Trafigura signs offtake agreement with Smackover Lithium March 13, 2026 Under the agreement, Trafigura will purchase 8,000 metric tonnes per year of lithium carbonate over a 10-year period, totalling 80,000 tonnes, with deliveries beginning at the start of commercial production.
QCi completes acquisition of quantum communications firm NuCrypt March 09, 2026 By integrating NuCrypt’s suite of quantum communications systems and products, QCi expects to advance its technology roadmap while extending its portfolio of quantum communications and quantum photonics solutions.
Lyten completes acquisition of Northvolt Sweden February 27, 2026 Battery company Lyten has completed its acquisition of Northvolt’s Swedish assets, valued at nearly USD 5 billion. The deal includes the Northvolt Ett and Ett Expansion sites in Skellefteå and Northvolt Labs in Västerås.
ElevenEs secures Caterpillar backing, plans battery factory in Serbia February 24, 2026 ElevenEs has completed the first closing of its Series B financing round, with proceeds earmarked for the construction of a 1GWh lithium iron phosphate (LFP) battery cell factory in Subotica, Serbia. Construction is scheduled to begin in February 2026, with first cell deliveries expected in 2027.
Skeleton Technologies speeds up US expansion amid AI-driven grid strain February 17, 2026 Estonian energy storage and supercapacitor company Skeleton Technologies is accelerating its US expansion as artificial intelligence infrastructure increasingly strains power grids nationwide. The company said it will open a new engineering facility in Houston, Texas, and establish local manufacturing for AI data center solutions during the first half of 2026.
Proventia and Morrow sign long-term master supply agreement February 16, 2026 Norwegian battery manufacturer Morrow Batteries will supply lithium iron phosphate (LFP) battery cells to Finnish industrial company Proventia Oy under a long-term master supply agreement.
Applied Materials to pay $252 million over illegal exports to China February 13, 2026 Applied Materials has reached a settlement with the US Department of Commerce’s Bureau of Industry and Security (BIS) over alleged violations of export regulations. The company will pay USD 252.5 million, the second-highest penalty ever imposed by BIS.
ProLogium breaks ground on solid-state battery gigafactory in France February 11, 2026 Taiwanese battery developer ProLogium has officially started construction of its first European gigafactory, marking a significant step in the company’s expansion outside Asia.
India holds talks with Brazil, Canada, France and Netherlands on critical minerals February 10, 2026 India is in talks with Brazil, Canada, France and the Netherlands over potential agreements on critical minerals, as New Delhi steps up efforts to secure supplies needed for its energy transition and industrial strategy, Reuters reported.
ACC shelves Termoli gigafactory – unions push for mechanical production February 09, 2026 Automotive Cells Company (ACC), the European battery cell joint venture owned by Stellantis, Mercedes‑Benz and TotalEnergies, has officially abandoned plans for a gigafactory at the Stellantis Termoli plant in Italy. The decision also affects ACC’s planned site in Kaiserslautern, Germany.
Australia’s Sunrise expects to supply critical minerals for new US stockpile February 04, 2026 Australia’s Sunrise Energy Metals sees its planned scandium production as a potential contributor to the United States’ new critical minerals stockpile, a development that illustrates how governments and producers are reshaping upstream supply chains for technology, defence and advanced manufacturing. Reuters reported that Sunrise’s chief executive made the comments on the sidelines of a global meeting in Washington.
US plans USD 12 billion critical minerals stockpile February 03, 2026 The United States is preparing to establish a USD 12 billion strategic stockpile of critical minerals, a move aimed at reducing supply chain exposure to China and strengthening domestic access to raw materials used across electronics, EVs and defence systems.
AMG LIVA to install Hybrid ESS at Aramco site in Saudi Arabia January 26, 2026 LIVA’s Hybrid ESS is an ecosystem combining lithium-Ion and Vanadium Redox Flow batteries (VRFB) with AI routines and self-learning algorithms to help increase efficiency, safety, reliability and lifetime of the batteries.
PNE partners with Honda to advance battery recycling tech January 26, 2026 The agreement reflects Honda Motor’s and Princeton NuEnergy’s (PNE) shared intention to strengthen the circular battery materials supply chain and US energy independence through innovative recycling and rejuvenation pathways.
Altris partners with Draslovka to boost battery tech supply chain January 20, 2026 Under the comprehensive agreement, the two companies will scale fully connected production of Altris’ patented sodium-ion cathode active material (CAM) at Draslovka’s facility in Kolín, Czech Republic, supplying up to 350 tonnes of CAM annually.
Cabot signs multi-year supply agreement with PowerCo January 15, 2026 Under the agreement, Cabot Corporation will supply its advanced conductive carbons and conductive dispersions for use in EV battery electrodes.
ABS partners with Siemens Energy to enhance battery safety January 14, 2026 The collaboration aims to create new insights into how lithium-ion battery systems behave under extreme conditions, ultimately enhancing design verification, safety assurance, and risk mitigation for next-generation applications.
Waaree Energies raises $110M for battery manufacturing January 06, 2026 The plant will focus on the production of high-performance cells and battery packs tailored for utility-scale storage systems, electric mobility, and distributed energy applications.
India approves electronic component projects worth $4.6 billion January 05, 2026 These approvals are expected to generate 33,791 direct employment opportunities and include manufacturing of 11 target segment products with cross-sectoral applications such as mobile manufacturing, telecom, consumer electronics, strategic electronics, automotive and IT hardware products.
The world reorders its minerals: rare earths at the close of 2025 December 19, 2025 As 2025 draws to a close, the rare earths and critical minerals sector no longer feels like a niche concern reserved for mining specialists and policy papers. It has become one of the quiet fault lines of the global technology economy. Not because the world suddenly ran out, but because access to them – predictable, affordable and politically neutral access – can no longer be taken for granted.
Panasonic to supply lithium-ion batteries for Zoox robotaxis December 19, 2025 Under the multi-year agreement, Panasonic Energy will deliver its latest 2170 battery cells beginning in early 2026 to support Zoox’s growing robotaxi service and operations.
AESC starts production at UK battery gigafactory in Sunderland December 18, 2025 Automotive Energy Supply Corporation (AESC) has launched its new electric vehicle battery gigafactory in Sunderland, UK, with production now underway.
PowerCo starts battery cell production at Salzgitter gigafactory December 17, 2025 Volkswagen-owned PowerCo has officially commissioned its gigafactory in Salzgitter, Germany, and started production of its first Unified Cells “made in Europe,”.
Samsung SDI clinches US battery deal worth over $1.4 billion December 15, 2025 The South Korean company’s Michigan-based subsidiary Samsung SDI America recently inked a deal with a US customer to supply LFP cells for ESS over three years starting from 2027.
Inlyte completes factory acceptance test of iron-sodium BESS December 12, 2025 The test demonstrated the performance and integration readiness of US firm Inlyte’s battery storage system — combining advanced sodium metal chloride cells, inverter and control electronics.
Ford and SK On end US battery venture December 11, 2025 South Korea’s SK On and Ford Motor have decided to end their US battery joint venture, bringing the BlueOval SK partnership to a close. The news was first reported by Reuters, which confirmed that the companies will dissolve the joint structure and operate their respective facilities independently.
Skycore Semiconductors raises €5 million in seed funding December 03, 2025 The funding will accelerate team expansion, product development, manufacturing capabilities, patent portfolio growth, and co-development projects with strategic partners in the rapidly growing AI infrastructure market.
Skeleton opens €220 million Leipzig factory December 02, 2025 Skeleton Technologies has officially opened its €220 million "SuperFactory" in Markranstädt, near Leipzig. The facility is already delivering to Siemens, General Electric, and Hitachi Energy for European electrical grids, and to major US hyperscalers for AI infrastructure.
Peak signs 4.75 GWh contract with Jupiter for sodium-ion BESS December 01, 2025 Under the agreement, Peak Energy will supply up to 4.75GWh of its industry-leading sodium-ion battery energy storage systems (ESS) to Jupiter Power, for deployment between 2027 and 2030.
CATL & Stellantis starts construction on major battery plant in Spain November 27, 2025 China’s battery giant CATL has started construction of a large battery manufacturing facility in Figueruelas, Spain, developed together with Stellantis. According to Reuters, the project represents an investment of around EUR 4.1 billion and includes more than EUR 300 million in EU funding.
Cosmic PV Power wins $66M solar modules supply order November 27, 2025 The Indian solar panel manufacturer has made a formal entry into the Independent Power Producer (IPP) market. Until now, Cosmic PV largely catered to mid-sized EPC players and select OEMs, but this order signals a strategic shift into larger utility-scale opportunities.
Skeleton Technologies opens SuperBattery factory in Finland November 25, 2025 Earlier in November Skeleton Technologies inaugurated its new SuperBattery manufacturing facility in Varkaus, marking a EUR 50 million investment and the launch of Europe’s first production site dedicated to high-power batteries for AI data centres.