This Week in Batteries: China’s Graphite Exports Will Be Subject to “Greater Scrutiny”

This Week in Batteries: China’s Graphite Exports Will Be Subject to “Greater Scrutiny”


  • China announced new restrictions on high-tech minerals, exports of Sb, Ga, Ge, to the US are now banned. Graphite will also be subject to “greater scrutiny” (Link, Link2)


  • QuantumScape announced new heat treatment equipment for its separator production process will be integrated into its cell production baseline in 2025 (Link)
  • Aionics announced expansion into batteries for electric aviation, JDV with “a leading electric aviation developer and manufacturer” (Link)
  • Northvolt seeks to sell industrial battery pact business by year-end (Link)
  • Recurrent: EV battery replacement will cost less than fixing a gas engine by 2030 (Link)


  • Tesla China sales decline 4.3% amid China’s 51% year-on-year surge in EV volume (Link)
  • GM to take $5B hit in Q4 due to weakness in its China business, company to close plants and offer fewer models (Link)
  • Xiaomi SU7 received positive reviews (Link, Link2)
  • BYD gains a foothold in Japan after landing a new deal to use EVs as mobile power sources (Link)
  • BYD pressures suppliers for 10% price cut in 2025 (Link)
  • Stellantis N.V. and Zeta Energy Corp. announced a JDA that aims to develop Li-S EV batteries (Link)
  • Honda claims to target SSB-enabled EV range of 620 miles by 2030, prototype cells “need to be 100 times bigger and much more durable” (Link)


  • RWE to trial EnerVenue’s nickel-hydrogen battery for grid storage applications (Link)
  • Longroad Energy brings battery storage capacity at Arizona solar ‘Complex’ to 2.4GWh (Link)
  • W?rtsil? selected to deliver the third stage of Australia’s biggest BESS, adding 700MWh (Link)
  • Rongke Power completes grid-forming 175MW/700MWh vanadium flow battery in China, world’s largest (Link)
  • TagEnergy and Tesla launching construction on France’s largest BESS at 480MWh (Link)
  • Strata puts 70MW/280MWh California BESS project into commercial operation (Link)


  • LithiumBank’s DLE tests in Alberta produce average grade of 3,100 mg/L (Link)
  • Rio Tinto unveils lithium resource at Rincon project (Link)
  • Chile doubles number of lithium sites open to investment (Link)
  • Altilium started processing li-ion battery waste at its new ACT 2 recycling plant in Plymouth, UK (Link)


  • Canada mining group uses China ban to push back on Trump tariffs (Link)


  • Zitara raises $17MM in Series AA round (Link)
  • Eos Energy secures $304MM DOE loan for battery plant expansion (Link)
  • Chile plans to invest about $83B from this year through 2033 (Link)
  • Neoen sells Victoria portfolio for $610MM amid Brookfield takeover (Link)




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2 个月
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