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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 could affect how next-generation batteries reach global markets. The deal underscores a broader industry push to scale cleaner, denser energy storage through established manufacturing networks, rather than entirely new factories.

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) cathode materials mass-production line. The shipment marked a step toward formal production as the company works to build a non-China supply chain for batteries used in energy storage systems (ESS) and electric vehicles.
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 new-energy vehicles in a major regulatory shift aimed at curbing unsafe repurposing practices. The move ends the policy label for battery second-life use and ushers in a full overhaul of used power battery management.
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 of about KRW2.95 trillion (US$1.995 billion) and operating profit of KRW821.8 billion, while The Elec and Bizwatch said LG Energy Solution and Samsung SDI also returned to profit in the same period.
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 1 supplier landscape. The annual list showed that electrification and smart vehicle technologies continued to shift value toward batteries, intelligent electronics, and systems integration, while established suppliers such as Bosch and Denso still held leading positions.
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 entity rules. The strategy is designed to keep the Woodruff, South Carolina, high-voltage battery assembly plant on schedule for the BMW iX5 and other US-built X-series EVs.
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, competition among automakers from Europe, the US, Japan, South Korea, and China has shifted sharply, with Tesla's Model Y retaining its place as the best-selling single model.
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 battery technologies, seeking relief through both the US International Trade Commission and the US District Court for the Eastern District of Texas.

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 margins and intense storage pricing highlighted the cost of sustaining its global lead.

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 South Korea. A quality issue triggered by GAC Aion's use of CALB's LFP batteries has revived discussions of its past disputes with CATL. Across the industry, the long-running tug of war between Chinese automakers and dominant battery suppliers has continued to deepen the low-margin, even loss-making, dilemma facing carmakers.
Friday 24 July 2026
German automakers reset strategy with AI, powertrain, and alliances

Volkswagen, BMW, and Mercedes-Benz are reshaping their growth strategies as the global auto market enters a low-growth era, with profitability under pressure and EV demand slowing. Instead of chasing volume, the three German automakers are focusing on multi-powertrain platforms, deeper AI integration, and cross-border partnerships.

Friday 24 July 2026
EcoPro BM targets 2027 mass production of solid-state electrolyte as it builds a full battery-materials value chain
South Korea's EcoPro BM said it aims to begin mass production of sulfide-based solid electrolytes, a core material for all-solid-state batteries, as early as 2027, laying out a roadmap to supply the full slate of materials the next-generation cells will require. The plan was disclosed at a corporate briefing in Yeouido, Seoul, on July 16 and formalized in a roadmap announcement on July 19.
Friday 24 July 2026
Taiwan EV subsidies lag as buyers weigh gasoline, hybrid, and electric cars
Taiwan's electric vehicle market is moving more slowly than expected as long-stagnant subsidies leave buyers with a difficult choice between internal combustion engine, hybrid electric, and battery electric vehicle models. According to PG Union, the delay reflects both a softer economy and a broader shift in consumer decision-making as purchase options become more complex.
Thursday 23 July 2026
LFP battery failures in 210,000 Chinese EVs throw wrench into automakers' plans to reduce reliance on CATL

A quality scandal is spreading around lithium iron phosphate (LFP) batteries made by China Aviation Lithium Battery (CALB). Ride-hailing and taxi versions of GAC Aion's Aion S have suffered cell swelling, electrolyte leakage and insulation failures, an issue estimated to affect more than 210,000 vehicles. CALB was adopted by automakers such as GAC as an alternative to Contemporary Amperex Technology Ltd. (CATL), the world's largest battery maker, as part of a broader industry effort to reduce reliance on a single dominant vendor. The current crisis is now sparking backlash against that diversification strategy.

Wednesday 22 July 2026
Sumitomo Chemical eyes 2028 production of lower-cost solid-state battery electrolyte

Sumitomo Chemical plans to begin mass production of a halide-based solid electrolyte in Japan as early as fiscal 2028, positioning the material as a potentially lower-cost option for all-solid-state batteries while seeking performance comparable with leading sulfide-based electrolytes, Nikkei reported.

Wednesday 22 July 2026
China ends decade-old battery tax break, signaling a coordinated squeeze on clean-energy overcapacity

China is dismantling the tax shelter that helped build the world's largest battery industry, and the move looks less like a one-off revenue measure than the opening of a broad campaign to force consolidation across its clean-energy supply chains — with consequences that reach from Chinese carmakers to global energy-storage buyers.

Wednesday 22 July 2026
Tesla's EV platform powers Optimus scale production edge
Tesla's humanoid robot Optimus is set to begin mass production at the end of July, according to supply chain sources. Tesla previously retooled an electric vehicle production line in just 46 days to support the new robot, underscoring how seriously it views humanoid robots as a key growth direction.
Tuesday 21 July 2026
LGES accelerates sodium-ion battery plans while CATL secures early ESS lead
LG Energy Solution plans to establish a sodium-ion battery mother line at its Ochang Energy Plant in South Korea in 2026, seeking to narrow CATL's early commercial lead in energy storage systems.
Friday 17 July 2026
KAI and Hyundai target joint AAM development to close South Korea's aircraft body gap
South Korea is accelerating efforts to build an advanced air mobility industry, but the sector is still struggling to produce a workable aircraft body. As US and Chinese rivals move faster toward certification and trial operations, Korea Aerospace Industries (KAI) and Hyundai Motor Group have moved to deepen cooperation on a joint development plan.
Thursday 16 July 2026
Gotion High-Tech expects 1H26 profit to more than triple on market gains and expansion

Gotion High-Tech said its first-half earnings are set to rise sharply, a result that could matter for battery investors and electric-vehicle supply chains worldwide. The Chinese maker cited stronger sales, product upgrades, overseas expansion, and gains from stock investments, while warning the figures are still preliminary and unaudited.

Wednesday 15 July 2026
Taiwan becomes Ukraine's third-largest drone battery supplier
A new report released by the Taiwanese national think tank Research Institute for Democracy, Society and Emerging Technology (DSET) found that Taiwan's drone battery industry has achieved steady growth and significant progress in recent years, with Taiwan now Ukraine's third-largest supplier of drone batteries, behind China and Vietnam.
Wednesday 15 July 2026
Buima lifts June revenue as battery modules and energy storage demand grows
Buima said that its June 2026 revenue continued to rise on stronger green energy business and battery backup unit (BBU) module shipments, with sales the second quarter and first half of 2026 holding steady. The company said demand for low-Earth-orbit satellites, energy storage systems (ESS), and distributed energy remained strong, supporting its outlook for the rest of the year.
Friday 10 July 2026
LGES turns idled US EV battery lines toward AI data centers as storage demand fills the EV gap
LG Energy Solution's move to convert part of an idled US electric-vehicle battery plant into a line making lithium iron phosphate (LFP) cells for energy storage shows how South Korea's largest battery maker is repurposing stranded American EV capacity to chase surging demand from AI data centers and the power grid — while blunting a prolonged slump in electric-vehicle sales.
Thursday 9 July 2026
Power-Win sees stronger momentum as battery recycling market expands
Taiwan's largest waste battery processor, Power-Win Technology, reported stronger first-half momentum as rising waste battery volumes, higher recycled-material prices, and more electric-vehicle (EV) recycling projects lifted demand. The trend underscores a broader opportunity for investors and industries tied to the global shift toward electrification and energy storage.
Wednesday 8 July 2026
AI memory boom turns price hikes into antitrust flashpoint across supply chain
As AI demand drives record price increases in the memory market, the aftermath of such volatility is weighing on the wider supply chain, rippling into downstream industries where manufacturers are already trapped in their own price wars while facing rising input costs.