The Battery Ledger
Insights
Analysis of the global battery economy. Every figure checked at its original source, and the source named.

Industry · 31 Oct
Washington Takes Aim at the Gap Between the Lab and the Factory
The United States has produced a remarkable share of the world’s battery breakthroughs. It has been less successful at manufacturing them. The…

Industry · 27 Oct
RES Wins Its First Battery Storage Consent in Northern Ireland
RES has won planning consent for its first battery storage project in Northern Ireland. The Ballyross scheme is a modest milestone in…

Industry · 19 Oct
Volkswagen Takes the Time to Build St. Thomas Right
Volkswagen’s $7bn Canadian battery plant has moved its start to 2029. Construction continues, the capacity plans stand, and the company says it’s…

Lithium · 17 Oct
Silicon’s Engineering Is Finally Catching Up to Its Promise
Silicon has promised denser, longer-range batteries for a decade, but its tendency to swell kept it out of the mainstream. In 2025…

Recycling · 14 Oct
cylib Named a Strategic Project in Europe’s Push for Materials Security
The European Commission has selected cylib’s battery recycling project as a Strategic Project under the Critical Raw Materials Act. It is a…

Data Centres · 11 Oct
Battery Capacity Built for EVs Is Finding a Second Market in Grid Storage
North America built formidable battery-manufacturing capacity for the electric car. When a vast new market appeared almost overnight, the industry was ready,…

Industry · 11 Oct
Building the UK’s Battery Supply Chain, One Connection at a Time
Britain's gigafactories get the headlines. The more interesting story is everything being built around them: the suppliers, the researchers, the grid connections…

Industry · 5 Oct
The Battery Price That Governs
Lithium-ion battery prices fell to a record low in 2025, to $108 a kilowatt-hour on average. The striking part is that they…

Bulletin Board · 1 Oct
The Bulletin Board - cylib names a new chairman
cylib has appointed Roland Harings, the former chief executive of the recycling group Aurubis, as chairman of its Advisory Board.

Bulletin Board · 29 Sep
The Bulletin Board - Innovate UK
Innovate UK’s latest Battery Innovation competition is offering up to £25 million to develop the next generation of British battery technology, from…

Industry · 29 Sep
Where the Graphite Comes From
The battery world spends most of its worry on lithium. But the material that may be hardest to bring home is the…
Bulletin Board · 28 Sep
The Bulletin Board - LYTEN
The American lithium-sulfur company Lyten is acquiring the Revolt recycling plant in northern Sweden, adding one of Europe’s largest battery recyclers to…

Sodium-ion · 27 Sep
GM Is Aiming for a Domestic Sodium-Ion Battery
GM’s battery chief, Kurt Kelty, has set out a goal: a battery supply chain built on domestic materials rather than Chinese ones.…

Industry · 26 Sep
Why the Battery Supply Chain Is Coming Home
For decades the battery industry built one long, global supply chain. A recent thesis from Sorfin Yoshimura argues the next era looks…

Bulletin Board · 23 Sep
The Bulletin Board - cylib, Porsche to Porsche
cylib and Porsche have made battery cells from cathode material that is 100% recycled, and recovered from Porsche’s own worn-out batteries. A…

Bulletin Board · 23 Sep
The Bulletin Board - BCI and BEST Magazine
Battery Council International has announced its inaugural NextGen Leadership Award: thirty rising figures from across the battery industry, chosen by their own…

Lithium · 23 Sep
Where Sulfur and the Two Lithiums Fit
The Battery Ledger’s most recent piece argued that lithium, sodium and lead each have a job, and none has to beat the…

Recycling · 23 Sep
The Reverse Gigafactory: How Battery Recycling Is Starting to Close the Loop
For a decade the battery story was about building gigafactories. The next chapter is about building their mirror image, the plants that…

Bulletin Board · 22 Sep
The Bulletin Board - Battery Production Days
The second Battery Production Days, the conference for scalable battery production, takes place on 20 and 21 October 2026 in Aachen.
Bulletin Board · 21 Sep
The Bulletin Board - American Battery Technology
American Battery Technology has turned its first-ever gross profit, a milestone many young recyclers never reach.
Bulletin Board · 21 Sep
The Bulletin Board - R3 Lithium
R3 Lithium has begun operations at a Georgia plant that turns recycled battery material into lithium carbonate, without new mining.
Bulletin Board · 21 Sep
The Bulletin Board - The US Department of Energy
The US Department of Energy has named eight winners of its Lithium-Ion Battery Recycling Prize, each awarded $200,000.
Bulletin Board · 21 Sep
The Bulletin Board - E-Mobility Awards
The E-Mobility Production Awards return on 20 October 2026, presented at Battery Production Days in Aachen.
Bulletin Board · 21 Sep
The Bulletin Board - CABOT
Cabot Corporation is expanding its North American battery materials production, backed by a modified $50 million grant from the US Department of…

Industry · 20 Sep
Sodium, Lithium and Lead: Why The Battery Market Has Room For All Three
Sodium-ion needs a market that already believes in the plug. China has built one, the US is moving at several different speeds,…

Sodium-ion · 4 Sep
Sodium-ion: what's real and what's research
Two things are happening in sodium-ion right now. They are usually written up as one, and the difference is the whole point.

Compliance · 31 Aug
The Battery Passport.
Every compliance summary cited 18 August 2026 as the day the EU's new battery labelling rules took effect. The date is real.…

Lithium · 26 Aug
Solid State Battery Rules - An Opportunity.
China has taken the lead on the first international rules for solid-state electric-vehicle batteries. The step is real, and narrower than most…

Data Centres · 26 Aug
Lead for grid storage.
A century-old battery keeps its place on the grid's list of options. Not out of sentiment, but because grid storage rewards what…

Data Centres · 23 Aug
Grid Battery Failure
The most rigorous failure data in the industry shows storage safety improving at a pace few expected. The story is in who…

Industry · 23 Aug
How a battery earns its living.
Much of finance still files batteries under auto parts. The asset filing its own accounts on the grid suggests a different category.

Data Centres · 23 Aug
Battery Storage Insurance: What the Failure Data Shows.
Underwriters price what they can see. The storage industry's safety record has improved dramatically, and remains mostly invisible.

Data Centres · 23 Aug
Grid Battery Fires - Failure Data
The people who respond to battery incidents are the last to be shown the statistics about them. A reading of the record,…

Compliance · 23 Aug
The rules for shipping lithium batteries, and why they're about to matter more
Before a battery powers anything, it travels. The rules for that journey are stricter than almost anything that awaits it at the…

Recycling · 23 Aug
Lead is already 67% recycled. What that means for lithium mining.
Miners know the argument about recycling. Lead is the industry that already ran the experiment, and the result should change how the…

Lithium · 22 Aug
Three of the West's Significant Moves Into Lithium
Three significant Western moves into lithium were made by companies with long histories in lead. The pattern says something about where battery-making…

Industry · 21 Aug
The batteries are refusing to die on schedule
Everyone planned for EV batteries wearing out. The data says they're outliving the cars, and that quietly changes what a battery is.

Industry · 21 Aug
Are batteries the first power technology whose success cuts its own pay?
It seems so. The battery fleet is helping make evening electricity cheaper in the biggest US markets, and the remarkable part is…

Industry · 20 Aug
The part of the battery nobody can name is getting an American gigafactory
Between every anode and cathode sits a film thinner than a human hair. One company in Oregon has spent decades mastering it,…

Sodium-ion · 19 Aug
Sodium-ion Stopped Being A Promise This Year
A chemistry researched since the 1970s, written off repeatedly, is now in a mass-produced car and carries the largest storage order ever…

Industry · 19 Aug
The battery of the future has an oil refinery in it.
Everyone is watching the carmakers race to solid-state. Almost nobody is watching the company making the ingredient they'll all need, and its…

Lead · 19 Aug
Lead has already won a place in the 2028 model year
Everyone measures the battery future in kilowatt hours of traction pack. The battery contracted furthest into the future might be the one…

Data Centres · 19 Aug
The battery's biggest new customer doesn't drive
For fifteen years "a good battery" has meant whatever a car needs. The customer arriving now has different priorities.

Recycling · 18 Aug
The battery chemistry the EU's recycled content rules barely reach
Two of the heaviest obligations in the Batteries Regulation are written as lists of materials. Sodium-ion uses almost none of them. Whether…

Industry · 17 Aug
The old battery companies are quietly going multi-chemistry
Stryten sells vanadium flow. Clarios is going sodium-ion. EnerSys is building a lithium plant for the Pentagon. East Penn sells lithium alongside…

Recycling · 17 Aug
The most decisive company in battery recycling is a lead one
While everyone else debates what battery recycling will become, one company built the future version, sold the old version, and moved on.…

Recycling · 17 Aug
Most of the world's lead now comes from recycling, not mines
For most battery metals, large-scale recycling is still being built. For one, recycling quietly became the main source of supply, and almost…

Electric Vehicles · 17 Aug
EV's Second Battery
The EV was supposed to end the lead battery's century in the car. Open the bonnet of almost any electric vehicle and…

Compliance · 17 Aug
Why lead is the only recycled content target that never rises
From 2031 the EU sets minimum recycled content for four battery materials. Three of them go up in 2036. One does not,…

Data Centres · 17 Aug
A third of data centre operators still use lead batteries in their UPS
The AI boom is the fastest growing power story in the world, and the batteries standing behind it are not all new.…

Industry · 17 Aug
Tesla solved the hardest problem in electrode manufacturing
Dry cathode coating defeated the industry for a decade. Tesla says it now runs it in production. What we do not know…

Lithium · 17 Aug
Solid-state timeline: published today, right of reply offered
The target has not moved in three years, which is more than most solid-state timelines can claim. But it is a range,…

Compliance · 16 Aug
What does the New South Wales battery scheme require?
Australia's first mandatory battery stewardship scheme starts on 1 October 2026, and it reaches whoever brings the battery into the state, wherever…

Compliance · 16 Aug
When do the EU battery labelling requirements actually apply?
Most published guides give 18 August 2026. The Regulation attaches a condition to that date, and the condition has not been met.

Compliance · 14 Aug
How will the EU calculate recycled content in batteries?
The Commission has until 18 August 2026 to decide. Its own research body has set out the choice and declined to make…

Compliance · 13 Aug
Which US states have battery producer responsibility laws?
Four states, four definitions of a covered battery, four sets of dates. There is no national scheme and no sign of one.

Compliance · 13 Aug
What would the CPSC micromobility battery rule require?
It would make three UL standards mandatory, but with modifications. Existing certification would not be enough.

Compliance · 13 Aug
What are the US Section 301 tariffs on Chinese batteries?
Twenty-five per cent on cells, and on natural graphite, where the rate was zero. The second tranche landed in January 2026.

Compliance · 13 Aug
How has Section 45X changed for battery manufacturers?
The advanced manufacturing credit now carries a foreign entity test, a domestic content test and a phase-out that did not exist before.

Compliance · 13 Aug
What does the US black mass export restriction require?
From 27 August 2026 every tonne of American black mass must be sold to an American buyer. The rule was written under…

Compliance · 13 Aug
What does South Korea's EV battery certification system require?
Since February 2025 the Korean government certifies EV batteries itself, and every battery carries an identification number in the vehicle register.

Compliance · 13 Aug
What does Japan's mandatory lithium battery recycling cover?
Japan has moved a nine-year voluntary scheme onto a statutory footing, with volume thresholds that decide who is caught.

Compliance · 13 Aug
What are India's battery recycling and recycled content targets?
India is the only major market requiring recycled content to be recovered domestically. That makes it a trade measure as much as…

Compliance · 13 Aug
What do China's 2026 EV battery recycling rules require?
A vehicle must now be scrapped with its battery still in it, and no one may put a waste power battery into…

Compliance · 13 Aug
What is China's battery consumption tax?
China is taxing lithium-ion and exempting sodium-ion and solid-state. Both sides of that are new, and the exemption expires in 2028.

Compliance · 13 Aug
What are the EU battery material recovery targets?
Lithium is set forty points below the other four metals in 2027 and fifteen below in 2031. That closing gap is the…

Compliance · 13 Aug
When does the EU battery carbon footprint declaration apply?
The dates are in the regulation, but the obligation does not bite until the Commission adopts the methodology. Track the delegated acts,…

Compliance · 13 Aug
What are the EU battery recycling efficiency targets?
Recycling efficiency and material recovery are two different measures on two different timetables. Conflating them is the commonest error in reporting on…

Compliance · 13 Aug
What are the EU minimum recycled content requirements?
From 2031 batteries must contain 85 per cent recycled lead but only 6 per cent recycled lithium. And e-bike batteries are not…

Compliance · 13 Aug
When does EU battery supply chain due diligence begin?
Due diligence on cobalt, lithium, nickel and natural graphite begins on 18 August 2027, two years later than the regulation originally said.

Compliance · 13 Aug
When is the EU battery passport deadline?
Every EV, LMT and large industrial battery needs a digital passport from 18 February 2027. Starter batteries do not, and the removability…

Recycling · 10 Aug
The Most Recycled Product In America Is Not A Bottle Or A Can. It Is A Battery
A 99 percent recycling rate, a closed loop built six decades ago, and a critical mineral designation that changes what the whole…

Recycling · 9 Aug
A $1.5 Billion Battery Recycler Just Filed For Bankruptcy. The Reasons Matter More Than The Headline
A cancelled federal grant is the headline. The filing itself lists falling material prices, a shrinking EV market and construction disputes alongside…

Recycling · 8 Aug
America Just Locked Its Battery Scrap Inside Its Borders. It Cannot Yet Refine It
From 27 August, US black mass must be sold at home. The refineries to process it do not yet exist at the…

Lithium · 7 Aug
What CATL Actually Says About Its Solid-State Battery, And What It Does Not
The company's own chairman is the most cautious voice in the story. The coverage keeps running ahead of him.

Industry · 7 Aug
China Is Taxing the Battery It Dominates and Exempting the Ones It Wants Next
From 1 September 2026, China will tax lithium-ion batteries for the first time in over a decade. Sodium-ion and solid-state will pay…

Lithium · 6 Aug
Simulations Point To Grain Boundary Engineering As A Route To Mitigating Dendrites In Solid-State Batteries
Modelling suggests deliberately melting the boundaries between crystal grains could suppress the dendrites that threaten solid-state cells.

Compliance · 5 Aug
The Recycled Content Rules Nobody Can Physically Verify
Recycled cobalt and mined cobalt are the same element. From 2031, the EU will require producers to prove which one they used.

Lithium · 4 Aug
Finding Reliable Lithium Battery Data: What to Trust and What to Question
Finding data is only part of the challenge. Understanding where it comes from, what it measures and its limits matters just as…

Industry · 3 Aug
Who Really Controls The Global Battery Industry?
Two companies make more than half the world's electric-vehicle batteries. The finished cell is only the visible tip of the chain.

Industry · 3 Aug
Beyond Lobbying: The Hidden Work of Battery Associations
The industry that builds the world's batteries leans on a second industry that builds none.

Industry · 2 Aug
What Makes a Battery "Critical"?
The same battery material can be critical in Washington, strategic in Brussels and merely watched in London, all at once.

Compliance · 2 Aug
Battery Passports Explained: The EU Requirements Starting in 2027
From February 2027, EV, LMT and larger industrial batteries need a passport. The conventional lead-acid starter battery does not.

Industry · 2 Aug
Batteries and AI: What Is Real, What Is Emerging, and What Is Still Speculation
Batteries matter to AI infrastructure in several concrete ways today. The largest role is an old one, not a new AI-specific technology.

Recycling · 24 Jul
Who Is Buying Lead Recycling, and Who Is Selling
European battery makers are buying secondary lead smelters. A Chinese storage company is selling one, and has explained why.

Sodium-ion · 20 Jul
Sodium-ion: a different chemistry, but so far the same geography
On the IEA's own evidence, the chemistry has diversified and the geography has not.

Lead · 20 Jul
How Lead Batteries Work, and Where They Still Win
Lithium has taken the applications that reward energy density. Lead retains the ones that reward cost, cold-cranking power and a closed loop.

Lithium · 19 Jul
The Lithium Supply Chain: Resources, Production and the Processing Stage
Mining is diversifying across regions. The processing stage that turns ore into battery chemicals has not kept pace.

Recycling · 19 Jul
How Lead Battery Recycling Works: From Scrap to Secondary Lead
The metallurgy is long established. What makes secondary lead smelting demanding is everything downstream of the furnace.

Industry · 19 Jul
UK Call for Evidence on Community Batteries Targets Renters and Flats
The government wants shared storage to reach the households that cannot install a battery of their own.

Electric Vehicles · 19 Jul
IEA Scenarios Point to EV Battery Demand More Than Tripling by 2035
Demand more than triples by 2035 in both main scenarios. Whether the industry outside China can serve it is a separate question.

Lead · 19 Jul
Why the US Refined Lead Industry Now Runs on Scrap
Circularity is a genuine strategic asset for lead. It is not the same thing as self-sufficiency.

Lead · 19 Jul
Carbon Innovation Targets the Limits of Lead Battery Technology
The next stage of lead battery development is materials optimisation, not chemistry replacement.
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