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Access & Advancement

… technology using South 8ʼs liquefied-gas resilient battery supply chain for leading quality, safety, and next-generation materials and polymer-ceramic hybrid electrolyte technology to through the pioneerin…

North America

… disruption for existing contractual and supply chain arrangements, including: ● Existing licensing agreements …

North America

…ey distinction between the FEOC and PFE regimes lies in their tolerance of PFE participation in the supply chain. Under the old FEOC rule, any involvement by a FEOC would automatically disqualify a project from receiving the EV tax credit. In contrast, the new PFE framework introduces a more flexible approach:…

North America

…he US is largely self-sufficient in EV and automotive battery assembly, it lacks a domestic supply chain for critical components such as cathode and anode materials. ● The country also lacks LFP battery production, a key technology for energy storage systems and affordable EVs…

North America

… time for US companies to secure alternative supplies. Risks: ● China dominates the global supply chain. ● Ramp-up periods for and OEM certification timelines for new supply are longer than this 1-year extension. Technology export controls that remain in place increase the diffi…

North America

… materials recycling $135m for rare earth supply chain byproducts, and $80m to establish enhancement, and $40 million for “Mine-of-the-Futureˮ proving …

North America

…forts to take equity stake and use trade deals to facilitate investment in U.S. mineral and battery supply chains, the Trump Administration has also canceled financial support for projects with previously-allocated funds. The cancellations impacted companies across the battery supply chain, from battery manufac…

North America

…North American Mineral and Battery Priorities US, Canada and Mexico Critical Mineral and Battery Supply Chain Priorities U.S. - Canada Cooperation: DPA Title III Canada The Defense Production Act DPA Ti…

North America

…n The joint 6-year review deadline is July 1, 2026. Industry supply chains representatives submitted comments to the US Trade Representative USTR) in 2025 to inform potential changes. ● Establishment of a Critical Minerals Initiative u…

Europe

…ation 2023/1542 functions as the core legal backbone, linking CE marking, carbon footprint rules, supply chain due diligence, recycled content, and battery passport obligations to broader net-zero and strategic autonomy goals set by the Green Deal, NZIA, and CRMA. In parallel, vehicle-level regulations, such …

Europe

…| Battery Booster The European Commission's “Battery Boosterˮ Program Aims to Bolster a Domestic Supply Chain Six pillars of the Battery booster strategy, communicated Dec. 16 2025 by the European Commission “Supporting The Ramp Up Of EU Manufacturers Through Financial Backingˮ Pi…

Asia

… Build a domestic industry ecosystem 1. Secure a stable supply chain. ● Professional development of 16,000 people by 2030 2. Establish hubs for advanced technological innovation. …

Legal

…, reinforcing the need for stronger traceability, validation and tighter process control across the supply chain. BATTERY REPORT 2025 | 738

Legal

…1.8 billion and agreeing to a 10-year non-assert agreement, averting an import ban and supply chain crisis for car makers Ford and VW. ● CATL vs. CALB 202120252,3: Ongoing “patent warˮ in China, featuring lawsuits, countersuits, and hefty damage claims. CATL first sued C…

Legal

… Collectively, these issues highlight ongoing vulnerabilities across the battery supply chain. ● Most battery recalls result from battery-related issues rather than downstream processing, installation or other. There is limited publicly available information …

The Next 12 Months

…dominant chemistry for mass-market EVs and BESS 4th gen LFP in China), driven by cost, safety, and supply chain scale. LFP to represent 55% of global Li-ion demand. 5. Na-ion advances from “nextˮ to “shippingˮ for specific niches, while staying a small slice of overall demand. Na-ion is unlikely t…

Closing pages

…ew Townsend, UC San Diego Supply Chain Ajay Suresh, Argonne National Laboratory Nicolina Nanni, Liminal Insights …

Overview

…manufacturing capacity increased from 1.05 TWh to 1.45 TWh in 2024. Overcapacity across the battery supply chain drove cell prices to the unsustainably low level of $50/kWh for China-made LFP cells, resulting in involutionary competition and investment pullback. New Chinese industrial policy aimed at phasing ou…

Notable Events

… Lithium - Sulphur Non-Lithium Chemistries Supply Chain & Raw Materials Recycling & Reuse Software BATTERY REPORT 2024 | P. 7

Industry Value Chain · Sponsored

… Lithium - Sulphur Non-Lithium Chemistries Supply Chain & Raw Materials Recycling & Reuse Software BATTERY REPORT 2024 | P. 21