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Supply Chain & Materials

China's battery capacity may exceed global demand by 2030, Carnegie report warns of overcapacity

2026.07.13

Supply Chain & Materials

China

Carnegie Endowment for International Peace, in its report \"The Geopolitics of Batteries: Industrial Power Balances in the Energy Storage Race,\" points out that by 2030, China\'s battery cell production capacity may exceed global total demand. The study predicts that China\'s cell manufacturing.........

Italian Eni acquires 25% stake in Chilean lithium project, with total investment of $225 million

2026.07.07

Supply Chain & Materials

Chile

Italian energy giant Eni has signed an agreement to acquire a 25% stake in a lithium project in Chile. The project is located near the Punta Negra salt flat in northern Chile and is developed by Black Giant SpA, a Chilean subsidiary of U.S. startup EnergyX. Eni will invest a total of $225 million.........

Nigeria launches West Africa's largest lithium processing plant with a daily processing capacity of 6,000 tons.

2026.07.06

Supply Chain & Materials

Nigeria

Nigeria has commissioned West Africa\'s largest lithium processing plant in Ndo community, Nasarawa State, with a daily processing capacity of 6,000 metric tons and an annual production capacity of 3 million metric tons. President Bola Tinubu stated that the country must shift from mineral.........

India's Lineage Power signs agreement with Chinese company RJE Tech to purchase 3 GWh of energy storage batteries

2026.06.30

Supply Chain & Materials

China

Lineage Power (a materials subsidiary under Pace Digitek) has signed an agreement with Guangzhou Rongjie Energy Technology (RJE Tech) to procure 3 GWh of lithium iron phosphate (LFP) batteries and accessories. RJE Tech will supply 314 Ah prismatic LFP batteries specifically designed for energy.........

Local lithium mine production capacity in Europe is expected to meet 78% of demand, with limited contribution from recycling.

2026.06.17

Supply Chain & Materials

Europe

The University of Lund in Sweden and the Stockholm Environment Institute have released the first comprehensive assessment report, pointing out that Europe can meet up to 78% of its lithium demand through domestic production, while recycling of used batteries is unlikely to become a significant.........

German battery production reaches a new high in 2025, with output value reaching 8.1 billion euros

2026.06.17

Supply Chain & Materials

Germany

In 2025, German battery production reached a record high, with lithium battery output value increasing by 28% year-on-year to 4.6 billion euros, and the total output value of all battery chemistries reaching 8.1 billion euros. According to data from the German Electrical and Electronic.........

Italian Eni and FIB reach agreement to jointly build LFP energy storage battery supply chain

2026.06.01

Supply Chain & Materials

Italy

Italian Eni Industrial Evolution has reached an agreement with FIB, the manufacturing unit of the Seri Industrial Group, to jointly develop the industrial supply chain for lithium iron phosphate batteries. The two parties will build an integrated industrial platform covering cell and module.........

ION Minerals Expands Lithium Resources, Controls Over 280,000 Acres of Mining Areas to Position in North American Battery Supply Chain

2026.03.27

Supply Chain & Materials

North America

ION Mining Corp. has expanded its lithium mineral rights in the United States and Canada to over 280,000 acres through strategic acquisitions, targeted leasing, and focused geological assessments. The company now controls three major project areas, positioning itself as a significant developer of.........

China's Trina Storage: Italy's Energy Storage Market Affected by MACSE Price Mechanism and Battery Cost Fluctuations, with Nearly 2 Gigawatts of Projects Signed

2026.03.13

Supply Chain & Materials

Italy

Gabriele Buccini, head of the energy storage division at Trina Solar, stated that reducing the production cost of battery energy storage systems is crucial, but the goal is not to increase profits. Instead, it aims to offset rising raw material costs during a period of high market complexity..........

BidItUp Auctions in the United States will auction equipment from a 400,000-square-foot lithium-ion battery manufacturing plant in Michigan, covering applications for electric vehicles and energy storage systems.

2026.03.11

Supply Chain & Materials

United States

BidItUp Auctions Worldwide will host a 6-day major industrial auction from March 31 to April 1, 2, 3, 7, and 8, 2026, starting at 10:00 AM each day. The auction will be conducted virtually via live stream, featuring machinery and equipment from a modern lithium-ion battery manufacturing plant.........

Indian research institutions predict that the global battery materials market will exceed $250 billion by 2032, with energy storage demand becoming a key driving force.

2026.03.10

Supply Chain & Materials

India

The global battery materials market reached USD 89.73 billion in 2025 and is projected to grow at a compound annual growth rate (CAGR) of 15.8% from 2026 to 2032, approaching approximately USD 250.56 billion by 2032. Market growth is primarily driven by the accelerated adoption of electric.........

RWTH Aachen University in Germany released the "Battery Atlas 2026," predicting that Europe's battery production capacity will reach 1,190 gigawatt-hours.

2026.03.10

Supply Chain & Materials

Europe

The European battery market is showing signs of consolidation. According to the Battery Atlas 2026 report released by RWTH Aachen University, announced cell production capacity exceeded 2000 GWh in 2023, but the realistic forecasted capacity for early 2026 is approximately 1190 GWh, of which around.........

Zimbabwe Bans Export of Lithium Ore, Sets Local Processing Requirements to Enhance Mineral Value

2026.03.07

Supply Chain & Materials

Zimbabwe

The Zimbabwean government has announced an immediate ban on the export of raw ore and lithium concentrate, suspending shipments of goods already in transit. As Africa\'s largest lithium producer, the country supplies critical raw materials for global battery manufacturing, with nearly 19% of.........

SolarEdge exports US-made inverters to multiple European countries and increases US energy storage system production capacity

2026.02.12

Supply Chain & Materials

United States

SolarEdge has adjusted its international export strategy, shipping single-phase inverter products manufactured in Texas, USA, to multiple European markets including the UK, Italy, France, and the Netherlands. Christian Carraro, Vice President of European Strategic Customers and Projects at the.........

China National Power Investment Corporation Announces 7GWh Energy Storage Battery Cell Centralized Procurement Results, Four Companies Win Bids with Unit Prices of 0.325–0.355 RMB/Wh

2026.02.11

Supply Chain & Materials

China

The winning bid results for SPIC\'s first batch of centralized procurement of energy storage cells in 2026 were announced on February 9. Four companies, including Guoning Xinchun, Envision AESC, Hithium, and Chuneng New Energy, were simultaneously awarded the bid, with the winning unit price.........

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