VFBATTERY REPORT
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Notable Events

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Battery Report 2025, page 11: Notable Events

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Sources and links on page 11 (15)

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  1. https://www.reuters.com/markets/asia/samsung-sdi-cuts-stock-offering-price-by-14-2025-04-09/
  2. https://www.automotivedive.com/news/samsung-sdi-begins-production-4695-battery-cells-for-us-customer/744290/
  3. https://www.catl.com/en/news/6401.html
  4. https://www.federalregister.gov/documents/2025/04/07/2025-06063/regulating-imports-with-a-reciprocal-tariff-to-rectify-trade-practices-that-contribute-to-large-and?
  5. https://www.wsj.com/livecoverage/trump-tariffs-trade-war-stock-market-04-03-2025/card/white-house-publishes-hundreds-of-tariff-exemptions-N7o4V7gxmuRUWOROnhqX
  6. https://www.just-auto.com/news/lges-to-acquire-gms-stake-in-battery-plant-for-krw3trn/?cf-view
  7. https://www.prnewswire.com/news-releases/lucid-group-inc-prices-1-000-000-000-convertible-senior-notes-offering-302419398.html
  8. https://electrek.co/2025/04/09/byd-launches-first-evs-with-ultra-fast-charging-starting-at-30000/
  9. https://www.reuters.com/business/autos-transportation/china-tighten-ev-battery-rules-reduce-fire-explosion-risks-2025-04-15/
  10. https://electrek.co/2025/04/17/archer-unveils-evtol-air-taxi-network-united-connect-all-major-nyc-airports/
  11. https://www.ess-news.com/2025/04/16/catl-unveils-587-ah-battery-energy-storage-cell/
  12. https://www.reuters.com/markets/commodities/us-power-sector-battery-storage-momentum-keeps-charging-2025-06-24/
  13. https://www.stellantis.com/en/news/press-releases/2025/april/stellantis-and-factorial-energy-reach-key-milestone-in-solid-state-battery-development
  14. https://www.businesskorea.co.kr/news/articleView.html?idxno=240884
  15. https://www.teslarati.com/tesla-lg-energy-solution-138-percent-profit-q1-2025/#google_vignette
Text on page 11

Notable Events: April Week 1

Week 2

Week 3

Week 4

US announced major reciprocal tariffs, with exemptions for critical minerals including Gr, Mn, Co, Li.

BYD launched first EVs on new Super e-platform with ultrafast charging, starting MSRP $30k in China.

China issued world's strictest EV battery safety standard (no fire, no explosion) to take effect July 2026.

CATL unveiled world's first mass- produced Na-ion EV battery Naxtra, Freevoy dual-chemistry pack and 2nd- gen Shenxing Superfast Charging LFP battery at Super Tech Day.

LGES agreed to acquire GM's stake in their Lansing, Michigan JV plant for $2.05B.

Samsung SDI cut share sale price 14% as US tariffs hit. Samsung SDI started producing larger 46-series cylindrical cells, over 1 year ahead of schedule.

Archer Aviation unveiled eVTOL air taxi network with United Airlines at all major NYC airports.

US installed BESS capacity reached nearly 30GW.

Lucid priced $1.0 billion of 5.00% convertible senior notes due 2030 with an initial conversion price of $3.00 per share (25% premium).

LGES reported a 138% year‐over‐year increase in Q1 operating profit to 374.7 billion KRW (~$255 million).

CATL launched 587 Ah, 430 Wh/L cell for BESS.

Stellantis and Factorial validated EV-sized SSBs with 375 Wh/kg, 18 min charging.

SK On to supply 20GWh high-Ni NCM cells to Slate from 2026-2031 in $1.1B deal

Extracted from the PDF; charts and images may read imperfectly.

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