Battery Materials

Battery-Grade Nickel Shortage Threatens EV Industry Growth
A looming shortage of battery-grade nickel, essential for EV batteries, could disrupt production goals for automakers like Rivian, forcing innovative supply solutions.

Falcon Energy Materials Advances Moroccan Anode Plant with $86 Million Investment Targeting 2027 Production
Falcon Energy Materials has confirmed robust economics for its Moroccan graphite anode facility, positioning the company to become a key supplier of battery materials to Western markets while addressing critical supply chain gaps.

North American Graphite Producer Emerges as Strategic Alternative Amid China Export Restrictions
As China tightens export controls on critical minerals and trade tensions escalate, North American companies like Nouveau Monde Graphite are positioning to reduce Western dependence on Chinese supply chains for materials essential to electric vehicles, renewable energy, and national security.

Falcon Energy Materials Advances Pilot Plant Construction as Three Customers Begin Graphite Qualification
Falcon Energy Materials is progressing toward Q4 2025 completion of its Moroccan pilot plant for battery-grade graphite production, positioning the company as a key non-Chinese supplier in the global battery supply chain.

Falcon Energy Materials Uplists to OTCQB Venture Market to Enhance U.S. Investor Access
Falcon Energy Materials has uplisted from the OTC Pink market to the OTCQB Venture Market, a strategic move that enhances the company's visibility and access to U.S. investors while supporting its growth as a provider of critical battery materials.

North American Graphite Producer Challenges China's Supply Dominance Amid Growing Demand
Nouveau Monde Graphite is positioning itself as North America's first fully integrated, carbon-neutral graphite producer to address critical supply chain vulnerabilities as China controls 95% of global battery-grade graphite supply.

Trump’s 93.5% Tariff on Chinese Graphite Could Elevate US EV Production Costs
The imposition of a 93.5% tariff on Chinese graphite by the Trump administration may significantly increase the production costs of electric vehicles in the U.S., impacting automakers reliant on this essential battery material.

Standard Lithium Secures $225M DOE Grant, Advances Southwest Arkansas Lithium Project
Standard Lithium has made significant progress on its Southwest Arkansas lithium project, receiving a $225 million Department of Energy grant and completing critical pilot testing, positioning the company for potential commercial-scale lithium production.

Standard Lithium Gains Regulatory Approval for Major Lithium Production Project in Arkansas
Standard Lithium and Equinor's joint venture received unanimous approval for the Reynolds Unit, a significant lithium production project in Arkansas targeting commercial output by 2028. The project represents a key milestone in domestic battery material production.

Standard Lithium Gains Regulatory Approval for Arkansas Lithium Brine Unit
Standard Lithium's joint venture with Equinor received unanimous approval from the Arkansas Oil and Gas Commission for the Reynolds Unit, a critical milestone in developing a significant lithium carbonate production facility targeting commercial output by 2028.