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Sources and links on page 15 (10)
Links embedded in the original report PDF, including citations and other references. These destinations have not been independently reviewed. Links open in a new tab.
- https://prologium.com/the-worlds-first-superfluidized-inorganic-solid-state-electrolyte-paves-the-way-for-full-scale-commercialization-of-next-generation-solid-state-lithium-batteries/
- https://news.gm.com/home.detail.html/Pages/topic/us/en/2025/aug/0805-GM-breaks-EV-range-world-record-Chevy-Silverado-EV-Work-Truck.html
- https://battery-materials.basf.com/global/en/news/2025/2025-07-28_BASF-Battery-Materials-and-CATL-sign-a-framework-agreement-for-cathode-active-materials
- https://battery-news.de/en/2025/08/18/catl-suspends-lithium-production-in-yichun/
- https://newsroom.posco.com/en/posco-future-m-pursues-the-lfp-cathode-material-business-for-ess/
- https://www.koreaherald.com/article/10563938
- https://www.reuters.com/business/finance/porsche-backed-group14-closes-new-funding-takes-control-jvs-battery-material-2025-08-20/
- https://eu.36kr.com/zh/p/3432336271267970
- https://www.coxautoinc.com/insights-hub/ev-market-monitor-july-2025/
- https://www.koreaherald.com/article/10554857
Text on page 15
Notable Events: August Week 1
Week 2
Week 3
Week 4
US EV sales surged 20% in July from year ago, with 11 brands posting record sales ahead of 30D elimination.
Korea’s big 3 cell makers operated at ~50% capacity globally amid mounting Chinese competition.
CATL suspended lithium production in Yichun, accounting for ~3% of global capacity, due to mining license expiration.
Group14 raised $463M Series D led by SK, acquires full ownership of manufacturing operations for its JV with SK in South Korea.
ProLogium announced fourth-generation solid-state battery tech introducing a super fluidized inorganic electrolyte delivering 57 mS/cm conductivity.
A 2026 Chevrolet Silverado EV Max Range Work Truck set a world record, driving 1,059.2 miles on a single charge and surpassing Lucid’s 749 mile mark.
POSCO Future M signed an MOU with CNGR to build a plant for LFP CAM for ESS & expand beyond its NCMA and NCA focused cathode portfolio.
LG Energy Solutions became the first major global battery producer to initiate large-scale rollout of ESS-bound LFP batteries in the US, catering to rising data center demand.
BASF and CATL signed an agreement, making BASF a key cathode materials partner supporting CATL’s global production expansion.
WoCheng New Energy debut its ultra-low cost BESS product at $53(USD)/kWh-AC, provokes price war discussion at Shanghai trade show.
Extracted from the PDF; charts and images may read imperfectly.
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