Latest Battery Supply Chain News

Syrah Resources delivered a record quarter with a 34% rise in natural graphite production and advancing anode material qualification at its Vidalia facility, while navigating evolving US trade policies that could reshape its market dynamics.

Nickel Industries faced a challenging December quarter due to delayed regulatory approvals impacting ore sales, yet the company kicked off 2026 with robust nickel ore sales and record earnings from its HPAL project.

Talga Group has entered a strategic development agreement with German battery innovator V4Smart to co-develop high-performance graphite anodes for fast-charging lithium-ion batteries, aiming for commercial readiness by 2027.

Nickel Industries has secured a strategic partner in Sphere Corp., which will acquire a 10% interest in the ENC HPAL project and enter into a nickel offtake agreement, marking a significant step into Western aerospace markets.

Kingsland Minerals has initiated a Pre-feasibility Study for its Leliyn Graphite Project and commenced key metallurgical testing with offtake partner Quinbrook, aiming to produce battery-grade spherical graphite.

European Metals Holdings has released a Definitive Feasibility Study confirming the Cinovec Lithium Project as a long-life, battery-grade lithium carbonate producer strategically positioned to supply Europe's electric vehicle and energy storage sectors.

Lithium Energy has completed Phase 1 drilling at its high-grade Burke and Mt Dromedary graphite deposits in Queensland, with Phase 2 drilling set to begin in January 2026. The company is also exploring a vertically integrated battery anode material business to capitalize on shifting global supply dynamics.

Lithium Energy Limited has fast-tracked the sale of its remaining stake in the Solaroz Lithium Brine Project, securing US$21.7 million ahead of the planned timeline and strengthening its financial position.

IGO Limited’s subsidiary has confirmed its commitment to Stage 2 of the farm-in at the Bridgetown-Greenbushes Project, pledging $3 million to increase its ownership to 70%. Extensive soil sampling has revealed a significant lithium-tantalum-niobium-cesium anomaly, underpinning the project's promising exploration outlook.

Nickel Industries has secured approval to increase its 2025 nickel ore sales quota by 1.5 million wet metric tonnes, enabling immediate sales resumption. This milestone is underpinned by a groundbreaking environmental permit that supports innovative, sustainable mining practices.

Firebird Metals has achieved a significant technical milestone with its manganese iron phosphate precursor outperforming China industry benchmarks, setting the stage for commercial production at its Australian Demonstration Plant in 2026.

Livium Ltd has secured a A$663,000 R&D tax rebate for its subsidiary VSPC, pushing total FY25 rebates to A$1.4 million and reinforcing its push into advanced battery materials and recycling.