Chinese electric vehicle startup Nio plans to build its first battery gigafactory this year, according to Reuters, in the latest move by an automaker to enter the battery business. The 40 gigawatt-hour battery plant in Hefei will produce cylindrical cells and help reduce the company’s reliance on CATL for battery cells, it reported. If the […]
> China proposed a new set of restrictions on the export of technologies relating to lithium processing and some types of cathode active materials. The proposed restrictions could further hinder the ability of ex-China players to develop capacity to support the build out of domestic supply chains. “It appears to be an attempt to retain advanced […]
> The future of how markets evolve is largely dependent on research and development (R&D). It drives innovation, competitiveness, and long-term growth. Within the automotive market, the role of R&D has gained increasing importance in recent years as the industry electrifies. When looking at the data of how much automakers invest in R&D there are large […]
> Lithium chemical prices spiked in China on Monday following a bullish speech by the chairman of Ganfeng – the world’s third-largest lithium producer – in which it was suggested that lithium demand growth could reach 30% in 2026. In a keynote speech on 16 November at the 10th International Summit on Power Battery Application in […]
> In the season of Q3 result releases, battery manufacturer CATL has reported record financial performance. Cumulative revenue from Q1–Q3 rose from RMB259bn ($36bn) in 2024 to RMB283bn ($39.3bn) in 2025, a year‑on‑year increase of 9%. Net profit also rose 41% between Q3 2024 and Q3 2025, from RMB13.14bn ($1.87bn) to RMB18.55bn ($2.58bn). Efficiency gains underpin profit growth Increasing efficiency has […]
> Benchmark Mineral Intelligence today announced the commercial launch of its new 314Ah lithium iron phosphate (LFP) cell price for energy storage applications. The announcement comes as global LFP battery cell prices show signs of recovery, following a marked rebound in lithium carbonate costs and tightening supply conditions across the battery materials market. Benchmark’s Head of […]
> A cathode chemistry that adds manganese to lithium iron phosphate (LFP) has entered the qualification processes at several automakers, as they look to enhance battery performance and lower costs. Chinese cathode material producers including Shenzhen Dynanonic and Ronbay have developed lithium manganese iron phosphate (LMFP) to a sufficiently advanced level that automakers are starting to […]
> India’s pipeline of cathode active material (CAM) production capacity is set to grow more than 50-fold over the next decade. Altmin, Himadri Speciality Chemical, and Epsilon Advanced Materials have the largest pipeline capacities in the country. Almost all CAM capacity under development in India is for LFP, both due to the popularity of the cathode […]
> China’s Ministry of Industry and Information Technology (MIIT) has unveiled stricter listing requirements for new energy vehicles (NEVs), set to take effect from 2026. Vehicles must meet these revised specifications to qualify for inclusion on the official MIIT listing, a prerequisite for receiving favourable tax treatment. How will the new PHEV rules affect the market? From […]