Battery Bulletin

What is cell formation? Why its optimization is important for Tesla? youtu.be/sk-EzqxhGMw?si… via @YouTube

After scooping up Northvolt assets, lithium sulfur battery developer Lyten lets go 15% of its staff, including its prominent chief battery strategist—Celina Mikolajczak—and 45 others. The Information. theinformation.com/articles/batte…

Confronting China’s grip on graphite for batteries news.stanford.edu/stories/2025/0…

Two days of +8% limit up in the GFEX main contract oh WOW. #lithium finally recovering from this ridiculous cycle bottom. We're barely at "Marginal Cost", which is insufficient to incentivize supply to come online which the world needs to meet +25-30% DEMAND growth p.a. to 2030!

Big move in #Lithium carbonate futures to close the week out and it's been a huge move off the bottom in recent weeks. But's it's not atypical for lithium to trade like this, as we've seen before. Average SpodCon price is now above US$800/t (US$810/t) with prices as high as…

China starts to commision largest LFP ESS project (1 GW/ 4GWh)! greenbuildingafrica.co.za/china-starts-t…

185 MW / 370 MWh Koorangie Energy Storage System (KESS) located in Kerang, Victoria, is now operational. 100 Megapacks with Tesla’s grid‑forming inverters help stabilise the grid and unlock greater renewable resources across the region Developed by @edify_energy🔋 Owned by…

North America accounts for 64 GWh of LFP cell demand in 2025, yet is forecast to produce just 3.2 GWh of such cells, according to Benchmark’s Battery & Gigafactory Forecast. source.benchmarkminerals.com/article/benchm…

Our humanoid robot XPENG IRON just completed a full sales shift at XPENG showroom in Shenzhen, effortlessly guiding customers through the entire G7 experience. From serving refreshments to explaining every technical detail. This is smart mobility retail reinvented! $XPEV

Two updates to share, one personal and one about open source which I'm very excited about! Personal: My days in NYC are over. 4 weeks ago, Radical AI and I parted ways. Since then, I've gone into full hermit mode working on MatterViz (github.com/janosh/matterv…).

Registration is open: cdn.flxml.eu/f-d18eb3a2183d… #battchat #battery

EVs are now 4x cleaner than internal combustion engine cars

The long-awaited #lithium supply response is finally here. Still think that most forecasters are WAY underestimating demand. Still think that 2026 = deficit year. Let's rock ;)

Can the US #copper tariff address the domestic supply gap? ⬇️ Benchmark data shows that the deficit in refined copper supply is caused by lack of US smelting capacity, rather than a shortfall of raw material. Read more here ➡️ eu1.hubs.ly/H0lR-yQ0

Mint Innovation has secured £8.1 million in UK government funding to expand its low-carbon technology platform for EV battery recycling. bestmag.co.uk/mint-lands-8-1…

EnergyX, a global lithium extraction company, has announced that it has entered into a binding conditional agreement to acquire Daytona Lithium, which is a subsidiary of Pantera Lithium, for $26 million. bestmag.co.uk/energyx-expand…

Researchers at the US Department of Energy’s Argonne Laboratory have developed a membrane technology that extracts lithium from water. bestmag.co.uk/new-membrane-t…

Researchers at the FEP have developed a roll-to-roll manufacturing process for producing metal-on-polymer current collectors – lightweight composite structures that replace conventional metal foils in lithium-ion batteries. bestmag.co.uk/fraunhofer-deb…

Enva has unveiled the Battery Safe Box, a new solution designed for the secure storage and transport of waste and defective lithium-ion batteries. bestmag.co.uk/battery-safe-b…

Japan's counterattack with solid-state batteries: Why has Japan, a lithium-ion battery powerhouse, fallen into the reality of being 80% dependent on China? merkmal-biz.jp/post/97344

Uber aims to deploy 20,000 or more Lucid vehicles equipped with the Nuro Driver™ over six years in dozens of markets around the world, with the first launch in a major US city next year. investor.uber.com/news-events/ne…