Jasmin Smajic

@jasminsmajic.com

969 Followers 523 Following

Materials scientist | Writing about energy, matter, and batteries 🔋 → http://www.lithiumhorizons.com More info: www.jasminsmajic.com

https://www.reuters.com/legal/transactional/china-levy-consumption-tax-on-lithium-ion-batteries-solar-cells-2026-07-17/

https://www.evinfrastructurenews.com/ev-technology/catl-launches-8c-ultra-fast-charging-battery-for-commercial-evs

https://www.reuters.com/business/autos-transportation/ferrari-bmw-join-tesla-china-switch-copper-cheaper-aluminium-2026-06-30/

https://www.ft.com/content/b68964c9-f3d0-48e8-8873-8f463834936c?syn-25a6b1a6=1

https://carnewschina.com/2026/06/15/catl-boss-drops-solid-state-battery-reality-check-years-away-from-mass-market/

https://www.iea.org/data-and-statistics/charts/share-of-lithium-ion-battery-deployment-outside-china-that-could-be-met-without-supply-from-china-2025

https://www.iea.org/reports/global-ev-outlook-2026/electric-vehicle-batteries#abstract

https://cnevpost.com/2026/05/19/svolt-plans-mass-produce-hybrid-solid-liquid-batteries-september-liquid-battery-costs/

https://electrek.co/2026/05/22/tesla-cybercab-most-efficient-ev-ever-165-wh-mi/?utm_source=dlvr.it&utm_medium=linkedin

https://carnewschina.com/2026/05/17/volkswagen-backed-gotion-launches-gnascent-sodium-ion-battery-up-to-261-wh-kg-with-mass-production-ready/

https://cnevpost.com/2026/05/11/china-apr-2026-battery-installations/

https://energynow.com/2026/03/lg-to-supply-tesla-with-us4-3-billion-of-batteries/?amp

https://www.electrive.com/2026/04/30/lges-secures-major-order-for-cylindrical-cells-possibly-from-bmw/

Source: https://substack.com/@benjamintodd

https://finance.yahoo.com/news/ses-ai-share-reset-focus-190858484.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAAIynKVY62OGvUK9ykGO9N614ELOEsL2t4mvMjo8Bz4t3-2pOl1WZRVsInbaAXKHUoCaLKu48ysrSZuuB6ttFvlJFhDcAem2JzGZLQq1aLRyzXUgamDJpRaZ-NghHgYNe_Sf76noCy2tYx0vb9zM79Y0ZzL3fBX3A05nWA1CwdrIQ

https://news.metal.com/newscontent/103857913-Samsung-SDI-Targets-Robot-and-UAM-Batteries-Also-Prepares-Sodium-Ion-Battery-Launch

https://cnevpost.com/2026/04/09/tesla-adds-sunwoda-battery-to-global-supply-chain/

https://carnewschina.com/2026/04/11/nio-ceo-urges-industry-wide-standardisation-of-batteries-and-chips-to-save-billions-of-dollars/

https://finance.yahoo.com/sectors/energy/articles/ascend-elements-building-kentucky-battery-123213631.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAAC780M5pVQmRYyHqXNyR_Lbxsoz8UwlwObhN8SMJ04k-6wMpjHiB_0Gmbpi9f0VgPRGaCmTvlR2wnLkOs3Bf1o8Z7hLRURIa-frw3gT42kiW5Jxqnw9hWK_pAoTwIT6LV2vJ5-NaauRGq732ImGdwHjI8D-WtpMxaEq7VSuPCRWi

https://www.press.bmwgroup.com/global/article/detail/T0456278EN/bmw-group-and-rimac-technology-cooperate-on-innovative-high-voltage-battery-for-the-bmw-i7?language=en

https://battery-tech.net/battery-markets-news/lyten-plans-2028-heide-battery-plant-with-1000-jobs/

https://www.ft.com/content/06563cf9-e200-42d2-853d-cefa78db7d30

https://www.hartpunkt.de/customcells-hat-neue-lithium-ionen-batteriezellen-fuer-militaerische-anwendungen-entwickelt/

https://cleantechnica.com/2026/03/28/1-battery-maker-in-world-says-usa-cant-make-evs-without-china/?amp=1

https://www.ess-news.com/2026/03/26/form-energy-crusoe-partner-on-12-gwh-of-iron-air-batteries-for-ai-data-centers/

https://www.ft.com/content/b122ca1f-fc99-4749-9764-f1998b84dd07?syn-25a6b1a6=1

https://european-clean-tech-tracker.bruegel.org/technology/batteries/overview

https://techcrunch.com/2026/03/12/group14-opens-factory-to-produce-battery-materials-for-flash-charging-evs/

https://www.ess-news.com/2026/03/11/hithium-to-invest-e400-million-in-spanish-mega-battery-factory/

https://www.mckinsey.com/industries/industrials/our-insights/powering-the-future-strategies-for-battery-energy-storage-developers#/

https://battery-news.de/en/2026/03/06/battery-module-and-pack-production-in-europe/

https://www.evinfrastructurenews.com/ev-battery/suzuki-buys-solid-state-battery-firm-will-continue-technology-development

https://www.transportenvironment.org/uploads/files/2026_03_Briefing_IAA_battery_costs.pdf

https://www.businesswire.com/news/home/20260226538293/en/Lyten-Completes-Acquisition-of-Northvolt-Sweden-and-Establishes-its-First-Lyten-Industrial-Hub-in-Sweden

https://carnewschina.com/2026/02/20/hyundai-supplier-gangfeng-lithium-began-production-of-650-wh-kg-batteries/

https://battery-news.de/en/2026/02/18/albemarle-to-shut-down-kemerton-lithium-hydroxide-plant-in-australia/

https://www.bloomberg.com/news/articles/2026-02-04/lunar-energy-raises-230-million-for-batteries-to-prevent-blackouts#:~:text=Tesla%20Inc.'s%20former%20energy,about%202%2C000%20installations%20across%20California.

https://assets-ir.tesla.com/tesla-contents/IR/TSLA-Q4-2025-Update.pdf

https://electrek.co/2026/01/30/toyota-partner-breaks-ground-on-all-solid-state-ev-battery-plant/

https://carnewschina.com/2026/01/30/catls-sodium-ion-batteries-officially-enter-passenger-vehicles-report-says/

https://cnevpost.com/2026/01/23/catl-to-begin-fitting-sodium-batteries-passenger-cars-q2/

https://www.mckinsey.com/features/mckinsey-center-for-future-mobility/our-insights/the-future-of-affordable-evs-breakthroughs-in-battery-pack-costs

https://www.chinadaily.com.cn/a/202601/16/WS696a05d5a310d6866eb34342.html

https://www.pv-magazine.com/2026/01/09/chinas-switches-on-worlds-first-gwh-scale-supercapacitor-energy-storage-project/

https://www.norran.se/english/skelleftea/artikel/lyten-struggling-to-secure-northvolt-financing/j8memqyl

https://discovery.kaust.edu.sa/en/article/26278/a-single-additive-solves-a-big-problem-for-high-voltage-sodium-batteries/

https://www.ess-news.com/2026/01/09/battery-export-costs-set-to-rise-as-china-cuts-vat-rebates/

https://www.ess-news.com/2026/01/07/new-european-solid-state-battery-business-targets-commercial-production/

https://www.bloomberg.com/news/articles/2026-01-02/china-lowers-battery-scrap-import-duty-to-aid-recycling-sector?embedded-checkout=true