Latest Battery Supply Chain News

Renascor Resources' cost study estimates its hydrofluoric acid-free purification method can produce battery-grade graphite at about US$459 per tonne, positioning it as a competitive ex-China alternative to conventional HF-based processes.

Element 25 has locked in a US$166 million grant from the U.S. Department of Energy to fund its Louisiana high-purity manganese sulphate monohydrate (HPMSM) facility, reinforcing its role in the evolving battery materials supply chain.

Prairie Lithium restructures its board to sharpen focus on commercial lithium production, with Paul Lloyd stepping up as Executive Chairman to lead corporate strategy and financing.

Li-FT Power Ltd. has obtained a binding call option to acquire the Renard diamond mine site or its owning companies, aiming to repurpose its processing infrastructure for lithium production. The deal hinges on Canadian court approval and involves a significant option fee and care commitments.

Nickel Industries is investing US$169 million for a 17.5% stake in the PT Teluk Metal Industry HPAL project, aiming for production by September 2027 and leveraging its exclusive ore supply from Sampala.

Anson Resources has appointed Baker Hughes to lead critical wellfield engineering for its Green River Lithium Project, advancing plans for a 10,000 tonne per annum lithium carbonate operation in Utah.

EAU Lithium has committed to acquiring Vulcan's proven A-DLE Pilot Plant 4 from Germany, strengthening its capacity to optimise lithium extraction from Bolivian brines and supporting strategic deployment of VULSORB® technology.

InVert Graphite (ASX:IVG) is set to acquire RapidGraphite Pty Ltd, gaining exclusive rights to Curtin University’s RapidPulseTM graphite processing technology that promises rapid, acid-free conversion of natural graphite to battery-grade quality. Backed by positive test results and a A$2.5 million capital raise, this move aims to vertically integrate InVert’s Morogoro graphite project with cutting-edge processing innovation.

Cadoux Ltd has secured a key qualification for its premiumHPA® high-purity alumina, reinforcing its role in the EU-backed SAFELOOP lithium-ion battery development consortium focused on next-generation EV batteries.

Nickel Industries reported a robust US$80 million Adjusted EBITDA for April-May 2026, driven by a strong May rebound and significant working capital releases. The company also progressed commissioning of its Excelsior Nickel Cobalt HPAL project, targeting nickel cathode production by mid-August.

Anson Resources and POSCO Holdings have inked a binding agreement for POSCO to design and operate a $7.2 million Direct Lithium Extraction demonstration plant at the Green River Lithium Project in Utah, aiming to validate proprietary lithium extraction technology and strengthen U.S. battery supply chains.

West Cobar Metals (ASX: WC1) has struck a deal to acquire the Baxter Fluorspar Project in Nevada, a site with a rich history of premium acid-grade fluorspar production. Backed by a $1.05 million placement, the acquisition positions WC1 within a critical US supply chain for fluorspar, a mineral vital for semiconductor and defence industries.