Commodities Report: Lithium futures | 2026-04-08 00:00 UTC [QZRM] | Mixed | rangebound

More on this

1. https://carnewschina.com/2026/04/08/byd-chief-scientist-solid-state-battery-at-critical-breakthrough-stage-while-commercialisation-constrained/ - • BYD’s chief scientist Lian Yubo reported solid-state batteries are at a ‘critical breakthrough stage’ but face manufacturing and material challenges. • Challenges include interface stability and lithium dendrite suppression, with a system-level development framework to improve design. • BYD's solid-state batteries aim for small-batch production around 2027, with broader scaling dependent on industrial maturity. • The company continues developing lithium-ion, sodium-ion, and lithium iron phosphate (Blade Battery 2.0) chemistries. • Industry discussions in China target manufacturing breakthroughs to enable large-scale commercialisation by 2027.
2. https://www.electrive.com/2026/04/08/thailand-xpeng-mulls-local-production-facility-amid-rising-demand/ - * Xpeng is conducting a feasibility study to establish a production facility in Thailand, with a decision expected within 1-2 years. * The company is evaluating investment opportunities and may form a joint venture with a local company. * Rising fuel costs and government incentives are boosting EV adoption in Thailand. * EV sales in Thailand increased by 80.27% last year, with a target of over 250,000 units this year. * Xpeng sells the G6 and X9 models, expanding sales through new showrooms in Thailand.
3. https://paultan.org/2026/04/08/2027-bmw-i7-facelift-gets-rimac-batteries-for-more-range-faster-charging-reveal-in-beijing-april-22/ - * The facelifted BMW 7 Series (G70) will be unveiled at Auto China in Beijing on April 22, 2026. * The electric i7 will receive new batteries developed with Rimac Technology, increasing range and charging speed. * The new batteries provide a 20% gain in volumetric energy density and higher charging power, though the system voltage remains unconfirmed. * Battery assembly will take place in Croatia, shipped to BMW’s Dingolfing plant. * The vehicle will feature design updates including advanced grille and new infotainment interface.
4. https://www.rionegro.com.ar/autos/asi-lo-veo-ford-prepara-un-electrico-barato-para-desafiar-a-tesla/ - * Ford CEO Jim Farley announced the company will launch an accessible electric car within two years to directly challenge Tesla models. * The project aims to compete with Tesla Model 3 and Model Y, using a new global platform prioritising efficiency and cost reduction. * Ford plans to develop a flexible architecture for multiple models with lightweight batteries and optimised production processes. * The strategy includes a strong focus on hybrids but affirms ongoing commitment to electric vehicles. * The move signifies a strategic shift for Ford in a market driven by technological innovation.
5. https://teslanorth.com/2026/04/07/tesla-germany-sets-all-time-record-as-march-registrations-quadruple/ - ['*Tesla achieved its best March in Germany with a 315% year-over-year increase in vehicle registrations.', '*In March 2026, Tesla registered 9,252 units, accounting for 72% of its first quarter registrations in Germany.', '*German first quarter registrations increased by 160% to 12,829 vehicles, with Tesla capturing a 13.1% share of the BEV segment.', '*Key growth drivers included strategic pricing for the Model Y RWD and ramp-up of Gigafactory Berlin-Brandenburg.', "*Germany's overall EV registrations rose 66% in March, with Tesla expanding faster than rivals."]
6. https://driveteslacanada.ca/news/tesla-germany-registrations-jump-315-in-march-fueling-european-comeback/?utm_source=rss&utm_medium=rss&utm_campaign=tesla-germany-registrations-jump-315-in-march-fueling-european-comeback - • Tesla's registrations in Germany increased 315% YoY in March, reaching 9,252 vehicles. • The growth contributed to a Q1 total of 12,829 units in Germany, a 160% rise from last year. • Market share in Germany rose to 3.1% in March, with 13.1% of the BEV segment. • Germany's EV market BEV registrations grew over 66% YoY in March. • Tesla is regaining ground across Europe, with notable rebounds in Norway and France.
7. https://insideevs.com/news/792296/bmw-i7-neue-klasse-rimac-batteries/ - - Rimac Technology will supply batteries for the next-generation BMW i7, manufactured in Croatia and shipped to Germany. - The new i7 will use BMW's Neue Klasse platform with advanced battery and powertrain technology. - Rimac's Gen5 and Gen6 lithium-ion cells will improve range, energy density, and charging performance. - The batteries will be produced at Rimac's Zagreb facility and assembled at BMW's Dingolfing plant. - The collaboration aims to enhance EV performance and compete with upcoming Mercedes-Benz S-Class EV.
8. https://cleantechnica.com/2026/04/07/teslas-cumulative-vehicle-sales-surpass-9-million-and-it-becomes-1-bev-seller-again/ - * Tesla’s cumulative vehicle sales reach 9,240,944 by Q1 2026, nearing 10 million. * Tesla regains the title of top BEV seller from BYD in Q1 2026. * Tesla’s Model 3 and Model Y cumulatively sold 3,362,035 and 5,058,074 units respectively. * The Model Y was the first EV model to reach half a million in cumulative sales. * Tesla’s sales have declined and are stagnant in recent years, but it remains a leader in EV transition.
9. https://thedriven.io/2026/04/08/is-australias-ev-sales-surge-a-one-off-or-a-structural-shift-the-clue-is-in-the-order-backlog/ - * Official data recorded a record EV sales share of 14.5% in Australia in March. * Industry experts debate whether this surge is a one-off or part of a structural shift. * The Electric Vehicle Council states the surge indicates a structural change, supported by increased online interest and order backlogs. * BYD and other Chinese manufacturers report significant order backlogs, improving delivery prospects. * Toyota forecasts a five-fold increase in EV sales in 2026, signalling growing demand. * Government policies and tax incentives are seen as critical factors influencing the market shift. * Rising interest in EVs is attributed partly to global energy market volatility and the electric car discount.
10. https://manofmany.com/auto/cars/electric-vehicle-sales-australia - * Australia’s EV sales reached 15,839 units in March 2026, an 88.9% increase year-over-year. * Market growth aligns with petrol prices exceeding $2.50 per litre for unleaded and $3.00 for diesel. * Chinese manufacturers like BYD, Zeekr, and MG significantly increased market share. * Tesla’s Model Y remained top seller, but Model 3 sales declined 39.6% year-over-year. * New EV brands from China, including Zeekr, are gaining rapid market presence. * The Australian Government’s 2026 fleet emissions standards are incentivising EV adoption.
11. https://www.batterytechonline.com/battery-recycling/eu-policies-that-will-transform-battery-recycling-industry - * The article discusses upcoming EU battery regulations, including requirements for battery passports, recycled content, and transparent supply chain records. * It covers EU-funded projects such as BATRAW and LIFE GRAPhiREC, focused on advancing recycling technologies and graphite recovery. * Regulations aim to improve battery sustainability, traceability, and recycling efficiency, with targets set for 2027, 2028, and 2031. * Initiatives are intended to reduce dependence on raw materials, lower costs, and address geopolitical and market risks. * The focus is on transforming Europe’s battery industry through innovation, regulation, and sustainable practices.
12. https://www.greenbuildingafrica.co.za/south-africa-is-positioned-to-host-up-to-three-battery-giga-factories/ - * South Africa is positioned to develop between one and three battery giga-factories focused on lithium iron phosphate cell production. * Feasibility study by Ernst & Young confirms technical and commercial capacity, with factory sizes of 5-10 GWh annually. * Southern Africa's battery demand is forecast to reach 55 GWh by 2034, mainly driven by Battery Energy Storage Systems. * Cost competitiveness depends on tariffs and incentives; South Africa has structural advantages including resource access and infrastructure. * The government plans financial incentives from March 2026, including a 150% tax deduction and reduced corporate tax for industry players.
13. https://www.business-standard.com/industry/auto/ola-electric-readies-lfp-cell-for-evs-rollout-to-begin-next-quarter-126040700750_1.html - * Ola Electric announces the development of its in-house lithium iron phosphate (LFP) cell, entering product rollout next quarter. * The new '46100' LFP cell is larger than previous NMC Bharat Cells and aims to improve scale, cost efficiency, and applicability. * The Ola Gigafactory's capacity is being scaled from 2.5 GWh to 6 GWh, demonstrating manufacturing progress. * The company highlights its commitment to innovation, self-reliance, and reducing vehicle costs to increase EV adoption in India. * Ola's strategic focus includes battery technological advancements, customer-centric programmes, and government incentives to promote electric mobility.
14. https://alsadatmarketing.com/breakthrough-enables-creation-of-lithium-air-batteries-10x-larger-than-before/ - * Scientists developed a catalyst technology using tungsten diselenide modified with platinum atoms and atomic vacancies. * The technology improves energy capacity, charging speed, lifespan, and stability of lithium-air batteries. * Lithium-air batteries can theoretically deliver over ten times the energy density of lithium-ion batteries. * Tests showed the batteries could sustain more than 550 cycles with improved durability. * Potential applications include energy storage, electric vehicles, water electrolysis, and fuel cells.
15. https://practicalesg.com/2026/04/eu-commission-proposes-expanding-ets-allowances/ - * The EU Commission proposes expanding allowances in the Market Stability Reserve of the EU ETS. * The amendment would stop invalidating allowances over 400 million, allowing more supply support. * The proposal aims to stabilise the carbon market amidst volatility and economic pressures. * The ETS is central to EU's decarbonisation efforts, using market mechanisms to incentivise emissions reduction. * The amendment reflects ongoing adjustments to the EU climate policy framework.
16. https://www.autoserviceworld.com/consumers-respond-after-federal-zev-rebates-re-introduced/ - * Zero-emission vehicle sales increased by more than 50% in several Canadian provinces following federal incentives introduced on 16 February. * Overall Canadian light vehicle sales declined 0.2% to just under 122,000 units in February. * Quebec recorded a 16.8% increase compared to February 2025, following changes in provincial incentives. * Other provinces experienced declines: Ontario (1.5%), British Columbia (4.4%), Alberta (8.6%), Manitoba (11.9%), Prince Edward Island (18.1%). * Nova Scotia announced an additional registration fee for ZEVs amid federal incentive efforts.
17. https://cnevpost.com/2026/04/07/vw-launch-id-unyx-08-china-apr-16/ - * Volkswagen plans to officially launch the ID. UNYX 08 electric SUV in China on April 16, following pre-sales starting on March 26. * The model is developed jointly with Xpeng, with Volkswagen investing $700 million in Xpeng in July 2023. * The SUV features a lithium iron phosphate battery from CATL, with a range of up to 730 km. * Built at Volkswagen Anhui plant in Hefei, a joint venture focused on new energy vehicles. * Volkswagen operates stores via FAW-Volkswagen to sell Anhui EVs, part of its China-specific EV strategy.
18. https://opentools.ai/news/ev-sales-in-australia-soar-as-byd-races-past-tesla - * Government policy influences in Australia boost EV sales, including an increased Luxury Car Tax threshold to $91,387 AUD. * No new EV incentives, but pent-up consumer demand supports growth despite removal of state rebate incentives. * Chinese brands are dominating sales, with an expected market share increase to 70% by 2027. * The shift indicates changing consumer preferences and manufacturing priorities, positioning Australia as a growing EV market.
19. https://www.piston.my/2026/04/07/chinese-team-achieves-zero-thermal-runaway-sodium-battery-safer-alternative-to-lithium-ion-packs/ - * Chinese academic team developed a sodium-ion battery that eliminates thermal runaway. * The battery uses a polymerisable non-flammable electrolyte (PNE) to prevent runaway. * During testing, cells showed no smoke, fire, or explosion up to 300°C. * The battery operates from -40 to 60 degrees Celsius with no performance loss. * Sodium-ion batteries are deemed safer, more stable, and more affordable than lithium-ion, with industry moving towards commercial deployment.
20. https://3dnews.ru/1139555/v-kitae-razrabotali-natrievie-batarei-kotorim-ne-strashen-nagrev-do-300c - • Chinese researchers created sodium-ion batteries that do not promote fire spread even at 300 °C. • Developed by China Academy of Sciences for HiNa Battery, using an unflammable, polymerising electrolyte. • Batteries demonstrate stability from -40°C to +60°C and maintain charge at over 4.3V. • Prototype cylindrical cells of 3.5 Ah show no fire, smoke, or explosion upon puncture or heating. • Expected to gain market share in electric vehicles within a few years.
21. https://www.energy-storage.news/catl-envision-sodium-ion-bess-cells-among-next-gen-tech-and-solutions-showcased-at-beijing-expo-esie-2026/ - * CATL debuts its first dedicated sodium-ion cell for grid-scale storage with commercial rollout planned for 2026. * The sodium-ion cell shares the enclosure platform with lithium-ion cells, with a capacity exceeding 300Ah, 97% efficiency, and over 15,000 cycles. * CATL's high-capacity lithium-ion cell, launched in 2025, has shipped more than 5GWh at its Jining facility. * The exhibition highlights a surge in large-format high-capacity storage cells, with Envision launching a 790Ah prismatic cell in mass production. * Industry leaders showcase safety advancements and new system-level energy storage solutions targeting AI data centres and full-scenario applications.
22. https://www.energy-storage.news/catl-envision-sodium-ion-bess-cells-among-next-gen-tech-and-solutions-showcased-at-beijing-expo-esie-2026/ - * CATL debut a dedicated sodium-ion cell for grid-scale storage, with commercial rollout planned for 2026. * The sodium-ion cell shares the same enclosure platform as the company's lithium-ion cell, with capacity exceeding 300Ah and efficiency of 97%. * CATL also shipped over 5GWh of its 587Ah lithium-ion storage cells produced at its factory in Jining, Shandong. * The exhibition highlighted industry shifts towards large-format high-capacity cells, with Envision introducing a 790Ah prismatic wound cell, now in full production. * Industry focus on safety, scalability, and system-level integration was prominent, alongside innovations in grid-forming and AI-enabled storage solutions.
23. http://www.marketsandmarketsblog.com/dc-charging-market-worth-75-98-billion-in-2032.html - • Global DC charging market valued at USD 27.99 billion in 2025; projected to grow to USD 75.98 billion in 2032 at 15.3% CAGR • Growth linked to increase in EV adoption, higher-energy vehicles, and reliance on public infrastructure • Urban charging networks and ultra-fast charging segments expanding, supported by new product launches in 2025 • China expected to become the largest regional market, driven by high EV sales and extensive infrastructure goals • Major players include Tesla, ABB, Siemens, BYD, and Delta Electronics
24. https://electriccarsreport.com/2026/04/geely-q1-2026-sales-surge-driven-by-ev-boom-and-global-expansion/ - * Geely reported record-breaking Q1 2026 sales of 709,358 vehicles, with 369,059 NEVs, reaching a 52% electrification rate. * Exports in Q1 increased 126% year-on-year to 203,024 units, outpacing domestic sales growth. * The company’s multi-brand strategy includes Geely, Lynk & Co, and Zeekr, with Zeekr delivering an 86% increase in Q1 and plans for hybrid models. * Key markets' demand, competitive pricing, and model availability drive international expansion. * The results reflect rapid industry electrification and global competition, with Geely positioning as a significant player in electric mobility.
25. https://www.automotiveworld.com/news/volkswagen-group-unveils-four-world-premieres-in-beijing/ - * Volkswagen Group presents ten models at Auto China 2026, including four world premieres, in Beijing. * Over 20 new EVs planned for China in 2026. * Premieres include new ID.UNYX with Xpeng, ID.AURA from FAW-Volkswagen, Jetta's first all-electric show car, and Audi's E7X. * Porsche unveils a new model in the all-electric Cayenne family. * Group demonstrates advanced driver-assistance system solutions. * CEO Oliver Blume highlights China’s role in the group's global automotive strategy.
26. https://www.autocarindia.com/industry/locations-in-gujarat-and-madhya-pradesh-being-evaluated-for-new-tvs-plant-439390 - * TVS Motor Company is considering setting up a new plant in Gujarat or Madhya Pradesh to support expected growth. * The new facility is targeted to come by 2028 with a capacity of 2-2.5 million units, scalable. * Existing facilities in India are operating near full capacity, with plans to increase production. * The company aims to expand total production to about 10 million units annually by the end of the decade. * The expansion is driven by rising demand in domestic and export markets, particularly electric two-wheelers. * TVS has existing plants in Hosur, Mysore, Nalagarh, and an overseas facility in Indonesia. * The company is also expanding in international markets like Africa and is involved in strategic partnerships for electric mobility.
27. https://www.peoplenews.tw/articles/lifestyle/25301 - * In Taiwan's Q1 2026 sales data, Tesla delivered 5,421 vehicles in March, leading both import and electric vehicle brands with a market share of 77.5%. * The Model Y accounted for 4,540 units in March, surpassing second place by over a thousand units. * Tesla launched a blackisation version of the Model Y in Taiwan with upgraded features and optional black wheels. * Globally, Model Y has sold over 4 million units and was the world’s best-selling small passenger vehicle from 2023 to 2025. * In Taiwan, Model Y had a record of 13,384 registrations in 2025, with over 45% of the EV market share. * The Long Range Model Y offers 641 km WLTP range and 2,100 litre cargo space, and received a 5-star TNCAP safety rating in March 2026. * Due to rising international oil prices, Tesla introduces Q2 purchase schemes including zero down payments, low-interest rates, and a 30,000 NTD subsidy for new and trade-in buyers, combined with home charging packages.
28. https://tribune.net.ph/2026/04/07/mitsubishi-to-build-hybrid-vehicles-in-philippines-dof - * Mitsubishi plans to build hybrid vehicles in the Philippines as part of the government’s push for an electric vehicle ecosystem. * The initiative aligns with policies such as the Electric Vehicle Industry Development Act and the Electric Vehicle Incentive Strategy. * Local hybrid production aims to create jobs, strengthen supply chains, and support industries like parts manufacturing and batteries. * Rising global fuel prices and geopolitical tensions have increased domestic fuel costs, prompting wider EV adoption. * EV registrations in the Philippines reached 29,715 by mid-2025; EVs are projected to make up 50% of vehicles by 2040. * Mitsubishi is exploring exporting hybrid vehicles made in the Philippines to other markets. * EV sales accounted for 7.01% of total vehicle sales in 2025, totalling 32,489 units. * The government supports EVs through EVIDA, which exempts EVs from certain restrictions and offers tax incentives.
29. http://prsync.com/bussiness-insights/lithium-ion-battery-materials-market-size-share--forecast--5180904/ - * The global lithium-ion battery materials market is projected to reach USD 206.98 billion by late 2026, driven by gigafactory expansions and innovation in battery chemistry. * High-nickel cathodes (NMC811, NCA) and LFP materials dominate market segments, accounting for significant shares in EVs and energy storage. * Silicon anodes and semi-solid state batteries are key growth areas, with mass production beginning in early 2026. * Asia-Pacific leads with over 55% market share; North America and Europe show rapid growth and innovation. * Market developments include ultra-thin separators, PFAS-free binders, and increased recycling mandates, with key players like CATL, LG Chem, and Panasonic investing heavily.
30. https://www.focus.de/earth/recycling-jetzt-will-china-die-alten-batterien-aufspueren_19c20a45-6740-4403-bb55-619de3eb89da.html - * China implements a digital system for tracking old batteries, particularly from e-bikes, from April. * Every battery receives a digital ID, with data recorded on origin, usage performance, and recycling. * The system aims to enable authorities to monitor proper collection and recycling of batteries. * China is expanding infrastructure with manufacturers and recycling companies building collection points. * The initiative targets securing raw materials like lithium, nickel, and cobalt for new batteries. * The policy includes government and industry cooperation to standardise battery management. * The strategy offers economic advantages by reclaiming vital materials and reducing import dependency.
31. https://www.bisinfotech.com/gujarat-strengthens-ev-ecosystem-with-sanand-mbsir-push/ - * Gujarat’s Sanand and MBSIR regions transform from traditional automotive hubs to global EV manufacturing centres. * State government offers incentives including subsidies, electricity duty exemptions, and battery manufacturing incentives. * Major investments in lithium-ion battery gigafactories aim to reduce India’s battery import reliance. * MBSIR develops plug-and-play infrastructure for electronics and component manufacturing. * Socio-economic impacts include increased employment, skill development, and enhanced export logistics via nearby ports.
32. https://ca.finance.yahoo.com/news/amprius-ampx-climbs-9-7-071552537.html - * Amprius Technologies' stock increased by 9.75% to close at $17.56, driven by heightened demand for electric vehicles (EVs). * EV inquiries in the US increased following the US-Israeli war, with a 28% jump for new EVs and 15% for used EVs reported by Autotrader. * Amprius secured $21 million in orders for its cylindrical battery cells from a Chinese EV manufacturer. * The light electric vehicle battery market is growing at 15% CAGR and is projected to reach 26 GWh by 2030.
33. https://www.larazon.es/tecnologia-consumo/byd-gran-tang-950-km-autonomia-bateria-130-kwh-nueva-blade-battery_2026040769d375b7bfc2456bae1eaaed.html - * BYD anuncia el Gran Tang, un SUV con autonomía homologada de 950 km y batería de 130,15 kWh, para su lanzamiento en China en mayo de 2026. * La versión eléctrica de tracción trasera ofrece 300 kW y una autonomía de 950 km, mientras que la versión de tracción total reduce la autonomía a 850 km y acelera de 0 a 100 km/h en 3,9 segundos. * Incorpora carga de nivel megavatio y tecnología flash-charging para reducir los tiempos de recarga. * La batería Blade de gran capacidad utiliza química LFP, ofreciendo mayor durabilidad y menor coste. * Incluye suspensión neumática DiSus-A y dirección en las cuatro ruedas para mejor maniobrabilidad urbana. * La gama también ofrece versiones híbridas enchufables DM-i y DM-p, con autonomía eléctrica superior a los 200 km. * Competirá principalmente contra el Geely Galaxy M9 en el mercado chino, con potencial expansión a Europa.
34. https://evtech.news/news/tesla-reclaims-global-ev-sales-crown-in-q1-2026-surpassing-byd.html - • Tesla led global EV sales in Q1 2026 with 358,023 units, overtaking BYD's 310,000 units. • Tesla's growth attributed to Model 3 and Model Y, which accounted for 95% of sales. • BYD experienced a 25% decline due to Chinese regulatory changes impacting domestic sales. • The overall EV market continued growth, with over 20% of car sales in some regions being electric. • China’s policy shift affected BYD's performance, but global expansion offers recovery opportunities for the company.
35. https://www.businessdailyafrica.com/bd/corporate/shipping-logistics/boon-for-electric-vehicle-dealers-as-state-orders-600-units-5415090 - * The Kenyan government orders 600 EV units and 70 fast chargers as part of a fleet expansion.
36. https://evsandbeyond.co.nz/ev-demand-surges-as-fuel-costs-drive-buyer-shift/#utm_source=rss&utm_medium=rss&utm_campaign=ev-demand-surges-as-fuel-costs-drive-buyer-shift - * New vehicle registrations in March 2026 increased by 25.2%, driven by heightened EV demand, with battery electric vehicles tripling market share. * Battery electric and plug-in hybrid vehicles combined accounted for 25.9% of all new registrations. * Supply constraints emerged due to demand outpacing supply, especially in the early market stages. * Commercial vehicle registrations increased significantly, mainly driven by business demand, with light commercial registrations up by 40.2%. * Market performance is influenced by rising fuel prices amid geopolitical disruptions, affecting household and business costs.
37. https://insideevs.com/news/792172/dodge-slate-cheaper-american-evs/ - * American automakers Dodge and Slate consider reducing vehicle features to offer lower-cost EVs. * Dodge CEO Matt McAlear questions necessity of features like radios and gauges. * Slate launched a low-cost EV truck with limited features, aiming for under $20,000 but facing market shifts. * Ford is targeting a sub-$30,000 EV without specifying feature cuts. * Chinese EVs reduce costs via software, scale, and vertical integration, gaining overseas market share. * US and European regulators and politicians debate Chinese EV imports, with potential restrictions. * US automakers struggle with cost competitiveness, impacted by subsidies and supply chain issues, while Chinese EVs expand internationally.
38. https://carbuzz.com/proposed-federal-gas-tax-replacement-vehicle-weight/ - • An alliance representing major automakers suggests replacing the US Federal Gas Tax with a vehicle weight-based tax. • The proposal aims to address the tax's decline in real value since 1993. • The new tax would influence all vehicle owners, including EV and hybrid owners. • EVs like Rivian's R2 SUV and Chevrolet's Blazer EV could face increased contributions. • The plan could impact EV adoption and electrification strategies in the US.
39. https://blog.factmr.com/global-ev-charging-cable-market-dominated-by-europe-as-leoni-and-aptiv-expand-charging-infrastructure/ - * The EV charging cable market is undergoing a shift due to power breakthroughs, government mandates, and standards migration. * AC charging cables are projected to maintain a 66% market share in 2026, driven by residential and workplace use. * Liquid-cooled cables capable of 1,000 kW are being commercially launched, marking an ultra-fast charging era. * India leads regional growth with a 38.4% CAGR; the US has a 25.5% CAGR, supported by government programs. * The market is split into price-driven standard AC and high-margin premium DC segments, with Leoni and Aptiv leading in thermal management and high-power innovations.
40. https://www.tarmaclife.co.nz/bmw-reviews-new-zealand/munichs-mega-makeover-bmws-plant-reborn-for-the-neue-klasse/ - * BMW Group Plant Munich underwent a complete modernisation to produce electric vehicles, starting with BMW i3 in August 2026. * The €650 million investment aims to reduce production costs and transition to all-electric production by 2027. * The plant features automation, AI, and digital systems, with a focus on sustainability and logistics optimisation. * The overhaul maintains vehicle output of up to 1,000 vehicles per day while integrating advanced manufacturing techniques. * Munich's plant is part of BMW’s broader electrification and regional supply chain strategy, supporting the Neue Klasse model family.
41. https://www.carexpert.com.au/car-news/vfacts-march-2026-market-down-but-ev-sales-jump-kia-and-byd-enter-top-three - * Overall Australian new-car market declined by 2.6% in March 2026 compared to March 2025. * EV sales increased by 88.9%, reaching a new record of 15,839 units, with a market share of 14.6%. * Leading brands in March included Toyota, Kia, and BYD, with BYD reaching its highest ranking ever. * Industry analysts cite increased EV consideration due to fuel supply disruptions and tax review. * Major automakers are investing in EV models to meet future targets and expand charging infrastructure.
42. https://lithium-news.com/surging-demand-creates-complex-dynamics-in-lithium-hydroxide-premium-markets/ - * The lithium hydroxide premium reflects supply scarcity, processing constraints, and surging EV demand. * Production facilities in Chile, Argentina, and Australia influence premium pricing through operational costs and quality. * Long-term supply agreements with premium pricing mechanisms are becoming standard among battery manufacturers. * China handles approximately 60% of lithium hydroxide refining, impacting premiums amid operational challenges. * Market forecasts indicate premiums will remain elevated due to supply-demand mismatches and technological advancements.
43. https://www.nation.com.pk/07-Apr-2026/fossil-fuel-free - * Pakistan’s fuel crises have become recurring, driven by global oil price spikes. * The government promotes electric vehicles (EVs) to reduce reliance on imported fuel and ease foreign exchange pressure. * Early EV adoption by Islamabad Traffic Police shows benefits like lower operating costs. * Challenges include limited charging infrastructure, high vehicle costs, and low adoption rates. * A coordinated national effort with infrastructure expansion, tax incentives, local manufacturing, and behavioural change is required. * Policy implementation and public messaging are crucial to shift energy consumption habits.
44. https://lithium-news.com/revolutionary-resource-expansion-drill-technology-transforms-lithium-mining-operations-worldwide/ - * The global lithium market faces increased demand driven by electric vehicles and renewable energy storage. * Innovation in drilling technology, specifically resource expansion drills, enhances efficiency and precision in lithium extraction. * These drills integrate sensors and AI for real-time subsurface analysis and resource expansion while reducing surface environmental impact. * Implementation leads to operational efficiencies, cost reductions, and expanded access to previously unreachable deposits. * Advancements include automation, remote monitoring, and integration with digital mapping and analytics, supporting sustainable lithium supply.
45. https://news.ltn.com.tw/news/life/breakingnews/5395195 - * Research team led by Professor Liu Ru-Xi from NTU Chemistry Department announced progress in chloride-based solid electrolytes for all-solid-state batteries. * The study details the structure, stabilisation, and performance of halide solid electrolytes, with implications for safer, higher-capacity batteries. * Key challenges include material stability and interface issues, with strategies proposed for interface engineering. * The research offers a "blueprint" for designing next-generation solid electrolytes to improve battery safety and efficiency. * Findings could influence future use in mobile phones, electric vehicles, and energy storage systems.
46. https://en.prnasia.com/releases/apac/connecting-the-globe-empowering-green-energy-china-international-battery-fair-2026-shapes-the-next-era-of-battery-technology-528149.shtml - * China's battery exports in 2025 reached $82.279 billion, with lithium-ion batteries accounting for $76.746 billion, reflecting growth in value and focus on higher-value products. * The 18th China International Battery Fair (CIBF2026) will be held from May 13-15 in Shenzhen, featuring over 3,100 exhibitors and focusing on advancements in solid-state, sodium-ion, and energy storage technologies. * The event will include forums on advanced batteries, next-generation technology, and battery carbon-footprint management, with over 2,000 experts expected to attend. * CIBF2026 aims to showcase developments across the supply chain, including recycling, manufacturing equipment, and new energy storage solutions, supporting China's shift toward low-emission industry growth.
47. https://www.lanacion.com.ar/economia/se-sumo-otro-proyecto-minero-al-rigi-y-se-aprobo-la-ampliacion-de-otro-nid06042026/ - * The Argentine government authorised a new mining project and an expansion of an existing project under the RIGI regime. * The Minera Andina consortium (Barrick + Shandong Gold) will expand the Veladero gold and silver mine in San Juan with a USD 380 million investment. * The project aims to increase processing capacity by 1.626 million ounces of gold and create over 1100 jobs. * Also, Rio Tinto’s Proyecto Fénix in Catamarca will expand with a USD 530 million investment to increase lithium production by 9500 tonnes annually. * The Fénix project will generate over 1600 jobs and US$165 million in extra exports annually.
48. https://www.breitbart.com/radio/2026/04/06/exclusive-david-park-direct-lithium-extraction-in-arkansas-could-help-break-reliance-on-china/ - * Direct lithium extraction (DLE) technology is being developed in Arkansas, leveraging a high-grade lithium brine resource in the Smackover Formation. * The US company, Standard Lithium, is working with Equinor on a project aiming for production of 22,500 tons of lithium by 2029, with future expansion potential. * The US currently produces around 5,000 tons of lithium annually, with China controlling about 70% of the supply chain. * The US government, under the Trump administration, supports critical mineral projects to weaken China's dominance and improve national security. * The project is part of broader efforts to develop North America's lithium supply chain and reduce dependence on China.
49. https://mining.com.au/europes-lithium-hunt-an-easter-discovery-series/ - • Europe’s lithium exploration expands across Portugal, Spain, the Czech Republic, and Germany. • The EU’s demand for lithium is forecasted to reach 58,000 tonnes annually by 2030. • Portugal leads in lithium production, with ongoing projects by Savannah Resources and Lusorecursos. • Spain's lithium projects, such as Infinity Lithium’s San José, are progressing despite cultural and regulatory challenges. • Central and Northern Europe host significant lithium resources, including Czech Republic’s Cinovec deposit and Finland’s Keliber project. • EU regions are receiving grants and rezoning approvals to support lithium development amid strategic energy transition policies.
50. https://lithium-news.com/revolutionary-dle-technology-breakthrough-transforms-lithium-extraction-economics-forever/ - * Advances in direct lithium extraction (DLE) technology, including membrane and AI innovations, increase recovery rates to over 95% and cut operational costs by 60%. * DLE systems extract lithium in hours, use 90% less water, and enable lithium recovery from low-grade brines and new sources like geothermal and oilfield brines. * Major companies like ExxonMobil, Toyota, and BMW are deploying DLE systems, expanding accessible lithium reserves and increasing production capacity. * Investments exceeding $2.8 billion strengthen DLE development, aiming for 40% of global lithium production within five years. * Divergences in geopolitical influence occur as countries with abundant resources attract foreign investment due to DLE viability.
51. https://chargedevs.com/newswire/south-8-technologies-lands-9-2m-california-grant-to-scale-ligas-electrolyte-production-in-san-diego/ - * South 8 Technologies executes a $9.2 million grant agreement under California’s PowerForward Battery Manufacturing program.* * The funding aims to expand LiGas® liquefied gas electrolyte production at its San Diego headquarters.* * The grant supports reaching 100 MWh electrolyte capacity and 2 MWh battery cells, with plans for gigafactory integration by 2028.* * The electrolyte operates effectively from –60 °C to +60 °C, suitable for cold climates and defence applications.* * South 8 collaborates with Nanotech Energy and has backing from Lockheed Martin Ventures, W. L. Gore & Associates, Porsche Ventures, and LG Energy Solution.*
52. https://electrek.co/2026/04/06/byd-ev-orders-surge-to-another-level-overseas-energy-crisis/ - • BYD predicts soaring oil prices will boost international EV sales in 2026. • Company raised its sales forecast to 1.5 million vehicles, a 15% increase. • Overseas sales hit 120,083 NEVs in March, a 65% rise. • The company sees increased orders in Southeast Asia and Brazil. • Major overseas plants are expanding production in Hungary and Brazil.
53. https://www.whalesbook.com/news/English/industrial-goodsservices/Indias-indian-rupee7280-Crore-Rare-Earth-Magnet-Plan-Vedanta-HZL-Join-Race/69d3e8b531d4f2ab480f6cf4 - ["* India's Ministry of Heavy Industries announced a ₹7,280-crore scheme to build a complete rare earth permanent magnet (REPM) manufacturing chain in India.", '* The initiative aims to produce 6,000 MTPA to reduce reliance on Chinese imports for EV, wind turbines, and defence components, with pre-bid conference scheduled for April 7, 2026.', "* Major companies Vedanta and Hindustan Zinc are expected to participate, supporting India's strategic goals for materials critical to green energy and defence.", '* The global market for rare earth magnets is projected to grow from $19.5 billion in 2024 to over $40 billion by 2034, driven by EVs, wind energy, and electronics.', '* Challenges include competition from global players, supply chain risks, geopolitical tensions, and technological development hurdles.']
54. https://www.hdmotori.it/batterie-ioni-di-sodio-2027-convenienza/ - * The article discusses the potential realisation of cost parity between sodium-ion and lithium-ion batteries by 2027, with commercial scale adoption expected around 2028.* It contrasts current costs, technological developments, and industry initiatives in China and at MIT.* The article notes uncertainties regarding the actual costs and energy density of sodium-ion batteries compared to lithium-ion ones.* It highlights progress by companies like CATL, BAIC, and BYD, and mentions China's strategic focus on sodium-ion technologies.
55. https://www.birminghammail.co.uk/motoring/motoring-news/electric-van-drivers-handed-major-33682420 - • UK government offers up to £5,000 off electric vans and £81,000 off zero emission lorries. • Investment aims to reduce costs for businesses, support jobs, and promote decarbonisation. • Extensions of grants and funding for depot charging infrastructure aim to increase confidence in electric fleets. • Industry representatives welcome measures, citing operational stability and environmental benefits. • Further infrastructure improvements are deemed necessary for sustainable transition.
56. https://www.thejapannews.net/news/278967415/feature-chinese-evs-under-spotlight-at-bangkok-motor-show-amid-global-fuel-shock - * Electric vehicles (EVs) gain attention in Thailand due to rising global oil prices and a green mobility trend. * The 47th Bangkok International Motor Show reported nearly 1.8 million visitors and 132,951 vehicle bookings, a 71.8% increase from previous year. * Chinese automakers like BYD, Omoda & Jaecoo, MG, and Changan dominate the top bookings, indicating a market shift. * Rising fuel costs and geopolitical conflicts have increased EV inquiries and reservations among Thai consumers. * Thai government aims for 30% of vehicle production to be zero-emission by 2030, with EV sales rising by 81.36% in 2025.
57. https://www.wardsauto.com/news/stellantis-leapmotor-sales-surge-february-2026/816567/ - * Leapmotor’s T03 model saw a 677% increase in registrations in Europe in February, with 6,058 units.* * Leapmotor’s EVs claimed ninth place among EV makes in Europe.* * Tesla remained the leading EV brand with 17,534 units.* * Europe’s EV sector grew 16% YoY to 189,885 units.* * Overall European vehicle registrations increased by 1.7% in February.*
58. https://www.eqmagpro.com/india-ev-sales-jump-35-yoy-in-q1-2026-as-electric-mobility-adoption-accelerates-eq/ - * India’s electric vehicle sales grew by over 35% year-on-year in Q1 2026, reaching nearly 697,000 units. * EVs accounted for about 9% of total automobile sales, reflecting increased market penetration. * Growth driven by demand across electric two-wheelers, three-wheelers, passenger, and commercial vehicles. * The total registered EVs in India surpassed 8.35 million, supported by government incentives and charging infrastructure. * The increase aligns with India’s clean mobility policies and efforts to reduce fossil fuel dependence.
59. https://www.perfil.com/noticias/economia/rigi-el-gobierno-aprobo-una-inversion-de-us250-millones-en-litio-en-catamarca-a40.phtml - * The Argentine government approved a US$251.3 million investment for Minera del Altiplano to expand lithium production in Catamarca, specifically at the Fénix project in the Salar del Hombre Muerto. * The project aims to increase annual lithium carbonate production from 28,500 to 38,000 tonnes, starting commercial operations by July 2026. * 60% of the investment will benefit local suppliers, highlighting local economic impact. * The expansion is part of the RIGI regime targeting large investments in mining, energy, and infrastructure sectors. * The plan responds to increasing global demand for lithium driven by energy transition needs.
60. https://www.moomoo.com/news/post/67924626/citic-securities-high-demand-for-domestic-energy-storage-remains-robust?level=1&data_ticket=1775478445782353 - * The 14th Energy Storage International Summit and Exhibition ESIE 2026 held in Beijing from April 1-3, 2026, featured over 800 exhibitors and a significant increase in visitor enthusiasm. * Exhibitors showcased high-capacity cells, sodium-ion batteries, and integrated energy storage solutions, with prominent product launches from companies like CATL, CALB, Envision Energy, BYD, and others. * The event highlighted technological advancements, including large-capacity energy storage cells, sodium-ion batteries, and system integration catering to high-energy and large-scale applications. * Policy support through NDRC's documents enhances energy storage demand, with project filings reaching significant capacity and installations surging year-on-year. * Industry transition from cost-based to value-based models is strengthening investment potential, supported by stable capacity pricing mechanisms and optimistic market growth forecasts.
61. https://vocal.media/trader/united-states-electric-vehicles-market-size-share-and-industry-growth-forecast-2034 - * The US electric vehicles market was valued at USD 235.2 billion in 2025 and is projected to grow to USD 1,935.3 billion by 2034, with a CAGR of 25.60%. * Growth driven by policy support, rising fuel costs, and increased awareness of carbon emissions. * Market evolution includes demand for larger EVs like SUVs and pickup trucks, and improvements in charging infrastructure. * Battery technology advances, including lithium-ion and solid-state batteries, are key development areas. * Expansion of fast-charging stations and public infrastructure supports market growth. * Commercial EV use increases among logistics, delivery, and public transportation sectors.
62. https://bioengineer.org/safe-high-capacity-na-ion-battery-with-nonflammable-electrolyte/ - * Researchers introduced a polymerizable, non-flammable electrolyte for sodium-ion batteries that prevents thermal runaway. * The electrolyte undergoes rapid in situ polymerization at elevated temperatures, forming a solid barrier that suppresses hazard-causing reactions. * The batteries passed nail-penetration tests without fires or explosions. * This advancement enhances safety and performance of large-scale energy storage systems. * The technology leverages electrolyte chemistry and interfacial engineering to improve durability and safety in sodium-ion cells.
63. https://insideevs.com/news/792143/tesla-no1-ev-maker-q1-2026/ - * Tesla's global EV deliveries increased by 6.5% in Q1 2026, reaching 358,023 units. * BYD's EV sales dropped by 25.5% in Q1 2026, with 310,389 units delivered. * Overall NEV sales for BYD were nearly double Tesla's, with 695,772 units sold globally. * The Chinese government reduced EV subsidies and imposed new taxes in 2026. * Tesla's main models are Model 3 and Model Y; BYD offers a more diversified lineup.
64. https://vocal.media/trader/united-states-electric-vehicles-market-size-share-and-industry-growth-forecast-2034 - * The US electric vehicles market was valued at USD 235.2 billion in 2025 and is forecasted to reach USD 1,935.3 billion by 2034, growing at a CAGR of 25.60%. * Market growth driven by policy support, rising fuel costs, consumer awareness, and technological advancements. * Increasing demand for larger EVs such as SUVs and trucks, along with expanding charging infrastructure. * Expansion in electric passenger and commercial vehicles, including buses and trucks. * Focus on battery innovation (solid-state batteries) and fast-charging technologies to improve vehicle practicality. * Public and private investments in charging network infrastructure are crucial for future adoption.
65. https://www.autocarindia.com/car-news/tesla-claws-back-top-ev-seller-title-from-byd-in-q1-2026-439380 - • Tesla becomes the world's top-selling EV maker in Q1 2026, surpassing BYD. • Tesla sold 358,023 EVs globally from January to March. • BYD sold 310,389 units in the same period, with a 25% decline in sales. • Policy changes in China, including EV subsidies and tax breaks, impact sales. • Tesla plans new models, including the Cybercab and second-generation Roadster.
66. https://vocal.media/trader/united-states-electric-vehicles-market-size-share-and-industry-growth-forecast-2034 - * The US electric vehicle market reached USD 235.2 billion in 2025 and is forecast to grow to USD 1,935.3 billion by 2034. * The market's growth is driven by policy incentives, rising fuel costs, and increased emissions awareness. * Consumer demand is shifting towards larger electric SUVs, pickup trucks, and premium models. * Expansion of charging infrastructure and advancements in battery technology support market growth. * Challenges include high vehicle costs and limited rural charging options. * Opportunities exist in battery manufacturing, fast charging, and public infrastructure development.
67. https://techau.com.au/charging-queues-return-as-easter-road-trips-test-australias-ev-infrastructure/ - * The Easter long weekend in Australia saw significant EV charging congestion on key routes, especially at Albury. * The Albury Supercharger, with 16 stalls, experienced queues due to record numbers of holidaymakers. * Demand growth is driven by increasing EV sales and diverse vehicle models sharing chargers, including non-Tesla EVs. * The infrastructure expansion, including government investments, has not kept pace with rising EV adoption during peak periods. * Drivers are encouraged to plan trips to avoid peak congestion, as demand continues to outstrip current charging capacity.
68. https://news.az/news/how-tesla-regained-the-ev-lead-from-byd-in-q1-2026 - - Tesla surpasses BYD in quarterly battery electric vehicle sales in Q1 2026, delivering over 350 thousand vehicles. - BYD's EV sales decline due to seasonal Chinese market weakness, strategic shift towards hybrids, and increased domestic competition. - Tesla’s stability, focus on core models, and global presence contributed to regaining market leadership. - The broader EV market becomes more volatile with evolving consumer preferences, policy shifts, and regional trends. - China remains a key market influencing global EV dynamics and competition. - Despite Tesla’s lead in BEVs, BYD continues to outperform in overall electrified vehicle sales including hybrids.
69. https://www.storyboard18.com/how-it-works/cleaner-fuels-leaner-inventory-two-structural-shifts-power-indias-auto-retail-in-fy26-94329.htm - ["* India's automobile retail market in FY26 grew by 13.30%, reaching 2.96 crore units, with record sales supported by genuine retail demand.", '* Market transformation driven by shift towards cleaner fuels, notably electric vehicles (EVs) and compressed natural gas (CNG), with EVs accounting for 60.95% of three-wheeler sales.', '* EV retail volumes increased by 24.63%, reaching 24.52 lakh units, with EV penetration rising across vehicle segments.', '* Inventory levels for passenger vehicles reduced from over 50 days to around 28 days due to stronger demand and disciplined dispatches.', '* The market shows a multi-powertrain shift, with EVs and CNG growing alongside each other, leading to a more balanced and structurally stable auto retail sector.']
70. https://www.scmp.com/news/china/science/article/3348742/chinas-electric-truck-revolution-powerful-painkiller-iran-war?utm_source=rss_feed - * Electric heavy-duty truck sales in Xinjiang reached around 16,700 units in 2025, a 80% increase from 2024. * Market growth driven by advances in battery and fast-charging technology and government subsidies. * National sales of electric heavy trucks grew by 30 to 50% annually since 2022. * Transport firms are shifting from diesel to electric trucks, influenced by external disruptions like the Iran war affecting oil prices.
71. https://www.americanbankingnews.com/2026/04/06/electric-vehicle-stocks-to-watch-now-april-4th.html - * EV stocks are associated with companies designing, manufacturing, or supporting electric vehicles; industry performance driven by adoption, regulation, and competition. * Tesla, Inc. designs, develops, and sells electric vehicles and energy systems in US, China, and internationally. * Rivian Automotive develops electric consumer vehicles such as pickup trucks and SUVs. * NIO Inc. designs, manufactures, and sells electric vehicles in China. * BorgWarner provides solutions for combustion, hybrid, and electric vehicles globally. * QuantumScape focuses on solid-state lithium-metal batteries for EVs, headquartered in California. * XPENG designs and markets smart EVs in China, including SUVs and sedans. * Li Auto operates in China's energy vehicle market, producing premium smart EVs, including MPVs and SUVs.
72. https://www.albiladpress.com/news/2026/6383/cars/989858.html - - Changan reveals the application of solid-state battery technology, named 'Golden Bell', beginning Q3 2026, with commercial production in 2027. - The battery achieves a density of 400 Wh/kg, enabling electric vehicles to potentially travel 1500 kilometres on a single charge. - The battery is claimed to be 70% safer than traditional liquid batteries, using solid, non-flammable materials. - The development aims to eliminate range anxiety, especially in areas with poor charging infrastructure. - The technology enhances safety with AI-enabled monitoring and diagnosis, and places Changan among global competitors like BYD, Toyota, and Mercedes.
73. https://lithium-news.com/record-chilean-production-output-transforms-the-global-lithium-supply-chain/ - * Chile’s lithium production has surged to over 180,000 metric tons annually, driven by infrastructure investments, advanced extraction technologies, and regulatory reforms. * Major operators SQM and Albemarle use cutting-edge direct lithium extraction methods, improving efficiency and reducing processing times. * Chile’s operational advances have shifted the global market, with companies like Tesla, CATL, and LG securing long-term agreements, reducing price volatility by approximately 30%. * Chile’s lithium now serves as the global price anchor, influencing international trade, with the EU prioritising imports and reducing Chinese influence. * Environmentally, Chilean operations have cut water use by up to 70% and reduced carbon footprint by 45%, setting new sustainability standards.
74. https://www.hulldailymail.co.uk/news/business/car-dealers-new-hull-showroom-10898166 - * JCT600 opened one of Yorkshire's first Xpeng electric vehicle dealerships at Priory Tec Park in Hessle. * The new showroom follows recent additions of Changan EV and Volkswagen dealerships at the same site. * The opening is part of JCT600's expansion and aims to offer more EV options in Yorkshire. * Xpeng UK plans to grow retailer coverage in 2026, with new models like the G6 arriving later this year. * Job creation is expected, with additional sales and aftersales positions in Hull and Leeds. * Xpeng, launched in 2014 in Guangzhou, focuses on onboard software and energy efficiency.
75. https://therideshareguy.com/weekly-roundup-rising-gas-prices-are-pushing-drivers-off-the-road/ - * Gas prices in the US have surpassed $4 per gallon, affecting ride-share drivers' margins. * Uber expands its 'Go Electric' EV grant nationwide, offering up to $6,500 in savings for drivers. * Uber acquires Blacklane to bolster its premium Uber Elite service. * Tens of thousands of Tesla vehicles on Uber use FSD, with some drivers employing autonomous systems. * Waymo envisions integrating its autonomous tech into personal vehicles, partnering with Toyota. * Rising gas prices and EV incentives are accelerating driver interest in electric and autonomous vehicles.
76. https://www.ktpress.rw/2026/04/rwanda-motors-im-bank-unveil-100-financing-for-electric-vehicles/ - * Rwanda Motors and I&M Bank Rwanda Plc launch new electric vehicle financing options, including collateral-free loans up to 100% for EVs. * The initiative aims to make EV ownership accessible, removing upfront costs. * The partnership coincides with Rwanda's policy focus on reducing emissions and modernising transport. * The event took place in Gahanga-Kigali, involving launch of Deepal EV models developed by China’s Changan Automobile. * The move supports Rwanda’s transition to sustainable mobility through financial and policy support.
77. https://www.torquenews.com/18004/7-gas-good-environment-and-our-future-keep-strait-hormuz-closed - * The Middle East conflict has disrupted roughly 20% of global seaborne oil trade, leading to significant price increases. * Oil prices could reach above $200 per barrel if supply remains constrained, impacting gasoline prices. * U.S. gasoline prices have increased by over $1 per gallon; oil company profits are rising amid the crisis. * The conflict has shifted focus to energy infrastructure, notably the closure of the Strait of Hormuz. * China’s EV sales surged by 94% in March 2026, with 36 million EVs and hybrids on the road. * Despite policy subsidies, fossil fuels receive over $34.8 billion annually in support from the U.S. government. * The energy crisis highlights the resilience and growth potential of electric vehicles, driven by economics and efficiency.
78. https://ekonomi.republika.co.id/berita/tcubrk348/krisis-energi-picu-lonjakan-minat-pada-kendaraan-listrik-di-asiapasifik - • Lonjakan harga bahan bakar akibat konflik di Timur Tengah mulai mengubah arah industri otomotif di Asia-Pasifik. • Konsumen dan pelaku usaha meningkatkan pertimbangan terhadap kendaraan listrik sebagai solusi biaya energi. • Di Australia, pinjaman kendaraan listrik melonjak 100% dan permintaan sektor bisnis naik 88% pada Maret. • Di Jepang, preferensi beralih ke EV dipercepat meskipun masih di bawah 2% dari total penjualan. • Produsen seperti Toyota dan Nissan diperkirakan akan memperluas lini EV dengan dukungan subsidi pemerintah.
79. https://lithium-news.com/record-production-gains-from-direct-lithium-extraction-signal-new-era-for-investors/ - * Direct lithium extraction technologies reach commercial maturity, matching investor projections.* Operational data from projects in North and South America confirm viability.* The technology reduces processing time and water use compared to traditional methods.* Leading facilities in Alberta and pilot plants with high recovery rates demonstrate scalability.* Operating costs are competitive, enhancing supply chain resilience.* Investment opportunities expand across equipment makers, junior miners, and automotive and battery sectors.* Geopolitical advantages include production in stable jurisdictions, supported by government programs.* The technology redefines lithium supply, bolstering the investment case for emerging producers and strategic partnerships.
80. https://lithium-news.com/major-refinery-expansions-drive-revolutionary-breakthroughs-in-lithium-extraction-methods/ - * The global lithium industry is undergoing a transformation through refinery expansion news that introduces revolutionary extraction and processing technologies. * Investments in direct lithium extraction (DLE) technologies are increasing, replacing traditional methods with advanced systems capable of faster production. * Albemarle’s Nevada expansion integrates membrane separation technology with high efficiency and reduced water use. * SQM’s Atacama expansion reduces processing time and increases lithium recovery, lowering costs amid rising demand. * Livent’s Hombre Muerto expansion employs zero-discharge water recycling and solar power to reduce environmental impact. * Ganfeng’s Argentine facility features AI-enabled automation for real-time brine monitoring, improving recovery and waste minimisation. * North American sites focus on processing lower-grade lithium sources; South American sites optimise high-grade resource extraction. * Technologies developed for lithium processing are also applied in rare earth, potash, and magnesium industries. * Renewable energy, particularly solar power, is incorporated into processing operations for cost and environmental benefits. * Advanced spectroscopic quality control ensures lithium purity meets automotive industry standards. * The overall trend enhances efficiency, speed, and sustainability in lithium extraction driven by facility expansions.
81. https://lithium-news.com/smart-investors-discover-major-technical-breakthrough-creating-new-lithium-royalty-opportunity/ - * Technological advances in direct lithium extraction (DLE) have reached commercial milestones, enabling recovery rates exceeding 90% from previously uneconomical sources. * These breakthroughs facilitate lithium extraction from diverse resources including brines, geothermal waters, seawater, and oilfield brines. * Operating costs for advanced DLE projects are 30-40% lower than traditional methods, with reduced environmental footprints. * Market conditions include rising lithium demand from electric vehicles and energy storage, with traditional supply constrained by environmental and permitting issues. * Lithium royalties offer risk-adjusted exposure, benefiting from price appreciation and improved economics of new extraction technologies. * Geographic diversification is expanding beyond traditional regions to include North America, reducing regional concentration risks. * Emerging technologies such as AI optimisation and hybrid recovery methods are expected to further unlock resource potential. * The sector remains underdeveloped compared to precious metals, offering early-stage investment opportunities before market recognition. * Due diligence now requires technical assessment of DLE processes, resource quality, scalability, and project management. * Future developments in extraction technology are likely to broaden the scope and economics of lithium royalties in the energy transition.
82. https://cleantechnica.com/2026/04/05/72-new-ev-fast-chargers-now-operating-in-or-coming-to-illinois/ - * The article reports the installation of 72 new public fast charger ports in Illinois, by XCharge North America and JOJO Superfast EV Charging. * The new charging hubs are located at Menards stores in Crestwood, Bridgeview, Hodgkins, Tinley Park, Sterling, Freeport, and Galesburg, as well as Main St. Carbondale and Aurora Outlet Mall. * Some chargers are already operational; others are scheduled to open between May and Q3 2026. * XCharge North America aims to improve charging experience and reduce range anxiety for Illinois drivers. * The expansion contributes to nationwide growth of public EV charging infrastructure, promoting EV adoption and reducing reliance on long-range requirements.
83. https://skillings.net/chinas-15th-five-year-plan-a-bullish-signal-for-energy-storage/ - * Beijing's 15th Five-Year Plan (2026-2030) prioritises energy storage, allocating budget and integrating it with grid development. * Electricity demand is expected to increase by about 600 billion kWh annually, requiring extensive storage solutions. * The plan emphasises decentralised renewable systems, demand-based pricing, and expansion of emissions trading, all supporting storage deployment. * China controls roughly 80% of lithium-ion cell production but faces increasing demand that outpaces current forecasts. * Strategic moves include securing lithium supply from Argentina, Chile, and Australia, despite domestic mining restrictions. * Greenpeace warns of potential slowdown due to grid integration challenges, but improvements have been made. * China's storage mandate is likely to tighten lithium markets, exacerbating supply constraints and raising prices. * The five-year plan aims to enhance China's dominance in battery manufacturing and critical minerals supply chains, influencing global markets.
84. https://evmagz.com/toyota-bz-sales-rise-79-in-u-s-as-ev-strategy-gains-momentum/ - - Toyota reported a 79% increase in U.S. sales of its bZ electric crossover in Q1 2026. - The update to the bZ model includes pricing, cold-weather charging, and increased range. - Toyota plans to launch a Highlander EV in late 2026, produced at Georgetown, Kentucky. - The company has invested $1 billion in U.S. operations, including $800 million for its Kentucky plant. - Toyota is expanding its electric vehicle portfolio in North America, including new models and incentives.
85. https://www.ad-hoc-news.de/boerse/news/ueberblick/tesla-model-y-versatile-electric-suv-redefining-mobility/69079035 - * Tesla Model Y combines SUV practicality with electric performance, targeting consumers worldwide. * The vehicle offers long-range capability, advanced autopilot features, and a global market presence. * The Model Y features a range of battery options, acceleration from 0-60 mph in 3.5 seconds, and over 300 miles of estimated range. * Key features include autopilot hardware, a 15-inch touchscreen interior, safety ratings, and industry relevance for fleet electrification. * It competes with vehicles like Ford Mustang Mach-E, Rivian R1S, and Volkswagen ID.4, maintaining market leadership through range, charging network, and software. * Innovations include 4680 battery cells, structural battery packs, and fast charging capabilities. * Production occurs across multiple international sites, with demand driven by fuel prices, regulations, and environmental concerns. * The Model Y supports global sustainability goals and benefits from regulations like EU CO2 standards and US incentives. * Tesla's development and manufacturing strategies underpin the vehicle's market success.
86. https://evmagz.com/volkswagen-integrates-dealer-networks-in-china-to-expand-ev-sales-reach/ - * Volkswagen China joint ventures sign an agreement to cooperate on dealer networks, starting with select dealerships selling Volkswagen Anhui electric vehicles. * The first vehicle under this arrangement is the ID. UNYX 08, with pre-sales beginning in late March and a launch planned for the first half of the year. * The move aims to expand Volkswagen Anhui's network from 140 to 200 outlets by year-end, covering around 30 cities. * Volkswagen's collaboration with Xpeng includes the ID. UNYX 08, which began series production in Hefei in March 2023. * Volkswagen Group advances its EV and electrification strategy in China with new launches and joint venture developments.
87. https://evmagz.com/tesla-china-march-wholesale-volume-rises-on-domestic-and-export-demand/ - - Tesla China’s wholesale volume in March reached 85,670 vehicles, up 8.68% year-on-year, reflecting recovery in the Chinese auto market. - Monthly volumes rose 46.20% from February, indicating seasonal rebound. - First quarter wholesale volume was 213,398 vehicles, up 23.53% year-on-year. - Tesla’s retail market share in China reached its highest since April 2024 in February. - Tesla reported global Q1 production of 408,386 vehicles and deliveries of 358,023, with uneven export performance from Shanghai.
88. https://carnewschina.com/2026/04/05/china-issues-new-policy-to-standardise-lithium-battery-recycling-extending-ev-lifecycle-oversight/ - * China’s Ministry of Industry and Information Technology and the All-China Federation of Supply and Marketing Cooperatives released a new policy on 3 April to standardise lithium-ion battery recycling. * The policy aims to expand collection infrastructure, strengthen recyclers, and introduce digital monitoring systems. * It encourages cooperation between electric bicycle manufacturers, lithium battery producers, and recycling enterprises. * Major recyclers like China Recycling Group are encouraged to expand capacity and implement flexible, region-specific models. * China launched a national power battery traceability platform on 1 April, enabling full lifecycle tracking and assigning digital identities to batteries. * The policy promotes standardised recycling channels, scalable models, and regulatory coordination. * Stricter recycling rules are planned for 2026, requiring automakers and battery manufacturers to manage retired batteries and establish recycling networks.
89. https://3dnews.ru/1139461/v-sleduyushchem-godu-natrievie-akkumulyatori-nachnut-aktivnee-primenyatsya-v-avtomobilnoy-promishlennosti - * Representatives of HiNa Battery Technology from China indicate sodium batteries will reach price parity with lithium batteries around 2027 and become more cost-effective by 2028. * Sodium batteries are expected to decline in cost, with projections of $0.044 per Wh and a charge density exceeding 180 Wh/kg after 2028. * Production volumes of sodium batteries are forecasted to reach several hundred GWh, driving market progress. * Current tests show sodium batteries reduce energy consumption by 15% per km and increase range by 20%, with high efficiency across a wide temperature range. * Sodium batteries can withstand over 8,000 fast-charging cycles; BYD has developed similar batteries for 10,000 cycles. * Use in stationary energy storage and freight transport expected to increase in the near future.
90. https://www.independent.co.uk/cars/electric-vehicles/jodie-kidd-electric-road-trip-b2949250.html - * The UK now has nearly twice as many public EV charge points (118,000) as petrol pumps (60,800), according to new data. * The Electric Road Trip campaign, led by Jodie Kidd and the Department for Transport, highlights the widespread charging network in the UK. * Kidd shares her experience of switching to electric vehicles, citing technological and practical improvements. * The campaign aims to improve confidence in EV charging, especially in rural and tourist locations. * Government funding includes £600m for charger rollouts and grants reducing EV costs, to support EV adoption.
91. https://evmagz.com/xiaomi-appoints-former-tesla-china-executive-to-oversee-ev-sales-operations/ - * Xiaomi appoints Kong Yanshuang, a former Tesla China executive, to lead EV sales, amid market adjustments. * Kong previously worked on Tesla's sales expansion and model rollout in China. * Xiaomi's new hire "Eason" from Tesla joins its advisory department, indicating strategic importance. * Xiaomi's EV deliveries in March exceeded 20,000 units, with a target of 550,000 vehicles in 2026. * The company reported its first full-year operating profit in its smart EV and AI segment in 2025.
92. https://www.edp24.co.uk/news/25982199.new-electric-vehicle-charging-hub-opens-lowestoft/?ref=rss - * A new electric vehicle (EV) charging hub has opened at the Gateway Retail Park in south Lowestoft. * The hub features ten ultra-rapid chargers up to 160kW, allowing most EVs to charge in around 15 minutes. * Developed by Source with infrastructure from SSE and technology from TotalEnergies. * Located at the Sainsbury’s store on Tower Road, near the A12, offering contactless payments and 24/7 support. * The facility serves Pakefield and Carlton Colville areas and is powered by renewable energy.
93. https://www.dailykos.com/stories/2026/4/4/2376194/-Newsom-promised-California-a-lithium-bonanza-It-still-hasn-t-arrived?pm_campaign=blog&pm_medium=rss&pm_source=main - * California’s plans to develop lithium resources in Imperial Valley are delayed due to environmental lawsuits, water and power supply disagreements, and market conditions. * Multiple companies are pursuing lithium projects in the Salton Sea region, but commercial extraction has not yet begun. * Legal challenges by environmental groups and disputes with utilities over water and power supply threaten project progress. * Extracting lithium from geothermal brine faces technical difficulties, and markets are influenced by policy and demand fluctuations. * The region's socio-economic and environmental issues remain unresolved, affecting potential economic benefits.
94. https://lithium-news.com/critical-supply-deficit-warning-signals-major-transformation-ahead-for-lithium-markets/ - - The lithium industry faces a supply deficit driven by surging demand from electric vehicles and renewable energy storage. - The shortage has been caused by demand increasing over 400% in five years, production disruptions, and capacity limitations. - Major producers in Australia, Chile, and Argentina report maximum capacity with ongoing disruptions, removing approximately 180,000 tonnes of lithium carbonate equivalent from markets. - Market dynamics are shifting with long-term supply agreements, vertical integration, and strategic stockpiling becoming common. - Technological innovations include lithium recycling, alternative extraction methods, and reduced lithium use in batteries. - Geopolitical strategies involve resource-rich countries implementing new regulations and nations like the US and EU developing comprehensive lithium strategies. - The crisis is driving a fundamental industry transformation involving innovation, supply chain restructuring, and geopolitics.
95. https://nypost.com/2026/03/30/us-news/house-gop-subpoenas-california-official-over-ev-mandate-emails-with-newsom/ - • The House Energy and Commerce Committee subpoenaed California Air Resources Board Chair Lauren Sanchez regarding EV regulations. • The investigation concerns California’s EV mandate transition away from gas-powered vehicles by 2035. • The subpoena follows disputes over California’s authority under Federal and State regulations, with legal battles ongoing. • The probe aims to understand California’s actions on vehicle emission standards and recent communications with the state government. • The dispute is linked to federal efforts to revoke California’s waivers for EV standards under the Clean Air Act.
96. https://www.investing.com/news/stock-market-news/judge-upholds-us-government-approval-of-ioneers-nevada-lithium-mine-4588603 - * A federal judge in Las Vegas upheld the US government's approval of ioneer’s Rhyolite Ridge lithium and boron mine project in Nevada. * The ruling dismissed environmental claims that the project would harm the wildflower Tiehm’s buckwheat and other ecological resources. * The mine is intended to become a major source of lithium in North America, supporting battery manufacturing. * The project received a final permit from the Biden administration in 2024, with a $996 million loan approved prior to Biden’s departure. * The company is seeking new financial partners after previous ones withdrew due to financial issues.
97. https://evehicleshop.in/tatas-fy26-triumph-crossing-92000-ev-sales-in-india/ - * Tata Motors sold 92,120 EV units in FY26, a 43.32% increase from the previous year. * In March 2026, retail EV sales exceeded 11,000 units, indicating mainstream consumer adoption. * Tata’s multi-model strategy covers various price points, contributing to its market dominance. * Infrastructure expansion and government incentives are supporting EV adoption. * Industry analysts predict Tata's EV sales may reach 1.2 lakh units in FY27.
98. https://oilprice.com/Energy/Energy-General/US-Battery-Expansion-Surges-Ahead-of-Demand-Curve.html - * The US is rapidly becoming a major battery manufacturing power, with capacity expected to surpass domestic demand by the end of 2023. * Battery production capacity increased from 70 GWh in 2022 to around 145 GWh in 2023, supporting growing energy storage needs. * The Inflation Reduction Act (IRA) of 2022 incentivised domestic production, reducing costs and attracting foreign investment, especially from South Korea. * Major investments from companies like LG and Samsung contributed to capacity expansion, including LG's Holland, Michigan plant reaching 16.5 GWh. * Despite capacity growth, the US still relies heavily on Chinese imports and raw materials, posing supply chain risks amidst geopolitical tensions.
99. https://www.techbriefs.com/component/content/article/54863-new-protective-layer-boosts-lithium-metal-battery-performance?catid=1670&Itemid=690 - * Stanford researchers developed a silver-based surface treatment that significantly increases crack resistance of solid electrolytes in lithium metal batteries. * The coating involves a 3-nanometre-thick layer of silver diffused into the electrolyte surface, remaining as charged ions. * The treatment makes the electrolyte five times more resistant to mechanical pressure and cracking. * Experiments were conducted on small samples; full batteries testing is ongoing. * Researchers are exploring alternative metals and applying the method to other solid electrolytes, including sodium-based options.
100. https://news.az/news/how-tesla-regained-the-top-spot-in-global-electric-car-sales - * Tesla reported global deliveries of over 358,000 electric vehicles in Q1 2026, marking a year-on-year increase. * Tesla’s return to the top was driven by production efficiency, demand in China and Europe, and dominance of models like Model Y. * Competition from Chinese manufacturers like BYD, who overtook Tesla in 2025, remains a challenge. * Tesla benefits from a global production network, strong brand identity, and ecosystem including software and charging infrastructure. * The market for EVs continues to grow, but increasing competition and technological advancement, especially from China, complicate Tesla's leadership prospects.
101. https://www.aol.com/toyota-bets-big-evs-us-192446533.html - *Toyota plans to add four battery electric vehicles (BEVs) to its lineup by the end of 2026, including models like the C-HR, bZ Woodland, and a fully electric Highlander, with manufacturing in the US.*
102. https://2nernation.com/whats-new/see-the-all%E2%80%91new-tesla-model-y-l-at-tesla-center-bgc/ - • Tesla Model Y L available for viewing at Tesla Center BGC from April 1, 2026 • Features include up to 681 km range, six seats, three-row layout, and advanced suspension • Model 3 expands lineup with up to 750 km range, starting at ₱1,838,000 • Tesla Philippines strengthens charging network with 4 Supercharging stations and 6 Destination Charging stations • New stations planned in Benguet, Laguna, Pampanga, Cebu, Zambales, and Quezon City
103. https://skillings.net/project-vault-vs-forge-reshaping-the-global-mineral-architecture/ - * The US introduced a two-part strategy involving Project Vault and FORGE to address critical mineral supply issues. * Project Vault is a $12 billion stockpile where manufacturers commit to fixed-price purchases, funded mainly through EXIM Bank loans. * FORGE aims to create a global demand bloc with enforceable market access, price stabilisation, and supply chain transparency involving G7, Brazil, and India. * The combined approach seeks to stabilise prices, incentivise domestic mining, and reduce China's dominance in critical mineral processing. * The policies are designed to create market mechanisms offering predictable demand and supply security, testing their effectiveness by mid-2026.
104. https://qazinform.com/news/tesla-overtakes-byd-in-electric-vehicle-market-e29c2f - * Tesla delivered 358,023 battery electric vehicles (BEV) worldwide in Q1. * Tesla’s production exceeded 408,000 units in the same period. * BYD sold 310,389 fully electric vehicles in Q1, with total vehicle sales of 700,463 units including hybrids. * Tesla surpassed BYD in BEV deliveries on a quarterly basis. * Tesla’s main models were Model 3 and Model Y, contributing over 340,000 vehicles. * BYD remains strong in China with a wide electric and hybrid vehicle lineup. * Leadership between Tesla and BYD has shifted, with BYD overtaking Tesla in Q4 2023. * Tesla plans to ramp up production of its Semi electric trucks.
105. https://blog.lukmaanias.com/2026/04/04/daily-pib-highlights-1st-2nd-april-2026/ - * The Government of India announced a strategic push for electric vehicle adoption, infrastructure development, and critical mineral exploration in 2026. * Initiatives include policies to accelerate EV manufacturing, exploration of critical minerals like lithium and rare earths, and policies to boost the AVGC sector. * India is also focusing on space-biotech innovations, bio-manufacturing hubs, and the development of green hydrogen resources. * Key programmes include the BioE3 Policy, GSI's mineral exploration efforts, and expansion of creative and cultural industries. * These measures aim to support India’s transition to green energy, enhance resource security, and promote technological innovation.
106. https://www.eqmagpro.com/fuel-supply-concerns-drive-surge-in-ev-adoption-across-asia-pacific-markets-eq/ - * Rising fuel supply disruptions and price volatility in Asia-Pacific increase interest in electric vehicles.* * Consumers and fleet operators seek alternatives to reduce operating costs and fossil fuel dependence.* * Governments expand incentives and charging infrastructure to support EV adoption.* * Automakers respond with new EV models across segments, lowering vehicle prices.* * Development of charging networks and fleet electrification are boosting market growth.*
107. https://cleantechnica.com/2026/04/03/nissan-leaf-ariya-sales-collapse-in-usa/ - • Nissan’s EV sales in the US dropped significantly in Q1 2026, with LEAF sales down 71.2% and ARIYA sales down 98.6%. • ARIYA has been discontinued from the market. • The decline attributed to the end of the $7,500 US EV tax credit. • US EV market has been severely affected; global EV markets are still growing. • Future recovery in the US market uncertain, influenced by geopolitical and economic factors.
108. https://interestingengineering.com/transportation/chinas-byd-ev-claims-590-mile-range - * BYD plans to launch the Great Tang SUV in China in May, offering BEV and PHEV variants * The all-electric version is expected to reach up to 590 miles on a single charge, using BYD’s Blade Battery * The SUV features advanced chassis technologies, including rear-wheel steering and air suspension * The all-electric AWD variant accelerates from 0-62 mph in 3.9 seconds and supports megawatt charging * The model targets the Chinese full-size crossover market, competing with Geely's Galaxy M9
109. https://evmagz.com/uber-expands-ev-incentive-programme-across-united-states/ - • Uber nationwide expands its electric vehicle incentive programme in the US, offering drivers grants up to $4,000. • Previously limited to select markets, the 'Go Electric' programme now targets eligible drivers there. • Uber introduces purchase incentives for EV models through partnerships, with discounts up to $1,500. • Over 286,000 EVs are active on Uber's global platform, with adoption rates up to five times higher than the US average. • The expansion is part of Uber’s broader electrification strategy, including partnerships and investments in autonomous mobility.
110. https://evmagz.com/uber-expands-ev-incentive-programme-across-united-states/ - - Uber has expanded its electric vehicle incentive programme nationwide in the United States, offering grants of up to $4,000 for eligible drivers. - The “Go Electric” grant previously limited to select markets, now applies across the country. - Applications open from April 16, targeting drivers to switch to EVs and complete 100 trips by December 2026. - Uber has partnered with automakers to offer discounts on EV models up to $1,500. - Over 286,000 EVs are active on Uber's platform globally, with drivers adopting EVs at a rate up to five times higher than average.
111. https://www.investing.com/news/stock-market-news/battery-x-metals-submits-amended-ipo-filing-to-sec-for-us-listing-432SI-4586313 - * Battery X Metals submitted an amended draft registration statement to the SEC on March 18, 2026, for a US IPO. * The Vancouver-based company focuses on battery and critical metal resource exploration, including lithium-ion batteries and recycling. * The IPO is dependent on SEC review and market conditions. * The company aims at developing technologies for the battery metals industry. * The filing responds to SEC comments and does not specify the number of shares or price range.
112. https://lithium-news.com/surging-demand-for-recycled-lithium-transforms-clean-energy-economics/ - * The recycled lithium market is projected to reach $2.8 billion by 2030, with a CAGR exceeding 23%. * Growth driven by expanding electric vehicle and energy storage use, generating end-of-life batteries for recycling. * Recycling technologies recover up to 95% of lithium, requiring 75% less energy than virgin extraction. * Advances in hydrometallurgical and direct recycling processes improve recovery and cost efficiency. * Governments worldwide, including the EU and China, implement policies mandating recycled lithium content and funding recycling infrastructure. * Major companies like Tesla, BMW, Ford, and Panasonic are investing in recycling partnerships and capacity. * Geopolitical tensions and supply chain security concerns promote domestic sourcing through recycling. * The market supports cleaner, sustainable, and resilient battery supply chains, aligning with regulatory and ESG objectives.
113. https://evmagz.com/fraunhofer-develops-electrochemical-method-to-recover-battery-materials/ - * Researchers at Fraunhofer IFAM develop a new electrochemical process to recover lithium, cobalt, and nickel from used batteries, part of the MeGaBat project. * The process aims to improve recycling efficiency and sustainability by reducing energy and chemical use. * The method involves wastewater treatment with electrodes that selectively extract metal ions, producing high-purity materials. * The technology could improve recovery efficiency by 30% to 40%, with potential future applications including rare earth elements and electronic waste. * The project aims to demonstrate a pilot plant by 2028, funded by the German Federal Ministry for Research, Technology and Space.
114. https://www.insidermonkey.com/blog/lithium-stocks-list-9-biggest-lithium-stocks-1722396/ - * The article discusses the position of lithium stocks as exposure to EV and energy storage growth. * It details recent analyst reports and company developments, including price targets and project updates. * Key companies covered include Sociedad Química y Minera de Chile S.A. (SQM) and Lithium Americas Corp. (LAC). * It highlights the increasing demand driven by EV adoption, renewable energy, and electrification trends. * Market cycles and policy support are also discussed in relation to lithium industry prospects.
115. https://lithium-news.com/surging-clean-energy-demand-forces-major-price-forecast-revision-in-lithium-markets/ - * The lithium market experiences increased volatility due to rising clean energy adoption, electric vehicle sales, and renewable energy storage demands. * Supply chain disruptions in Australia and South America, along with project delays, have prompted significant forecast revisions. * Advancements in battery technology and evolving demand for next-generation batteries lead to further forecast adjustments. * Geopolitical factors such as export restrictions and resource nationalism introduce additional market uncertainty. * Market forecasts influence investor strategies, trading activity, and industry decision-making amid ongoing energy transition challenges.
116. https://lithium-news.com/critical-supply-deficit-warning-positions-lithium-as-the-next-investment-goldmine/ - * The global lithium market faces an impending shortage due to rising demand and constrained supply. * Lithium demand increases driven by electric vehicles and energy storage, with consumption reaching approximately 1.5 million tonnes. * Production capacity struggles due to mine development delays, environmental permits, and extraction challenges. * Major automakers like Tesla, Ford, and General Motors are investing heavily in lithium mining and processing. * Lithium resources are geographically concentrated, raising geopolitical and supply chain concerns. * Investment in lithium projects is at record levels, with exploration companies gaining funding. * Environmental and logistical challenges complicate extraction, alongside local community and regulatory demands. * Battery manufacturers are exploring alternative chemistries and recycling to mitigate lithium scarcity. * Lithium prices are volatile, with long-term contracts dominating supply strategies. * The supply deficit signals lithium's role as a critical commodity for the energy transition.
117. https://lithium-news.com/supply-deficit-warning-drives-revolutionary-breakthrough-in-lithium-extraction-methods/ - * The global lithium market faces a supply deficit due to rising EV demand and energy storage needs. * Innovations in lithium extraction technology, including direct lithium extraction (DLE), aim to address this crisis. * Companies like Summit Nanotech and Lilac Solutions develop advanced extraction techniques with higher recovery rates. * Australian firm Pilbara Minerals employs AI for efficient lithium ore sorting, reducing costs. * Geothermal lithium extraction at California's Salton Sea gains momentum; new methods explore lithium from seawater and produced water. * Automakers like Tesla, BMW, and Ford invest in lithium technology to secure supply. * Advanced digital tools optimise extraction processes and monitor lithium sources. * Recycling and urban mining efforts increase lithium recovery from batteries and electronics. * Market volatility persists, but demand remains strong, encouraging innovation and scaling of new technologies. * Industry transformation driven by supply concerns aims for sustainable lithium production to support clean energy goals.
118. https://cleantechnica.com/2026/04/03/bevs-rise-16-yoy-in-february-in-europe/ - * Electric vehicles (EVs), including BEVs, PHEVs, and HEVs, saw growth in February in Europe, with BEVs up 16% YoY. * EVs accounted for 20% of new car registrations, with plugin vehicles up 22% YoY. * Tesla Model Y, Skoda Elroq, and Tesla Model 3 ranked among top-selling EVs. * Chinese EVs, Leapmotor T03 and BYD Atto 2 PHEV, gained notable market share, especially in Italy. * Tesla and Volkswagen hold leading positions in the EV market share and sales rankings.
119. https://editorialge.com/ira-green-energy-boom-2026-key-facts/ - * The IRA and OBBBA have significantly pushed forward the US green energy sector through increased incentives and streamlined policies by 2026. * Key drivers include a $1.2 trillion private investment multiplier, reshoring of the battery supply chain across the US, and the expansion of Direct Pay mechanisms. * The battery belt from Michigan to Georgia has reduced reliance on overseas battery cells by over 60%. * The Low-Income Communities Bonus Credit is boosting projects in energy communities, with nearly 75% of new solar projects sited there. * Grid modernisation efforts accelerated by federal funding and streamlined permitting are easing interconnection issues.
120. https://www.seattletimes.com/business/chinas-byd-sees-first-profit-drop-since-2021-even-as-the-tesla-rival-takes-global-ev-crown/?utm_source=RSS&utm_medium=Referral&utm_campaign=RSS_all - * BYD's annual sales rose to $116 billion in 2025, surpassing Tesla, but its profit fell 19% to 32.6 billion yuan. * The company experienced declining domestic sales and a sales slump in early 2026 due to fierce price competition. * BYD launched a new fast-charging "blade" EV battery and new models to regain market share. * International expansion includes growth in the UK, Brazil, and Argentina, aiming to sell 1.3 million vehicles abroad in 2026. * Higher energy prices due to global tensions favour EV demand, but profitability is affected by intense competition and scaled-back subsidies.
121. https://lithium-news.com/surging-clean-energy-demand-triggers-major-lithium-price-forecast-revision/ - * The lithium market faces unprecedented volatility due to accelerated clean energy adoption. * Price forecasts for lithium carbonate have been revised upward significantly, with Goldman Sachs increasing their target by 65% over 18 months. * The surge in demand is driven by electric vehicles, energy storage projects, and government mandates in the EU and US. * Australian lithium producers report full order books at premium prices, with supply constrained by environmental and processing delays. * Institutional investors are increasing capital in lithium assets, and automotive manufacturers are investing in supply security.
122. https://lithium-news.com/record-growth-powers-the-recycled-lithium-market-as-battery-demand-soars/ - * The global recycled lithium market is projected to reach $4.2 billion by 2030 with an 18.6% CAGR. * Growing EV sales and renewable storage drive demand for recycled lithium amid supply challenges. * Major automakers like Tesla, BMW, and General Motors commit to recycled lithium in supply chains. * Recycling offers environmental benefits, requiring less water, energy, and producing fewer emissions. * Technological advances improve recovery rates and reduce processing costs, attracting venture investment. * Policy support from the EU, China, and the US boosts market development. * Recycled lithium is expected to supply 35% of global demand by 2035, up from 5% today. * Strategic partnerships and vertical integration are shaping industry consolidation.
123. https://climatechangedispatch.com/trump-cuts-ev-charging-subsidies/ - * President Donald Trump proposes cutting more than $4 billion from US electric vehicle charging programmes in the fiscal 2027 budget request. * The cuts target the National Electric Vehicle Infrastructure (NEVI) and Charging and Fueling Infrastructure grant programmes. * NEVI, created by the 2021 Infrastructure Investment and Jobs Act, has so far opened 127 charging sites. * The Trump administration has attempted to end the NEVI programme, with efforts including withholding funding. * The programme was designed to develop EV charging stations across the US, with $7.5 billion allocated by the IIJA.
124. https://www.thehindu.com/news/national/kerala/central-nod-for-grant-for-establishing-ev-chargers-in-kerala/article70819510.ece - * The Union Ministry of Heavy Industries approved a grant of ₹63.12 crore for 335 EV chargers in Kerala. * The proposals were filed by Kerala State Electricity Board (KSEB), the nodal agency for Kerala. * Installations include KSEB offices, KSRTC bus stations, Vikram Sarabhai Space Centre, University of Kerala campuses, BBN offices, Kerala Tourism hotels, railway stations, and public sector units. * The overall scheme, PM E-DRIVE, has an outlay of ₹10,900 crore, including ₹2000 crore for EV public charging stations. * KSEB was appointed nodal agency in October 2025, with proposals submitted in March 2025.
125. https://www.bostonglobe.com/2026/03/27/business/factorial-lithium-battery-solid-state-drones-military/ - * The US government and South Korean companies invested in Factorial, a lithium-ion battery startup, aiming to secure a high-density supply chain. * Factorial developed semi-solid-state batteries for automotive and drone applications, with energy densities exceeding most EV batteries. * The US military seeks advanced batteries for drones amid China's export restrictions on high-energy batteries. * Factorial’s batteries could significantly enhance drone range and military capabilities. * The automotive sector remains a primary focus, with companies like Mercedes-Benz, Stellantis, Hyundai, and Kia testing and adopting Factorial’s batteries. * Other US battery startups, such as 24M Technologies and SES AI, face challenges amid industry consolidation.
126. https://www.americanbankingnews.com/2026/04/03/aqua-metals-q4-earnings-call-highlights.html - * Aqua Metals detailed progress towards commercialisation of its AquaRefining platform in its Q4 2025 earnings call. * The company focused on simplifying its initial ARC configuration, emphasising key product outputs like lithium carbonate, MHP, and iron phosphate. * Achieved high-quality recycled lithium carbonate with fluorine levels under 30 ppm, meeting global standards. * Demonstrated successful recycling of LFP cathode scrap at pilot scale, validating commercially meaningful processing. * Initiated trials on sodium sulfate regeneration and testing alternative feedstocks such as nickel refinery residue and e-waste. * Advanced ARC design supporting processing ranging from 10,000 to 60,000 metric tons annually, with site selection planned for 2026. * Engaged in multiple partnerships including supply agreements with 6K Energy, and exploration of applying AquaRefining to seafloor materials. * Conducting diligence on a potential transaction with Lion Energy to expand into energy storage systems. * Ended 2025 with approximately $10.8 million in cash, no long-term debt, and reduced operating losses. * Projected a measured increase in cash usage as it ramps engineering and site development activities.
127. https://lithium-news.com/surging-clean-energy-demand-triggers-major-lithium-price-forecast-revision/ - * The lithium market experiences unprecedented volatility amid accelerating global clean energy adoption. * Major investment firms revise lithium price forecasts upwards due to supply constraints and demand growth. * Electric vehicle manufacturers and energy storage projects increase lithium consumption, tightening supply. * Australian lithium producers report order books filled through the next two years at premium prices. * Supply chain constraints and regulatory changes, such as export restrictions and processing requirements, impact supply dynamics. * Investment in lithium assets and vertical integration strategies surge among automakers and financial institutions. * Lithium’s strategic value in the global energy transition becomes increasingly recognised.
128. https://lithium-news.com/supply-deficit-warning-drives-revolutionary-breakthrough-in-lithium-extraction-methods/ - * The global lithium market faces a supply deficit crisis driven by increased demand for electric vehicles and energy storage. * Advanced extraction technologies, such as direct lithium extraction (DLE), can produce lithium in hours with higher recovery rates. * Companies like Summit Nanotech and Lilac Solutions develop ion-exchange and adsorption technologies. * Australian company Pilbara Minerals deploys AI-based sorting to identify lithium ore with 95% accuracy, reducing costs. * Geothermal lithium extraction at California’s Salton Sea gains momentum, generating both lithium and electricity. * Oil and gas firms retrofit wells to extract lithium from produced water; research advances recovery from seawater. * Environmental considerations drive innovation, with DLE consuming significantly less water and reducing footprints. * Automakers like Tesla, BMW, and Ford invest in new extraction methods to secure supply. * Digital tech such as machine learning and satellite monitoring optimise extraction processes. * Recycling and urban mining recover lithium from batteries and electronics, supplementing supply. * Market demand remains high, with prices volatile, but supply innovations aim to stabilise the market. * Industry transformations driven by crisis are poised to shape the future of lithium production and market dynamics.
129. https://lithium-news.com/revolutionary-lithium-refinery-expansions-transform-global-battery-supply-chains/ - • Lithium processing industry undergoes major transformation due to refinery expansions worldwide. • Advanced direct lithium extraction technologies enable capacity increases and environmental benefits. • Strategic partnerships, such as Tesla-Ganfeng and CATL-Albemarle, drive infrastructure development. • Environmental innovations include solar-powered systems and zero-discharge processes. • Market implications include access to lower-grade deposits and premium battery-grade lithium compounds. • Next-generation facilities are set to support electric vehicle growth and energy storage deployment in the next 18 months.
130. https://www.washingtonpost.com/opinions/2026/03/26/ev-electric-car-batteries-byd-china-av/ - * China dominates the EV market with over 54% of new passenger car sales being electric or hybrid.* BYD's new battery technology can charge from 10% to 97% in nine minutes.* Chinese government subsidies have significantly supported the EV industry since 2009.* US policy is currently protective, imposing tariffs over 100% to keep Chinese EVs out of the market.* The US seeks to develop next-generation batteries like solid-state or sodium-ion to leapfrog current technology.* China's processing control over battery materials provides it an advantage; the US has more abundant sodium resources.* The US government is encouraged to fund long-term research and avoid reliance on subsidies.* The article discusses the sustainability and strategic implications of Chinese and US EV policies.
131. 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.
132. 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.
133. 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.
134. 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.
135. 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.
136. 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.
137. 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.
138. 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.
139. 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.
140. 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.
141. 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.
142. 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.
143. 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.
144. 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.
145. 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.
146. 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.
147. 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.
148. 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.
149. 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.
150. 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.
151. 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."]
152. 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.
153. 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.
154. 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.
155. 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.
156. 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.
157. 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.
158. 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.
159. 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.
160. 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.
161. 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.
162. 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.
163. 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.
164. 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.
165. 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.
166. 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.
167. 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.
168. 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.
169. 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.']
170. 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.
171. 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.
172. 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.
173. 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.
174. 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.
175. 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.
176. 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.
177. 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.
178. 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.
179. 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.
180. 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.
181. 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.
182. 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.
183. 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.
184. 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.
185. 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.']
186. 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."]
187. 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.
188. 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.
189. 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.
190. 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.
191. 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.
192. 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.
193. 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.
194. 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.
195. 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.
196. 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.
197. 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.
198. 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.
199. 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.
200. 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.
201. 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.
202. 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.
203. 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.
204. 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.
205. 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.
206. 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.
207. 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.
208. 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.
209. 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.
210. 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.
211. 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.
212. 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
213. 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.
214. 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.
215. 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.
216. 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.
217. 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.
218. 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.
219. 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.
220. 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.
221. 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.
222. 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.
223. 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.
224. 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.
225. 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.
226. 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.
227. 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.
228. 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.
229. 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.
230. 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.
231. 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.
232. 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.
233. 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.
234. 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.
235. 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
236. 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.
237. 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.
238. 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.
239. 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.
240. 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.
241. 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.
242. 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.
243. 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.
244. 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.
245. 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.
246. 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.
247. 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
248. 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.
249. 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.
250. 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.
251. 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.
252. 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.
253. 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.
254. 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.
255. 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.
256. 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.
257. 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.*
258. 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.
259. 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.
260. 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.
261. 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.
262. 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.
263. 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.
264. 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.
265. 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.
266. 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.
267. 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.
268. 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.
269. 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.
270. 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.
271. 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.*
272. 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."]
273. 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.
274. 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.']
275. 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.
276. 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.
277. 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.
278. 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.*
279. 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.
280. 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.
281. 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.
282. 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.
283. 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.
284. 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.
285. 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.
286. 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.
287. 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.
288. 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.
289. 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.
290. 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.
291. 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.
292. 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.
293. 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.
294. 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.*
295. 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.
296. 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.
297. 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.
298. 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.*
299. 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.
300. 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.
301. 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.
302. 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.
303. 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.
304. 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."
305. 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.
306. 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.
307. 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.
308. 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.
309. 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.*
310. 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.
311. 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.
312. 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.
313. 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.
314. 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.
315. 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.
316. 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.
317. 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.
318. 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.
319. 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.
320. 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.
321. 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.
322. 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.
323. 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.
324. 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.
325. 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.
326. 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.
327. 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.
328. 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.
329. 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.
330. 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.
331. 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.
332. 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.
333. 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.
334. 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.
335. 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.
336. 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.*
337. 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.
338. 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.
339. 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.
340. 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.
341. 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.
342. 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.
343. 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.
344. 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.
345. 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.
346. 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.
347. 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.
348. 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.
349. 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.
350. 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.*
351. 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.
352. 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.
353. 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.
354. 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.
355. 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.
356. 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.
357. 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.
358. 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.
359. 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.
360. 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.
361. 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.
362. 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.
363. 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.
364. 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.
365. 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.*
366. 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.
367. 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.
368. 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.
369. 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.
370. 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.
371. 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.
372. 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.
373. 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.
374. 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.
375. 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.
376. 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
377. 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.
378. 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.
379. 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.
380. 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.
381. 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.
382. 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.
383. 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.
384. 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.
385. 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.
386. 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.
387. 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.
388. 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.
389. 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.
390. 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.
391. 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.
392. 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.
393. 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.
394. 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.
395. 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.
396. 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.*
397. 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.
398. 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.
399. 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.
400. 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.
401. 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.
402. 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.
403. 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.
404. 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.
405. 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.
406. 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.
407. 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.
408. 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.
409. 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.
410. 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.
411. 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.
412. 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.
413. 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.
414. 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.
415. 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.
416. 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.
417. 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.
418. 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.
419. 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.
420. 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.
421. 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.
422. 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.
423. 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.
424. 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.
425. 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.
426. 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.
427. 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.
428. 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.
429. 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.
430. 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.
431. 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.
432. 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.
433. 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.
434. 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.
435. 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.
436. 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.
437. 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.
438. 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.
439. 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.
440. 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."]
441. 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.
442. 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."]
443. 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.
444. 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.*
445. 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.
446. 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.
447. 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.
448. 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.
449. 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.
450. 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.
451. 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.
452. 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.
453. 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.
454. 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.
455. 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.
456. 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.
457. 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.
458. 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.
459. 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.
460. 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.
461. 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.
462. 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.
463. 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.
464. 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.
465. 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.
466. 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.
467. 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.
468. 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.
469. 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.
470. 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
471. 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.
472. 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.
473. 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.
474. 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.
475. 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.
476. 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.
477. 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.
478. 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.
479. 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.
480. 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.
481. 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.
482. 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.
483. 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.
484. 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.']
485. 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.
486. 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.
487. 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.
488. 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.
489. 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.
490. 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.
491. 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.
492. 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.
493. 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.
494. 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.
495. 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.
496. 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.
497. 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.*
498. 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.
499. 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%.
500. 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.