Alaska-based Graphite One announced on Monday July 29 that it has entered into a non-binding supply agreement with California-headquartered EV maker Lucid Motors to advance its Graphite One Project mission of planning a complete US domestic supply chain for advanced graphite materials

California could soon enact legislation that would make electric vehicle (EV) battery producers responsible for ensuring end-of-life management and recycling of their batteries after Senate Bill (SB) 615 was approved by the Assembly Committee on Appropriations, clearing the way for a floor vote.

Read our outlook on the EV market for 2025, including insights into how increasing production in China will shape the industry.

The supply of battery-grade manganese sulfate will switch from oversupply to deficit by 2028 despite new capacity coming online, especially outside of China, according to Fastmarkets’ most recent forecast ahead of the European Battery Raw Materials Conference in Amsterdam on September 18-20

A number of hurdles are still hindering the development of a Western battery supply chain, despite support from the US Inflation Reduction Act (IRA), according to Kevin Chan, US-based spodumene and lithium producer Albemarle’s vice president of the Asia Pacific region

To reach the International Energy Agency’s (IEA) net zero by 2050 goals, the North American aluminium industry needs around $60 billion in private and public investment, according to a May 29 report by the Aluminum Association and the environmental consulting firm ICF

Read more about how we are segmenting our lithium price assessments for western markets

British experts have called for a renewed focus on domestic resources, similar to Brazil’s efforts in the mining sector, with the South American country moving to strengthen its position in the global critical minerals market

Ford Motor Co has joined the line-up of automotive companies pumping the brakes on the production of electric vehicles (EVs) and opting to focus instead on hybrid models.