Industry Movement
Pages 18–25 (8 pages)
Text on page 23
NEO Lithium
binding offtake agreements for nickel and cobalt
Lithium project located in Argentina
LGES Michigan
Jinchuan Group
$1.36B for EV production in North America
Cobalt mining and supply
ZF
Ultium Battery Cell Manufacturer $2.3B for 2nd ultium battery cells manufacturing plant in US (JV with GM)
Fisker
CATL
Canadian Solar supply of lithium-ion battery modules for battery storage projects
Hyundai MOBIS CTP (cell to pack) technology licensing
ELMS battery supply for class 1 urban delivery commercial electric vehicle
BASF
Stellantis JV for battery production in North America
Sigma Lithium Six-year binding term sheet for lithium offtake
Romeo Power
Partnership
To provide lithium-ion battery cells through 2028
Proterra Long-term supply agreement for EV battery cells
Vulcan Energy Supply lithium hydroxide (at least 5 years)
Indonesia Battery Corporation
battery materials solutions, cathode active materials and battery recycling
Battery plant with the capacity of 10 GWh
Daimler
To supply LG Chem with ultralight metal lithium
Expand global partnership on truck batteries supply
Toray To establish battery separator film joint venture with LG Chem in Hungary
Aftermarket service in e-Mobility and energy battery storage Cementing battery capacity for the Fisker Ocean SUV
Partnership
Investment
China Molybdenum Co $137.5M for copper-cobalt mine in the Democratic Republic of Congo
LG Energy Solution
Investment
SQM Hyundai JV on Indonesian EV battery cell plant
Extracted from the PDF; charts and images may read imperfectly.
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