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    CES 2026 - Auto Show Report
    CES 2026 marked a clear shift in the automotive industry’s priorities. With demand for 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 fixed hardware.
    2026 Automotive Supplier Outlook
    In the wake of another tumultuous year for the global automotive industry, this report provides unfiltered insights directly from the front lines. S&P Global Mobility’s Matthew Beecham engaged with 59 senior executives from across the automotive supply chain to capture their experiences and strategies. Now in its third year, this comprehensive end-of-year analysis outlines the operational and strategic challenges suppliers faced in 2025 and how they are preparing for 2026. The suppliers...
    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...
    Navigating the upcoming automotive DRAM chip shortage
    As we are just exiting the Nexperia crisis, a potentially more disruptive shortage of DRAM memory chips is on the horizon, expected to impact the automotive industry from Q1 2026. This webinar explores the origins of the shortage driven by soaring demand for High Bandwidth Memory (HBM) in data centers, assesses industry exposure across vehicle segments and regions, and discusses possible solutions along with their limitations.
    Addionics
    Addionics Ltd. designs and develops rechargeable batteries for electric vehicles by transforming battery architecture with smart 3D Electrodes. The company's manufacturing process combined with its AI-based optimization software improves the economics and performance of batteries, including increased energy capacity, reduction in charging time, improved thermal and mechanical stability, and longer lifetime. Its technology can also be applied to consumer electronics, stationary energy storage, av...
    American Battery Factory
    American Battery Factory, Inc. manufactures lithium iron phosphate (LFP) batteries. It serves the United States market. The company was founded in 2021 and is based in American Fork, Utah.
    EnergyX
    Energy Exploration Technologies, Inc. develops and sells clean energy technologies in global markets. The company offers products, such as Lithium-Ion Transport and Separation (LiTAS), a direct lithium extraction technology that allows operators to process lithium brines found in salt flats across the world for the purpose of harvesting lithium; and solid-state battery technology (Solis), a solid-state and quasi-solid-state batteries. It also offers services, including lithium refinery and proce...
    Harbinger
    Harbinger Motors Inc. designs and manufactures vertically-integrated electric vehicle platform at zero acquisition premium for commercial fleet operators and other medium-duty vehicle customers. It offers a driver-focused chassis architecture for commercial walk-in vans, recreational vehicles, and box trucks. Harbinger Motors Inc. was formerly known as Electron Transport Inc. and changed its name to Harbinger Motors Inc. in August 2022. The company was incorporated in 2021 and is based in Garden...
    Matter
    Matter Motor Works Pvt. Ltd. designs and manufactures motorcycles and home inverters powered by lithium-ion batteries. The company provides executive motorcycles with manual transmissions designed for rider comfort and contemporary use. It offers the Smart Home Dock Inverter, which draws power from lithium-ion batteries and is developed in-house for energy efficiency and utility. The company has upcoming launches in its product lineup and provides opportunities for partners interested in electri...
    Piedmont Lithium
    Piedmont Lithium Inc., a development stage company, engages in the exploration and development of resource projects in the United States. The company primarily holds a 100% interest in the Carolina Lithium Project that include an area of approximately 3,482 acres located within the Carolina Tin-Spodumene Belt situated to the northwest of Charlotte, North Carolina in the United States. It also owns a real property of approximately 5 acres in Bessemer City, North Carolina; and 61 acres property in...
    TWAICE Technologies
    TWAICE Technologies GmbH develops battery analytics and simulation software for monitoring, managing, and optimizing battery systems. The company provides battery analytics software and digital solutions for monitoring, managing, and optimizing the performance, health, and lifetime of lithium-ion batteries and energy storage systems. Its offerings include cloud-based platforms and dashboards for analyzing battery data, generating insights into battery state of health, and forecasting remaining u...
    Zitara
    Zero Nox, Inc. engages in the development, manufacture, and sale of batteries and their integration into electric vehicles. The company provides battery systems and management software for forklifts, carts, and shuttle vehicles. The company offers various solutions, such as OEM electrification, fleet conversions, ZeroNox telematics, and forklift battery upgrades. Zero Nox, Inc. was incorporated in 2017 and is based in Porterville, California with an additional location in Vancouver, Canada.
    Himadri Speciality Chemicals ventures into EV battery materials with LFP cathode plant in Odisha, India
    Himadri Speciality Chemicals is expanding into the electric vehicle battery materials sector and is in discussions with global EV manufacturers and battery-makers to supply lithium iron phosphate (LFP) cathode materials. This move is intended to leverage the increasing demand for cost-efficient, safe and eco-friendly battery chemistries, thereby enhancing the company's role in the global energy storage supply chain. The company plans to introduce its LFP business in stages, aiming to supply m...
    Imerys partners with French government for EMILI project's strategic lithium development
    Imerys has announced that Banque des Territoires, representing the French government, is acquiring a minority stake in the Exploitation de Mica Lithinifère (EMILI) project. The transaction, aimed at supporting the project, is expected to be finalized in the coming months. The investment by the French government is part of the "critical metals" component of France 2030, and it marks a significant step in the development of the EMILI project, an endeavor recognized as strategically important a...
    FAW Group begins installing semisolid-state batteries in prototype cars
    FAW Group subsidiary, China Automotive New Energy Battery (CANEB), has started testing semisolid-state batteries in prototype vehicles to validate this new power battery technology. This marks the first use of a lithium-rich manganese-based solid-liquid hybrid battery, representing a significant advancement in battery energy density. The battery, developed in collaboration with Professor Chen Jun's team at Nankai University, achieves an energy density of over 500 watt-hours per kilogram ...
    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...
    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...
    Cadenza Innovation
    Cadenza Innovation, Inc. manufactures and sells lithium-ion batteries for electric vehicles (EV) worldwide. The company also offers racks for energy storage systems. It serves EV, PHEV, energy storage, telecom, and other specialty markets. The company was formerly known as Cloteam, LLC. Cadenza Innovation, Inc. was founded in 2012 and is headquartered in Danbury, Connecticut with an additional office in White Plains, New York.
    eMatrix Energy
    eMatrix Energy Systems is a leading provider of innovative energy storage solutions, specializing in advanced battery systems for various applications. With a strong commitment to sustainability and efficiency, the company aims to revolutionize the way energy is stored and utilized. Their cutting-edge technologies and expertise in energy management enable customers to maximize the use of renewable energy sources and optimize energy consumption. Through collaboration with customers and a focus on...
    Factorial Energy
    Factorial Inc. develops and manufactures solid-state batteries. The company produces solid-state battery cells, including 0.6 Ah, 20 Ah, and 100+ Ah cells, and ships automotive B-samples to global original equipment manufacturers for testing. It offers the Solstice manufacturing process for battery production and provides end-of-life solutions for batteries, including lithium-metal recycling in partnership with Young Poong. The company implements supply chain management services such as supplier...
    Freyr Battery
    T1 Energy Inc. provides energy solutions for solar and batteries in the United States and Norway. It also manufactures and sells photovoltaic solar modules. The company was formerly known as FREYR Battery, Inc. and changed its name to T1 Energy Inc. in February 2025. T1 Energy Inc. is headquartered in Austin, Texas.
    Nth Cycle
    Nth Cycle Inc. operates as a metal processing technology company. The company develops an electro-extraction technology that enables customizable, clean, and consistent recovery of the critical minerals for the energy transition. Its product uses recycling technology to reclaim valuable metals to create a secondary source of these metals to protect the future with clean energy advancements. The company was founded in 2017 and is based in Burlington, Massachusetts.
    QuantumScape
    Quanergy Systems, Inc. develops and markets light detection and ranging (LiDAR) solutions for automotive and IoT applications. The company offers M1 LiDAR sensor for mid-long range industrial measurement applications; M1 Edge 2D LiDAR sensor that enables reliable collision avoidance and smart navigation; M8 LiDAR sensor, which provides 3D perception using multiple eye-safe laser beams and time-of-flight measurement technology; MQ-8 LiDAR sensor for flow management applications; M8-Prime 3D LiDAR...
    StoreDot
    Steradian Semiconductors Pvt. Ltd. develops radar transceiver and radar sensor systems for imaging radar. It offers radar ICs, a device that supports the channels with best noise figure and power consumption in the industry and offers reliability based on the optimal combination of RF and digital macros for radar processing; integrated traffic monitoring system, a real time speed enforcement or traffic monitoring radar system that offers a plug-and-play unit for controlling and visualizing for s...
    Porsche to exclusively adopt South Korean batteries for South Korean EVs
    Porsche has decided to use South Korean batteries exclusively for all its electric vehicles sold in South Korea starting in 2026. Previously, the Macan Electric sport utility vehicle was equipped with batteries from mainland Chinese company CATL, but starting from the 2026 model year, vehicles will be fitted with Samsung SDI batteries. The Cayenne Electric, a midsize SUV to be released in 2026, and the Taycan, an all-electric model currently available, will feature batteries from LG Energy So...
    BorgWarner expands battery management system program with global OEM for BEVs and PHEVs
    BorgWarner, located in Auburn Hills, Michigan, has announced an expansion of its series-production battery management system (BMS) program with a global original equipment manufacturer. BorgWarner has been supplying the BMS to this customer since 2023, and the expanded program will support additional B-segment and C-segment passenger cars and light commercial vehicles (LCVs) for battery-electric vehicle (BEV) and plug-in hybrid electric vehicle applications, starting in 2029. Stefan Demm...
    EV battery diagnostic startup Aviloo raises €30 million in fresh funding
    Aviloo, an independent electric vehicle battery diagnostics company headquartered in Austria, has secured a strategic investment of approximately €30 million. This investment comes from Armira Growth and Invest AG, which has acquired all shares previously held by the European Innovation Council Fund. Raiffeisen KMU Invest remains a key shareholder, and the deal awaits regulatory antitrust approval. Established in 2018 by Wolfgang Berger and Nikolaus Mayerhofer, Aviloo has grown from an...
    Gotion collaborates with BASF on solid-state battery technology
    Gotion High-Tech, a leading battery-maker from mainland China, has entered into a partnership with BASF, a German chemicals company, to develop solid-state battery technology. This collaboration is aimed at advancing next-generation batteries expected to be incorporated into mass-produced vehicles in the near future. The companies signed a strategic cooperation memorandum in Gotion's headquarters in Hefei, Anhui, to embark on this joint development of high-performance materials crucial for ne...
    Samsung SDI
    Samsung SDI Co., Ltd. manufactures and sells batteries in South Korea, Europe, China, North America, Southeast Asia, and internationally. The company operates through Energy Solutions and Electronic Materials segments. It offers small-sized lithium ion batteries used in laptops, tablets, mobile phones, wearable devices, power banks, power tools, garden tools, vacuum cleaners, e-bikes, e-scooters, and ignition products; automotive batteries; and energy storage systems for use in residential, util...
    Stellantis takes a €22 billion hit on EV strategy reset
    Soon after Ford Motor Co. and General Motors (GM) wrote off billions of dollars due to scaling back their respective electric vehicle development plans, Stellantis announced it will take a staggering €22.2 billion hit to its balance sheet amid fading global demand for battery-electric vehicles (BEVs). The announcement came after the carmaker conducted a thorough assessment of its strategy and related costs to align its product development with real-world customer demand. The transition t...
    ProLogium Technology begins construction of gigafactory in Dunkirk for battery production
    ProLogium Technology has initiated the construction of a gigafactory in Dunkirk, France, marking the company's first facility outside Taiwan. This site will focus on the mass production of solid-state lithium ceramic batteries, contributing to Europe's energy transition and strategic technological sovereignty. Supported by the French government, this facility aims to enhance France's industrial ecosystem and create jobs while supporting the decarbonization of the economy. French President Emm...
    Panasonic reports 3.5% YOY decline in Energy unit's Q3 profit due to North American market
    Panasonic Holdings reported a 3.5% year-over-year decline in third-quarter operating profit for its Energy unit, which produces batteries for Tesla, primarily due to a weaker performance in the North American market. The company also revised its full-year profit outlook downward and reported a loss for the quarter. The Energy segment achieved a third-quarter operating income of ¥40.5 billion (approximately $259.2 million), influenced by a cooling electric vehicle market in North America, whi...
    Hunan NK New Materials
    Hunan NK New Materials Co., Ltd. manufactures carbon anode materials for sodium-ion batteries. The company was founded in 2022 and is based in Changsha, China.
    Prime Planet Energy & Solutions launches new subsidiary in North America
    Prime Planet Energy & Solutions Inc., based in Chuo-ku, Tokyo, and led by President Hiroaki Koda, has announced the formation of a new subsidiary in the US. The subsidiary aims to bolster the company's organizational framework and operational capabilities in the North American market. Previously, the company's operations were primarily based in Japan and mainland China. The new subsidiary will address the urgent need to advance technical support for customers in North America and for the ...
    Anson Resources achieves 99.4% purity in battery-grade lithium carbonate production
    Anson Resources Ltd., through its subsidiary Blackstone Minerals NV LLC, has successfully produced battery-grade lithium carbonate with 99.4% purity from the brine of its Green River Lithium Project. The company upgraded and purified the eluate, initially produced during test work at its Sample Demonstration Plant, and transported it to Anson's Lithium Innovation Center in Florida, US, for further processing. This proprietary downstream flow sheet removed impurities, resulting in lithium carb...
    EcoPro establishes European sales hub in Germany
    EcoPro has established its first European sales subsidiary in Germany to enhance its global expansion strategy. The company has appointed Kimbal Virdi, a former senior director of business development at EcoPro's cathode materials affiliate EcoPro BM, to lead this new unit. Virdi, who joined EcoPro BM in April 2024, brings extensive experience in lithium-ion battery systems from his 25-year career in the automotive industry. The Germany-based sales hub aims to strengthen EcoPro's presence in ...
    BYD advances development of solid-state and sodium-ion battery chemistries
    BYD has made advancements in its sulfide-based solid-state battery technology, enhancing cycle life and fast-charging performance, with plans for small-batch production by 2027. The company has confirmed its focus on developing sulfide-based solid electrolytes as part of its solid-state battery technology road map. This puts BYD in line with other global battery-makers that are aiming to begin pilot production of solid-state batteries between 2026–2030. Alongside its progress on sul...
    AutoTechInsight Weekly - 9 February 2026
    Click the link above to download this week's issue
    LG Energy Solution acquires full ownership of Canada's NextStar Energy from Stellantis
    LG Energy Solution is set to acquire full ownership of NextStar Energy, following a strategic decision made jointly with Stellantis, which will sell its 49% stake in the company. This transition is a result of extensive discussions with NextStar Energy's leadership and aims to ensure long-term growth and investment while maintaining a seamless transition. Established in 2022 as a joint venture between LG Energy Solution and Stellantis, NextStar Energy operates Canada's first large-scale battery ...
    ACC abandons gigafactory plans in Italy and Germany amid Stellantis challenges
    Stellantis-backed Automotive Cells Co. (ACC) has decided to abandon plans to construct gigafactories in Italy and Germany, according to the Italian metalworkers' union, UILM. ACC's initial strategy was to establish three gigafactories across Europe — in France, Germany and Italy. However, the projects in Termoli, Italy, and Kaiserslautern, Germany, have been definitively shelved. ACC said that the prerequisites for restarting these projects are unlikely to be met, prompting them to c...
    Element3 begins lithium carbonate production in Texas, marking a domestic milestone
    Element3, a critical minerals company based in Fort Worth, Texas, has initiated lithium carbonate production in the Permian Basin, marking the first new domestic lithium mining project in the US in over 50 years. Located in Midland, Texas, the facility has a 3,000 metric tons per annum capacity and utilizes produced water from the Permian Basin, transforming oil and gas infrastructure into a critical mineral asset. This initiative supports the current US administration's goal to reduce reliance ...
    Aptiv
    Aptiv PLC engages in design, manufacture, and sale of vehicle components for the automotive and commercial vehicle markets in North America, Europe, the Middle East, Africa, the Asia Pacific, South America, and internationally. It operates through two segments, Signal and Power Solutions, and Advanced Safety and User Experience. The Signal and Power Solutions segment designs, manufactures, and assembles vehicle’s electrical architecture, including engineered component products, connectors, wir...
    GS Yuasa - Global Headquarters
    GS Yuasa Corporation manufactures and sells batteries, power supplies, lighting equipment, and other battery and electrical equipment in Japan, Asia, North America, Europe, and internationally. It operates through Car Battery; Industrial Battery Power Supply; Automotive, Aviation, Space, and Marine Development Lithium-Ion Battery; and Others segments. The company offers car; motorcycle; automotive lithium ion; industrial storage; power supply; stationery; large scale battery storage system; and ...
    Guoxuan High-Tech
    Gotion High-tech Co.,Ltd., together with its subsidiaries, engages in the research and development, manufacturing, and marketing of power battery systems, energy storage battery systems, and power transmission and distribution equipment in China and internationally. The company provides lithium iron phosphate materials and battery cores, ternary materials and battery cores, power battery packs, and power battery management systems for use in electric commercial vehicles, passenger vehicles, spec...
    Mitsubishi Heavy Industries - Global
    Mitsubishi Heavy Industries, Ltd. manufactures and sells heavy machinery worldwide. It operates through four segments: Energy Systems; Plants & Infrastructure Systems; Logistics, Thermal & Drive Systems; and Aircraft, Defense & Space segments. The company offers thermal, renewable energy, nuclear power generation, engine power plants, and oil and gas production plants, as well as distributed power for total energy solutions and fuel cells; civil aircrafts and aeroengines, aviation equipment, and...
    SK Innovation
    SK Innovation Co., Ltd., together with its subsidiaries, engages in the development, production, and sale of petroleum, natural gas, petrochemical, lubricants, and base oil products. It operates in six segments: Petroleum and Petrochemicals, Lubricants, Battery and LiBS , E&P, E&S and Others. The company is also involved in insurance, power, district energy, renewable, city gas, LNG, manufacturing, trading, and oil exploration businesses; storage and sale of petroleum products; manufacturing of ...
    Toyota Industries - Global headquarters
    Toyota Industries Corporation manufactures and sells textile machinery, materials handling equipment, automobiles, and automobile parts in Japan, the United States, and internationally. It operates through the Automobile, Materials Handling, and Textile Machinery segments. The company provides internal combustion telematics, lift truck training, and end-to-end warehouse solutions, as well as electric lift trucks comprising reach trucks, pallet jacks, pallet stackers, sit-down and stand-up counte...
    Cylib
    cylib GmbH operates as a battery recycling company, covering the entire process from discharging batteries to recovering and producing raw materials from end-of-life batteries and production scrap. The company provides technology and processes for recycling lithium-ion batteries, including battery discharging, hydrometallurgical extraction, and recovery of valuable metals and marketable raw materials. It operates a pilot battery recycling plant and is scaling up to industrial-level production ca...
    Emflux Motors
    Emflux Motors Pvt. Ltd develops and manufactures electric vehicle components, systems, and testing equipment, focusing on electric drives, battery management systems, motors, controllers, and EV charging solutions. The company provides design, prototype development, and certification services for electric vehicles and components, supporting two- and three-wheeler electric vehicles with products such as universal electric drives, battery architectures, and charging solutions. Emflux Motors offers...
    EST-Floattech
    EST-Floattech BV develops and supplies energy storage systems and battery management solutions for maritime applications. The company provides energy storage solutions, including maritime battery systems of various sizes and capacities for ferries, river cruises, and superyachts. It offers customized battery management systems and battery control units, such as the Octopus series and Green Orca modules, which enable real-time monitoring and integration with vessel systems. The company delivers c...
    Premergy
    Premergy, Inc. develops technology to improve battery performance and longevity in electric vehicles. The company provides technology designed to extend battery life and reduce battery stress, offering solutions that address battery load and thermal stress in electrified applications. Its technology is applicable to all types of electric vehicles and aims to keep batteries stable and operating efficiently for longer periods compared to traditional electric vehicle architectures. The company serv...
    Prime Batteries Technology
    Prime Batteries Technology SRL develops, manufactures, and distributes lithium-ion batteries and energy storage systems. The company offers battery energy storage solutions for stationary applications such as home storage, electric machinery, forklifts, robots, and charging stations. It provides products and solutions for both behind-the-meter and after-the-meter energy storage needs, supporting grid support and renewable energy integration. The company produces in-house engineered battery cells...
    ViZn Energy Systems
    ViZn Energy Systems, Inc. operates as a provider of energy storage systems and battery technology. The company delivers energy storage systems based on flow battery technology for grid-scale, commercial, and industrial applications. Its products are used to minimize demand charges, optimize time-of-use billing, increase photovoltaic self-consumption, provide backup power, and integrate with solar and diesel generators to reduce fuel consumption and emissions. The company offers solutions for fre...
    XNRGI
    XNRGI, Inc. develops and sells silicon-based rechargeable lithium batteries, silicon fuel cells, and Formira HOD systems. The company focuses on developing and supplying its products for military, transportation vehicles, and portable electronics applications in India, China, and parts of Europe. The company was formerly known as Neah Power Systems, Inc. and changed its name to XNRGI, Inc. in November 2018. XNRGI, Inc. was founded in 1999 and is based in Bothell, Washington.
    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...
    Foxconn opens EV technology R&D center in mainland China
    Taiwanese technology company Foxconn has started operations at its new research and development center focused on electric vehicles and associated technologies in Zhengzhou, located in mainland China. The local government announced that the facility is positioned close to BYD's factory in Zhengzhou and will concentrate on advancements in next-generation electric and electrical architecture, as well as smart driving technology. Li Guangyao, the general manager of a Henan, mainland China-bas...
    Svolt’s Dragon Armor 3.0 battery achieves fire and electricity separation to control thermal runaway
    Svolt Energy has introduced its Dragon Armor 3.0 battery, designed to achieve fire and electricity separation, which physically separates the terminals from the pressure relief channels. This design ensures that in the event of thermal runaway, flames are expelled directionally away from the vehicle's passenger area. The separation is achieved by placing the positive terminal on one side and the pressure relief channel on the opposite, each with distinct paths to prevent fire from reaching th...
    Karma Automotive and Factorial partner to launch solid-state battery production in the US
    Karma Automotive Inc. and Factorial Inc. have announced a partnership to launch the first solid-state battery production program in the US for passenger vehicles. This collaboration intends to incorporate Factorial's FEST solid-state battery technology into Karma's future vehicle platform, starting with the all-electric Karma Kaveya super coupe, which boasts over 1,000hp and a top speed exceeding 200 mph. The Kaveya is expected to be introduced to the US market by late 2027. The par...
    QuantumScape unveils new Eagle Line at San Jose facility for battery production
    QuantumScape Corp. announced the inauguration of its newly installed Eagle Line at its San Jose, California, facility. The event was attended by automotive original equipment manufacturer customers, ecosystem partners and government officials, and included a tour of the Eagle Line. The Eagle Line comprises equipment, materials and automated processes forming the production blueprint for QuantumScape's technology. It utilizes the Cobra process, a scalable method for producing the QuantumScape sep...
    Canadian government to rework EV strategy and reintroduce incentives
    The Canadian federal government is expected to announce a shift in its national automotive strategy, moving away from the electric vehicle mandate toward new fuel-efficiency standards and credits, as reported by CBC News. Alongside this change, the government is expected to reintroduce popular incentives for consumers purchasing EVs. According to sources, the new emissions standards will still require a significant number of EVs by 2035, deviating from the previous mandate that set incrementa...
    Ford and Geely are in talks to collaborate on manufacturing and technology
    Ford Motor and Geely Auto are in discussions about a potential partnership to share the costs of technology and manufacturing. Geely may use Ford's European factory to produce vehicles for the European market, according to a Reuters report. Additionally, the companies are considering a framework for sharing automotive technologies, including autonomous driving. Progress on the European manufacturing negotiations appears to be smoother, with Ford's plant in Valencia, Spain, likely being con...
    BMW commences preproduction of new i3 models in Munich
    The BMW Group plant in Munich has begun producing pre-series vehicles of the new BMW i3, marking the next phase of preparation for series production, which is set to commence in the second half of 2026. Peter Weber, head of the BMW Group Plant Munich, highlighted this as a significant milestone, as it marks the first time a BMW i3 has been manufactured entirely within the plant using advanced production technology and digitally connected processes. This near-series production phase al...
    6K
    6K Inc. develops and manufactures engineered materials, including advanced battery materials and metal powders, using proprietary plasma technology. The company produces advanced battery materials and premium metal powders for applications in additive manufacturing, renewable energy, aerospace, and consumer electronics. It offers angular metal powders for thermal spray, press and sinter, metal injection molding, and hot and cold isostatic pressing, as well as plasma synthesis and microwave plasm...
    Amprius Technologies
    Amprius Technologies, Inc. Is a leading manufacturer of high-energy and high-power lithium-ion batteries producing the industry’s highest known energy density cells. The company’s commercially available batteries deliver up to 450 wh/kg and 1,150 wh/l. The company’s corporate headquarters is in Fremont, California where it maintains an r&d lab and a pilot manufacturing facility for the fabrication of silicon anodes and cells.
    Blue Current
    Blue Current, Inc. develops and manufactures solid-state battery technology and components. The company focuses on silicon-based, fully dry composite solid-state batteries and provides technology, know-how, and samples to battery and automotive manufacturers for integration into their products. It produces anolyte, catholyte, separator, and solid electrolyte, while sourcing anode and cathode active materials from external providers. The company offers access to internal and third-party validated...
    Lithion Recycling
    Lithion recycling has developed an efficient and cost-effective process for recycling lithium-ion batteries, the most widely used batteries for electrical vehicles and portable electronics today. This new process allows up to 95% of these batteries’ components to be recovered and treated so that they can be reused by battery manufacturers—a concrete way to close the loop on battery life-cycle. Lithion recycling is aiming for a worldwide commercialization of its technology, which began with t...
    Northvolt
    Northvolt AB manufactures batteries including lithium-ion batteries for renewable energy and transport sector. The company offers solutions such as, cells, custom cells, battery systems, and data. It customizes batteries according to foundry, chemistry, and form factor requirements. The company serves automotive, grid, industrial, portable and micromobility, and disruptors markets. Northvolt AB was formerly known as SGF Energy AB and changed its name to Northvolt AB in March 2017. Northvolt AB w...
    OUR NEXT ENERGY
    Our Next Energy Inc. develops and manufactures energy storage technology for vehicles, renewables, and the grid. The company offers Aries LFP, a durable lithium iron phosphate (LFP) pack for use in trucks, boats, and more; Aries II, a LFP pack for passenger vehicles; and Gemini, a battery with dual-chemistry architecture that contains two cells using two different battery chemistries. Additionally, the company offers Aries Grid, an energy storage system for factories, data centers, and communiti...
    Princeton NuEnergy
    Romeo Power, Inc., an energy storage technology company, designs and manufactures lithium-ion battery modules and packs for vehicle electrification in North America. The company designs and manufactures battery modules, battery packs, and battery management system technologies; and provides non-recurring engineering services, such as design, prototype, and testing services. It serves commercial electric vehicle manufacturers, electric powertrain converters, electric watercraft manufacturers, fle...
    Redwood Materials
    Redwood Materials, Inc. recycles batteries, refines critical minerals, and remanufactures battery materials for use in new battery production. The company provides battery recycling services, including collection and recycling of lithium-ion batteries from electric vehicles and consumer devices. It refines and recovers critical minerals and metals from end-of-life batteries and remanufactures battery materials such as anode copper foil and cathode active materials. The company supplies recovered...
    Sila Nanotechnologies
    SigmaSense, LLC manufactures digital sensing technologies to solve the noise immunity and tuning challenges of touch sensors for consumer devices, large format interactive displays, and custom sensing applications. It offers SigmaScribe a digital writing appliance; Sigma-delta Architecture is a digital architecture for capacitive imaging technologies; and SigmaTouch Controller offers capacitive imaging to concurrently transmit and receive for self-capacitance, mutual capacitance, and pen from a ...
    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...
    DENSO reports 3.9% YOY growth in nine-month FY'25/26 revenue; operating profit down 6.4%
    DENSO has announced financial results for the nine-month period ending Dec. 31, 2025, reporting a 3.9% year-over-year increase in consolidated revenue to ¥5.5 trillion (about $35.2 billion). Despite higher revenue, the Japan-based company recorded a 6.4% year-over-year decline in consolidated operating profit to ¥375.9 billion and a 12.5% year-over-year drop in consolidated profit attributable to owners of the parent company to ¥273.7 billion. In Japan, DENSO’s r...
    EVPS Ningbo Energy Storage System
    EVPS Ningbo Energy Storage System Co., Ltd. provides research and development, technical advice, and production services for electric vehicles and energy storage. The company offers technical advice for electric vehicle and energy storage businesses, supported by a research and development team and a production workshop equipped with imported equipment. EVPS Ningbo Energy Storage System Co., Ltd. serves clients in the electric vehicle and energy storage industries. The company was founded in 201...
    Samsung SDI revenue drops 20% YOY to 13.27 trillion won in 2025
    Samsung SDI has reported its fourth-quarter and full-year financial results for 2025. In the final quarter of 2025, the company achieved revenue of 3.86 trillion won (approximately $2.6 billion) with an operating loss of 299.2 billion won. This revenue marks a 26.4% increase quarter over quarter and a 2.8% increase year over year. The operating loss was halved from the previous quarter, indicating a gradual improvement in business performance. The annual financial summary for 2025 showed reve...
    Michigan demands $23.7 million back from Gotion for halted project
    Attorney General Dana Nessel's office in Michigan, US, has sent a formal demand letter to Gotion Inc. seeking the return of approximately $23.7 million in taxpayer money. This sum was used to prepare land in Big Rapids for a halted battery parts manufacturing plant project. The demand follows a letter from Michigan on Sept. 17, 2025, declaring Gotion in default of a $175 million taxpayer incentive agreement. Assistant Attorney General James A. Zeihmer mentioned in the letter that the cas...
    The evolving landscape of cathode active materials in EVs: Balancing production capacity investments amid oversupply challenges
    Cathode active materials (CAM) form the heart of lithium-ion batteries powering the global electric vehicle boom. These high-value components determine energy density, cost, performance and safety, making CAM production a critical constraint in the supply chain. As EV adoption accelerates worldwide, the CAM market stands at a pivotal juncture. Global production capacity is projected to expand at a robust 11.5% compound annual growth rate (CAGR), surging from 6.7 million metric tons in 2025 to...
    Hyundai Mobis secures record new business orders from non-Hyundai Motor Group customers worth $9.17 billion in 2025
    In 2025, Hyundai Mobis won new business orders worth $9.17 billion from global automakers, excluding Hyundai Motor Group, which owns Hyundai Motor and Kia, surpassing its own target by 23%. This achievement was driven by substantial new orders for electrification components, an expanded supply of high-value-added electronic components, and proactive market entry into emerging economies such as mainland China and India. These results are notable given the revisions many global automakers hav...
    Idemitsu Kosan partners with Toyota on solid electrolyte plant for EV batteries
    Japanese oil company Idemitsu Kosan has commenced construction on a large-scale solid electrolyte pilot plant in partnership with the country's largest carmaker, Toyota. The electrolytes produced will be used in all-solid-state batteries for electric vehicles developed by Toyota. This decision follows successful trials at two smaller demonstration facilities. The new plant is projected to be completed by the end of 2027, with the aim of launching EVs equipped with these batteries around 2027 ...
    CATL’s new 5C battery can retain 80% capacity even after 3,000 cycles
    CATL has unveiled a new battery pack, which retains 80% of its capacity after 3,000 cycles, or approximately 1.8 million km. This battery life cycle is six times the current industry average. CATL's 5C battery was introduced in a video published Jan. 29. CATL describes this technology as a significant advancement in ultrafast-charging durability, with performance that could potentially outlast the vehicle itself. The battery reportedly maintains 80% capacity even under extreme heat of 60°...
    AutoTechInsight Weekly - 2 February 2026
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    India mulls incentives for lithium and nickel processing to boost clean energy transition
    In a strategic move to bolster its clean energy initiatives, India is set to unveil incentives to encourage the establishment of lithium and nickel processing plants. This development, reported by sources and a government presentation reviewed by Reuters, marks a significant step in India's efforts to accelerate its energy transition and reduce emissions. The initiative comes as India seeks to enhance its capacity to process critical minerals, a domain dominated by mainland China. Lithium and...
    Cylib’s recycled lithium carbonate materials qualify for new EV battery production
    Cylib has successfully completed a pioneering customer project that involved producing battery-grade lithium carbonate (Li2CO3) from end-of-life nickel manganese cobalt (NMC) lithium-ion batteries, Cylib announced Jan. 29. According to the company, the newly recycled circular material has been qualified by an international battery manufacturer and is now being used to produce new electric vehicle batteries. Cylib did not disclose the name of its strategic partner for this project. “Du...
    Changan deploys CATL’s sodium-ion batteries in passenger vehicles for winter testing
    CATL is reportedly now using its sodium-ion batteries in passenger vehicles, making a transition from initial use in commercial vehicles. These batteries, from CATL's sodium-ion battery brand Naxtra, have been installed in a passenger vehicle model positioned under Changan Automobile's Oshan subbrand, with winter testing scheduled to start soon. CATL's sodium-ion batteries will soon be featured in passenger vehicle models from GAC Group and Anhui Jianghuai Automobile Group Corp (JAC). CATL...
    LG Chem
    LG Chem, Ltd., together with its subsidiaries, engages in the petrochemicals, energy, advanced materials, and life science businesses in Korea, China, Asia/Oceania, the United States, Europe, and internationally. It provides acrylonitrile and methacrylate butadiene styrene, acrylonitrile styrene acrylate, acrylate, aerogel, alcohol, anode binder, bisphenol a, butadiene rubber, carbon nanotubes, caustic soda, expandable polystyrene, ethylene vinyl acetate, high and low density polyethylene, isopr...
    Sebang Global Battery
    Sebang Global Battery Co., Ltd., together with its subsidiaries, manufactures and sells lead acid batteries in South Korea and internationally. It offers automotive batteries; industrial batteries; motive batteries for use in golf carts and electric vehicles; and electric forklift batteries. The company sells its products through domestic sales channels, including agencies, direct sales, and institutional delivery; and direct and local exports. The company was formerly known as Global Battery Co...
    Shandong Taiqi
    Shandong Taiqi Investment Holding Co. is engaged in research, development, production and sale of body frames, oil tanks, transmission shafts, brakes, li-ion batteries and electric vehicles. Its products are exported to France, Germany and Italy.
    Indigrid Technology
    Indigrid Technology Private Limited engages in electric vehicle components designing and contract manufacturing for electric vehicle products. It also offers computer hardware, software, and consulting services. The company offers products, such as IGT Red, which offers Battery Management System (BMS); and IGT BLU, which offers portable IP 67 batteries for E-scooters, E-bike, and light electric vehicles. The company offers services, such as power train for motor controller and DC converter; swap...
    V-Flow Tech
    V-Flow Tech Pte Ltd. develops and manufactures vanadium redox flow batteries for energy storage applications. The company manufactures and supplies modular vanadium redox flow batteries, including the 30kWh and 100kWh PowerCube, designed for long-duration energy storage and addressing issues such as performance degradation, thermal runaway, and product reliability. It develops hybrid battery systems through joint ventures and offers solutions that can be customized for industrial-scale projects ...
    Kandi Technologies partners with Qiji Energy for battery-swap station deployment
    Kandi Technologies Group Inc., renowned for its all-electric vehicles, has announced a new three-year strategic cooperation agreement through its subsidiary, China Battery Exchange, with Qiji Energy, which is a part of CATL. This agreement focuses on the deployment of heavy-truck battery-swap stations, encompassing mass-production projects, aftersales services and ongoing operational support. China Battery Exchange will serve as a strategic supplier to Qiji Energy, providing solutions for equ...
    Beam Global secures European patent for smart phase change composite in lithium-ion batteries
    Beam Global, a company known for its sustainable infrastructure solutions in transportation and energy security, has received a European patent for its Smart Phase Change Composite (PCC) material used in lithium-ion batteries. This technology, granted by the European Patent Office, builds on Beam Global's existing US Patent No. 12,422,195, strengthening its intellectual property (IP) in Europe. The Smart PCC material acts as an intelligent thermal switch, optimizing battery temperature by ins...
    BAM designs innovative core-shell anode to enhance sodium-ion battery efficiency
    Sodium-ion batteries have emerged as a promising sustainable alternative to lithium-ion batteries, yet their development has faced challenges due to high storage losses during the first charging cycle. Researchers at the Federal Institute for Materials Research and Testing of Germany (Bundesanstalt für Materialforschung und —prüfung [BAM]) have addressed these issues by designing an innovative core-shell anode that combines efficiency with high storage capacity. The problem originates fro...
    Redwood Materials raises $425 million in Series-E funding
    Redwood Materials has completed the final closing of its Series-E financing round, raising a total of $425 million. The final close included ongoing participation from existing investors Capricorn and Goldman Sachs Alternatives, and introduced Google as a new investor. The increase from the previously announced $350 million is attributed to strong demand and confidence in Redwood Materials' long-term strategy and execution. This capital will be used to accelerate the company's energy storage ...
    Tesla plans to end Model S and X production; to invest $20 billion on robotics
    Tesla is set to significantly increase capital spending to $20 billion in 2026, with the majority of the funds allocated to future business lines such as autonomous vehicles and humanoid robots rather than its core electric vehicle business. This decision was shared by CEO Elon Musk during the company's Jan. 28 earnings call, where he described 2026 as a pivotal year for capital expenditure. CFO Vaibhav Taneja highlighted that most of the spending will support production lines for upcoming produ...
    CATL
    Contemporary Amperex Technology Co., Limited engages in the development, production, sale, and after-sales service of power battery systems, energy storage battery systems, and battery materials formed by applying battery recycling technology worldwide. The company offers power battery products, including battery cells, modules/battery boxes, and battery packs; skateboard chassis, chocolate battery swap for passenger cars, and Qiji battery swap solutions for heavy trucks; and lithium salts, prec...
    Helix Power
    Helix Power Corporation designs and manufactures energy storage system. The company also develops power management platform and offers power management solutions. Helix Power Corporation was founded in 2013 and is based in Somerville, Massachusetts.
    Looop
    Looop Inc. constructs, develops, and maintains solar power generation systems. The company was founded in 2011 and is based in Taito-ku, Japan.
    PolyJoule
    PolyJoule, Inc operates as a manufacturer of energy storage systems based on conductive polymer battery technology. The company provides batteries for commercial, industrial, and utility applications, engineered to operate safely in various environments and manufactured without rare-earth metals. Its products are produced using a low-carbon process that reduces energy, water consumption, and greenhouse gas emissions. The company offers solutions for grid-connected and field-hardened energy stora...
    Posco Future M invests in Factorial to strengthen all-solid-state battery market presence
    Posco Future M has invested in the US-based battery-cell maker Factorial to enhance its presence in the all-solid-state battery market. The South Korean battery-materials maker finalized its investment on Jan. 26 following an agreement signed on Jan. 7. Previously, the two companies entered into a cooperation agreement in November 2025 to jointly work on developing all-solid-state batteries. Posco Future M aims to leverage this investment to capitalize on rapid market growth, while Factorial ...
    LG Energy Solution reports 2025 profit surge amid lower revenue and strategic expansions
    LG Energy Solution reported its 2025 financial results, disclosing 23.7 trillion won (approximately $16.4 billion) in consolidated revenue and 1.3 trillion won in operating profit. This marked a 133.9% increase in operating profit from the previous year despite a 7.6% decline in revenue. The company attributed this increased profitability to an enhanced product mix, improved material cost efficiency and a production incentive supported by stable North American sales performance. LG Energy Sol...
    Ford appoints Lisa Drake as president of Ford Energy
    Ford Motor Co. has announced the appointment of Lisa Drake as the president of Ford Energy, effective immediately. She will report to John Lawler, vice chair at Ford Motor. Drake is expected to spearhead the launch of the company's battery energy storage systems (BESS) business, a venture the company announced for the first time in December 2025. Her responsibilities span the entire scope of Ford Energy's operations, including battery-cell manufacturing, system assembly and sales. Drake is...
    Ford adds LFP battery option to Explorer and Capri SUVs in Europe
    Ford announced enhancements to its all-electric Explorer sport utility vehicle and Capri sports crossover, introducing a new lithium iron phosphate (LFP) battery option and upgraded electric motor for Standard Range models to cater to customers seeking affordability. The upgraded powertrain results in a range improvement of up to 70 km, with the Explorer Standard Range now offering up to 444 km and the Capri Standard Range reaching up to 464 km on a full charge. This increase represents an en...
    Ola Electric Mobility
    Ola Electric Mobility Limited develops, manufactures, and sells electric vehicles in India. It operates through the Automotive and Cell segments. The company provides electric scooters; and electric vehicle components, such as battery packs, motors and vehicle frames, and cells. It also offers charging solutions, as well as operates service centers. Ola Electric Mobility Limited was incorporated in 2017 and is based in Bengaluru, India.
    Ronbay Technology
    Ronbay Technology (Ningbo Ronbay Lithium Battery Material Co., Ltd.) (‘Ronbay Technology Battery’ for short) is a high tech new energy material enterprise and a transnational group corporate for professional research and business of positive electrode material of lithium battery, controlled by Beijing Ronbay Investment Holdings Co., Ltd. Reconstructed and established in September 2014, the corporate was built by two teams from China and South Korea both with successful entrepreneurial experi...
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