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Building the Advanced Battery Industry in North America

June 5, 2026

Vol. 17, No. 23

NAATBatt Announcements

Upcoming NAATBatt Programs

Transatlantic Networking Event at Battery Show Europe

Heading to The Battery Show Europe in Stuttgart next month? Join the Transatlantic Networking Event on Wednesday, June 10, 2026, from 3:00–6:00 p.m. in the VIP Lounge at Messe Stuttgart. Co-hosted by the NAATBatt Onshoring Battery Technology Committee alongside NY-BEST, LKiB, VDMA, RECHARGE, and VDI, the event will feature brief remarks from sponsoring organizations, a panel discussion on U.S.-European collaboration across key battery industry issues, and a networking reception. The event is free to attend. But pre-registration is required. Sponsorships are available for a US$1,000. Click here to view the full agenda. Click here to register for the Networking Event and learn more about the sponsorship opportunity.

2026 Recycling & Lifecycle Management Workshop logo

NAATBatt 2026 Recycling & Lifecycle Management Workshop

NAATBatt will hold its 9th annual workshop on lithium battery recycling and lifecycle management on July 7-8, 2026, at Michigan State University's MEC Center in Troy, Michigan. The workshop will examine the technologies, business models and economic challenges involved in recycling and reusing lithium batteries in North America. Building a secure supply chain of battery materials in North America may ultimately depend heavily on the "urban mining" of battery materials. Learn about the prospects for lithium battery recycling and reuse in North America and meet the companies and experts that are already doing business in this sector. Register now for the Workshop! Click here for more information and to register.


Also, all NAATBatt members whose primary business is recycling or repurposing batteries are invited to give short "2nd use case study" or "meet the recyclers" presentations as part of the workshop. Signing up to give such a talk is part of the workshop registration form. But the deadline for sign ups in June 15. So if you want to share your company's story about recycling or second use, register soon.

Affordable Power Conference & Expo: Innovative Energy Storage for Data Centers and Large Loads

NAATBatt and NY-BEST are partnering on a new conference and expo focused on the energy storage and power generation needs of data centers and other large loads. Affordable Power Conference & Expo: Innovative Energy Storage for Grids & Data Centers will be held on November 3-5, 2026 at the On Center in Syracuse, New York. The Expo will be a free-to-attend event offering companies providing energy storage and energy generation products to data centers and other large loads the opportunity to highlight their expertise and meet potential customers. The Expo will be co-located with a conference discussing the policy drivers, economics, and innovative new energy technologies shaping this rapidly growing market. It will also address the very important question of how the explosive need of data centers for electric power can, by the deployment of innovative new energy technologies, be made to benefit all electricity users.

Learn more about the program and sponsorship packages here!

NAATBatt 2027 Annual Meeting & Conference

It is not too early to start planning for NAATBatt 2027. NAATBatt 2027, the 18th annual meeting of NAATBatt International, be held on February 8–11, 2027, at the Westin Rancho Mirage in Rancho Mirage, California, just outside Palm Springs. The NAATBatt annual meeting features presentations by leading consulting firms and market analysts about various sectors of the battery market, in-person meetings of all 18 NAATBatt communities, Member Update Presentations by NAATBatt member firms, and simply the best socializing and networking available anywhere in the North American advanced battery industry. Mark your calendar and watch this newsletter for updates about NAATBatt 2027.

NAATBatt Resources

New! NAATBatt Job Board

Looking to hire talent in the advanced battery industry or explore new career opportunities? NAATBatt is pleased to launch its new Job Board, designed to connect employers with professionals across the battery and energy storage ecosystem.

 

NAATBatt members may post job openings free of charge, while non-members can post positions for $250 per listing. All job postings are featured on the NAATBatt website and promoted in the NAATBatt Weekly newsletter for added visibility within the industry.

 

Whether you are recruiting top talent or searching for your next opportunity, the NAATBatt Job Board is a valuable new resource for the advanced battery community.

 

Visit the Job Board today:

NAATBatt Job Board 

Data Center Market Report Icon

New Market Report on Energy Storage for Data Centers

NAATBatt has published a new comprehensive report on the energy storage market for data centers prepared by Avicenne Energy. Available exclusively to NAATBatt members through the NAATBatt Resources page, the report provides insights into one of the fastest-growing sectors of the battery industry.


NAATBatt plans to release 3-4 Market Reports annually covering key sectors of the advanced battery market. The next report on the market for LFP CAM and pre-CAM materials in North America prepared by CRU Group is expected to be released in July 2026. Access to these reports is included with NAATBatt membership, offering significant value compared to the cost of purchasing similar research from major consulting firms. Companies interested in gaining access to current and future reports can learn more and apply through the NAATBatt Membership page.

NAATBatt Lithium-Ion Battery Supply Chain Database

Since 2021, NAATBatt has retained the National Laboratory of the Rockies (NLR) (formerly the National Renewable Energy Laboratory), to produce a comprehensive database of all companies in North America active in the lithium-ion battery supply chain. The database can be accessed by clicking here: NLR/NAATBatt Lithium-Ion Battery Supply Chain.


NAATBatt membership dues pay for the database. As a public service, NAATBatt makes the database available to all users. The database is a public resource intended to make doing business in the North American lithium-ion supply chain easier and more efficient. Thanks to all NAATBatt members for doing their part to make this available to everyone!


The updated database now identifies more than 1,000 companies and more than 1,200 facilities involved in manufacturing, supplying, designing or supporting lithium-ion battery technology in North America. It includes companies involved in mining, material processing, electrode/cell/pack manufacturing, cell component production, recycling/repurposing, and supporting infrastructure such as equipment makers, R&D startups, services, consulting, product distributors, and professional services.


Access the database now to make use of this resource. If your company or facility is not listed but should be, complete the online questionnaire to be include in the next update. Companies are encouraged to review the database and send any corrections to LIB.SupplyChain@nlr.gov.

NAATBatt Communities

NAATBatt has 18 active subject matter committees/communities, offering NAATBatt members a way to hear about new developments in 18 different sectors of the advanced battery industry. And here's the kicker: It costs nothing to join a NAATBatt committee and participate in the community discussions. Just sign up here. NAATBatt subject matter communities are the new "water cooler" of the North American advanced battery industry: the place to hear the scuttlebutt about what is really going on. It makes no sense not to join.


Click here for a list of upcoming meetings.

New Members

NAATBatt welcomes Silver Member Crystron Technologies, a clean technology company advancing energy independence through innovative battery materials. Crystron has developed a lithium-ion cathode active material that addresses key challenges in U.S. lithium iron phosphate supply chains by reducing reliance on foreign inputs, lowering production costs, and supporting more sustainable manufacturing. The company is currently qualifying its technology with multiple customers as it works to accelerate its scale-up timeline. Learn more at crystrontech.com.

Member Press Releases

Nano One announced the retirement of its founder and CEO and appointed its president and chief strategy officer as the new CEO.

Click here for the full news release.

Click here for other recent company news.

Li-Bridge Corner

Early Access Opportunity: Battery Carbon Footprint Calculator for U.S. Battery Makers


Battery carbon footprint (CF) regulations are advancing rapidly, including the EU Battery Regulation requirement for CF declarations beginning in February 2027. To help manufacturers prepare, Argonne National Laboratory has developed a free battery CF calculator for evaluating and reporting product carbon footprints.


We are inviting a small group of U.S. battery manufacturers to test the tool and provide feedback.


Why Participate?

  • Evaluate your products ahead of upcoming regulations
  • Gain early experience with global compliance requirements
  • Help improve the tool for U.S. manufacturers


What We Ask

Please try the calculator and share brief feedback on:

  • Usability, Clarity of inputs and outputs, Suggestions for improvement
  • Feedback can be shared by email or through a short Teams or Zoom call.


How to get Started


If you are interested in participating, please respond by June 16, 2026.


We look forward to collaborating with you.


Jingyi Zhang, Jarod Kelly, and Michael Wang

Argonne National Laboratory

Advanced Battery Industry News

SoftBank Group has committed to developing and operating 5GW (gigawatts) of AI data center capacity in France, with total investments of up to €75 billion ($87 billion). The 1st phase includes a €45 billion ($52 billion) investment to build 3.1GW of capacity in the Hauts-de-France region in partnership with Schneider Electric. (Source: SoftBank Group)


Shanghai Automotive Industry Corporation (SAIC) will build a €200 million ($232 million) electric car (EV) factory in Galicia, Spain that will produce SAIC’s MG brand. Construction is scheduled to begin next year with EVs produced in 2028. (Source: MG and The Olive Press)


Ganesh Green Bharat Ltd has secured a 1 GWh (gigawatt hour) battery energy storage system (BESS) EPC project order from NTPC Renewable Energy. (Source: PV Magazine India)


Daqo New Energy announced that its subsidiary, Daqo Energy Technology (Shanghai), has signed an investment agreement to establish a manufacturing base focused on energy solutions and related equipment for AI data centers in the Kunshan Economic and Technological Development Zone. The preliminary project investment is about RMB 6 billion ($887 million) with a Phase 1 investment of approximately RMB 2.1 billion ($310 million). (Source: Daqo New Energy)


Wildcat Discovery Technologies (subsidiary of Holyvolt Group) and Energy Exploration Technologies (EnergyX) plan to develop a lithium iron phosphate (LFP) cathode material manufacturing facility in Texas. The over $230 million investment is expected to produce about 15,000 MT annually in its 1st phase and will be built at TexAmericas Center already secured by EnergyX. (Source: EnergyX)


Zenobē and Vectalia have signed a €120 million ($139 million) operating lease framework agreement over the next 3 years to support electrification in Spain. The agreement is focused on fleet renewal with electric buses and the electrification of infrastructure, including depots. (Source: Zenobē)


Billion Watts (Billion Electric subsidiary) has signed a joint development agreement with Enervest to advance a 50MW/200MWh (megawatt-hour) portfolio of 10 BESS projects across New South Wales and Victoria, Australia. Development approvals and connection offers are targeted by June 2027. (Source: Billion Watts)


Trina Storage (energy storage unit of Trina Solar) has signed a contract for a 160MWh BESS project in Japan's Kyushu region. Delivery is scheduled for 2026, with commercial operations expected in 2027. The project will deploy Trina Storage's 5MWh Elementa 2 system, which uses the company's in-house LFP cells. (Source: Trina Solar)


POSCO Future M announced that CNP New Materials Technology, its joint venture with FINO and CNGR, has started construction on an LFP cathode plant in Pohang, South Korea. The facility is slated to begin production in 2027 with capacity reaching up to 50,000 metric tons (MT) per year. (Source: Shanghai Metals Market)


IREN has signed a transmission connection agreement to support its planned 800MW data center campus in Bundey, South Australia, with energization expected to begin in 2028. (Source: IREN)


Orange EV announced it has received a single order for 600 electric trucks (etrucks). (Source: Orange EV)


T5 Smackover Partners has signed a binding offtake agreement with Glencore for the supply of lithium carbonate produced from its East Texas operations. Under the agreement, Glencore will market 100% of T5's Phase 1 lithium production, estimated at approximately 5,000 MT per year over a 5-year term. (Source: T5 Smackover Partners)


Scania plans to invest EUR 70 million ($81 million) in its etruck production site in Angers, France. (Source: Scania)


T1 Energy has entered into a definitive agreement to acquire KORE Power for about $32 million with closing expected in 2Q26. KORE’s NRI division has deployed about 1,100 BESS projects worldwide. (Source: T1 Energy)


EDF Power Solutions North America and Masdar, co-owners of the BigBeau Solar+Storage Project in California, have signed 15-year power purchase agreements for the project's 128MWac solar facility and 40MW/160MWh BESS. Operational since December 2022, the project began supplying electricity to Southern California Edison under the new agreements on Feb. 1, 2026. (Source: EDF)


American Energy Technologies Co. (AETC) announced the acquisition of the intellectual property and equipment assets of SkyNano Technologies specializing in the conversion of CO2 into carbon materials. The acquisition supports AETC's growth across lithium-ion (li-ion) battery materials and battery recycling markets. (Source: AETC


Solidion Technology announced a patented extreme-climate battery platform for space and lunar applications. Its graphene-based technology is designed to provide reliable power in temperatures ranging from -80°C to +60°C. (Source: Solidion Technology)


Heron Power and LG Energy Solution Vertech announced a collaboration to integrate Heron’s solid-state transformer-based Heron Link with LG’s U.S.-manufactured BESS. The partnership combines domestically produced power electronics and li-ion batteries into a DC-to-AC platform designed for data centers and manufacturing applications. (Source: Heron Power)


cylib and Vianode have signed a memorandum of understanding (MOU) to collaborate on the development and supply of recycled graphite. Under the MOU, the companies will explore opportunities to integrate graphite concentrate recovered through cylib's OLiC technology into Vianode's anode production. (Source: cylib)


Focus Graphite has signed a non-binding Letter of Intent with PermaTint to explore the use of its graphite in PermaTint’s coating formulations through planned validation testing. (Source: Focus Graphite)


IBM and Google Cloud have launched a ‘Google Cloud Practice’ to help organizations scale AI and modernize core systems. The practice combines IBM Consulting Advantage with Google Cloud’s Gemini Enterprise Agent Platform, cybersecurity, and data capabilities. (Source: IBM)


A UN report warns that by 2030, AI data centers could consume enough water to meet the basic annual needs of 1.3 billion people. (Source: TIME)


Syrah Resources announced that Tesla has withdrawn its notice of intent to terminate their graphite supply agreement as it is producing conforming active anode material samples and has progressed to cure the alleged default. (Source: Syrah Resources)

Industry Indices

Source: CRU Group

Executive Director's Notes

JJG Headshot AI Modified

NAATBatt Launches Market Report Series


In his blog this week, Executive Director Jim Greenberger announces the publication of the first in a series of quarterly monthly reports that NAATBatt will commission for the benefit of its member firms. The first Market Report discusses the market for energy storage and advanced battery technology in data centers. Prepared by Avicenne Energy, It may be the most comprehensive study of this subject ever done. Each report will be prepared by a leading market analyst or management consulting firm known for its expertise and will focus on a different sector of the market for advanced battery technology each quarter. Access to the Market Report series is an important benefit of NAATBatt membership and a great example of group buying power. Read Jim's explanation of the new NAATBatt Market Report program in his blog, "NAATBatt Launches Market Report Series", which can be read by clicking here. The next Market Report will focus on the market for LFP cathodes and pre-CAM and will be made available to NAATBatt member firms in early 3Q 2026.

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About NAATBatt International


NAATBatt is a not-for-profit trade association dedicated to promoting the commercial interests of its members by supporting developments in advanced battery technology consistent with the goals of enhancing energy efficiency, reducing petroleum dependence and enabling carbon-free electricity generation. NAATBatt's programs, committees and publications help its members increase their knowledge and grow their business in one of the most important industries of the 21st Century.


Are you part of the industry, or do you just work in it?


For information about NAATBatt International and the benefits of membership, Click Here


To apply for membership in NAATBatt International, Click Here


See:

List of NAATBatt Members

NAATBatt Board of Directors

NAATBatt Officers

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