Latest Battery Supply Chain News

Nickel Industries has secured a significant increase in its 2026 ore sales license and finalized a long-term supply agreement for its Excelsior Nickel Cobalt project, enhancing production certainty and sustainability.

Vulcan Energy has obtained its inaugural lithium production licence for the Lionheart Project in Germany, marking a pivotal step as the project moves into funded construction. This licence supports Vulcan’s ambition to supply Europe with sustainable lithium for electric vehicle batteries, backed by renewable energy co-production.

EcoGraf Limited has signed a non-binding MoU with Taiwan’s Long Time Technology to develop HFfree® purification facilities and expand battery anode operations across South East Asia and Taiwan, aiming to tap into Tier-1 OEM supply chains.

The US International Trade Commission has overturned preliminary findings and declined to impose steep tariffs on Chinese graphite anode materials, complicating Syrah Resources’ plans to scale up its US-based production facility.

Syrah Resources has locked in a multi-year conditional offtake agreement with NextSource Materials, underpinning the strategic importance of its Balama graphite in the evolving battery supply chain outside China.

Alpha HPA Limited reported a $22.5 million loss for the half-year ending December 2025, driven by ongoing investment in its HPA First Project. Despite the loss, strong demand from semiconductor and battery sectors and a recent $225 million capital raise position the company for significant growth.

Nickel Industries has received a significant 60% increase in its 2026 nickel ore sales quota, positioning the company to capitalise on rising nickel prices and ramp up its next-generation processing projects.

Elevra Lithium has signed a non-binding MoU to supply up to 144,000 tonnes of spodumene concentrate annually to Mangrove Lithium, supporting a new Canadian lithium conversion facility and strengthening domestic battery material production.

Critical Resources Limited has secured a strategic position within the US Centre for Solid-State Electric Power Storage, accelerating its evaluation and development of safer, higher-performance solid-state lithium-ion batteries.

Lithium Energy Limited has completed the sale of its Solaroz Lithium Brine Project, receiving US$21.7 million in cash and setting the stage for renewed focus on its graphite and gold-copper assets. The company is actively progressing exploration and development programs to meet ASX reinstatement criteria.

PT ANTAM Tbk reported record production and sales volumes for nickel ore, bauxite, and alumina in FY25, driven by strong domestic demand and operational efficiencies. The company also progressed key downstream projects and strengthened its ESG leadership with multiple awards.

Critical Minerals Group (CMG) has made significant strides in its Vanadium battery energy storage and mining projects, securing a $2 million capital raise and progressing key feasibility studies.