Industry Players & Movement
Pages 19–33 (15 pages)
Text on page 30
Battery Production
Ascend Elements
$4.1B planned for co-located mine and production plant (30 GWh) in Yichun
SK Eco invests $50M for recycled Li-ion material
Lithium Mines
Investment
Undisclosed amount for 6 lithium mines in Africa
US Expansion $30B to be invested in US by 2025 for clean energy / technology (EVs, hydrogen, storage)
Inchcape EV market entry in Belgium and Luxembourg
Ford and Koç
FAW Group
JV for Ford EV batteries in Turkey (30-45 GWh)
45 GWh production in Changchun
Partnership
Shell
Terra Power SK invested $250M ($750M round) for SMR tech
Partnership
Hyundai
EV charging infrastructure across Europe/China
$5.54B MOU for battery supply in North America
Sixt
10% stake, 5-year off-take, 15-25 kilotons/year
Lake Resources (Lithium) Planned purchase of 100k BYD EV’s by 2028
R&D Expansion
Gigafactory 1 Optimization
Opening battery research facilities in US, Germany, and China
Optimizing output from 39 to 43 GWh capacity
Investment Kansas Factory $4B for 30 GWh factory producing 4680’s
Investment
Solid State
Nouveau Monde Graphite (NMG)
Solid-state pilot production in early 2023
North American supply of graphite
Partnership
Lucid Motors Supplying cells for Lucid Air luxury EV’s
Stellantis
Redwood Materials Recycled cathode and copper materials
Industry: Industry Movement
Malaysia Battery Factory $1.3B for cylindrical cell factory in Malaysia
Partnership
$2.5B for 23 GWh Li-ion plant in Indiana
EcoPro EM JV for 54 kilotons/year of cathode material
Volta Foundation
Extracted from the PDF; charts and images may read imperfectly.
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