Latest Battery Materials Supply Chain News

Elevra Lithium reported solid Q2 FY26 production and revenue results while progressing its North American Lithium brownfield expansion and forging strategic supply partnerships.

Talga Group has lodged a detailed prospectus for issuing attaching and piggyback options to recent Placement and Share Purchase Plan participants, potentially raising up to A$32.7 million upon exercise. The move supports its battery anode production scale-up and international expansion plans.

Vulcan Energy Resources has locked in a €2.2 billion financing package to propel its Phase One Lionheart lithium and renewable energy project in Germany, marking a major step towards Europe’s first fully domestic sustainable lithium supply chain.

Iondrive Limited has marked a pivotal shift from development to commercialisation of its IONSolv™ technology, securing $4 million to target the US e-waste market and commissioning its pilot plant to refine critical minerals.

NOVONIX has delayed the start of mass production of battery-grade synthetic graphite anode material for Panasonic Energy to the second half of 2027, while maintaining its 2026 target for industrial-grade graphite production.

Neometals and Mineral Resources’ joint venture Reed Advanced Materials has teamed up with electrochemical leader De Nora to pilot an integrated lithium hydroxide production plant, advancing sustainable battery materials technology.

Firebird Metals has commissioned its proprietary equipment for producing advanced lithium-manganese-rich cathode materials at its China pilot plant, aiming to start production in February 2026 with customer samples planned for later in the year. The project is co-funded by strategic partner Taza Metal Technologies, reducing capital risk and accelerating development.

Axel REE Limited has announced a substantial upgrade to its Caladão Rare Earth Elements and Gallium resource in Brazil, expanding the project’s scale and advancing plans for low-cost in situ leach extraction.

Impact Minerals’ associate Alluminous has teamed up with US battery innovator C4V to fast-track the commercialisation of its HiPurA® high purity alumina for advanced battery applications, marking a key step in its vertically integrated strategy.

Kingsland Minerals has initiated a Pre-feasibility Study for its Leliyn Graphite Project, partnering with Quinbrook to test graphite concentrate for battery anode applications. This marks a significant step toward developing a world-scale graphite operation in the Northern Territory.

Patriot Resources advances its Gorman Lithium Project in Ontario, securing drill permits and confirming a high-grade lithium system within a proven strategic district.

Redivium Limited confirms a setback in securing its Wrexham recycling plant lease but maintains strong project fundamentals and explores innovative refining technology to boost UK battery material production.