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⭕ INDUSTRY & MARKET DEVELOPMENTS
🔋 Mercedes-Benz Teams with Geely on New China EV Platform
Mercedes-Benz’s China R&D will lead “Phoenix,” an entry-level EV platform based on Geely’s GEEA architecture, targeted for a 2030 launch. The platform is set to replace the Modular Architecture and underpin global compact models. Read more
🔋 CATL’s Income Up 42% in 2025 on Rising EV Battery Demand
CATL reported 2025 net income up 42.28% to 72.2 billion yuan, with revenue up 17.04% to 423.7 billion yuan. The company reported 661 GWh in shipments and a global market share of 39.2%. Read more
🔋 SK Battery America to Cut 958 Jobs at Georgia Plant
SK Battery America plans to cut 958 jobs, about 37% of its workforce in Commerce, Georgia, while maintaining pay through May 6. The company cited automaker electrification shifts and changing EV demand as it pursues new partnerships. Read more
🔋 LG Energy Solution Drops LG Chem Cathodes in Tesla Cells
LG Energy Solution has dropped LG Chem’s cathodes for Tesla after LG Chem did not meet Tesla’s 95% nickel targets. LG Energy Solution is turning to L&F materials as Tesla ramps ultra-high-nickel batteries for future models. Read more
🔋 Chinese EV Batteries Surge as South Korean Shipments Decline
In January, EV battery use outside China rose 13.7% year-on-year to 32.7 GWh. LG Energy Solution, SK On, and Samsung SDI recorded declines, reducing their combined share to 25.5%, while CATL and BYD increased share through overseas expansion. Read more
🔋 CATL Releases 2025 Annual Report
CATL’s 2025 Annual Report reported operating revenue of RMB 423.7 billion (+17%) and net profit of RMB 72.2 billion (+42%). The company cited 661 GWh battery sales, a 39.2% global market share, and growth in system solutions and carbon-neutral ventures. Read more
🔋 Construction of BATTL3 in Münster begins
Construction has started on BATTL3 in Münster, providing 1,600 m² of specialized labs across six floors for SMEs, start-ups, and partners. The facility is intended to support R&D, pilot production, and collaboration. Read more
🔋 UniverCell Secures €30M to Scale German Battery Production
UniverCell raised €30M in a Series B to begin lithium-ion cell production. The company targets 50,000 monthly 21700 cells and 1.3 GWh annual capacity by 2027 using dry-coating technology. Read more
🔋 Morrow Batteries, JR Energy to Launch European Electrode Foundry
Morrow Batteries and JR Energy Solution signed an MOU to build a European electrode foundry. The plan combines Arendal’s 1 GWh facility with JRES expertise to simplify supply chains and support advanced battery chemistries. Read more
🔋 China’s February NEV Sales Drop Amid Holiday, Incentive Cuts
China’s February NEV retail sales were 464,000 units, down 32% year-on-year and 22.1% month-on-month, attributed to the Lunar New Year and fewer incentives. BEVs accounted for 59.9% of sales while hybrids continued to decline. Read more
🔋 Volkswagen and XPENG Begin Production of ID.UNYX 08 in China
Volkswagen Group and XPENG began series production of the ID.UNYX 08 at Volkswagen Anhui in Hefei. The model features 800-volt fast charging, Level 2 ADAS, OTA updates, and the China Electronic Architecture. Read more
🔋 BYD Considers Canada EV Plant and Legacy Automaker Buyout
BYD is considering a fully owned EV plant in Canada and evaluating a legacy automaker acquisition as it expands production in Hungary and considers Turkey. The company reported February exports exceeding domestic sales and targets 1.3M overseas units by 2026. Read more
⭕ BATTERY TECHNOLOGY & INNOVATION
🔋 BYD to Continue Offering 1st-Gen Blade alongside the New Fast-Charging Battery
BYD said it will continue producing its first-generation blade battery alongside a second-generation ultra-fast charging unit. The company cited providing multiple options amid rising raw material costs and also plans 20,000 flash-charging stations by year-end. Read more
🔋 Donut Lab Solid-State Battery Retains Charge in Third Test
Donut Lab reported a third independent self-discharge test of its solid-state Donut Battery, retaining charge over 10 days at room temperature. The company said the voltage data aligns with expected energy loss and counters supercapacitor claims. Read more
🔋 BYD Launches Blade 2.0 Battery with Fast and Long-Range Tech
BYD unveiled Blade 2.0 in Short Blade and Long Blade formats on March 5, 2026. Short Blade 2.0 targets 8C charging with 10–70% SOC in five minutes, while Long Blade 2.0 targets 190–210 Wh/kg; both use CTB 2.0 and roll out with 20,000 1,500 kW chargers. Read more
🔋 TU Braunschweig Launches Three New Sustainable Battery Labs
TU Braunschweig inaugurated three facilities at its Battery Labfactory on March 6, 2026, backed by over €10M in federal funding. The pilot dry coating, tandem wet coating, and 3D printing plants are intended to support circular battery production. Read more
🔋 CATL Advances Sulfide Solid-State Battery for 2027 Pilot
CATL said it patented a specialized sulfide electrolyte cathode material to improve stability and is scaling 500 Wh/kg all-solid-state batteries from lab to automotive-grade cells. The company targets technology readiness levels 7–8 for a 2027 pilot. Read more
🔋 Samsung SDI Tightens Patent Protection for Prismatic Cells
At InterBattery 2026 in Seoul, Samsung SDI’s Joo Yong-lak said the company will strictly enforce prismatic cell patents, citing 1,200 US patents since 1997. Samsung SDI also introduced the PrismStack brand for EVs and energy storage. Read more
🔋 Dreame Unveils 60Ah Solid-State Battery for Mass Production
Dreame presented its Starry Sky Crystal Core Power Battery, a 60 Ah solid-state pack described as ready for volume production, at AWE 2026 in Shanghai. Small-batch deliveries are planned later this year, with mass production set for 2027. Read more
🔋 Group14 Starts Mass Production of SCC55 Silicon Anodes
Group14 Technologies began large-scale manufacturing of SCC55 silicon anodes at its Sangju, South Korea plant. The facility is rated at 2,000 tons annually and is intended to support 10 GWh of fast-charging batteries. Read more
⭕ MINING & BATTERY MATERIALS
🔋 Trafigura Secures 80,000 Tons of U.S. Battery Lithium
Trafigura agreed to buy 80,000 tons of battery-grade lithium carbonate over 10 years from the Smackover Lithium JV in Arkansas. The deal targets 8,000 tons per year once production begins and references direct lithium extraction. Read more
🔋 Electra, LG Energy Solution Extend Cobalt Supply Agreement
Electra Battery Materials and LG Energy Solution updated their cobalt sulfate supply agreement. LG Energy Solution will take 60% of Electra’s output through 2029, with an option to extend to 2032, as prices rise and refinery expansion continues. Read more
🔋 POSCO Future M to Invest KRW 357B in Vietnam Graphite Plant
POSCO Future M approved a KRW 357 billion investment to build a 55,000-ton artificial graphite anode plant in Thai Nguyen, Vietnam. Construction is planned to start in late 2026, with commercial production slated for 2028. Read more
🔋 Vianode Signs Term Sheet for North American Anode Supply
Vianode signed a non-binding term sheet to supply 8,000 tonnes of synthetic anode graphite from its Via ONE plant in Norway to a North American battery firm for grid energy storage. Vianode said output is rising above 10,000 tonnes. Read more
⭕ BATTERY RECYCLING & SUSTAINABILITY
🔋 Rio Tinto, CATL Sign MoU on Mine Electrification, Recycling
Rio Tinto and CATL signed an MoU on March 5, 2026 to collaborate on electrified mining equipment, battery-material recycling, and circular economy models. The companies said the goal is to reduce emissions and support low-carbon operations. Read more
🔋 Altilium, Imperial College Launch EV Graphite Recycling R&D
Altilium and Imperial College London partnered to recover and test recycled graphite from end-of-life EV batteries using the EcoAnode hydrometallurgical process. The work will assess purity, particle size, and performance for a domestic circular anode supply. Read more
⭕ ENERGY STORAGE & GRID
🔋 Volkswagen Unveils First 40MWh Battery Storage in Salzgitter
Volkswagen Group connected a 20MW/40MWh battery storage system in Salzgitter through its energy subsidiary Elli. The system uses Unified Cells and is undergoing EPEX SPOT performance tests as Volkswagen enters energy trading. Read more
🔋 Spain Backs Hithium’s Navarre Battery Energy Storage Hub
Spain’s Prime Minister Pedro Sanchez met with Hithium founder Jeff Wu regarding plans for a battery energy storage system manufacturing plant in Navarre. The discussion referenced Spain’s renewable energy transition and public-private partnerships. Read more
🔋 Skeleton Technologies, Taiwania Partner for Sovereign AI Power
Skeleton Technologies and Taiwania Capital announced a partnership focused on power infrastructure for sovereign data centers across Europe and Taiwan. The partners plan to scale GrapheneGPU ultracapacitors and cited targets to cut energy use by 40% while increasing compute throughput. Read more
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