India’s Lohum Is Looking Beyond Recycling to Nickel Mines as Battery Companies Race to Secure Critical Materials ⛏️ iAtlas Daily #68 | Critical Minerals & Battery Supply Chain | September 2026 Battery competition is usually visible at the factory. Gigafactories are built. New battery cells are launched. EV platforms are announced. Energy-storage projects expand. But…
CATL’s GWh-Scale Production, 60 GWh Storage Deal and Commercial Deployment Show How Sodium-Ion Is Entering Its Industrialization Phase 🔋 iAtlas Daily #67 | Sodium-Ion Battery & Energy Storage | September 2026 For years, sodium-ion batteries occupied an interesting position in battery research. The basic idea was attractive. Sodium is abundant. It is widely available. And…
Three Assembly Plants and a Battery Factory Could Turn BYD from a Chinese Exporter into a European Manufacturer 📰 iAtlas Daily #60 | EV & Battery Manufacturing | September 2026 BYD’s expansion in Europe is entering a new phase. The first phase was about selling Chinese-made electric vehicles in European markets. The next phase is…
From Semiconductor Materials and Battery Storage to OLED and Data Centers, the Next Industrial Race Is Being Fought Behind the Final Product 🌍 iAtlas Weekly #11 | Weekly Briefing | September 2026 For years, industrial competition was easiest to see at the final product. Those questions still matter. But this week’s developments point to a…
The U.S. Black Mass Export Restriction Shows Why Used Batteries Are Becoming Strategic Resources ♻️ iAtlas Daily #51 | Battery Materials & Recycling | September 2026 Battery recycling is entering a new phase. For years, the Battery Recycling Supply Chain was discussed primarily as an environmental solution — a way to reduce waste, recover valuable…
Slower EV Growth and Surging AI Power Demand Are Reshaping Battery Manufacturing 🔋 iAtlas Daily #48 | Battery Manufacturing & ESS | August 2026 The EV Battery to ESS Conversion trend is accelerating across the Korean battery industry. LG Energy Solution, Samsung SDI and SK On originally built much of their global manufacturing networks around…
From AI Memory and Advanced Packaging to Critical Battery Materials 📊 iAtlas Weekly #8 | Weekly Briefing | August 2026 The AI Infrastructure Supply Chain is expanding rapidly as investment moves beyond GPUs and data centers into memory, advanced packaging, storage, power infrastructure and critical materials. For much of the past two years, the AI…
From Lithium and Cobalt to Recycling and Silicon Anodes, the U.S. Is Building More of the Battery Value Chain at Home 📊 iAtlas Daily #43 | Battery & Advanced Materials | August 2026 🌍 The Big Story The U.S. battery materials supply chain is receiving another major push toward domestic production. The U.S. Department of…
Why Battery Recycling Is Becoming a Strategic Industry 📰 iAtlas Daily #24 | July 31, 2026 CATL Battery Recycling Expansion As global electric vehicle adoption accelerates, battery manufacturers are increasingly focusing not only on producing batteries but also on recovering valuable materials after their useful life. CATL is continuing to expand its battery recycling network…