Notable Events

Notable Events: November Week 1

Week 2

Week 3

Week 4

Tesla announced it would purchase $2B of ESS batteries from Samsung SDI over 3 years.

Toyota announced it would launch its 2nd U.S. battery plant with up to $14 billion investment (including hybrids).

Peak Energy signed a 4.75 GWh contract with Jupiter Power for Na-ion BESS.

Gotion commenced mass production to supply 46xx format LFP & LMFP cells to VW starting in 2026.

LG Chem signed an agreement with China oil major Sinopec to develop Na-ion batteries.

Tesla officially launched a 510-mile Model Y Long Range RWD model in China.

Trump administration allowing detained South Koreans to return to bring-up GA gigafactory

Ronbay became CATLʼs top supplier of sodium-ion battery cathode materials by providing more than 60% of its annual volume.

Samsung SDI, BMW signed an agreement to jointly validate all-solid-state batteries using SolidPowerʼs electrolyte technology.

CATL started mass production of 5th-gen LFP batteries with higher energy density.

Standard Lithium received $225M funding from Washington in the race to be the first company to produce lithium from the Smackover in Arkansas.

U.S.Japan meeting resulted in $350M of investment commitments from Japan/Japanese companies for LFP production from Mitra Chem.

China officially suspended the implementation of the rare earth export controls announced in October for a one-year period per latest USChina trade deal.

Extracted from the PDF; charts and images may read imperfectly.