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Friday 7 August 2026
Commentary: Why playing it safe could cost Taiwan the next battery boom

From smartphones and smartwatches to emerging AI glasses, electric vehicles, autonomous driving systems, and the rapidly expanding...

Friday 7 August 2026
Analysis: Volkswagen-Gotion standoff highlights China's growing leverage in EV batteries
Unlike China's automakers—whose supply chains operate with the flexibility and rapid iteration more commonly associated with the consumer electronics and ICT industries—automakers...
Thursday 6 August 2026
China steps up EV battery and smart-driving inspections on five automakers

China's Ministry of Industry and Information Technology launched surprise inspections in late July 2026 at five electric vehicle makers...

Thursday 6 August 2026
US locks down tungsten and battery scrap exports as great-power minerals race intensifies
Washington has moved to keep tungsten waste and recycled battery material inside its own borders, a step that underscores how deeply critical-minerals policy has become entangled with...
Thursday 6 August 2026
China automakers struggle as margins plunge and battery supply chains skew
China's automakers are still betting on a strategy of in-house batteries to complement their complete vehicle lineups, but the push remains hard to execute as profit margins slide...
Tuesday 4 August 2026
Factorial, SK On sign pact to assess solid-state battery manufacturing

Factorial Energy and SK On have agreed to study whether existing battery plants could be adapted for solid-state cells, a move that...

Tuesday 4 August 2026
L&F Plus ships trial samples from South Korea’s first LFP cathode line
South Korean cathode materials maker L&F said its subsidiary L&F Plus has shipped the first trial-production samples from South Korea’s first lithium iron phosphate (LFP)...
Tuesday 4 August 2026
China revamps EV battery reuse rules, cuts whitelist firms by 70%
China's Ministry of Industry and Information Technology (MIIT) has abolished all clauses related to cascade utilization in its rules governing used power batteries dismantled from...
Monday 3 August 2026
SK On posts record quarterly profit as South Korea battery makers recover
SK On, the South Korean battery maker, reported the second quarter of 2026 being its highest quarterly profit since its 2021 spinoff from SK Innovation. The company posted revenue...
Monday 3 August 2026
CATL rises to No. 3 as electrification reshapes global auto suppliers
According to Automotive News' newly released 2026 Top 100 Suppliers ranking, China's CATL climbed from No. 5 to No. 3 as power batteries gained more weight in the global Tier...
Thursday 30 July 2026
BMW secures US battery supply with two-stage plan as AESC site stalls
BMW has put a two-stage battery sourcing plan in place to protect supplies for its South Carolina electric vehicle operations as AESC's US cell plant has faced delays tied to foreign...
Wednesday 29 July 2026
Chinese brands seize 25% of Europe midsize SUV sales as BEV demand surges
New-car registrations in Europe's midsize and large SUV market reached 476,000 in the first five months of 2026, nearly tripling from four years earlier. As the market expands rapidly,...
Tuesday 28 July 2026
LG Energy Solution sues EVE Energy in US over cylindrical battery patents

LG Energy Solution has filed patent infringement proceedings against Chinese battery maker EVE Energy in the US over cylindrical lithium-ion...

Monday 27 July 2026
CATL profit climbs 42%, but storage price pressure tests its global lead

CATL reported a 42% rise in first-half 2026 net profit as electric-vehicle and energy-storage battery shipments surged, although weaker...

Monday 27 July 2026
Commentary: Why are Chinese automakers finding it so hard to cut dependence on CATL?
China's new energy vehicle (NEV) supply chain has risen rapidly, with an operating model that differs sharply from the century-old mainstream automakers in Europe, the US, Japan, and...