Latest Battery Supply Chain News

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.

Talga Group has reported a quarter of significant commercial and regulatory progress, including its largest anode shipment, expanded product offerings, and major mining approvals in Sweden, supported by substantial capital raises and new patents.

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.