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    From ‘eyes-off’ hype to ‘hands-free’ reality: Premium OEMs bet big on L2+
    While automakers from China to North America have publicly confirmed their intentions to pursue Level 3, others most notably the early adopter German premiums are subtly easing off their Level 3 ambitions as their latest Level 2+ systems come to market. BMW, Mercedes‑Benz and Stellantis all went to market with highly publicized Level 3 plans, and both German automakers have Level 3 systems in market today in very limited availability. But each has discovered that the combination of high cos...
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    BEV-native leadership and established OEM transition in SDV readiness
    The recent adoption by many original equipment manufacturers (OEMs) of an electrical/electronic (E/E) architecture based on zone controllers supporting a software-defined vehicle (SDV) is slowly replacing distributed electronic control architectures that rely on small pieces of control code housed and distributed widely inside isolated electronic control units (ECUs). This new approach centralizes the hardware processing and memory in fewer, more powerful control units that will house functional...
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    Polar Semiconductor and Nexperia collaborate on next-generation power MOSFET manufacturing in US
    Polar Semiconductor and Nexperia announced a strategic collaboration to manufacture next-generation power metal-oxide-semiconductor field-effect transistor (MOSFET) devices at Polar Semiconductor's US-based wafer foundry, aiming to support an expanded power MOSFET portfolio and strengthen supply for customers worldwide. The collaboration is intended to address rapidly growing demand across AI server infrastructure, robotics, industrial and automotive applications by combining Polar's expertise i...
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    Posco Future M begins construction of LFP cathode factory for EV batteries and ESS
    Posco Future M has started construction of a dedicated lithium iron phosphate (LFP) cathode material factory to target the energy storage system (ESS) and entry-level electric vehicle battery markets. CNP New Material Technology, the joint venture between Posco Future M, Pino and CNGR, announced May 28 that it held a safety prayer ceremony and commenced construction of the LFP cathode material factory at the Pohang Yeongilman 4th General Industrial Complex. The factory is scheduled to begin m...
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    Element 25 reviews manganese project in Louisiana amid shifting EV battery demand
    Element 25 said it is reviewing its project execution plan for the production of high-purity manganese sulfate monohydrate (HPMSM) in Louisiana, US, citing evolving demand for electric vehicles. The manganese producer noted that manganese is a key raw material for EV batteries and that the Louisiana facility is being developed in partnership with General Motors and Stellantis, with support from the US Energy Department. The company said that it is in discussions with General Motors to renegot...
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    DHL Supply Chain breaks ground on dedicated high-voltage battery logistics hub in the Netherlands
    DHL Supply Chain, DHL Group's specialized contract logistics division, has initiated construction of a new European Battery Logistics Hub in Holtum, Limburg, expanding its European capacities for battery and energy storage logistics. The new site will provide 17,000 square meters of specialized storage and service space for high=voltage batteries and will be closely connected to DHL Supply Chain's existing Holtum automotive operation located next door. Together, these two facilities will form...
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    NGK Corp. plans $440.5 million investment to build new semiconductor ceramics plant in Japan
    On April 24, NGK Corp. announced plans to establish a new production facility for ceramics used in semiconductor manufacturing equipment in Nomi City, Ishikawa Prefecture, Japan. The company will invest ¥70 billion (nearly $440.5 million) in the project, with mass production scheduled to begin in October 2029. The new facility will be operated by a manufacturing subsidiary, NGK Ceramic Device Co. Ltd. The new plant will increase NGK's production capacity for ceramics used in semiconductor ma...
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    Continental to establish automated finished-goods tire warehouse in US with $76 million investment
    Continental has announced plans to establish a new highly automated finished-goods warehouse in Mount Vernon, Illinois, with an investment of approximately $76 million. The warehouse is intended primarily to meet the growing demand in North America while enhancing service levels and customer support. It will cover an area larger than six American football fields and will have capacity for approximately 500,000 passenger car tires. Construction will start in 2026, with operations scheduled to beg...
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    Mainland China bans sulfuric acid exports, intensifying pressure on global battery supply chains
    Mainland China has banned exports of sulfuric acid, the most widely used industrial chemical and a key input for battery manufacturing and metal processing. The decision follows earlier disruptions to sulfur shipments through the Strait of Hormuz caused by the war in the Middle East, which have strained the global supply of the raw material used to make sulfuric acid. Marina Zhang from the University of Technology Sydney's Australia-China Relations Institute said that although the ban may be ...
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    BorgWarner secures order for turbocharger from major European OEM
    BorgWarner has secured multiple turbocharger business awards from a major European original equipment manufacturer for a range of passenger car and van applications, covering both extensions of existing business and a conquest win. These awards further strengthen BorgWarner's position in combustion vehicle applications, with production expected to begin in phases from the second quarter of 2026 through the second quarter of 2029. According to Volker Weng, vice president of BorgWarner Inc. and...
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    GM and Samsung SDI pause $3.5 billion Indiana battery plant amid weaker EV demand
    A $3.5 billion battery project led by a joint venture (JV) between Samsung SDI and General Motors (GM) in New Carlisle, Indiana, has been put on hold as GM adjusts its electric vehicle (EV) strategy in response to moderating demand. A spokesperson for the Indiana Economic Development Corporation, chaired by Indiana Governor Mike Braun, confirmed that the project is being paused. The suspension will delay the original plan to begin mass production in the fall of 2027 with an annual capacity of...
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    The V-Model, recompiled: Q&A with MAHLE Powertrain
    For decades, the automotive industry has relied on the V-model as its preferred blueprint for engineering discipline. Conceived in an era when vehicle systems were largely mechanical and development cycles stretched comfortably over several years, the model offered manufacturers a reassuringly linear logic: requirements flowed downward through design and implementation before climbing back upward through validation and verification. Each stage mirrored another, and every requirement could, in pr...
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    The V-Model, recompiled: Q&A with Elektrobit
    For decades, the automotive industry has relied on the reassuring geometry of the V-Model. Conceived for an era when vehicles were defined chiefly by mechanical engineering, the framework brought order to complexity: requirements cascading down one side of the “V”, implementation at the base and validation climbing methodically back upward. In an industry where failure can trigger recalls, regulatory scrutiny or safety crises, such discipline became indispensable. Yet, the rise of the sof...
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    Workers protest at German supplier IAV’s headquarters over plans to cut up to 1,400 jobs
    On May 12, hundreds of workers gathered outside the Berlin headquarters of Volkswagen-backed automotive supplier IAV GmbH to protest plans to cut up to 1,400 jobs, marking the latest flashpoint in Germany's strained auto sector. The protest, organized by the IG Metall union, was directed against job cuts in Germany by mid-2027, including the effective closure of IAV's Berlin site, which would affect about 1,250 employees. Volkswagen holds a 50% stake in IAV, which employs about 5,500 people a...
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    Yokohama Rubber opens new R&D center at Hangzhou passenger car tire plant in mainland China
    Yokohama Rubber has established a research and development center in Hangzhou, mainland China. The new center is located inside Yokohama Rubber's new passenger car tire plant in Hangzhou, which commenced operations in November 2025. With the establishment of this new center, the Japanese tiremaker aims to build a system that can initiate and complete the R&D of new products locally for the mainland Chinese market. The R&D center commenced operations in May 2026. Yokohama Rubber's busi...
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    Hankook Tire Q1 consolidated revenue rises 7% year over year to $3.5 billion
    Hankook Tire & Technology reported its consolidated financial results for the first quarter ended March 31, 2026, recording 7% year-over-year growth in revenue to 5.3 trillion won (about $3.5 billion). Higher revenue helped the South Korean company achieve a 42.9% year-over-year increase in operating profit to 506.9 billion won. In the Tire business, sales grew 9.3% year over year to 2.6 trillion, while operating profit rose 31.1% year over year to 437.5 billion, resulting ...
    News
    Software-defined vehicles and multi-cycle leasing: From OTA refresh to modular vehicle renewal
    The automotive industry’s shift towards a more sustainable approach is driving the growth of multi-cycle usage models. As automakers aim to capitalize on technological innovation and changing customer usage, these strategies extend the life of vehicles, components and materials through repair, repurposing, and refurbishment.  In traditional automotive cycles, vehicles are manufactured for a single owner, before eventually being scrapped, with limited opportunities to recycle materials....
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    Proterra adds US cell option to Onyx battery platform to boost domestic content
    Proterra announced that its Onyx battery platform will be available with a US cell option, with shipments beginning in the first quarter of 2027, as part of a strategic focus and investment to localize and de-risk battery materials and components. The company said that this update responds to a shifting geopolitical and policy environment in which North American original equipment manufacturers are demanding greater domestic content. Proterra emphasized that this announcement reinforces its c...
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    Watt next? Less than promised
    For much of the past decade, the electric-vehicle industry ran on a potent blend of technological optimism and cheap money. Carmakers promised a swift shift from internal combustion to battery power; investors, buoyed by low interest rates and green zeal, obliged. Capital flooded into gigafactories, vertically integrated supply chains and speculative battery ventures. Companies such as Volkswagen Group and General Motors pledged tens of billions of dollars to electrification. Startups, including...
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    EVelution Energy signs $850 million cobalt offtake agreement with Mitsui
    EVelution Energy LLC, described as a U.S. critical minerals company developing the first commercial-scale cobalt metal and cobalt sulfate processing facility in the United States, announced that it has signed a binding long-term offtake agreement with Mitsui & Co. Ltd., valued at approximately $850 million over the five-year term based on current market prices. Under this agreement, EVelution Energy will supply Mitsui with a substantial majority of the cobalt metal production from its fac...
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    Toyota partners with CATL on EV battery manufacturing and exports in Indonesia
    Toyota Motor Manufacturing Indonesia (TMMIN) has entered into a partnership with Contemporary Amperex Technology Co. Ltd. (CATL) for electric vehicle battery manufacturing in Indonesia. As part of this collaboration, TMMIN is committing 1.3 trillion rupiah (approximately $75.8 million) to support Indonesia's EV ecosystem, including development of the battery supply chain from raw materials through to finished products. The battery project is linked to the company's "Best in Town" approach, th...
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    SK On opens Tokyo office to target Japan EV and energy storage system markets
    SK On is establishing a new office in Tokyo as early as April to strengthen its expansion into Japan's electric vehicle and energy storage system (ESS) markets. The company recently listed its Japanese branch on its website, adding it to its existing global footprint across the US, China and Europe. An SK On official said the Tokyo office will function as a strategic hub to accelerate entry into Japan's automotive and ESS markets, enabling faster responses to customer needs and supporting new or...
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    USA Rare Earth to acquire Serra Verde in $2.8 billion cash-and-stock deal
    USA Rare Earth announced it will acquire Brazilian rare earths miner Serra Verde in a cash-and-stock transaction valued at $2.8 billion, extending a series of recent acquisitions that expand the company's mining, processing and magnet-making portfolio. Over the past year, USA Rare Earth has added British rare earths metals and alloy producer Less Common Metals and a stake in French processing firm Carester to its existing magnet manufacturing plant in Stillwater, Oklahoma, and its Round Top, Tex...
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    Bosch rolls out third-generation silicon carbide chips to boost EV efficiency and range
    Bosch has begun introducing third-generation silicon carbide (SiC) chips for electric vehicles and is supplying samples to global automakers. These chips are intended to make electric cars more efficient and increase their range. According to Markus Heyn, member of the Bosch board of management and chairman of the Bosch Mobility business sector, SiC semiconductors control the flow of energy and make it as efficient as possible, and next-generation SiC chips are expected to help customers br...
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    Posco International builds rare earth to motor core value chain for EV components
    Posco International is accelerating the expansion of its mobility materials business by establishing a triangular axis value chain that connects rare earth elements and permanent magnets, centered on the core electric vehicle component, the drive motor core. The company aims to achieve 3 trillion won (approximately $2.04 billion) in related sales by 2030 through vertical integration from raw materials to final components. According to industry sources on April 21, Posco International is build...
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    Asahi Kasei delays Canada battery materials plant start amid weaker North American EV outlook
    Asahi Kasei has decided to postpone the startup of its Canada battery materials plant to 2029 or later after Honda Motor deferred its Ontario electric vehicle plans, according to Nikkei Asia. The Japanese materials supplier is building the facility in Ontario to make battery separators, a core component used in lithium-ion batteries. The project was unveiled in April 2024, with operations initially targeted for mid-2027, and the plant was designed to have an annual production capacity of abou...
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    Samsung SDI signs multiyear Mercedes-Benz battery supply deal for next-generation EVs
    Samsung SDI announced that it has signed a multiyear agreement with Mercedes-Benz to supply batteries for next-generation electric vehicles, marking the company's first EV battery supply to the automaker. The signing ceremony took place at the Andaz Seoul Gangnam Hotel and was attended by Samsung SDI President and CEO Joo Sun Choi, Executive Vice President and Head of Global Sales Han Jae Cho, Mercedes‑Benz Group Chairman Ola Källenius, Chief Technology Officer Jörg Burzer and Mercedes‑Ben...
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    Silicon Box joins Imec’s Automotive Chiplet Program
    Silicon Box has joined the Imec Automotive Chiplet Program (ACP), marking a strategic step toward accelerating chiplet adoption for next-generation vehicles. The collaborative initiative focuses on addressing the growing compute demands of software-defined vehicles, where chiplet architectures are emerging as a practical solution to rising costs, supply constraints and performance bottlenecks. Silicon Box will contribute its end-to-end expertise in chiplet interconnection — ranging from archit...
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    Aisin starts contract manufacturing of six-speed automatic transmissions for Mazda in US
    Aisin Corp. has begun contract manufacturing of a six-speed automatic transmission (AT) developed by Mazda at its facility in Crothersville, Indiana. The facility is operated by AISIN Drivetrain Inc. (ADI), a consolidated subsidiary of the Japanese supplier in the US. Automakers are expanding local production in the North American market, where demands for stable supply and rapid responsiveness continue to grow. To address these needs, Aisin is leveraging the production technologies and quali...
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    DENSO forms strategic partnership with Oracle to modernize core supply chain systems
    DENSO Corp. has established a strategic partnership with Oracle Corp. to modernize its core systems in the supply chain domain. The two partners began working on this initiative in April. Under the partnership, DENSO will deploy a new global core system based on Oracle Fusion Cloud Applications, incorporating the latest AI technologies, to build an advanced digital foundation for its supply chain operations. According to DENSO, the automotive industry is facing increasing complexity in supply...
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    A different kind of shock
    When oil prices surge, car executives often imagine stranded ships, snarled ports and container boxes piling up like driftwood. The latest flare-up involving Iran invites exactly that sort of picture. Yet the industry could face a more serious and less visible disruption. The risk is not that vehicles cannot be shipped, but that they cannot be sold. The trigger is straightforward. Fighting in the Gulf has pinched energy supply, pushing crude beyond $100 per barrel and hauling fuel prices up i...
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    IBU-tec installs spray tower at its upcoming lithium iron phosphate cathode materials plant in Germany
    IBU-tec Advanced Materials AG has completed a significant intermediate step in building large-scale production of European lithium iron phosphate (LFP) battery material by holding the topping-out ceremony for a new spray tower at its Bitterfeld-Wolfen site in Germany. The spray tower is a central component of a state-of-the-art LFP production plant scheduled to begin operations in 2028. With a capacity of 15,000 metric tons for the production of European LFP cathode material, the facility wil...
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    Altilium awarded £18.5 million to build ACT3 EV battery recycling refinery in Plymouth
    Altilium, a UK-based clean technology company focused on sustainable recovery of critical battery materials, has been awarded £18.5 million in grant funding through the UK government's DRIVE35 Scale-Up Fund, delivered by the Department for Business and Trade in partnership with the Advanced Propulsion Centre UK (APC) and Innovate UK. The funding will support the construction of Altilium's new ACT3 recycling facility in Plymouth, Devon, described as the UK's first commercial refinery for the rec...
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    Hyundai Mobis plans new investment in Nuevo Leon, Mexico
    Hyundai Mobis will invest 1 billion pesos (nearly $57.6 million) in Nuevo Leon, Mexico, to expand technology operations focused on autonomous driving, semiconductors and vehicle electrification, Mexico Business News reported April 10. The project is expected to generate approximately 250 jobs and reinforce Mexico's role within global automotive supply chains undergoing rapid technological transformation. The announcement was made by Samuel García Sepúlveda, governor of Nuevo ...
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    UK awards Agratas funding for major EV battery gigafactory in Somerset
    The UK government has awarded about £380 million in funding to Agratas, the battery arm of India's Tata Group, to support the transition to zero-emission vehicles (ZEVs), according to the government-backed Advanced Propulsion Centre (APC). This investment forms part of a broader £470 million government grant package. The funding will support Agratas' planned gigafactory in Somerset, UK, enhancing domestic electric vehicle battery production and strengthening supply chains for zero-emission ...
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    Posco Holdings expands Argentina lithium resources with acquisition of Hombre Muerto Norte salt flat
    Posco Holdings has finalized the acquisition of an additional lithium salt flat in Argentina as part of its efforts to strengthen competitiveness in the global lithium supply chain. The company announced on April 9 that its subsidiary, Posco Argentina, completed the 100% acquisition of the mining rights for the Hombre Muerto Norte salt flat from the Canadian company Lithium South on April 7. The acquisition, which follows an investment plan announced in November 2025, is valued at approximately ...
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    Valeo inaugurates vision camera assembly line at Sanand Facility in India
    Valeo Brain Division has inaugurated a new high-definition (HD) surround-view camera production line at the Sanand Facility in Gujarat, India. The new production line will focus on high-volume manufacturing of next-generation vision camera systems for major original equipment manufacturers in India. These systems are intended to enhance driver assistance, improve road safety and support growing demand for autonomous and semi-autonomous driving technologies in the region. The ...
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    Lucid Motors recalls over 4,000 Gravity electric SUVs due to faulty seatbelt welds
    Lucid Motors has issued a recall for more than 4,000 Gravity electric sport utility vehicles after discovering a problem with the vehicles' seatbelts. During unrelated safety testing in January, the company informed the US National Highway Traffic Safety Administration that some of the anchors for the SUV's second-row seatbelts were not properly welded. This defect increases the risk that the seatbelts would not hold passengers during a collision. Lucid Motors said that the problem resulted f...
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    LG Energy Solution sues Volvo Cars in South Korea over battery patent dispute
    LG Energy Solution has filed a patent lawsuit against Volvo Cars over vehicles equipped with mainland Chinese batteries. According to industry sources, the company recently sought a preliminary injunction to block alleged patent infringement by Volvo Korea. The case involves the electric sport utility vehicle EX30, which uses prismatic nickel-cobalt-manganese (NCM) batteries manufactured by mainland Chinese battery-maker Sunwoda. In addition to the injunction request, LG Energy Solution submi...
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    SBTL Advanced Materials to build smart battery pouch film plant in Daejeon, South Korea
    SBTL Advanced Materials plans to establish a production base for battery pouch films in Daejeon to expand capacity and enhance supply chain resilience significantly. The company said March 30 that it has signed an investment agreement with the city of Daejeon to build a plant in the Pyeongchon Industrial Complex, with construction targeted to begin in the second half of 2026. The new facility will span about 30,000 pyeong and will be built as a smart factory incorporating automation and remot...
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    PeakAmp and Chargeup partner to create data-driven life-cycle management for EV batteries in India
    PeakAmp has announced a partnership with Chargeup to jointly manage the life cycle of electric vehicle battery packs in India by combining Chargeup's battery data platform with PeakAmp's end-of-life management capabilities. Announced on March 23 from Gurugram, India, the partnership is described as a step toward building a more structured supply chain for used EV batteries in the country. Under the arrangement, PeakAmp will act as a technical partner to Chargeup, overseeing the procurement, t...
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    Posco International launches CVC fund to build global heavy rare earth supply chain
    Posco International is developing a global supply chain for heavy rare earth elements used in electric vehicle traction motors and has launched its first Corporate Venture Capital (CVC) fund in partnership with Posco Investment. The fund totals 25 billion won (approximately $16.6 million), and its first strategic move is an investment of 8 billion won in a domestic specialist in rare earth separation and refining. This fund is intended to function as a strategic investment platform for techno...
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    TSMC plans to start 3-nm chip mass production at Japan fab in 2028
    TSMC is expected to begin equipment installation and mass production of 3-nanometer (nm) wafers in 2028 at its second factory in Japan, according to a Taiwanese government filing released late on March 31. This follows a statement in February by TSMC CEO CC Wei, who said during a meeting with Japan's Prime Minister Sanae Takaichi that the company plans to mass-produce advanced 3-nm chips at its second fabrication plant in Japan. Under the revised plan outlined in the filing, the second chip-m...
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    Building resilient automotive supply chains: lessons from an era of disruption
    For much of the past three decades, the global automotive industry pursued a single organizing principle: efficiency. Supply chains stretched across continents, inventories shrank to a minimum, and production schedules ran with metronomic precision. Components flowed from thousands of suppliers in tightly choreographed sequences, allowing manufacturers to build increasingly complex vehicles at ever lower cost. Then the shocks began. The Fukushima earthquake and tsunami first exposed the fr...
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    India urges automakers and suppliers to curb fuel use and shift from oil amid Iran war impact
    India has asked automakers and parts suppliers to tighten production schedules to conserve fuel amid fears of shortages caused by disrupted oil and gas imports from the Gulf due to the Iran war, Reuters reported March 27, citing a government memo dated March 25 seen by the news agency. The heavy industries ministry has also urged companies to shift factory operations from oil-based fuels to electricity and to use recycled aluminum or alternative materials as shortages and costs rise. For Indi...
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    Hyundai and Kia seek new vendors after fire at key engine valve supplier’s plant in South Korea
    Hyundai Motor and Kia Corp. are seeking alternative suppliers due to concerns over potential supply disruptions following a fire at a key auto parts supplier. A large-scale fire broke out on March 20 at Anjeon Industry in Daejeon, about 140 kilometers south of Seoul, South Korea, leaving 14 people dead and 60 others injured and halting parts supplies to its customers. The automakers source engine valves from the supplier, a critical component that regulates the intake of air and fuel into eng...
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    Stellantis production disrupted by dispute with chassis module supplier ZF over payments
    A payment dispute between Stellantis ZF Chassis Modules (Windsor) has halted production at Stellantis' Toluca plant in Mexico for over two weeks and is threatening the automaker’s operations in Canada, CBT News reported March 27, citing a lawsuit filed by the Germany-based supplier in Michigan, US. Stellantis said the Toluca facility, which produces the Jeep Compass and Cherokee sport utility vehicle, has been shut down since March 14 after the supplier stopped shipping suspension modules a...
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    Jaguar Land Rover temporarily halts production at Solihull plant due to supplier constraints
    Jaguar Land Rover (JLR), owned by Tata Motors, has temporarily halted production on certain vehicle lines at its Solihull manufacturing facility in the UK due to a supply constraint from an unnamed supplier. The company, in a regulatory filing by Tata Motors Passenger Vehicles Ltd., did not specify the duration of the production pause but assured that the disruption is short-term and limited in scope. Efforts are underway to resolve the issue swiftly with the supplier to minimize impacts on c...
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    Samsung SDI partners with L&F for North American energy storage expansion
    Samsung SDI Co. has entered into a purchase agreement with L&F Co., a South Korean battery material supplier, to bolster its North American energy storage system (ESS) business. The deal, signed on Monday, involves Samsung SDI receiving 1.6 trillion won ($1.06 billion) in cathode materials used in lithium iron phosphate (LFP) batteries from L&F over three years starting in 2027, with an option to extend the agreement for an additional three years.  These materials will be utilize...
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    Keysight Technologies starts manufacturing in India
    Keysight Technologies has commenced manufacturing in India, marking a significant shift from a research and development hub to a high-precision manufacturing base with direct implications for sectors such as semiconductors, telecom, and automotive electronics. The US-based company has begun production at its Chennai facility, positioning it as the first test and measurement company to manufacture hardware products within India, catering both to domestic needs and global markets. According to ...
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    CLEPA survey shows automotive suppliers face higher profitability challenges in 2026
    Nearly one in four automotive suppliers in Europe expects to report losses in 2026, the European Association of Automotive Suppliers (CLEPA) reported in its Spring 2026 Pulse Check survey. According to the survey, 76% of automotive suppliers anticipate profitability below the sustainable level of 5%, a slight decline from the 70% noted in the previous survey in autumn 2025. Additionally, the percentage of suppliers expecting negative profitability has risen to 24%, up from 15%.  To manag...
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    ROHM and Suchi Semicon partner to boost semiconductor manufacturing in India
    ROHM and Suchi Semicon have announced a strategic partnership focused on strengthening semiconductor manufacturing in India, aiming to meet the needs of both domestic and international markets. This collaboration combines ROHM's expertise in device technology and semiconductor leadership with Suchi Semicon's manufacturing capabilities, intending to create a reliable and scalable manufacturing framework that aligns with industry developments. The partnership supports the enhancement of India's...
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    Posco Future M and Molten partner on innovative graphite production from methane gas
    Posco Future M has announced a collaboration with US-based Molten Inc. to develop natural graphite anode materials from non-mined raw materials. This partnership, solidified through a memorandum of understanding signed on March 11 at COEX in Seoul, aims to utilize methane gas in the production process. The signing event featured key representatives from both organizations, including Hong Young-joon from POSCO Future M and Molten's CEO, Kevin Bush. This collaboration will enhance Posco Future ...
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    General Motors and LG Energy Solution shift Tennessee plant to produce energy storage batteries
    General Motors (GM) and LG Energy Solution are converting an electric vehicle battery plant in Tennessee, US, to produce batteries for energy storage systems. This transition is through their joint venture, Ultium Cells, which will recall 700 previously laid-off workers to begin lithium iron phosphate battery production in the second quarter. The layoffs, which affected workers in Tennessee and Ohio, were initially due to reduced EV sales, impacting operations until mid-2026. The shift toward...
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    Posco Future M secures $668.2 million contract for EV battery anode materials
    Posco Future M announced that it has secured a 1 trillion won (about $668.2 million) contract to supply electric vehicle battery anode materials to a global automaker, marking its largest deal since entering the battery business in 2011. The agreement, covering the years 2027–2032, includes an option for extension upon mutual consent, although the automaker's identity remains undisclosed. This contract is part of a broader arrangement, which also involves a natural graphite anode supply dea...
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    Tesla and LG Energy Solution to establish $4.3 billion battery plant in Michigan
    The US government confirmed a supply agreement between Tesla and South Korea's LG Energy Solution to establish a $4.3 billion lithium iron phosphate (LFP) prismatic battery cell manufacturing facility in Lansing, Michigan, anticipated to begin production in 2027. These US-made cells are intended to power Tesla's Megapack 3 energy storage systems in Houston, contributing to the development of a domestic battery supply chain. This deal is part of a series of agreements highlighted by the Trump ...
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    Leoni invests $11.4 million in Mexico to ramp up capacity to produce wire harnesses for EVs
    Leoni has announced a strategic investment of $11.4 million to enhance its manufacturing operations in Durango, Mexico. This investment aims to bolster the company's capacity for producing wiring harnesses specifically for electric vehicles. The expansion will involve the installation of 14 new production lines, marking the facility as the first in Mexico dedicated to such advanced automotive components. As operations increase, the project is expected to create 500 direct jobs over the next two ...
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    Mainland Chinese automakers reduce supplier payment cycles to 60 days, support SMEs
    Major automakers in mainland China have initiated measures to shorten payment cycles to suppliers, honoring their commitments made in June 2025 to cap payment terms at 60 days. This decision followed a revision by the State Council of the Regulations on Ensuring Payments to Small and Medium-sized Enterprises (SMEs). The initiative aims to alleviate cash flow pressures on suppliers, particularly benefiting SMEs, and enhance the overall stability of the automotive supply chain. A survey by the ...
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    Syrah Resources and Tesla extend deadline for graphite supply issue resolution
    Syrah Resources, an Australian graphite miner, has agreed with Tesla to extend the deadline for resolving an alleged default in their graphite supply agreement to June 1. Tesla claimed that Syrah failed to provide conforming natural graphite active anode material samples from its Vidalia facility in Louisiana, US. Originally, Syrah was required to remedy the issue by March 16 or face termination of the supply agreement for Syrah's 11.25 kilotons-per-annum active anode material facility in Vid...
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    MP Materials signs rare earth supply deal with major automaker
    MP Materials Corp. has signed a significant rare earths supply contract with an undisclosed automaker and is working on securing similar deals for a planned magnet-making plant in Texas, US. The company, known for being the sole US producer of rare earth minerals, disclosed that the agreement involves supplying neodymium-praseodymium oxide, a material crucial for motor production, though specifics about the contract size were not shared. This development comes as companies rush to ensure stab...
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    SK On partners with Posco Holdings to secure lithium for EV batteries
    SK On has signed a supply agreement with Posco Holdings to procure up to 25,000 metric tons of lithium, aiming to diversify its battery raw materials supply chain away from mainland China. Key executives, including Park Jong-jin, head of Strategic Procurement at SK On, and Lee Jae-young, head of the Energy Materials Business division at Posco Holdings, attended the signing event in Seoul, South Korea. The lithium will be sourced from Posco Argentina's salt lake operations in the Hombre M...
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    The shortening of the automotive supply chain
    For decades, the car industry perfected the art of distance. Design in Germany, components from Japan and South Korea, wiring harnesses from Mexico, electronics from mainland China and final assembly wherever labor was the cheapest. The logic was simple: stretching the supply chain across borders, arbitrage wages and scale, and trusting that trade would remain broadly liberal and logistics would remain frictionless. That logic is fraying. Automakers are not abandoning globalization, but they ...
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    US International Trade Commission begins investigation into USMCA automotive rules of origin
    The US International Trade Commission (ITC) has initiated an investigation into the automotive rules of origin under the United States-Mexico-Canada (USMCA) trade agreement to assess their impact on the US economy, competitiveness, and relevance in light of recent technological changes. The USMCA's rules of origin have increased regional value content requirements, compelling manufacturers in the US, Mexico and Canada to source more inputs from within the region to qualify for free tra...
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    Nouveau Monde Graphite to commence phase two Matawinie Mine construction in Canada
    Nouveau Monde Graphite Inc. (NMG) is preparing for the construction of its phase two Matawinie Mine in Canada. The project, identified by the government of Canada as a major project of national interest, aims to support economic growth and the sourcing of critical minerals for G7 countries and allies. NMG has awarded significant contracts, securing over 50% of the project's capital expenditure, to ensure timely and on-budget delivery. Manawan-Fournier, an Atikamekw joint venture, will carry o...
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    US imposes tariffs on anode-grade graphite imports from mainland China to curb market dumping
    The US has finalized significant tariffs on imports of anode-grade graphite from mainland China following a US Commerce Department finding that the product was sold at a below-market price in the US. The government plans to impose a 93.5% antidumping duty and a 67% countervailing duty on this essential battery material. These duties are set to replace preliminary rates, with a notable decrease from over 700% for two specific companies. Countervailing duties are applied when imports receive unfai...
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    EU draft policy to mandate 70% local content for EVs to qualify for subsidies
    The EU is working on a new draft policy that aims to mandate electric vehicles to have at least 70% of their components produced within the EU, excluding batteries, to qualify for state support and subsidies. This policy is part of a broader strategy to protect the EU's €2.6 trillion manufacturing sector and to counteract challenges such as competition from low-cost Chinese products, high-energy prices and stringent climate regulations. Additionally, the policy is expected to requir...
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    From connected cars to fragile factories: How cyber risk is rewiring the auto industry
    When Jaguar Land Rover (JLR) halted production across its UK factories in late 2025, the headlines focused on lost output, idle workers and delayed deliveries. That was the easy story. The deeper, more uncomfortable truth is that the attack exposed how profoundly digital vulnerabilities have been baked into the automotive industry — not just in connected vehicles, but across factories, logistics systems and sprawling supplier networks. What was once a sector defined by nuts, bolts and mecha...
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    Thyssenkrupp opens new axle manufacturing plant in Bavaria, Germany
    Thyssenkrupp Automotive Technology, the automotive division of the Germany-based thyssenkrupp, opened a new axle assembly plant in Allershausen, north of Munich. The new plant represents a mid-double-digit million-euro investment and is expected to generate about 250 new jobs. The plant is dedicated to assembling front and rear axles for new BMW vehicle generations, marking a significant expansion of thyssenkrupp's production and logistics network in Germany. Volkmar Dinstuhl, CEO of thyssenk...
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    Mainland China's solid-state battery industry advances toward early production and integration by 2027
    Mainland China's solid-state battery industry is moving into early production and pilot deployment, with expectations to fully adopt these batteries later in the decade. Multiple battery suppliers and automakers in mainland China are now in the various stages of pilot production and vehicle-integration programs. They are aiming to demonstrate vehicles equipped with next-generation battery technology in 2027 and expand deployment in subsequent years. The industry is characterized by the a...
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    CES 2026: Software-defined vehicles continue to evolve and gain momentum and scale
    The recently concluded Consumer Electronics Show (CES) 2026 (Jan. 6–9, 2026) marked a clear inflection point: software-defined vehicles (SDVs) have entered their industrialization phase. Original equipment manufacturers and suppliers shifted decisively away from exploratory demos and concepts toward scalable, production-ready SDV platforms, with most architectures, toolchains and compute strategies aligned to 2026–28 SOPs. The focus has clearly moved from what SDVs could do, to how they can ...
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    Mining firm Keliber commences lithium mining in Kaustinen, western Finland
    Mining firm Keliber has initiated lithium mining operations in Kaustinen, located in western Finland, marking the commencement of Europe's first battery-grade lithium processing operation. The project is expected to generate about 350 jobs and offers a unique production chain in Europe. During a recent event attended by invited guests and reporters, the first spodumene veins were extracted from the Syväjärvi open pit mine in Kaustinen. These boulders will eventually yield Europe's first bat...
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    Cooper-Standard reports mixed 2025 financial results, full-year sales up 0.4% year over year to $2.74 billion
    Cooper-Standard reported financial results for the fourth quarter and full year ended Dec. 31, 2025. In the fourth quarter, the company’s sales increased 1.8% year over year to $672.4 million, but operating income dropped 98.1% year over year to $0.6 million. Net income also decreased by 91.7% year over year to $3.3 million. Adjusted EBITDA was $34.9 million, or 5.2% of sales, while net cash from operating activities was $56.2 million and free cash flow was $44.6 million. The year-over...
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    Pony.ai and Toyota unveil first mass-produced bZ4X robo-taxi for China tier 1 cities
    Pony.ai announced that the first mass-produced bZ4X robo-taxi, developed in collaboration with Toyota, has been completed, marking a significant milestone in their partnership for the production and deployment of robo-taxis. This achievement demonstrates a deep synergy between Pony.ai and Toyota in autonomous driving technology, vehicle manufacturing and supply chain integration. Both companies plan to produce over 1,000 bZ4X robo-taxis by 2026 and start introducing them into commercial services...
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    CATL begins deploying sodium-ion batteries in Changan’s electric cars
    CATL has started deploying its sodium-ion batteries in production-ready passenger vehicles, aiming to establish a leading position in developing more sustainable batteries. Together with Changan Automobile, CATL has introduced a sodium-ion battery-powered vehicle in Yakshi, Hulunbuir, Inner Mongolia, targeting a mid-2026 market launch. This is the world's first mass-produced passenger vehicle with sodium-ion batteries, although previous announcements by other Chinese automakers did not lead to l...
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    AMG Critical Materials plans lithium highway to reduce reliance on mainland China
    AMG Critical Materials, a Dutch miner and lithium supplier, aims to reduce its dependence on mainland China by processing battery-grade lithium for electric vehicles in Brazil, Portugal and Germany. Michael Connor, the head of development at AMG, stated that the company plans to create a lithium highway connecting these three countries to bypass mainland China's monopoly on lithium processing. The goal is to establish a Western processing capacity in Brazil and Portugal to provide this expertise...
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    Lights out: The automotive industry’s uneasy march toward dark factories
    Across parts of mainland China’s automotive sector, factories designed to operate without human presence are no longer experimental showcases. So-called “dark factories” — highly automated plants that rely on robotics, AI and dense sensor networks — are already producing electric vehicles at an industrial scale, operating continuously without lighting, heating or on-site labor. In Europe and the US, the concept remains more aspirational than real. Yet the direction of travel is incr...
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    Gako Technologies launches Vehicle Identification Number-level vehicle intelligence platform
    Gako Technologies has unveiled what it calls the automotive industry’s most comprehensive Vehicle Identification Number (VIN)-level intelligence platform for new vehicles. Built over two years and designed for enterprise decision-making, the platform delivers real-time, vehicle-specific visibility into pricing, incentives, payments, specifications and inventory, along with the clean, structured, machine-learning-ready data required to power AI initiatives across the automotive ecosystem. Un...
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    Solus Advanced Materials nears new European contracts for battery foil
    Solus Advanced Materials, a copper foil manufacturer from South Korea, is on the verge of signing supply contracts for battery foil with two new customers, including a mainland Chinese battery-maker operating in Europe. The company's production facility in Hungary positions it advantageously due to Europe's tightening battery regulations, which include origin requirements. Solus Advanced Materials is expected to finalize contracts within the first half of 2026, aiming to solidify its presence in...
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    JIOS Aerogel's thermal barriers to be used in Hyundai and Kia EVs
    JIOS Aerogel has announced that its South Korean manufacturing licensee has secured a contract to supply Thermal Blade thermal runaway barriers for Hyundai and Kia's upcoming and purpose-built vehicle models. This contract marks the first successful implementation of JIOS' Hub & Spoke business model, which licenses automotive suppliers to produce finished thermal barriers near customers. The contract was awarded through a Hyundai Motor Group tender, with mass production set to begin in Ju...
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    CES 2026 Spotlights Automotive Technology, from AI to Software-Defined Vehicles
    CES 2026 marked a clear shift in the automotive industry’s priorities. With demand for electric vehicles (EVs) softening and regulatory and cost pressures mounting, automakers and suppliers used the CES tech conference to emphasize automotive technology like artificial intelligence (AI) rather than electrification. Their focus moved to so-called physical and context-aware AI—systems that interpret real-world conditions in real time—positioning cars as software-defined vehicles rather than ...
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    Schaeffler leads ReDriveS research project for circular use of electric-axle drives
    Schaeffler is leading the ReDriveS research project, which is funded by the German Federal Ministry for Economic Affairs and Energy. This initiative aims to develop an industrial, automated, scalable and non-destructive recycling concept for electric-axle drives. The ReDriveS project seeks to provide a technological edge in complying with statutory recycling requirements while ensuring cost-effective access to high-value materials in the future. Collaborating with 25 partners from industry...
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    Northern Graphite and Obeikan to develop $200 million battery anode plant in Saudi Arabia
    Northern Graphite Corp. and Obeikan Investment Group have signed a term sheet to jointly develop a $200 million battery anode material (BAM) plant in Yanbu Industrial City, Kingdom of Saudi Arabia. The joint venture company will be owned 51% by Obeikan, which operates in packaging, printing and various industrial sectors in the Middle East and Africa, and 49% by Northern. The facility aims to produce 25,000 metric tons per year by 2028, with the capacity to scale up to meet rising global...
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    Xpeng plans to set up overseas supply chains teams to advance its global production network
    Xpeng plans to establish independently operated overseas localized supply chain teams in European and Association of Southeast Asian Nations markets by 2026, following its 2025 launch of local production in Europe and Southeast Asia. This initiative aims to enhance overseas supply resource deployment, improve supply chain responsiveness and support Xpeng's strategy for local production abroad. The company has accelerated its international market expansion over the past two years and aims...
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    Honda diversifies chip supply chain amid past shortages and reliance on Chinese suppliers
    Honda is taking steps to diversify its semiconductor procurement from both domestic and international suppliers to mitigate the risk of another shortage that previously led to significant operating profit losses late in 2025. Starting January 2026, the automaker will incorporate these new supplies into its mass-produced vehicles. The decision follows a production halt in the US and China, which was triggered by a temporary supply cutoff from Chinese-owned Nexperia due to a standoff with the Dutc...
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    General Motors scales back EV investments with $6 billion charge
    General Motors (GM) announced a $6 billion charge to scale back some of its electric vehicle investments, becoming the latest automaker to do so amid policy changes by the US Trump administration and a decline in EV demand. This decision involves reducing planned EV production, affecting GM's supply chain, and leading to a $4.2 billion cash charge related to contract cancellations with suppliers. However, GM affirmed it would continue to offer its US lineup of EV models. The financial writedo...
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    Honda extends plant shutdowns in China amid semiconductor shortage
    Honda Motor has announced the extension of operational suspensions at three Chinese factories due to a shortage of automotive semiconductor devices. This affects the sites of GAC Honda Automobile, a joint venture with Guangzhou Automobile Group, which were initially scheduled to resume operations after a five-day shutdown but will now restart on Jan. 19. Production of gasoline-powered vehicles and other automobiles will be halted through Jan. 16. Meanwhile, Dongfeng Honda Automobile, another JV&...
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    L&F cuts Tesla battery material deal value by 99% amid EV slowdown
    South Korean battery material supplier L&F Co. Ltd. announced a dramatic 99% reduction in the value of its 2023 supply agreement with Tesla Inc., dropping from a projected $2.9 billion to just $7,386, signaling deepening challenges in the global electric vehicle supply chain. The Seoul-based firm disclosed the sharp cut on Dec. 29 without specifying reasons, although Tesla's struggles to scale production of its next-generation 4680 battery cells and broader softening in EV demand have bee...
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    Nio strengthens reliance on CATL as primary battery supplier amid supply strategy shift
    Shanghai-based electric-car maker Nio has adjusted its battery supply strategy, reversing its efforts to reduce dependence on Contemporary Amperex Technology Co. Ltd. (CATL). Nio halted cooperation with BYD's FinDreams Battery due to insufficient orders for its Onvo subbrand's L60 midsize sport utility vehicle, as reported by local media outlet 36Kr. As a result of reduced supply from BYD, CATL has become the primary supplier for both Onvo's 85-kWh long-range battery and 100-kWh batteries, wh...
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    CATL's Yichun lithium mine to resume operations by Lunar New Year
    The lithium mine operated by CATL in Yichun, Jiangxi, is expected to resume operations in about two months after being shut down in August 2025 due to an expired mining permit in mainland China. The mine is anticipated to restart around the Lunar New Year in February 2026, with the holiday running from Feb. 15 to 23, 2026. CATL halted operations on Aug. 10, 2025, which led to a spike in lithium carbonate prices. During the halt, CATL was working on renewing the permit. Reports in November 202...
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    Verdek secures Sourcewell contract for EV charging infrastructure services
    Verdek LLC, an electric vehicle charging infrastructure provider, has announced the award of the Sourcewell Contract for electric vehicle supply equipment (EVSE) sales, installation, products and related services. The contract, announced Dec. 16, enables eligible public-sector and nonprofit organizations to procure EV charging solutions through a competitively solicited contract. This agreement includes DC fast-charging solutions ranging from 24 kW to over 200 kW and Level 2 AC chargers ...
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    Automotive suppliers sustain margins amid slower growth in 2025
    Automotive component suppliers demonstrated resilience during the first nine months of 2025 (January–September), navigating a period of moderating top-line growth while effectively enhancing profitability, compared to the strong performance in the corresponding period of 2024. While overall revenue growth decelerated from the double-digit pace observed earlier, the industry managed to expand its collective operating margins, reflecting a strong focus on operational efficiencies and cost manage...
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    CATL signs 10-year agreement with Voyah to supply advanced battery technologies
    CATL has entered into a 10-year agreement with Voyah, a new-energy vehicle (NEV) brand under Dongfeng Motor, to strengthen its position as a battery supplier. The agreement, signed Dec. 17 in Ningde, Fujian, aims to prioritize the supply of CATL's advanced technologies such as the Qilin Battery, Freevoy Battery and Shenxing Battery, for integration into Voyah vehicles. CATL will also establish production capacity near Voyah's facilities to ensure a stable supply chain as Voyah scales up ...
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    Honda plans to halt operations in Japan and China due to semiconductor shortage
    Honda Motor plans to halt operations at its plants in Japan and China between late December 2025 and early January 2026 due to a semiconductor shortage. This decision follows previous temporary production suspensions in Mexico, caused by disruptions in semiconductor supplies, in October 2025 and November 2025. The company announced that it will pause production at three automobile plants in China, operated through a joint venture with a Chinese automaker, for five days starting Dec. 29, 2025. In...
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    US Justice Department settles import tariff dispute with Wanxiang America
    The US Justice Department (US DOJ) has reached a settlement with Wanxiang America, a wholly owned subsidiary of mainland China-based auto parts supplier Wanxiang Group Corp., Reuters reported Dec. 18. This settlement concerns import tariffs on wheel hub assemblies and other parts imported from mainland China over a five-year period. The US government alleged that Wanxiang America had incorrectly classified its imported wheel hub assemblies and failed to disclose that these parts were subject ...
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    Ford cancels $6.5 billion EV battery deal with LG Energy Solution
    Ford Motor has terminated a $6.5 billion deal with South Korea's LG Energy Solution to supply electric vehicle batteries. The cancellation was announced by LG Energy Solution in a regulatory filing, citing Ford's decision to halt production of certain EV models due to changes in policy and a shift in EV demand outlook. LG Energy Solution had signed contracts in October 2025 to provide EV batteries to Ford in Europe, starting in 2026 and 2027. Recently, Ford also announced a $19.5 billion w...
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    USABC launches nine requests for proposal information to advance EV battery cell development
    The United States Advanced Battery Consortium LLC (USABC), under the United States Council for Automotive Research LLC (USCAR), has announced nine requests for proposal information (RFPIs) aimed at advancing battery cell development for electric vehicles. These RFPIs are part of a $90 million cooperative agreement with the US Energy Department (US DOE), with $60 million in federal funding. The objective is to identify developers who can meet or exceed USABC's targets for EV battery cells and ...
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    2026 Automotive Analyst Outlook
    S&P Global Mobility’s 2026 Automotive Analyst Outlook presents a comprehensive collection of insights, reflections and forward-looking perspectives from our team of analysts. Drawing on a year marked by volatility, innovation and adaptation, our experts examine how the global automotive industry navigated the challenges and opportunities of 2025 — from supply chain disruptions and regulatory shifts to the evolving landscape of electrification, connectivity and consumer preferences. Throu...
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    Battery separator suppliers in China plan to raise prices, could impact EV battery cost
    Mainland China's lithium-ion battery supply chain is facing cost pressures due to proposed price increases from major battery separator manufacturers. This is expected to impact the electric vehicle battery costs in the near term. Several leading separator firms have announced price increases of up to 30% for wet-process separator products, as reported by NBD (Daily Economic News, China), with base film and coated film expected to experience similar increases. While some adjustments have begu...
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    Sodecia Aapico JV invests $120 million in South Carolina manufacturing facility in US to serve Scout Motors
    The Sodecia Aapico Joint Venture, a joint venture company between Portugal-based Sodecia and Thailand-based Aapico, has announced plans to invest $120 million to construct a new manufacturing facility in Orangeburg County, South Carolina, the US. The 400,000-square-foot plant will produce ladder frames for Scout Motors and is expected to create nearly 400 new jobs. Established in May, the joint venture combines the strengths of both companies to serve Scout Motors, which is rev...
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    Lithium producers in mainland China raise prices as growing demand tightens supply
    Chinese lithium producers are responding to a surge in demand by increasing prices, as reported by Shanghai Securities News. The report highlights that several major lithium iron phosphate (LFP) manufacturers have proposed price hikes, with one company planning to raise processing fees across its entire LFP product line by 3,000 yuan (about $420) per metric ton, effective Jan. 1, 2026. The price adjustment plan indicates that these pricing changes may be renegotiated in the event of significa...
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    Kumho Tire plans $587 million investment in new tire production facility in Poland
    Kumho Tire has announced its plans to establish a passenger car tire production facility in the Opole region of Poland, aiming to enhance its presence in the European market. The new plant is expected to commence operations by August 2028, following the completion of necessary investment approvals and licensing procedures. Initially, the production capacity is set at 6 million tires per year, with plans to adjust output based on market conditions. The South Korean tiremaker will invest $587 mill...
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    The push to eliminate rare earth elements from EV motor supply chains
    Amid shifting global trade dynamics, automakers are being forced to rethink supply chains for critical electric vehicle (EV) components. EV motors—long dependent on rare earth elements (REEs)—are now a strategic pressure point. Recent export restrictions from mainland China, which currently dominates the mining and refining of rare earth elements, combined with geopolitical uncertainty, have transformed automakers' dependence on REEs into a significant strategic vulnerability. Rare earth ...
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