Commodities Report: Lithium futures | 2026-04-09 12:00 UTC [GFKP] | Mixed | rangebound

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1. https://www.fool.com.au/2026/04/09/pls-shares-jump-320-in-12-months-buy-sell-or-hold/ - * PLS Group Ltd shares increased 321% over the past year, reaching a 12-month high of $5.30. * The share price was driven by a rally in lithium prices, interest in EVs, and energy storage demand. * The company posted a 47% revenue increase, 241% rise in EBITDA, and a profit of $33 million for FY26 H1. * Analyst sentiment remains mostly positive; some predict further gains, others see potential for downside. * UBS forecasts increasing lithium demand, potentially boosting lithium prices up to US$2,625 per tonne in 2028.
2. https://kr-asia.com/qingtao-energy-files-for-hong-kong-ipo-after-ramping-up-solid-state-battery-deliveries - * Qingtao Energy Development Group filed for a Hong Kong IPO on April 8, aiming to expand solid-state battery production. * The company focuses on solid-state batteries, including hybrid and all-solid-state types, with ongoing pilot production for the latter in 2025. * It has delivered over 10,000 hybrid battery packs and partnered with SAIC on vehicle validation, achieving a 1,083 km driving range. * Market demand for solid-state batteries is projected to rise significantly from 0.4 GWh in 2022 to 6.0 GWh in 2025, with Qingtao Energy holding the largest global market share. * The company operates five production bases in China with a 6.8 GWh capacity, with plans for expansion, and reported revenues of RMB 248 million in 2023, growing rapidly through 2025.
3. https://www.scmp.com/business/china-evs/article/3349457/volkswagen-tests-chinas-appetite-locally-developed-evs?utm_source=rss_feed - * Volkswagen plans to launch three new EV models in China over the next two weeks, developed using Chinese technology. * The move responds to fierce competition in China’s automotive market. * Volkswagen aims to combine German manufacturing standards with Chinese-developed technology. * The first model, ID. UNYX 08, will feature an intelligent driving assistance system by Xpeng and batteries from CATL.
4. https://express-press-release.net/news/2026/04/08/1745979 - * The electric commercial vehicle sector is expanding, driven by demand from businesses, governments, and logistics providers in 2026 and beyond. * Urban logistics and last-mile delivery are witnessing rapid electrification, supported by advancements in battery efficiency and charging infrastructure. * The market is shifting from light-duty to medium- and heavy-duty segments, with policies incentivising electric trucks. * Digital technologies like telematics and IoT are enhancing fleet management and sustainability reporting. * The market is forecast to grow at a CAGR of 18.3%, with innovations in batteries and autonomous tech playing a key role.
5. https://paultan.org/2026/04/09/next-volkswagen-touareg-to-become-an-ev-model/ - • Volkswagen plans to redesign the Touareg as a battery-electric vehicle to maintain its position as a flagship model for affluent customers. • The current-generation Touareg is to be discontinued as Volkswagen shifts focus to high-volume, mainstream models. • The new EV Touareg will target customers seeking upmarket vehicles that are not premium-branded, filling a niche between volume and premium markets. • It will continue to be a large SUV, likely using the SSP architecture, and will be released after the next-generation Golf, which will also be electric.
6. https://www.techradar.com/pro/it-doesnt-catch-fire-why-chinas-fireproof-sodium-battery-could-be-the-breakthrough-that-makes-evs-safer-than-ice-cars - * Chinese scientists at the Chinese Academy of Sciences develop a sodium-ion battery using a polymerizable non-flammable electrolyte that forms a solid internal barrier at 150°C, preventing thermal runaway. * The battery employs a three-part safety structure supporting thermal stability, interface stability, and physical separation. * Testing with a 3.5Ah cylindrical sodium-ion cell demonstrated complete suppression of thermal runaway, fire, or explosion during nail penetration tests. * The battery maintained performance with an energy density of 211Wh/kg and operational stability from -40°F to 140°F. * Materials used are common in industrial production, facilitating potential commercial scaling.
7. https://canaltech.com.br/carros/marca-chinesa-testa-bateria-que-promete-autonomia-absurda-para-eletricos/ - * Chery announced advances in solid-state battery development, aiming to triple current electric vehicle range. * Prototype batteries achieved over 1,500 km of range during tests. * The new batteries are lighter, more efficient, and less costly, with higher energy density. * Battery prototypes reached 400 Wh/kg, with a target of 600 Wh/kg. * The longevity of batteries is projected at 5,000 charge cycles. * Fast charging of 500 km in eight minutes is possible. * Technology is in testing phases, including extreme condition simulations.
8. https://electrek.co/2026/04/08/byds-chief-scientist-solid-state-ev-batteries-critical-stage/ - * BYD’s chief scientist, Lian Yubo, states solid-state EV batteries have entered a 'critical stage'. * Challenges such as ion stability and lithium dendrite growth remain, with mass production expected around 2030. * BYD plans to produce sulfide-based all-solid-state batteries in limited batches in 2027. * BYD launched Blade Battery 2.0 and Flash Charging technology, with a driving range over 1,000 km and rapid charging capabilities. * The Denza Z9 GT will debut in Europe in April 2026, featuring new battery technologies.
9. https://www.mercomindia.com/recyclekaro-secures-government-incentive-for-critical-mineral-recycling - * Recyclekaro, an Indian e-waste and lithium-ion battery recycling company, secured eligibility for a government incentive programme. * The Ministry of Mines launched the incentive under the National Critical Minerals Mission. * The company plans to invest ₹3 billion (~$32.29 million) to expand recycling capacity to around 50,000 metric tons. * The project will recover critical minerals from waste streams including lithium-ion batteries, e-waste, rare earth magnets, and catalytic converters. * Additionally, Recyclekaro plans to invest over ₹5 billion (~$53.81 million) in R&D facilities over five years.
10. https://finance.yahoo.com/sectors/technology/articles/ford-reinventing-itself-ai-infrastructure-143521543.html - * Ford incurred a $10.70 billion impairment charge in 2025 due to EV program cancellations and asset write-downs, combined with a net loss of $11.10 billion for Q4 2025. * The company is transforming its Kentucky battery plant into energy storage and battery manufacturing capacity, aiming for 20 GWh annual capacity by 2027, supported by a $1.5 billion investment in 2026. * Ford's pivot aligns with a broader industrial infrastructure focus, diverging from traditional EV manufacturing. * Ford's restructuring includes the creation of Ford Energy, repurposing existing factory capacity to produce advanced battery energy storage systems, lithium iron phosphate cells, and DC container systems, reflecting strategic shift toward battery and energy infrastructure.
11. https://www.cbtnews.com/stellantis-nears-deal-with-leapmotor/ - * Stellantis is in advanced talks with Leapmotor to co-develop a low-cost electric vehicle under the Opel brand. * The partnership aims to produce an affordable EV for Europe amid rising demand for budget-friendly electric cars. * Discussions focus on leveraging Chinese technology, with final details still under negotiation. * The move responds to increased competition from Chinese EV brands in the European market. * The deal reflects Stellantis’ strategy to reduce costs and accelerate EV development using Chinese partnerships.
12. https://esgnews.com/stellantis-explores-leapmotor-partnership-to-build-opel-ev-in-spain/?utm_source=rss&utm_medium=rss&utm_campaign=stellantis-explores-leapmotor-partnership-to-build-opel-ev-in-spain - • Stellantis explores a China-led development model with Leapmotor for an Opel electric SUV, targeting production in Spain with a 2028 start and 50,000 units annually. • The project aims to reduce EV costs and accelerate market entry through platform sharing and cross-border collaboration. • Talks are advanced amid rising competition from Chinese EV brands like BYD in Europe. • The deal raises governance and geopolitical considerations related to reliance on Chinese technology. • Stellantis seeks to optimise costs and utilisation while responding to sector pressures and market shifts.
13. https://onlinelibrary.wiley.com/doi/10.1002/cjce.70132?af=R - * The review discusses lithium recovery and purification strategies for battery-grade lithium carbonate and hydroxide from primary and secondary sources. * It covers established processes such as evaporation-based brine treatment and metallurgical methods, along with emerging techniques like membrane separation and solvent extraction. * Attention is given to lithium precipitation, ion behaviour during extraction, and product quality for cathode synthesis. * The review evaluates process scalability, environmental impact, and future prospects, highlighting lithium's role in electric vehicle adoption. * It underscores the importance of lithium industry advancements for battery applications and resource sustainability.
14. https://www.financial-news.co.uk/the-solid-state-battery-breakthrough-toyotas-700-mile-ev-is-finally-ready-for-production/ - * Toyota plans to produce solid-state batteries by 2027–2028, aiming for a range of over 620 miles per charge. * The technology claims to retain 90% capacity over 40 years, potentially outlasting multiple vehicle lifespans. * Toyota collaborates with Sumitomo Metal Mining on cathode materials, indicating progress beyond lab research. * The first models likely to feature this technology are high-end vehicles, with broader adoption projected later. * The innovation could address range anxiety and charging speed issues in EVs, impacting the market significantly.
15. https://www.pv-magazine.com/2026/04/08/renalfa-targets-3-6-gwh-hybrid-bess-cluster-in-romania/ - * Renalfa Power Clusters acquired two renewable energy projects in Arad County, Romania. * The projects include a 365 MWp solar power plant and an 800 MWh standalone battery energy storage system. * The company plans to merge these into a hybrid power cluster with a commercial launch targeted for 2027. * The development involves a hybrid dual-chemistry approach, combining lithium-ion and sodium-ion storage technology. * The projects are described as fully derisked and in late-stage development.
16. http://www.marketsandmarketsblog.com/e-motorcycle-market-size-share-industry-analysis-report-by-2032.html - * The global e-motorcycle market is projected to grow from USD 0.37 billion in 2026 to USD 1.09 billion in 2032, at a CAGR of 12.7%. * Growth driven by demand for urban mobility, fuel cost volatility, and tightening emission regulations. * Improvements in lithium-ion batteries, battery management, and thermal systems enhance vehicle range, safety, and lifespan. * Expansion of charging networks and Standardised protocols improve operational feasibility. * Industry players include Zero Motorcycles, Energica, NIU Technologies, Lightning Motorcycle, and others, with North America showing significant growth.
17. https://www.tribuneindia.com/news/business/megacharge-partners-with-national-highways-for-electric-vehicles-nhev-for-indias-5500-km-e-highway-network/amp/?utm=relatedarticles - - MegaCharge announces a partnership with NHEV to deploy 660 EV charging points along India's 5,500 km e-highway network. - The project aims to enhance intercity EV travel and support India's EV adoption goals. - MegaCharge plans to build 5,000 scalable EV charging points across India by 2030. - The initiative supports government sustainability targets and aims to reduce range anxiety. - Deployment includes advanced AC and DC fast chargers at key locations, with upcoming installations planned across various cities.
18. https://www.leadersnet.at/news/98940,das-sind-die-meistverkauften-elektroautos-der-welt.html - * In 2025, battery electric vehicles (BEV) sales increased by 26.7% globally, reaching 13,697,372 units.* Tesla Model Y remained the best-selling EV with 1,085,521 units, despite a 7.5% decline.* Chinese manufacturers dominate the top 10 EV models, with eight from China.* China held 59.1% of the global EV market, growing 27.6%.* The US saw a slight decline in EV sales in 2025, while European markets like Germany and the UK experienced significant growth.* No European model features in the top 10 bestsellers, and Chinese brands are expanding into Europe.
19. https://impactwealth.org/2026-tesla-model-3-review-specs-pricing-explained/ - * The 2026 Tesla Model 3 features refined trims, updated pricing, and improved efficiency. * The lineup includes Standard RWD, Premium RWD, Premium AWD, and Performance trims. * The model offers a range of 321 to 363 miles and acceleration from 2.8 to 5.8 seconds. * Tesla maintains a competitive edge with its charging network and software ecosystem. * The vehicle includes advanced driver assistance and safety features, with optional Full Self-Driving. * The 2026 update reflects Tesla's strategy to enhance accessibility amid rising global EV competition.
20. http://prsync.com/imarc-services-private-limited/australia-electric-vehicle-market--industry-trends-growth-and-future-outlook-to--5181045/ - * The Australian electric vehicle market is projected to grow from USD 21.06 billion in 2025 to USD 205.45 billion by 2034, with a CAGR of 28.80%.
21. https://evmagz.com/volkswagen-unveils-china-focused-ev-platform-and-concepts-in-beijing/ - * Volkswagen introduced new EV concepts and a China-specific platform at its event in Beijing. * The company launched the China Main Platform (CMP) and ID. CODE concept with Level 4 autonomous capabilities. * Volkswagen established a new entity in Hefei to focus on localisation and R&D in China. * The CMP platform is developed with Xpeng and aims at the entry-level EV segment. * Volkswagen plans to expand its ID. lineup to 16 models in China by 2030, including new sub-brand ID.UNYX.
22. https://evmagz.com/tesla-regains-global-bev-lead-in-q1-2026-amid-inventory-build/ - * Tesla reclaims its position as the world’s largest seller of BEVs in Q1 2026, delivering 358,023 units. * Tesla's production reached 408,386 vehicles, with an inventory buildup of over 50,000 units. * Tesla’s deliveries increased 6.3% year-on-year but decreased 14.4% compared to Q4 2025. * BYD reported 310,389 BEV sales, supported by plug-in hybrid models. * In the US, Rivian outperformed Ford in EV deliveries, with a 20% increase; Ford’s EV sales fell 70%. * In China, Xiaomi’s YU7 outsold Tesla’s Model Y with 37,869 units. * In Europe, EV registrations declined significantly after the rollback of government incentives, with Norway down 71% and the Netherlands down 28%. * China revised its EV subsidy framework to a percentage-based system, impacting market dynamics.
23. https://nationaltoday.com/us/md/rockville/news/2026/04/08/global-lithium-ion-battery-cathode-market-surges-with-ev-adoption/ - * The lithium-ion battery cathode market is experiencing rapid growth, driven by EV production and battery technology advancements. * The market value is $55 billion in 2026, projected to reach $193.41 billion by 2036 at a CAGR of 13.4%. * Market expansion is linked to EV adoption, energy storage growth, and advancements in cathode chemistry. * Key players include CATL, LG Energy Solution, Umicore, BASF SE, and Panasonic. * Future opportunities involve recycled feedstock and next-generation cathode development; risks include mineral geopolitics and technology disruptions.
24. https://www.fool.com.au/2026/04/08/looking-for-an-asx-lithium-share-with-plenty-of-potential-upside-this-could-be-the-one/ - * Wildcat Resources Ltd announced exploration drilling results near its Tabba Tabba lithium project in Western Australia. * Results showed mineralisation extending over 2.3 km at Bolt Cutter discovery. * Significant drilling results included 9.4m at 1.3% lithium oxide and 8.1m at 1.2% lithium. * The company remains well-funded with $48.5 million in cash as of December. * The Tabba Tabba project is in the Pilbara region, close to large existing lithium mines, and aims for first production in 2028.
25. https://www.energytrend.com/news/20260408-51193.html - * CATL announces reallocation of 4.8 billion RMB of raised funds to the Xiamen Battery Industrial Base Project.* The reallocation was approved by the company's Board in March 2026 and ratified at the AGM.* The funds are to be used for construction by the company's subsidiary in Xiamen.* The company aims to optimise capital utilisation and project development.* Dedicated accounts and regulatory agreements with banks and financial institutions have been established for fund management.
26. https://www.energytrend.com/news/20260408-51205.html - * Jana Energy announced on April 7 that it completed hundreds of millions of yuan in Series A+ financing. * Investors include Shenzhen Energy Storage Fund and EVE Energy. * Funding aims to support technological iteration, capacity expansion, and global market expansion. * The company focuses on R&D, capacity increase, and overseas market penetration. * Jana Energy, founded in April 2022 in Shenzhen, specialises in sodium-ion batteries with over 250 patents. * It owns the world’s first 10,000-ton polyanion cathode production line, with a planned capacity of 100,000 tons. * The company supplies major clients like BYD, CATL, and Highpower Energy Storage worldwide.
27. 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.
28. 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.
29. 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.
30. 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.
31. 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."]
32. 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.
33. 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.
34. 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.
35. 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.
36. 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.
37. 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.
38. 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.
39. 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.
40. 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.
41. 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.
42. 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.
43. 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.
44. 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.
45. 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.
46. 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.
47. 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.
48. 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.
49. 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
50. 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.
51. 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.
52. 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.
53. 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.
54. 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.
55. 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.
56. 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.
57. 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.
58. 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.
59. 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.
60. 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.
61. 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.
62. 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.
63. 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.
64. 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.
65. 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.
66. 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.
67. 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.
68. 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.
69. 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.
70. 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.
71. 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.
72. 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.
73. 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.
74. 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.
75. 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.
76. 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.
77. 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.*
78. 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.
79. 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.']
80. 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.
81. 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.
82. 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.
83. 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.*
84. 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.
85. 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.
86. 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.
87. 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.
88. 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.
89. 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.
90. 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.
91. 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.
92. 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.
93. 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.
94. 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.
95. 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.']
96. 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.
97. 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.
98. 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.
99. 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.
100. 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.
101. 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.
102. 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.
103. 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.
104. 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.
105. 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.
106. 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.
107. 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.
108. 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.
109. 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.
110. 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.
111. 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.
112. 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.
113. 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.
114. 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.
115. 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.
116. 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.
117. 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.
118. 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.
119. 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.
120. 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.
121. 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.
122. 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.
123. 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.
124. 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.
125. 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.
126. 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.
127. 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.*
128. 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
129. 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.
130. 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.
131. 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.
132. 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.*
133. 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.
134. 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
135. 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.
136. 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.
137. 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.
138. 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.
139. 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.
140. 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.
141. 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.
142. 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.
143. 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.
144. 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.
145. 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.
146. 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.
147. 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.
148. 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.
149. 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.
150. 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.
151. 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.
152. 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.
153. 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.
154. 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.
155. 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.
156. 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.
157. 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.
158. 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.
159. 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.
160. 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.
161. 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.
162. 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.
163. 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.
164. 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.
165. 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.
166. 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.
167. 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.
168. 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.
169. 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.
170. 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.
171. 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.
172. 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.
173. 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.
174. 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.
175. 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.
176. 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.
177. 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."]
178. 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.
179. 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.
180. 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.
181. 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.
182. 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.
183. 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.
184. 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.
185. 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.
186. 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.
187. 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.
188. 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.
189. 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.
190. 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.
191. 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.
192. 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.
193. 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.
194. 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.
195. 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.']
196. 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.
197. 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.
198. 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.
199. 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.
200. 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.
201. 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.
202. 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.
203. 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.
204. 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.
205. 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.
206. 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.
207. 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.
208. 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.
209. 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.
210. 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.
211. 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.']
212. 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."]
213. 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.
214. 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.
215. 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.
216. 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.
217. 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.
218. 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.
219. 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.
220. 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.
221. 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.
222. 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.
223. 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.
224. 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.
225. 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.
226. 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.
227. 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.
228. 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.
229. 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.
230. 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.
231. 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.
232. 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.
233. 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.
234. 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.
235. 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.
236. 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.
237. 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.
238. 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
239. 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.
240. 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.
241. 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.
242. 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.
243. 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.
244. 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.
245. 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.
246. 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.
247. 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.
248. 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.
249. 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.
250. 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.
251. 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.
252. 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.
253. 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.
254. 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.
255. 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.
256. 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.
257. 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.
258. 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.
259. 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.
260. 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.
261. 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
262. 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.
263. 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.
264. 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.
265. 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.
266. 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.
267. 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.
268. 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.
269. 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.
270. 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.
271. 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.
272. 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.
273. 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
274. 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.
275. 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.
276. 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.
277. 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.
278. 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.
279. 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.
280. 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.
281. 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.
282. 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.
283. 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.*
284. 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.
285. 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.
286. 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.
287. 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.
288. 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.
289. 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.
290. 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.
291. 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.
292. 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.
293. 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.
294. 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.
295. 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.
296. 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.
297. 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.*
298. 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."]
299. 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.
300. 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.']
301. 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.
302. 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.
303. 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.
304. 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.*
305. 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.
306. 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.
307. 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.
308. 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.
309. 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.
310. 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.
311. 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.
312. 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.
313. 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.
314. 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.
315. 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.
316. 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.
317. 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.
318. 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.
319. 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.
320. 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.*
321. 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.
322. 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.
323. 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.
324. 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.*
325. 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.
326. 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.
327. 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.
328. 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.
329. 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.
330. 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."
331. 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.
332. 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.
333. 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.
334. 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.
335. 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.*
336. 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.
337. 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.
338. 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.
339. 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.
340. 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.
341. 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.
342. 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.
343. 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.
344. 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.
345. 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.
346. 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.
347. 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.
348. 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.
349. 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.
350. 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.
351. 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.
352. 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.
353. 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.
354. 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.
355. 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.
356. 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.
357. 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.
358. 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.
359. 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.
360. 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.
361. 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.
362. 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.*
363. 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.
364. 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.
365. 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.
366. 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.
367. 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.
368. 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.
369. 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.
370. 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.
371. 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.
372. 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.
373. 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.
374. 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.
375. 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.
376. 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.*
377. 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.
378. 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.
379. 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.
380. 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.
381. 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.
382. 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.
383. 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.
384. 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.
385. 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.
386. 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.
387. 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.
388. 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.
389. 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.
390. 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.
391. 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.*
392. 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.
393. 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.
394. 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.
395. 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.
396. 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.
397. 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.
398. 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.
399. 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.
400. 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.
401. 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.
402. 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
403. 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.
404. 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.
405. 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.
406. 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.
407. 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.
408. 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.
409. 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.
410. 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.
411. 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.
412. 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.
413. 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.
414. 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.
415. 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.
416. 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.
417. 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.
418. 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.
419. 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.
420. 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.
421. 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.
422. 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.*
423. 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.
424. 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.
425. 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.
426. 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.
427. 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.
428. 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.
429. 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.
430. 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.
431. 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.
432. 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.
433. 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.
434. 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.
435. 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.
436. 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.
437. 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.
438. 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.
439. 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.
440. 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.
441. 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.
442. 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.
443. 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.
444. 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.
445. 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.
446. 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.
447. 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.
448. 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.
449. 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.
450. 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.
451. 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.
452. 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.
453. 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.
454. 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.
455. 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.
456. 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.
457. 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.
458. 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.
459. 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.
460. 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.
461. 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.
462. 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.
463. 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.
464. 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.
465. 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.
466. 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."]
467. 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.
468. 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."]
469. 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.
470. 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.*
471. 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.
472. 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.
473. 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.
474. 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.
475. 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.
476. 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.
477. 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.
478. 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.
479. 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.
480. 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.
481. 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.
482. 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.
483. 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.
484. 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.
485. 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.
486. 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.
487. 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.
488. 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.
489. 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.
490. 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.
491. 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.
492. 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.
493. 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.
494. 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.
495. 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.
496. 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
497. 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.
498. 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.
499. 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.
500. 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.