VFBATTERY REPORT
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Notable Events

Page 18 of 768
Battery Report 2025, page 18: Notable Events

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Sources and links on page 18 (13)

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  1. https://www.nytimes.com/2025/11/13/us/politics/south-korea-workers-factory-return-georgia.html
  2. https://www.wsj.com/business/autos/toyota-doubles-down-on-hybrids-in-the-u-s-with-14-billion-battery-push-5d246d87?
  3. https://carnewschina.com/2025/11/08/tesla-china-launches-long-range-rwd-model-y-821-km-range-for-40400-usd/
  4. https://cnevpost.com/2025/11/12/catl-mass-production-5th-gen-lfp-batteries/
  5. https://www.prnewswire.com/news-releases/peak-energy-signs-4-75-gwh-contract-with-jupiter-power-for-industry-leading-sodium-ion-battery-storage-systems-302612467.html
  6. https://www.reuters.com/business/energy/standard-lithium-gets-boost-washington-arkansas-lithium-race-2025-11-14/
  7. https://cnevpost.com/2025/11/21/gotion-starts-delivering-unified-cells-vw/
  8. https://www.yicaiglobal.com/news/chinas-ronbay-soars-by-limit-after-becoming-catls-top-sodium-ion-battery-cathode-material-supplier
  9. https://www.reuters.com/business/autos-transportation/tesla-buy-2-bln-ess-batteries-samsung-sdi-over-3-years-newspaper-says-2025-11-03/?
  10. https://www.reuters.com/business/energy/china-oil-major-sinopec-partners-with-south-koreas-lg-chem-develop-battery-2025-11-04/
  11. https://www.koreatimes.co.kr/business/companies/20251031/samsung-sdi-bmw-to-jointly-validate-all-solid-state-batteries?utm_source=rss
  12. https://www.theinformation.com/articles/electric-350-million-strategic-shift-trump-backs-iron-based-battery-startup?rc=mpzqpv
  13. https://www.reuters.com/world/china/us-halt-entity-restrictions-one-year-after-trump-xi-meeting-bessent-says-2025-10-30/
Text on page 18

Notable Events: November Week 1

Week 2

Week 3

Week 4

Tesla announced it would purchase $2B of ESS batteries from Samsung SDI over 3 years.

Toyota announced it would launch its 2nd U.S. battery plant with up to $14 billion investment (including hybrids).

Peak Energy signed a 4.75 GWh contract with Jupiter Power for Na-ion BESS.

Gotion commenced mass production to supply 46xx format LFP & LMFP cells to VW starting in 2026.

LG Chem signed an agreement with China oil major Sinopec to develop Na-ion batteries.

Tesla officially launched a 510-mile Model Y Long Range RWD model in China.

Trump administration allowing detained South Koreans to return to bring-up GA gigafactory

Ronbay became CATL’s top supplier of sodium-ion battery cathode materials by providing more than 60% of its annual volume.

Samsung SDI, BMW signed an agreement to jointly validate all-solid-state batteries using SolidPower’s electrolyte technology.

CATL started mass production of 5th-gen LFP batteries with higher energy density.

Standard Lithium received $225M funding from Washington in the race to be the first company to produce lithium from the Smackover in Arkansas.

U.S.-Japan meeting resulted in $350M of investment commitments from Japan/Japanese companies for LFP production from Mitra Chem.

China officially suspended the implementation of the rare earth export controls announced in October for a one-year period per latest US-China trade deal.

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

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