Topic
Battery technology, materials, manufacturing, and the supply chain behind electric vehicles.
The company says the expansion raises stated battery-feedstock capacity 42.9%, from 14,000 to 20,000 metric tons a year, but commissioning is still expected to continue through the end of 2026.
NOVONIX’s prior SEC-filed disclosures identify Panasonic Energy as its lead customer and June C-sample recipient; the company says mass-production sales remain conditional on successful qualification.
The preliminary assessment estimates $3.496 billion of initial capital and a $4.992 billion after-tax NPV under its assumptions, with a PFS targeted for 2027 and required permitting and baseline work still ahead.
The Tulsa battery-materials company is taking orders for 2026–27 delivery; a July executive interview described about 40 tonnes per year of batch capacity, and the reviewed sources do not show that the two figures are directly comparable.
The Sept. 3 merger consideration was $300 million in cash plus 126.8 million shares; current filings still do not establish that Serra Verde feedstock is flowing into Stillwater magnets.
The Sept. 3 resolution sets a $193,995,683 total cap on a 50% share of UIPA's received tax differential over no more than 25 years; board authorization is not the same as a fully executed incentive agreement.
Musk says the no-rare-earth drive unit maintains range, while the reviewed sources do not define the comparison baseline, exact motor chemistry, cost impact or wider rollout.
The Sept. 4 company post ties Tesla's Texas lithium refinery to an identifiable Cybertruck build; its Q2 filing still listed lithium refining at 30 GWh and 'Early Ramp,' while the scale of vehicle use remains undisclosed.
The Sept. 2 award announcement moves the program past its application stage; current rules require a 50% match on eligible project costs, and Michigan’s award release does not disclose recipient-by-recipient amounts.
R3's Sept. 10 release closes the startup checkpoint, but its current careers page still says continuous commercial lithium-carbonate production is being brought online and CEO Linh Austin's latest target remains late summer 2027.
Emden and Zwickau are EV-only today; Hanover builds the ID. Buzz and Neckarsulm the Audi e-tron GT, while Volkswagen says alternative uses are being assessed rather than announcing four closures.
The company says its Casa Grande, Arizona operation is now under new ownership; the buyer and deal value were not named in the Sept. 2 release, and the sale does not establish a plant shutdown.
The 185.4 Ah large-format cell is also reported at 903 Wh/L from a TÜV test described by ProLogium, while reviewed public materials still do not identify a production passenger EV using it as a traction battery.
The binding 10-year take-or-pay deal doubles disclosed contracted volume to 16,000 tonnes a year alongside Trafigura, but the 22,500-tpa Arkansas project is still pre-FID and targets commercial production in 2029.
The five-year contract runs from 2027 through 2031; SK On previously said part of its Commerce EV-battery lines would be used for U.S. storage batteries, but the new announcement does not identify which Georgia plant will make the NeoVolta cells.
Frank Blome told FAS the factory is moving into large-series production; Volkswagen had already produced validation cells there in 2025 and calls Salzgitter the lead plant for St. Thomas, Ontario.
The former BrightDrop plant remains idled, and Unifor says the ratified package extends income-maintenance benefits for eligible laid-off members through May 2028 while its bargaining report still shows no product commitment.
University of Maryland-led researchers also raised their tested critical current-density/capacity point from 1.2 mA/cm² at 0.6 mAh/cm² to 2.2 mA/cm² at 1.1 mAh/cm² by grain-refining a lithium-magnesium anode.
The live quality role covers FMEAs, control plans, inspection criteria and supplier non-conformance. The listings show what Tesla is staffing, not that Roadster production has started or a launch is imminent.
Ola’s broader S1Z launch release says only ‘46 series LFP,’ and its current product page says ‘LFP Cell.’ The reviewed public materials do not explain what the different number means.
The Aug. 25 TDLR record calls its start and completion dates estimates; Tesla’s current Terafab hiring describes a greenfield 300mm fab for 2nm-class manufacturing, but the filing does not prove physical groundbreaking or a production timeline.
The 2.6-kilometre-deep project was designed around battery-electric mining equipment, but Aug. 27 marks ore access and an early ramp—not full commercial production—and current public sources do not identify an EV-battery customer.
The reviewed public materials do not state the test cell’s Ah/Wh size, exact retention, cohort size or measured energy density, so the cycle count alone does not establish automotive-scale performance.
The proposed factor applies only when every recycling step stays in the EU; EU-made black mass loses the uplift if later recycling happens abroad, while eligible third-country recycled material still counts without the 1.3× factor.
South Coast AQMD had flagged an Enevate EV project as a contract of concern, and Onyx records a May equipment auction; the exact liquidation mechanism and asset-transfer terms are still not established in the reviewed public record.
Commercial production is scheduled for roughly October 2026 through March 2027; in April, Asahi Kasei said it was assuming a 1.5-2-year delay to the operating start of its integrated Ontario plant because North American EV growth had slowed.
DOE selected the San Leandro project for a $50 million federal share, but its funding rules say selection is not a final award, while silicon-anode durability remains a core commercialization challenge.