; BYD briefly led in battery EVs in mid-2023, but Tesla regained the lead at the end of 2024.
4. https://www.zawya.com/en/press-release/government-news/dubai-municipality-launches-initiative-to-install-ev-charging-stations-garq13lk - - Dubai Municipality begins installation of EV supercharging stations across 600 public parks, beaches, and recreational facilities with AED 150 million investment. - The project is implemented in partnership with UAEV and aligns with Dubai’s Greenery and Parks Strategy 2040 and Dubai Economic Agenda D33. - The first phase will install 75 EV supercharging stations at 150 parking bays within two years, prioritising high-traffic areas. - The initiative supports Dubai’s sustainable mobility goals and the UAE’s broader clean energy targets, including increasing EV adoption to 50% by 2050. - The project aims to make sustainable mobility more accessible and integrate EV infrastructure into everyday community spaces.
5. https://www.autoblog.it/post/leapmotor-e-inarrestabile-110-155-consegne-nel-primo-trimestre-2026 - * Leapmotor achieves over 110,000 EV deliveries in Q1 2026, marking a 26% annual growth. * Results supported by international expansion, including 800+ European points of sale and a new R&D centre in Munich. * The global EV market is undergoing deep transformation with varied performances among Chinese companies. * BYD faces a 30% decline in EV deliveries, highlighting market volatility. * Leapmotor’s vertical integration and partnership with Stellantis are key strategic factors. * The Chinese EV sector shows mixed growth, with Zeekr and Nio performing strongly, while Xpeng declines.
6. https://uaenews247.com/2026/04/03/evs-in-uae-cut-fuel-costs-to-aed-45-per-1000-km/ - * NIO MENA analysis shows electric vehicles (EVs) cost AED 45 per 1,000 km, compared to AED 280 for petrol, in April 2026 UAE.* Fuel prices and EV infrastructure growth make EVs a financially favourable option.* Fleet operators could save AED 2,700 to AED 6,900 annually per vehicle, depending on charging method.* The UAE government's policies and expanding charging networks support EV adoption.* The transition to electric mobility is becoming an immediate business priority in the UAE.
7. https://www.scmp.com/business/china-business/article/3348898/tesla-outraces-chinas-byd-pure-electric-car-sales-regain-worlds-top-spot?utm_source=rss_feed - * Tesla's global pure electric vehicle sales increased by 6.5% year on year in the three months ending March 2026. * Tesla's deliveries reached 358,023 units, surpassing BYD, which sold 310,389 units. * Tesla builds only pure electric cars; BYD combines BEVs and plug-in hybrids. * Tesla's sales growth was driven by stability; BYD's sales dropped 25.5% in the first quarter. * Tesla and BYD have been competing for the largest BEV manufacturer since mid-2023.
8. https://www.techradar.com/vehicle-tech/hybrid-electric-vehicles/toyota-hits-the-accelerator-on-evs-as-its-rivals-go-into-reverse-starting-with-an-usd800-million-kentucky-plant-and-three-new-cars - * Toyota announces $1 billion investment in Kentucky and Indiana plants, targeting battery electric vehicle (BEV) production. * Three new EV models expected for 2026, with a fully electric Highlander SUV debuting in 2027. * Investment includes $800 million for Georgetown, Kentucky plant, as part of a $10 billion US investment over five years. * Despite market slowdown, EV demand remains strong in the US; EV sales increased by 5.8% in February. * Many brands are delaying or cancelling US EV plans amidst market volatility and policy changes.
9. https://news.az/news/toyota-pushes-ev-growth-amid-rising-us-tariffs - * Toyota plans to expand its battery electric vehicle (BEV) lineup from one to four models in 2026. * The company aims to increase domestic production, including opening a $13.9 billion battery plant in North Carolina. * Toyota's US vehicle production accounts for 85% of sales in North America, with 55% made in the US. * Tariff-related expenses for Toyota are estimated at $9 billion for the fiscal year ending in March. * The company showcased the redesigned RAV4 at the auto show, maintaining its position as the top-selling vehicle in the U.S.
10. https://www.business-standard.com/world-news/tesla-sales-rise-after-year-of-musk-boycotts-but-still-miss-expectations-126040300061_1.html - * Tesla vehicle sales increased 6 per cent to 358,023 in the three months through March, marking its first quarterly year-on-year increase in three years. * Sales fell short of analyst expectations of 381,000 units and were lower than December quarter sales. * The company faced lower demand due to the expiration of a $7,500 EV tax credit and competition from Chinese EV maker BYD. * Tesla is introducing cheaper models and a self-driving Cybercab to boost sales, with details expected on April 22. * Tesla's stock declined 5.4 per cent following the report, but remains 30 per cent higher than a year ago, with a high valuation reflecting Musk's future-focused strategy.
11. https://www.fool.com/investing/2026/04/02/teslas-vehicle-deliveries-are-down-14-from-last-qu/ - * Tesla produced 408,386 EVs last quarter but delivered 358,023, falling short of analyst estimates. * Deliveries in Q1 were up 6% year over year but down 14% sequentially. * Chinese EV leaders BYD and Nio posted higher growth numbers, impacting Tesla's market share. * BYD exported over 321,000 vehicles in Q1, with 84% of Tesla's quarterly deliveries. * Nio's March deliveries increased by 136% annually, delivering 35,486 vehicles. * Investors considering Chinese EV competitors may evaluate growth and geopolitical risks.
12. https://electriccarsreport.com/2026/04/tesla-q1-2026-results-growth-returns-but-momentum-still-lags/ - * Tesla reported 358,023 deliveries and 408,386 vehicles produced in Q1 2026, marking a 6.3% increase in deliveries and nearly 13% in production. * The performance was below analyst expectations, with 365,645 deliveries projected. * Deliveries and production declined compared to Q4 2025. * Core models Model 3 and Model Y accounted for the majority of total deliveries. * Tesla's energy storage deployment decreased to 8.8 GWh from 10.4 GWh YoY, signalling some near-term volatility in energy division. * Tesla remains the EV leader in the US, but competition from Ford, GM, Nissan, BMW, Volvo, and Mercedes-Benz is intensifying.
13. https://www.ad-hoc-news.de/boerse/news/ueberblick/tesla-stock-hits-record-high-amid-autonomous-driving-breakthrough-and/69060841 - * Tesla announced record Q1 2026 vehicle deliveries of 512,000, surpassing expectations and gaining 12% YoY. * The company unveiled FSD version 13.2 with high urban reliability, enabling robotaxi operations in California and Texas. * Tesla's stock surged to an all-time high after the announcement, with analysts raising price targets. * The company reported steady gross margins at 19.2%, with energy revenue doubling. * Sector growth driven by autonomous driving technology and EV demand; US market share 12% in Q1.
14. https://www.carscoops.com/2026/04/ford-uev-platform-tesla-rival/ - * Ford is developing an affordable EV targeted at Tesla's Model 3 and Model Y, expected within the next few years. * The new model will ride on Ford's Universal EV Platform (UEV), supporting up to eight body styles. * A $30,000 electric pickup on the same platform is expected to arrive in 2027. * Ford's CEO Jim Farley emphasised the company's commitment to EVs amid past program cutbacks. * The company already sells the Mustang Mach-E but aims to improve range, performance, and charging speed.
15. https://www.socialnews.xyz/2026/04/02/private-capital-powers-u-s-ev-charging-boom-through-tax-credit-partnerships/ - * Private capital mobilised via federal clean energy tax credits is accelerating EV infrastructure deployment in the US. * Founders First Advisory is structuring funds into WattUp USA’s rollout of 200 ultra-fast EV charging stations. * WattUp USA seeks $130 million funding, supported by transferability provisions of the Inflation Reduction Act 2022. * The tax credits cover renewables and infrastructure, enabling trading of credits for cash. * The strategy benefits investors and supports energy security, emissions reduction, and infrastructure modernisation. * The opportunity is time-sensitive for 2026 tax positioning, with increasing demand following expansion plans.
16. https://carboncredits.com/history-repeating-itself-why-middle-east-conflict-at-the-pump-should-be-a-wake-up-call-for-north-america/ - * The article compares historical oil supply shocks from the Middle East in 1979 to current tensions, highlighting their impact on fuel prices in North America. * It discusses how energy dependence on global markets poses risks, but emphasises the shift towards electrification and domestic energy sources. * The article focuses on lithium as a critical mineral for batteries, noting US efforts to develop domestic lithium resources like Surge Battery Metals' Nevada North Lithium Project. * It highlights trends in rising lithium demand driven by electric vehicles and energy storage, and the importance of local supply to reduce external risks. * It warns that current trends resemble past vulnerabilities with oil, emphasising the need for strategic domestic resource development.
17. https://propakistani.pk/2026/04/02/better-and-cheaper-sodium-ion-batteries-could-start-replacing-lithium-ion-by-end-of-2027/ - * Sodium-ion batteries are expected to reach cost parity with lithium-ion batteries by 2027, according to Li Shujun of Zhongke Haina. * Sodium-ion costs remain higher but are declining rapidly, while lithium-ion costs are facing upward pressure. * Sodium-ion battery production could reach hundreds of gigawatt-hours beyond 2028, with energy densities expected to exceed 180 Wh/kg. * Hina Battery Technology demonstrates progress in heavy-duty truck application, including lower energy consumption and longer range. * Other manufacturers, such as CATL, BAIC, and BYD, are advancing sodium-ion technology with varying performance improvements. * Chinese policy supports development of diverse battery chemistries, including sodium-ion, to reduce dependence on lithium and enhance energy storage capabilities.
18. https://carbuzz.com/solid-state-battery-producer-ready-for-mainstream/ - * Donut Lab claims to have unveiled the first mass-production-ready solid-state battery, capable of charging from 0% to 100% in five minutes. * The battery features an energy density of 400 Wh/kg, surpassing Mercedes-Benz's prototype with 391 Wh/kg. * Donut Lab's solid-state battery reportedly has a lifespan of 100,000 cycles, significantly longer than typical lithium-ion batteries. * Fast-charge performance tests indicate the battery can withstand extreme conditions, including high temperatures, with minimal degradation. * The company is developing additional EV technologies including in-wheel motors and integrated vehicle control units; several automakers are progressing with solid-state battery adoption.
19. https://lithium-news.com/revolutionary-resource-expansion-drill-programs-transform-global-lithium-mining-operations/ - • The global lithium market undergoes transformation as mining companies deploy advanced resource expansion drill technologies. • These systems increase extraction yields up to 40% and reduce lithium production costs by approximately 25%. • Technologies incorporate AI, real-time geological data, water recycling, and directional drilling, with regional adaptations. • Partnerships between equipment manufacturers and mining companies accelerate innovation, facilitating environmental and economic benefits. • Enhanced drilling capabilities support supply chain resilience amid increasing global lithium demand for electric vehicles and renewable energy storage.
20. https://greenmove.hwupgrade.it/news/mobilita-elettrica/addio-agli-sprechi-nel-riciclo-il-fraunhofer-ifam-cattura-il-litio-anche-dall-acqua-di-scarto_152063.html - * Fraunhofer IFAM in Brema developed an electrochemical reactor for extracting lithium, cobalt, and nickel from process water in battery recycling. * The project, MeGaBat, is funded by the German Federal Ministry of Research until 2028. * The process targets residual metallic solution remaining after conventional recycling processes, reducing metal loss. * It operates without acids or alkalis, with lower energy consumption and higher efficiency (30-40% improvement). * The treated water is reintroduced into the production cycle, reducing water consumption. * The system can be adapted to recover other metals like copper, depending on needs. * An industrial pilot plant is under development for scalability, with plans for a multi-reactor setup. * Future applications include recovery of rare earths, desalination, and wastewater treatment. * A model reactor will be showcased at Hannover Messe 2026.
21. https://www.abendzeitung-muenchen.de/mehr/geld/tesla-auslieferungen-legen-um-gut-sechs-prozent-zu-art-1122928 - ["* Tesla's global deliveries in Q1 2025 rose by 6.3% year-on-year to 358,023 vehicles.", '* This increase follows a 13% decline in the previous year and falls below analyst expectations of 370,000 deliveries.', "* Tesla's production rose by 12.6% to 408,386 vehicles, but the company delivered about 29,000 fewer vehicles compared to the start of 2024.", "* The rise in deliveries was affected by model line upgrades and Musk's political stance, including the end of US tax incentives in September 2025.", "* In Europe, Tesla's registrations grew by 16.7% in the first two months of 2025, reaching 20,941 vehicles, supported by the European factory in Grünheide, Berlin."]
22. https://ca.finance.yahoo.com/news/teslas-first-quarter-deliveries-miss-130544487.html - * Tesla delivered 358,023 vehicles in Q1, down 14.4% from Q4 and up 6.3% from a year earlier. * Analysts expected 368,903 deliveries; Tesla posted two consecutive years of declining deliveries. * The expiry of U.S. federal tax credits impacted EV demand in the U.S. * Tesla lost its position as the world's largest EV maker to BYD last year. * Tesla's China EV sales increased by 23.5% in Q1 compared to the previous year. * Analysts expect the loss of US tax credits to hinder EV demand throughout 2026. * Tesla has diversified focus, including solar energy, robotics, and autonomous taxis, with limited robotaxi expansion in Austin, Texas, and San Francisco.
23. https://www.chinanews.net/news/278959668/china-byd-seizes-oil-driven-ev-momentum-with-win-win-global-push - * BYD benefits from soaring fuel prices, boosting demand for electric vehicles globally. * The company reports increasing sales and localised production, particularly in Thailand. * BYD aims to support Thailand’s low-carbon transition through technological innovation. * Overseas EV sales in 2025 exceeded 1.049 million, with significant growth in Britain, Germany, Spain, Italy, and Australia. * The company attributes growth to product quality, design, and local operations, opposing dumping accusations.
24. https://www.dailymail.co.uk/news/article-15672675/Albanese-government-considering-new-tax-thousands-Australian-drivers-you-need-know.html?ns_mchannel=rss&ns_campaign=1490&ito=1490 - * Australia is examining a new road-user tax for electric vehicles ahead of the May budget. * The policy options include a distance-based charge via GPS or odometer readings. * EV sales surged by 95.9% compared with February last year, now representing 11.8% of new vehicle sales. * Treasury models ongoing, with a decision expected from the Albanese cabinet. * Current fuel excise revenue is declining, prompting discussions on a sustainable funding model.
25. https://www.bestmag.co.uk/german-breakthrough-in-cleaner-battery-recycling/ - * A Fraunhofer IFAM research team in Bremen, Germany, develops a new electrochemical process for recovering lithium, cobalt, and nickel from used batteries. * The process is part of the MeGaBat project and aims to improve raw material recovery efficiency. * It uses wastewater in an electrochemical reactor with screen-printed electrodes, requiring no acids or bases, and uses less energy. * The method offers 30 to 40 percent efficiency gains and could reduce dependencies on raw material imports. * A pilot plant is under development; the technology could be extended to recover rare earth elements and support other environmental applications.
26. https://thedriven.io/2026/04/02/chery-unveils-next-gen-rhino-battery-with-target-range-of-1500km/ - * Chery announced its ‘Rhino’ battery at the 2026 Chery Auto Battery Night in Wuhu, boasting fast charging, long range, and durability. * The battery can add 500 km of range in eight minutes and aims for a total range exceeding 1,500 km. * It is designed to support up to 5,000 charge cycles and encompasses various applications, including hybrid and solid-state variants. * Chery is investing RMB 10 billion ($A2.1 billion) in solid-state battery research, with prototypes achieving 400 Wh/kg and plans to reach 600 Wh/kg.
27. https://www.scmp.com/business/china-business/article/3348799/china-ev-makers-surge-back-march-subsidies-and-financing-spur-demand?utm_source=rss_feed - * Chinese electric vehicle (EV) makers posted a strong rebound in sales last month, driven by local government subsidies and financing incentives. * Major companies such as BYD, Leapmotor, and Nio reported significant month-on-month sales increases in March. * The rebound was supported by local policy measures, including cash incentives for first-time buyers in cities like Chengdu. * The sector expects momentum to continue with new model debuts at the Auto China show in Beijing.
28. https://coincentral.com/tesla-tsla-stock-china-ev-sales-rise-for-second-straight-quarter/ - • Tesla’s China-made EV sales rose 8.7% YoY to 85,670 units in March 2026. • Fifth straight month of rising sales from Shanghai factory. • Quarter-on-quarter, sales increased 23.5%, driven by recovering European demand. • Tesla's global Q1 deliveries are expected to rebound nearly 10% from a previous slump. • Competition in China and Europe remains intense, with Tesla’s market share decreasing in both regions.
29. https://www.scmp.com/business/china-business/article/3348799/china-ev-makers-surge-back-march-subsidies-and-financing-spur-demand?utm_source=rss_feed - * Chinese EV makers posted a sales rebound in March, driven by subsidies and financing incentives. * Major companies such as BYD, Leapmotor, and Nio reported significant increases in deliveries. * The resurgence was supported by local government subsidies in multiple cities. * The auto show in Beijing is expected to introduce new models to further stimulate demand. * The sector is hopeful for continued growth based on recent policy support and market momentum.
30. https://evmagz.com/cefc-commits-aud-100-million-to-boost-ev-adoption-in-australia-with-vwfs-partnership/ - * Australia’s CEFC allocates AUD 100 million to support electric vehicle adoption through a partnership with Volkswagen Financial Services Australia. * The programme offers interest rate reductions for EV buyers, applicable to passenger and light commercial EV loans. * The initiative aims to reduce upfront costs and encourage EV uptake among small and medium-sized enterprises. * Eligible vehicles include models from Volkswagen, Audi, Škoda, Cupra, and Volvo. * Transport sector accounts for around 23% of Australia's emissions, with recent slight increases in emissions emphasizing need for electrification.
31. https://www.ad-hoc-news.de/boerse/news/ueberblick/qualcomm-secures-key-role-in-premium-ev-brand-s-digital-architecture/69053329 - * Qualcomm's automotive segment revenue reached $1.1 billion in fiscal Q1 2026. * The company partnered with Freelander, a joint venture between Chery and Jaguar Land Rover, to supply technology for electric vehicles. * Qualcomm's hardware will be used for driver-assistance and cockpit functionalities. * Analysts maintain a neutral outlook due to traditional mobile challenges and semiconductor demand pressures. * The automotive partnership is seen as part of Qualcomm's strategic shift beyond smartphones.
32. https://theconversation.com/fuel-prices-are-driving-more-australians-to-evs-and-secondhand-cars-are-in-high-demand-279835 - * Rising fuel prices due to Middle East conflict increase interest in electric vehicles in Australia and New Zealand. * March data shows a sharp rise in EV registrations and demand for secondhand EVs. * Fuel excise tax has been halved temporarily, but supply constraints remain. * Used EVs are increasingly sought as affordable alternatives, especially for lower income households. * Australia is developing its secondhand EV market; overseas initiatives like France and US programmes offer targeted support. * Australia’s government announced a $100m program of discounted car loans for EVs; additional measures needed.
33. https://www.newcastleherald.com.au/story/9212966/game-changing-battery-the-key-to-budget-evs/ - * A new sodium-ion battery technology could revolutionise the budget electric vehicle industry. * Sodium-ion batteries address cost and material sourcing issues of lithium-iron batteries. * Sodium-ion batteries are more resistant to extreme temperatures and are expected to soon reach cost parity with LFP batteries. * CATL produces sodium batteries with around 175Wh/kg energy density, nearing lithium alternatives. * Manufacturers like GAC, BAIC, and Hyundai are adopting sodium-ion batteries; German government invests in sodium-ion plant.
34. https://www.ad-hoc-news.de/boerse/news/ueberblick/borgwarner-inc-stock-key-insights-into-electrification-leadership-and/69052776 - * BorgWarner Inc., a global supplier of automotive propulsion components, specialises in electrification and powertrain technology. * The company focuses on electric drive systems, turbochargers, and thermal management for EVs and hybrids. * North American investments align with US auto industry reindustrialisation, EV mandates, and policies like the Inflation Reduction Act. * BorgWarner maintains a significant North American manufacturing presence, supporting major OEMs like Ford and General Motors. * Sector drivers include stricter emissions regulations, regional incentives, and supply chain reshoring, which benefit technical innovation and localisation efforts.
35. https://www.freemalaysiatoday.com/category/opinion/2026/04/02/get-your-chinese-evs-while-they-remain-subsidised - • From 2009 to 2023, China provided US$231 billion in government support for the new-energy vehicle sector. • Sub-brands in China's EV industry rely heavily on government subsidies, with one example showing a third of income from support. • Provincial and local government support drives brand proliferation, aiming to protect jobs and economic stability. • Industry consolidation is underway as subsidies are cut and unprofitable brands face closure. • Subsidy programs are shifting to support only profitable, often privately owned, EV companies.
36. https://lithium-news.com/record-australian-lithium-export-volumes-signal-global-battery-revolution-acceleration/ - * Australia has become the world's leading lithium supplier, with export volumes reaching unprecedented levels amid rising global demand for batteries. * The country produces approximately 55% of the world's lithium, mainly from Western Australia's lithium triangle. * Lithium export growth is driven by worldwide electric vehicle adoption, with China being the primary destination for Australian lithium shipments. * Market prices for spodumene concentrate fluctuate based on demand, affecting investment and capacity expansion. * Infrastructure developments, including port and rail upgrades, support export growth, with plans for higher-value processing within Australia. * Geopolitical factors increase strategic importance, with Australian lithium seen as critical for supply chain security and energy strategy. * Sustainability practices are enhancing Australia's competitiveness through improved ESG standards. * Future opportunities and challenges include expanding supply, infrastructure limits, skilled labour availability, and maintaining cost competitiveness.
37. https://www.press.bmwgroup.com/global/article/detail/T0456664EN?language=en - * BMW Group Plant Munich prepares for series production of BMW i3 in August, marking the start of the Neue Klasse's global rollout. * The plant has undergone extensive modernisation, investing around €650 million to become a fully electric production site by 2027. * The transformation includes new body shop, highly automated assembly, digitalised logistics, and an in-house seat manufacturing facility. * The plant integrates AI, digital twin technology, automation, and energy-efficient systems to enhance efficiency and sustainability. * The global supply chain includes new battery and e-motor manufacturing sites in Germany and Austria, supporting local and regional value creation.
38. https://cleantechnica.com/2026/04/01/general-motors-slaps-down-trumps-war-on-evs/ - * GM's Q1 2026 results highlight increased EV sales and expanding charging infrastructure. * The Chevrolet Equinox EV, Blazer EV, Cadillac LYRIQ, and OPTIQ ranked highly among electric SUVs. * GM’s partnership with Pilot Company and EVgo led to over 1,000 fast-charging stalls. * Cadillac EV sales increased by 20% in Q1, with over 9,500 units sold. * GM announced the limited run of the 2027 Bolt, offering high range for under $30,000.
39. https://ev-magazine.com/ev-news/byd-launches-the-new-song-ultra-ev-with-fast-charging-and-low-prices/ - ['* BYD released a new electric SUV, the Song Ultra EV, on March 27, 2026.', '* The vehicle features fast charging technology and is priced below €18,800 in China.', "* The model is part of BYD's Dynasty family of cars.", '* Nearly 22,000 orders were placed within three weeks of launch, indicating strong consumer demand.']
40. https://www.newzimbabwe.com/zimbabwes-ban-on-raw-minerals-exports-puts-chinese-firms-under-pressure/ - * Zimbabwe has implemented a ban on raw mineral and lithium concentrate exports, prompting warnings from the Chinese embassy. * The policy changes aim to tighten control over mineral resources, especially lithium, attracting Chinese investment. * Chinese firms operating in Zimbabwe are advised to strengthen compliance measures and assess risks before continuing operations. * Chinese companies dominate sectors such as lithium, gold, chrome, construction, energy, and retail within Zimbabwe. * Critics highlight issues with Chinese firms' labour standards, environmental practices, and sector compliance, causing tensions with local entrepreneurs.
41. https://carboncredits.com/texas-based-energyxs-project-lonestar-signals-a-turning-point-for-u-s-lithium-supply/ - * EnergyX commissioned its Project Lonestar™ lithium demonstration facility in Texas, marking a milestone in direct lithium extraction (DLE) technology. * The plant produces around 250 metric tons of lithium carbonate equivalent annually, using locally sourced brine. * EnergyX aims to scale the project to produce 50,000 tonnes of LCE per year across two phases. * The project addresses U.S. reliance on foreign processing, integrating extraction and refining domestically. * The U.S. has significant lithium reserves but low current production; demand is rapidly increasing due to electric vehicles and energy storage.
42. https://lithium-news.com/record-gigafactory-supply-deal-signals-green-energy-revolution-at-critical-tipping-point/ - * Major automakers, battery manufacturers, and tech companies sign multi-billion dollar, long-term supply agreements for battery cells, solar panels, and storage systems. * Production capacities exceeding 3,000 GWh annually across global facilities, including Tesla, CATL, and QuantumScape. * Regions like Nevada, Texas, Southeast Asia, and Europe experience infrastructure development and economic investment. * Raw material sourcing commitments benefit lithium, cobalt, and nickel producers, with innovations in recycling and battery chemistry. * Agreements contribute to over 85% reduction in battery costs in the past decade and support renewable energy adoption. * Policy support from US, Europe, and China enhances investment safety, reducing policy risk. * Production facilities incorporate advanced analytics, AI, and flexible chemistries, accelerating technological innovation. * Countries attracting gigafactories position as energy independence leaders and export centres for clean energy tech. * Accelerated development of next-generation batteries and solar technologies due to guaranteed markets. * Green energy stocks and battery companies see growth driven by long-term supply agreements.
43. https://internationalbanker.com/technology/how-advances-in-battery-technology-are-shaping-key-global-industrial-trends/ - * The article discusses recent developments in battery technology and their impact on industries, energy, and geopolitics. * It highlights the rapid adoption of electric vehicles (EVs), with electric sales exceeding 20 million in 2025. * Battery technology's role in renewable energy integration and grid stability is emphasised. * Lithium-ion batteries remain dominant, with significant cost reductions and increased deployment. * New chemistries, such as solid-state and sodium-ion batteries, are progressing towards commercial use. * Market size is projected to grow from $130.44 billion in 2025 to nearly $256.08 billion by 2034.
44. https://www.azomining.com/Article.aspx?ArticleID=1938 - * Chinese entities are forecast to control about 50 % of global lithium production by 2027, expanding from 35 % five years prior, with significant investment in Zimbabwe, Mali, and DRC. * Argentina's supply growth exceeds 60 % in 2026, deploying direct lithium extraction (DLE) technology at multiple projects. * The lithium supply chain is diversifying into intermediate products like lithium chloride and sulphate, with Chinese-controlled investment dominating this sector. * Demand growth moderates post-2025 surge, but energy storage demand rises from 9 % to 18 % of total lithium demand, influencing market outlook. * Lithium prices increased significantly in early 2026, but fundamental supply-demand data suggests potential for market divergence due to speculative trading and market sentiment.
45. https://www.powermag.com/a-powerful-change-supporting-cleaner-energy/ - * The U.S. Department of Energy advocates electrification as key to economy-wide decarbonization.* Electrification technologies include EVs, heat pumps, and electric industrial processes.* Utilities and industries view electrification as critical for reducing emissions and modernising the grid.* Government incentives and research funding are recommended to promote adoption.* Innovations in energy storage, smart charging, and digital power platforms are advancing electrification.* Utilities integrate distributed energy resources and AI-enabled control to enhance grid resilience and renewable integration.
46. https://chachingqueen.com/gas-car-ban-reasons/ - * US states, including California and 12 others, aim for 100% zero-emission new vehicle sales by 2035, adopting California’s Advanced Clean Cars II framework. * Policies target reduction of greenhouse gases, aligning with international climate goals like the Paris Agreement. * Initiatives promote renewable energy integration, fostering clean energy jobs and stabilising energy costs. * Electric vehicle policies support climate action, innovation, energy independence, and public health by reducing pollution. * States seek to lead in global climate leadership, enhance urban efficiency, preserve water and habitats, and boost economic growth through EV adoption. * Policies aim to improve affordability, expand EV markets, and create international trade opportunities in clean transportation sectors.
47. https://cnevpost.com/2026/04/01/tesla-celebrates-10th-anniversary-model-3-launch-global-sales-3-million/ - * Tesla marked the 10th anniversary of its Model 3 launch, with global sales exceeding three million units. * The Model 3 was launched 10 years ago and is the best-selling pure electric mid-size sedan with high user satisfaction in China. * In 2025, the Model 3 sold 200,361 units in China, up 13.33% year-on-year, with exports of 112,377 units, down 38.65%. * The Model 3's manufacturing began in China after Shanghai factory completion in 2019, with deliveries starting in January 2020. * The model faces increasing competition in China from the Xiaomi SU7, Nio, Xpeng, and legacy automakers. * Xiaomi's SU7 launched in March 2024, with a new facelift and a starting price significantly lower than the Model 3. * Tesla announced the discontinuation of Model S and Model X to focus on Model 3 and other projects.
48. https://tribune.net.ph/2026/04/01/ev-taxis-expand-as-fuel-costs-climb - * Electric vehicle taxi operators are expanding due to rising fuel costs and a partnership with Grab providing steady demand, including digital bookings. * The partnership has improved fleet utilisation and reduced reliance on street-hail trips. * The Electric Vehicle Industry Development Act promotes electric public utility vehicles and streamlines regulations. * Filipino operator EV Taxi Corp reports stable demand from GrabTaxi Electric on-demand bookings, aiding fleet scalability. * Operators view electric fleets as a more stable alternative amid fuel price uncertainty.
49. https://www.prnewswire.com/news-releases/pmet-resources-submits-environmental-and-social-impact-assessment-esia-for-the-shaakichiuwaanaan-cv5-lithium-project-to-federal-and-provincial-governments-302731299.html - * PMET Resources has submitted its Environmental and Social Impact Assessment (ESIA) for the Shaakichiuwaanaan Lithium Project. * The submission marks a significant milestone in permitting, involving provincial and federal impact assessments. * The project is located in the Eeyou Istchee James Bay region, Quebec. * The ESIA includes environmental, indigenous, socio-economic, and climate analyses, with extensive community engagement. * The project aims to develop a hybrid open-pit and underground lithium mine, supported by a positive feasibility study. * The company plans to work with government and Cree Nation stakeholders during review processes.
50. https://interestingengineering.com/energy/verge-solid-state-battery-electric-motorcycle-production - * Estonian manufacturer Verge Motorcycles announced production of the world’s first motorcycle powered by an all-solid-state battery. * Developed with Finnish startup Donut Lab, with high range and ultra-fast charging claims. * Verge unveiled the initial model at CES 2026, with 10-minute charging and 370-mile range. * The TS Pro features solid-state batteries, produced in real-world production, with two configurations supporting up to 600 km range and 200 kW charging. * Demonstrates safety and performance of solid-state batteries through new test results, including resistance to thermal runaway and high-rate fast charging.
51. https://vocal.media/trader/united-states-electric-truck-market-size-to-hit-usd-8-220-2-million-by-2034 - * The US electric truck market was valued at USD 308.0 million in 2025 and is projected to reach USD 8,220.2 million by 2034. * The market is expanding at a CAGR of 42.72% from 2026 to 2034. * Trends include a shift towards sustainable transportation, advancements in battery technology, and infrastructure growth. * Drivers include focus on reducing emissions, government incentives, and lower maintenance costs. * Challenges involve high initial costs, limited charging infrastructure, and battery range limitations. * The market's future growth hinges on technological innovation and infrastructure development, with strong industry and policy support.
52. https://www.straitstimes.com/asia/byd-showrooms-are-bustling-across-asia-after-iran-oil-shock - * Early signs indicate increased demand for electric vehicles (EVs) across Asia, especially in China, Vietnam, and Southeast Asia, in response to rising crude oil prices linked to the Iran conflict. * Demand for BYD EVs in Manila has surged, with many replacing petrol cars due to oil price hikes. * VinFast showrooms in Hanoi report quadrupled customer visits and doubled EV sales rate since the conflict started. * Industry analysts highlight higher oil prices incentivising EV adoption, though infrastructure and affordability remain challenges. * Chinese EV exports have more than doubled in the first two months of 2026, with non-Chinese brands also benefiting. * Governments in countries like Laos are implementing measures to promote EVs amid this surge.
53. https://www.chemengonline.com/thermally-switchable-solvents-allow-selective-extraction-of-lithium-from-brine-mixtures/ - * Researchers at Columbia University developed a temperature-responsive solvent system called S3E for lithium extraction from brines. * The method utilises a biphasic system with amine solvents that selectively extract lithium ions. * The technique was tested on simulated geothermal brine similar to the Salton Sea and demonstrated high recovery yields. * The process allows for the reuse of solvents and could unlock otherwise inaccessible lithium resources. * The method addresses technical hurdles in extracting lithium from low-concentration brines with high competing cation levels.
54. https://www.lavieeco.com/influences/mobilite-electrique-gitex-africa-expose-les-dernieres-technologies/ - * The event focuses on advancing sustainable mobility and infrastructure development in Africa. * It highlights the growth of electric vehicle sales projected to exceed 28.3 billion USD by 2030. * The event gathers governments, industry leaders, and tech innovators to redefine Africa's transportation future. * Technologies such as electric vehicles, intelligent transport systems, and AI logistics are emphasized. * Major participants include Hyundai, Tesla, BYD, and Dongfeng. * The event promotes investments, international cooperation, and infrastructure expansion to support mobility growth.
55. https://www.basicthinking.de/blog/2026/04/01/natrium-ionen-akku-baic/ - ['* BAIC introduced a sodium-ion battery capable of full charge in eleven minutes, targeting mass production.', '* The battery supports fast charging with high everyday usability for long-distance use, meeting typical tank stop times.', '* The modular technology platform supports sodium, lithium-ion, and solid-state batteries, with 20 patents secured.', '* A practical vehicle model developed with Huawei demonstrates system performance, with an energy density of over 170 Wh/kg.', '* The battery operates effectively between -40°C and +60°C, maintaining 92% capacity at -20°C, and offers high physical safety.']
56. https://www.capitalfm.co.ke/news/2026/04/south-africa-gets-ready-for-battery-production-china-daily/ - ['* South Africa plans to establish lithium-iron phosphate (LFP) battery cell manufacturing with Chinese partners to meet rising renewable energy demand.', '* The project includes setting up a gigafactory with an annual capacity of 5 to 10 gigawatt-hours, deemed operationally and economically viable.', "* The global battery cell market is expected to grow to 4.9 TWh by 2034, with South Africa's demand reaching 55 GWh.", '* The initiative aims to create jobs, enhance energy security, and develop a local battery value chain over the next decade.', "* South Africa's government and institutions are ready to support the establishment through funding and collaboration, focusing on skills transfer and R&D."]
57. https://www.ad-hoc-news.de/boerse/news/ueberblick/tesla-inc-stock-navigating-electric-vehicle-leadership-and-future/69043854 - • Tesla, Inc. remains a key player in the EV and clean energy sectors, with a focus on scalable production and battery technology. • The company targets North American markets, benefiting from US policies like the Inflation Reduction Act. • Tesla’s expansion includes new factories and products like Cybertruck and Optimus robot, supporting revenue growth. • Regulatory developments in autonomous driving and supply chain dynamics influence Tesla’s outlook. • Investors monitor production milestones, government policies, and competition impacting growth prospects.
58. https://lithium-news.com/record-lithium-etf-inflows-signal-the-green-energy-revolution-is-just-beginning/ - • Lithium ETF inflows have reached unprecedented levels due to increasing demand from electric vehicles and energy storage systems. • Institutional investors are significantly increasing their allocations to lithium-focused ETFs, validating the long-term investment thesis. • Government policy support in the US, Europe, and Asia accelerates demand, with substantial investments in clean energy infrastructure. • Technological improvements in lithium extraction and processing enhance investor confidence. • The demand for lithium is driven by corporate commitments to sustainability and energy storage needs associated with EV charging infrastructure.
59. https://leadership.ng/africa-middle-east-forecast-20-39bn-ev-target-by-2031/ - * The electric vehicle (EV) market in Africa and Middle East projected to grow from USD 5.06 billion in 2026 to USD 20.39 billion in 2031, with a CAGR of 32.15 per cent. * Nigeria is expanding EV infrastructure with a future charging hub. * Gulf Cooperation Council (GCC) nations, including Saudi Arabia and the UAE, have EV deployment targets as part of national agendas. * Saudi Arabia aims for 30% EVs in Riyadh by 2030; UAE targets 50% EVs by 2050. * Morocco plans to reach 2,500 charging points by 2026. * Infrastructure projects include fast-charging corridors on highways and plans for 70,000 chargers in Abu Dhabi and 1,000 in Dubai. * Key drivers include decarbonization mandates, declining battery costs, and strategic partnerships between energy majors and automakers.
60. https://www.ad-hoc-news.de/boerse/news/ueberblick/tesla-inc-stock-navigating-electric-vehicle-leadership-and-future/69043854 - * Tesla, Inc. continues scalable EV and battery production, energy storage, and solar products development. * The company focuses on full self-driving technology and expanding its energy product offerings. * Tesla's gigafactories in the US, China, and Europe support regional supply chains. * North American policies like the Inflation Reduction Act bolster Tesla's market position. * Investors monitor production milestones, regulatory approvals, and competition dynamics.
61. https://lithium-news.com/record-lithium-etf-inflows-signal-the-green-energy-revolution-is-just-beginning/ - * Lithium ETF inflow has reached unprecedented levels, indicating strong investor confidence in the green energy transition. * The surge reflects demand driven by electric vehicles, energy storage, and government policies supporting clean energy. * Major automakers like Tesla and Ford are investing heavily in electrification, increasing lithium demand. * Institutional investors, including pension funds and sovereign wealth funds, are significantly increasing their allocations to lithium ETFs. * Technological improvements and policy support worldwide bolster the long-term investment case for lithium. * The supply-demand imbalance and diversification benefits of ETFs contribute to their appeal for investors.
62. https://www.nature.com/articles/s41467-026-71304-3 - • Explores a new paradigm harnessing polyanion rotations to trigger dynamically disordered Li sublattice and liquid-like cation diffusion. • Proposes a rotation tolerance factor as a predictive metric for identifying fast-rotating anion clusters. • Designs halides with rotational polyanions, leading to enhanced room-temperature lithium ionic conductivities. • Synthesises NH₂-incorporated Li₂ZrCl₅.92(NH₂)₀.₀8, which shows four times higher conductivity than control. • Demonstrates improved capacity retention in solid-state lithium-ion batteries after 190 cycles.
63. https://lithium-news.com/global-hard-rock-mining-expansion-drives-record-production-gains-across-key-commodities/ - * The global mining industry is experiencing significant growth through hard rock mining expansion initiatives. * Copper production has surged by 23% year-over-year, with projects in South America and Australia contributing over 400,000 tons annually. * Gold production has increased by 18% across major jurisdictions due to advanced technologies and expanded facilities. * Lithium sector expansion in Australia and North America adds over 150,000 tons of lithium carbonate equivalent annually. * Mining equipment and engineering firms benefit from increased orders and valuations. * Company margins improve by an average of 340 basis points, with higher cash flows enabling debt reduction and shareholder returns. * Technological innovations like autonomous equipment and AI improve efficiency and reduce costs. * Environmental practices include water recycling, renewable energy, and carbon neutrality efforts. * Regional economic impacts include job creation, infrastructure development, and increased local government revenues. * Industry outlook remains positive with ongoing demand outpacing supply and continued project execution.
64. https://www.constructionowners.com/news/thacker-pass-hits-93-design - * Lithium Americas advances construction of its Thacker Pass lithium project in northern Nevada, nearing 93% engineering design completion. * Construction activity is expanding with approximately 950 workers on-site by end of 2025, expected to grow to 1,800 by late 2026. * Key construction milestones include procurement, steel sourcing, infrastructure development, and community investments. * The project aims to reduce US dependence on imported lithium and support electric vehicle growth. * Mechanical completion targeted for late 2027, with significant funding from US government sources.
65. https://news.metal.com/newscontent/103835375-SMM-Analysis-Indonesia%E2%80%99s-Battery-Recycling-Advances-Further - * Hyundai Motor Group signed a cooperation agreement with Zhejiang Huayou Recycling Technology Co., Ltd. to build an EV power battery recycling system in Indonesia. * The cooperation aims to develop a closed-loop resource system covering battery scrap recycling and reuse. * Indonesia plans to reach 100 GWh of EV battery capacity by 2030 and produce 600,000 EVs annually. * The HLI Green Power battery plant in Karawang, Indonesia, has a capacity of 10 GWh, supporting Hyundai's markets in Southeast Asia and India. * The current recycling system in Indonesia faces capacity, standards, and informal processing challenges, with end-of-life batteries forecast to reach 120,000 mt by 2030. * The cooperation seeks to enhance the local industry chain, resource security, and attract foreign investment, aligning with Indonesia's NEV strategic initiatives.
66. https://plo.vn/khung-hoang-nang-luong-toan-cau-cu-hich-cho-ky-nguyen-xe-dien-post901999.html - * Governments in Europe and Southeast Asia promote electric vehicles (EVs) as strategic responses to energy crises and supply disruptions. * Germany announces a detailed plan with a budget of 8 billion euros to expand wind power and promote EV sales, including subsidies for 800,000 EVs. * Indonesia's president plans to convert all personal, public, and commercial transport to electric and solar energy, developing 100 GW of solar power and transitioning up to 120 million motorbikes. * Chinese cities advance the Zero-ICE initiative to phase out internal combustion engine vehicles, utilising EVs as grid stabilisers. * High oil prices (above $80-90 USD) significantly boost EV demand, reduce payback periods, and stimulate energy infrastructure investments.
67. https://www.evinfrastructurenews.com/ev-fleet-charging/plenitude-to-deploy-42-ultrafast-chargepoints-in-spain - * Plenitude plans to install and operate 42 ultrafast EV chargepoints in Spain along the AP-9 motorway in Galicia. * The project includes agreements with Autopistas del Atlántico and aims for completion by the end of 2026. * The chargepoints will have power outputs of up to 300kW and be installed in five service areas. * The total initial investment is €7.6 million, supporting expansion of EV infrastructure. * A charging station for trucks will be installed at the Compostela service area. * The project is aligned with Plenitude's strategy to expand ultrafast charging networks across Europe.
68. https://www.electrichybridvehicletechnology.com/news/german-startup-tozero-launches-battery-recycling-demo-plant.html - * Materials startup Tozero launches its first battery recycling plant, targeting 80% mineral recovery from 1,500 tonnes of waste annually. * The plant, located at Munich’s Chemical Park Gendorf, utilises proprietary acid-free hydrometallurgy technology. * The process recovers high-purity lithium-carbonate, graphite, and a nickel-cobalt mix, which can be fed directly into battery manufacturing. * Tozero plans to operate a full-scale facility by 2030 to help Europe establish a more independent battery supply chain. * In April 2024, Tozero became the first in Europe to deliver recycled lithium to commercial customers, followed by qualifying 100% recycled graphite in February 2025.
69. https://www.newswire.com/news/elektros-otc-elek-unveils-strategic-breakthrough-as-ludlow-research-issues - * Elektros highlights surging global lithium demand and strategic pivot toward vertical integration in the energy transition sector. * The company develops lithium mining in Sierra Leone and commercialises EV charging technology. * A comprehensive report from Ludlow Research underscores Elektros' competitive advantage in lithium and energy-efficient solutions. * Rising oil prices and geopolitical tensions are forecasted to increase energy costs during summer. * The report notes macroeconomic factors influencing energy infrastructure adoption.
70. https://www.openpr.com/news/4448537/vehicle-electrification-market-size-trends-growth - * The global vehicle electrification market was valued at USD 117.2 billion in 2024 and is projected to grow to USD 311.9 billion by 2033. * The market growth from 2025 to 2033 is expected to have a CAGR of 11.6%. * Key trends include advancements in battery technology, adoption of hybrid vehicles, and expansion of charging infrastructure. * Asia-Pacific leads with a valuation of USD 57.43 billion in 2024, supported by government initiatives and EV adoption. * The market is driven by increasing demand for zero-emission vehicles, technological advancements, and government policies.
71. https://express-press-release.net/news/2026/03/31/1744824 - * The U.S. lithium market is undergoing a structural transformation, driven by EV adoption, energy storage expansion, and supply chain localisation. * Lithium demand is increasingly influenced by renewable energy and data centre growth, with EVs and energy storage as key drivers. * Global battery demand surpassed 1 terawatt-hour in 2024, supporting steady market expansion through 2030. * The U.S. is investing in domestic lithium production, including unconventional sources and advanced extraction technologies. * Market volatility remains, but long-term prospects for lithium demand growth continue amidst technological and sustainability innovations.
72. https://express-press-release.net/news/2026/03/31/1744824 - * The U.S. lithium sector is entering a transformative phase influenced by electrification, energy storage, and supply chain localisation. * Lithium demand in the US is driven by EV adoption, renewable energy integration, and data centre expansion. * Market value was USD 1.06 billion in 2023, with a projected CAGR of 12.6% through 2030. * Domestic production and supply chain resilience are priorities, with investments in local mining and extraction technology. * Market volatility persists, but long-term outlook remains positive driven by technological innovation and policy support.
73. https://stockhouse.com/news/newswire/2026/03/31/a-battery-minerals-value-stock-aligned-with-us-energy-resilience - * The US has launched multiple initiatives, including an executive order and funding, to diversify critical minerals supply chains away from China. * AE Fuels Corporation is advancing manganese and fluorspar projects in Western Australia and New Mexico, respectively. * The projects are designated as critical minerals by the US, EU, and Australia, supporting the US energy resilience efforts. * The South Woodie Woodie project in Western Australia has a historical resource valued at nearly US$200 million, with ongoing processing and pilot work. * Fluorite Ridge in New Mexico is poised for expansion, with past-producing mines and potential for open-pit mining, aimed at addressing US fluorspar reliance.
74. https://electriccarsreport.com/2026/03/volkswagen-id-unyx-08-pre-sales-begin-in-china-xpeng-tech-730-km-range/ - * Volkswagen officially opened pre-sales for the ID.UNYX 08 in China, signalling a major milestone in its China strategy.
75. https://www.americanbankingnews.com/2026/03/31/lithium-stocks-to-research-march-30th.html - * Lithium stocks including Sigma Lithium, Lithium Americas, and Amprius Technologies are highlighted as stocks to watch. * These companies involve exploration, mining, and battery material supply, linked to electric vehicle and energy storage demand. * Sigma Lithium operates in Brazil; Lithium Americas explores in Argentina; Amprius produces high-energy lithium-ion batteries. * The article discusses risks such as commodity-price volatility and regulatory factors. * It provides updates on specific lithium projects and companies involved in the sector.
76. https://www.skoda-storyboard.com/en/press-releases/a-czech-german-success-story-35-years-of-skoda-auto-as-part-of-the-volkswagen-group/ - * Škoda Auto's partnership with Volkswagen Group began in 1991, leading to rapid growth and internationalisation. * The company has expanded its model portfolio, including electric vehicles, and increased its manufacturing capacity. * Škoda is establishing India as a major market and production hub. * The company will double its electric vehicle range with new models Epiq and Peaq by the end of 2026. * Škoda is the Volkswagen Group’s largest producer of BEV battery systems, with a new battery production facility in Mladá Boleslav. * The company’s strategy includes making electromobility more accessible and contributing to Group-wide efforts. * The success is rooted in collaboration within the Group and with partners, led by CEO Klaus Zellmer.
77. https://www.marketbeat.com/instant-alerts/vinfast-auto-nasdaqvfs-reaches-new-1-year-high-heres-why-2026-03-31/ - • VinFast Auto stock hit a 52-week high and traded as high as $3.83. • Multiple analysts revised ratings and price targets, with an average target of $5.83. • The company posted quarterly revenue of $1.57 billion and a loss of $0.60 per share. • Institutional investors increased stakes in the company. • VinFast Auto designs and manufactures electric vehicles, with a product portfolio including SUVs and electric passenger cars in multiple markets.
78. https://www.energytrend.com/news/20260331-51172.html - * Ganfeng Lithium announced its 2025 annual report and a capital increase of up to 1 billion RMB for its subsidiary, Jiangxi Ganfeng LiEnergy Technology, to enhance financial strength and strategic positioning. * The company achieved operating revenue of 23.082 billion RMB and net profit of 1.613 billion RMB in 2025, representing increases of 22.08% and 177.77% respectively. * The lithium battery and cell segment contributed 8.234 billion RMB, growing 39.63%, accounting for 35.67% of total revenue. * The company advanced product development with high-capacity, long-cycle-energy storage batteries (314Ah, 392Ah, 588Ah, and 10Ah products) and scaled mass production. * Ganfeng participated in multiple large-scale energy storage projects, built a full-industry-chain ecosystem, and partnered with EDF for European market expansion. * The company has made technological breakthroughs in solid-state batteries, achieving cycle lifespans over 1,100 cycles for lithium metal anode batteries and small-batch mass production of 500Wh/kg-class products.
79. https://carnewschina.com/2026/03/31/byd-nio-catl-push-charging-and-swap-as-the-next-battleground-for-ev-growth/ - * BYD, Nio, and CATL are increasing investment in charging and battery-swap networks, shifting competition from vehicle specifications to infrastructure deployment. * BYD plans to deploy 20,000 megawatt-level flash charging stations by 2026, supported by its 'station-within-a-station' model. * Nio and CATL develop battery swap networks, with Nio achieving a record swap time of less than 0.5 seconds. * Charging networks generate income through service fees and electricity margins, while swap systems rely on Battery-as-a-Service models. * BYD aims to expand its infrastructure ahead of exceeding domestic market pressures and boosting export targets.
80. https://evtech.news/news/byd-song-ultra-ev-shocks-global-market-with-5-minute-charging-and-sub-22k-price.html - * BYD unveils the Song Ultra EV with fast-charging system and affordable pricing. * The EV can charge in 5 minutes, addressing a major barrier to adoption. * Starting price below $22,000 challenges competitors and boosts affordability. * The launch aims to impact the global EV market by increasing adoption, especially in emerging markets. * Infrastructure development and consumer benefits are key to this innovation's success.
81. https://www.evmechanica.com/industry-consortium-leaf-launched-to-boost-ev-charging-ecosystem-for-two-and-three-wheelers/ - * A new industry consortium, Light Electric-Vehicle Acceleration Forum (LEAF), launched in India to improve EV charging ecosystem. * The forum was inaugurated by H. D. Kumaraswamy and includes stakeholders from vehicle manufacturing, infrastructure, components, and technology sectors. * LEAF aims to collaborate with government bodies and develop standards like the Light Electric Combined Charging System (LECCS), approved by BIS. * LECCS supports both slow and fast charging and promotes interoperability across charging networks. * The consortium has over 20 member organisations and plans to expand. * The initiative supports government policy objectives and broader EV adoption in India.
82. https://vocal.media/futurism/marine-electric-vehicle-market-outlook-renewable-energy-adoption-operational-efficiency-and-industry-forecast-to-2034 - * The global marine electric vehicle market was valued at USD 5.3 billion in 2025 and is projected to reach USD 10.7 billion by 2034, with a CAGR of 7.63%.* * Market growth driven by decarbonization policies, advancements in lithium-ion and solid-state batteries, and expansion of charging infrastructure.* * Increased adoption in military and commercial sectors, including autonomous Underwater Vehicles (AUVs), cargo vessels, and luxury yachts.* * Market trends include integration of AI and autonomous navigation, growth in eco-leisure vessels, and government incentives supporting electrification.* * Recent developments involve major funding rounds for electric maritime projects and defence industry pivots.* "accuracy": "high accuracy, low bias and no paid content
83. https://otomotif.sindonews.com/read/1691725/120/gila-isi-baterai-cuma-5-menit-byd-denza-d9-gen-2-siap-jegal-alphard-dengan-harga-rp958-jutaan-1774922599 - • BYD resmi membuka pra-penjualan generasi kedua Denza D9 di China. • Teknologi baterai mampu mengisi daya hingga 70% dalam lima menit. • Harga awal di China sekitar Rp958.8 juta, varian tertinggi Rp1.204.9 juta. • Harga varian PHEV dan listrik murni disamakan. • Strategi harga bertujuan meningkatkan pangsa pasar di segmen mobil keluarga mewah.
84. https://cleantechnica.com/2026/03/30/argentina-mexico-just-placed-a-massive-ev-order-on-brazil-50000-byds-each-for-2027/ - * Argentina's EV sales have increased significantly in 2026, with total market share reaching 3.6%. * BYD has announced an order of 100,000 vehicles for Brazil's Camaçari plant, split equally between Argentina and Mexico. * The order could make BYD account for almost 10% of Argentina’s vehicle market in 2027. * BYD's plant in Camaçari was close to capacity in 2025 and plans to increase production to 600,000 units annually. * Argentina's EV market is shifting towards affordable imports from Mercosur, with BYD leading because of its cost-effective models.
85. https://insideevs.com/news/791573/byd-15-million-sales-2026/ - * BYD remains confident in reaching 1.5 million overseas vehicle sales in 2026, up from 1.3 million projected earlier.* The company reported a 38% drop in net income for Q4 and a 19% decline for the full year, its first annual profit fall in four years.* Growing exports contributed to nearly half of BYD’s sales in early 2026, with overseas sales more than doubling in 2025.* BYD plans to expand manufacturing with new factories in Hungary and Turkey and considers acquiring a legacy automaker.* The automaker faces challenges including regulations, tariffs, logistics, and consumer trust but is expanding successfully in Europe, Latin America, and other regions.* BYD's international growth shifts the global automotive power balance from West to East.
86. https://lithium-news.com/revolutionary-dle-technology-breakthrough-transforms-global-lithium-extraction-industry/ - * Direct Lithium Extraction (DLE) technology has moved from experimental labs to a transformative industry force. * The breakthrough enables lithium extraction rates exceeding 90% in hours, reducing water use by up to 95%. * Traditional methods take 18-24 months and consume significant water, causing environmental issues. * DLE technology has lowered production costs to about $3,000 per metric ton, compared to $5,000-8,000 by conventional methods. * Major automotive companies like Tesla and CATL are securing long-term supply agreements using DLE facilities, supporting EV targets. * The modular DLE systems allow rapid deployment and scalability, appealing to junior miners and volatile markets. * US and EU governments are supporting DLE through funding and favourable regulations. * Industry analysts predict DLE will produce over 60% of global lithium by 2030, reshaping the industry.
87. https://moto.rp.pl/na-prad/art44066031-od-ropy-do-akumulatorow-jak-catl-buduje-nowe-imperium-w-motoryzacji - * CATL becomes the world's largest EV battery producer and a key industry influencer. * The company supplies batteries to major automotive manufacturers such as Tesla, BMW, Mercedes, Toyota, Hyundai, and Volkswagen. * In Q1 2026, CATL's market share in China exceeds 50%, surpassing 40% globally. * Financially, CATL's net profit in Q4 2025 increased by over 57% year-on-year, exceeding $10 billion. * The company develops multiple battery technologies, including NMC, LFP, and sodio-jon, with innovations aimed at reducing costs and improving performance. * CATL introduces the Shenxing battery and collaborates with Changan on the first mass-produced sodio-jon EV. * Strategic investments in European factories in Germany, Spain, and Hungary bolster its global footprint. * The firm is involved in building battery supply infrastructure and developing battery recycling. * China’s dominance and geopolitical tensions are affecting market dynamics, with competitors like BYD increasing their innovation efforts. * Overall, CATL plays a pivotal role in driving the energy transition and global EV market expansion.
88. https://lithium-news.com/record-breaking-gigafactory-supply-deal-reshapes-global-green-energy-landscape/ - * Tesla announced a $42 billion gigafactory supply deal with lithium suppliers across three continents, securing supplies for over 50 million electric vehicles. * The deal influences market valuations, with lithium mining companies and battery technology firms experiencing significant gains. * It addresses supply chain security concerns and reduces dependence on specific regions by diversifying sources in Australia, Argentina, and Chile. * The agreement features dynamic pricing tied to production volumes and technological improvements, incentivising efficiency. * Sustainability standards are embedded, promoting innovations that reduce environmental impact in lithium extraction. * The timing aligns with government incentives for electric vehicle adoption, supporting Tesla’s market position.
89. https://www.business-standard.com/industry/auto/ministry-of-heavy-industries-dfs-plan-financing-push-for-e-buses-e-trucks-126033001159_1.html - * The Indian government aims to accelerate electric mobility amid rising crude oil prices due to West Asia conflict. * The Ministry of Heavy Industries (MHI) collaborates with Sidbi to develop a financing model addressing risks for independent bus operators. * The model may include risk-sharing guarantees and interest subvention to encourage bank participation. * India’s e-bus market reached 4.5% of total bus sales in FY26, up from 3.5% in FY25. * Demand for e-buses is driven by public procurement through schemes like PM E-DRIVE and PM eBus Sewa, with government support ensuring reliable payments.
90. https://eu.36kr.com/en/p/3745335802790147 - * EnerVenue completes a $300 million Series B funding round, led by Fosun Capital, with funds allocated for expanding its Changzhou factory. * The company has raised over $800 million across three funding rounds since 2020. * The focus is on scaling production of its nickel-hydrogen batteries, with an initial phase of 250 MWh capacity. * The company's core product is an aqueous metal battery with high safety, long lifespan, and wide temperature range, certified to international standards. * The expansion aims to increase production capacity and automate manufacturing, addressing cost challenges in battery production.
91. 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.
92. 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.
93. 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.
94. 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.
95. 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.
96. 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.
97. 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.
98. 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.
99. 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.
100. 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.
101. 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.
102. 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.
103. 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.
104. 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.
105. 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
106. 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.
107. 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.
108. 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.
109. 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.
110. 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.
111. 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.
112. 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.
113. 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.
114. 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.
115. 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.
116. 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.
117. 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
118. 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.
119. 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.
120. 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.
121. 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.
122. 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.
123. 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.
124. 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.
125. 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.
126. 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.
127. 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.*
128. 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.
129. 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.
130. 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.
131. 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.
132. 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.
133. 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.
134. 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.
135. 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.
136. 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.
137. 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.
138. 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.
139. 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.
140. 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.
141. 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.*
142. 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."]
143. 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.
144. 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.']
145. 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.
146. 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.
147. 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.
148. 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.*
149. 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.
150. 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.
151. 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.
152. 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.
153. 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.
154. 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.
155. 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.
156. 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.
157. 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.
158. 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.
159. 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.
160. 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.
161. 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.
162. 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.
163. 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.
164. 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.*
165. 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.
166. 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.
167. 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.
168. 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.*
169. 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.
170. 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.
171. 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.
172. 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.
173. 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.
174. 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."
175. 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.
176. 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.
177. 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.
178. 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.
179. 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.*
180. 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.
181. 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.
182. 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.
183. 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.
184. 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.
185. 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.
186. 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.
187. 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.
188. 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.
189. 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.
190. 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.
191. 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.
192. 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.
193. 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.
194. 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.
195. 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.
196. 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.
197. 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.
198. 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.
199. 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.
200. 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.
201. 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.
202. 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.
203. 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.
204. 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.
205. 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.
206. 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.*
207. 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.
208. 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.
209. 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.
210. 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.
211. 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.
212. 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.
213. 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.
214. 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.
215. 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.
216. 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.
217. 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.
218. 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.
219. 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.
220. 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.*
221. 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.
222. 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.
223. 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.
224. 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.
225. 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.
226. 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.
227. 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.
228. 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.
229. 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.
230. 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.
231. 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.
232. 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.
233. 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.
234. 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.
235. 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.*
236. 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.
237. 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.
238. 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.
239. 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.
240. 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.
241. 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.
242. 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.
243. 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.
244. 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.
245. 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.
246. 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
247. 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.
248. 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.
249. 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.
250. 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.
251. 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.
252. 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.
253. 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.
254. 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.
255. 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.
256. 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.
257. 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.
258. 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.
259. 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.
260. 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.
261. 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.
262. 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.
263. 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.
264. 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.
265. 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.
266. 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.*
267. 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.
268. 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.
269. 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.
270. 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.
271. 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.
272. 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.
273. 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.
274. 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.
275. 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.
276. 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.
277. 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.
278. 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.
279. 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.
280. 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.
281. 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.
282. 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.
283. 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.
284. 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.
285. 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.
286. 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.
287. 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.
288. 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.
289. 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.
290. 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.
291. 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.
292. 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.
293. 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.
294. 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.
295. 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.
296. 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.
297. 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.
298. 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.
299. 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.
300. 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.
301. 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.
302. 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.
303. 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.
304. 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.
305. 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.
306. 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.
307. 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.
308. 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.
309. 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.
310. 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."]
311. 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.
312. 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."]
313. 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.
314. 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.*
315. 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.
316. 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.
317. 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.
318. 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.
319. 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.
320. 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.
321. 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.
322. 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.
323. 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.
324. 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.
325. 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.
326. 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.
327. 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.
328. 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.
329. 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.
330. 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.
331. 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.
332. 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.
333. 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.
334. 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.
335. 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.
336. 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.
337. 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.
338. 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.
339. 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.
340. 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
341. 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.
342. 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.
343. 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.
344. 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.
345. 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.
346. 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.
347. 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.
348. 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.
349. 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.
350. 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.
351. 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.
352. 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.
353. 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.
354. 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.']
355. 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.
356. 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.
357. 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.
358. 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.
359. 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.
360. 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.
361. 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.
362. 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.
363. 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.
364. 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.
365. 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.
366. 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.
367. 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.*
368. 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.
369. 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%.
370. 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.
371. 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.
372. 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.
373. 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.
374. 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.
375. 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.
376. 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.
377. 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.
378. 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.
379. 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.
380. 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.
381. 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.
382. 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.
383. 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.
384. 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.
385. 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.
386. 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.
387. 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.
388. 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.
389. 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.
390. 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.
391. 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.
392. 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.
393. 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.
394. 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.
395. 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.
396. 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.*
397. 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.
398. 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.
399. 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.
400. 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.
401. 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.
402. 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.
403. 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.
404. 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.
405. 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.
406. 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
407. 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.*
408. 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.
409. 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.
410. 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.
411. 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.
412. 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.
413. 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.
414. 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.
415. 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
416. 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.
417. 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.
418. 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.
419. 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.
420. 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.
421. 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.
422. 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.
423. 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.*
424. 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.
425. 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.
426. 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.
427. 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.
428. 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.
429. 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.
430. 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.
431. 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.
432. 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.
433. 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.
434. 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.
435. 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.
436. 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.
437. 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.
438. 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.
439. 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.*
440. 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.
441. 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.
442. 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.
443. 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.
444. 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.
445. 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.
446. 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.
447. 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.
448. 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.
449. 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.
450. 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.
451. 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.
452. 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.
453. 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.
454. 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.
455. 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.
456. 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.
457. 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.
458. 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.
459. 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.
460. 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.
461. 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.
462. 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.
463. 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.
464. 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.
465. 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.
466. 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.
467. 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.
468. 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.
469. 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.
470. 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.
471. 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.
472. 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.
473. 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.
474. 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.
475. 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.
476. 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.
477. 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.
478. 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.
479. 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.
480. 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.
481. 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.
482. 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.
483. 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.
484. 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.
485. 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.
486. 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.
487. 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.
488. 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.
489. 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.
490. 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.
491. 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.
492. 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.
493. 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.
494. 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.
495. 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.
496. 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.
497. 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.
498. 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.
499. 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.
500. 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.