September Newsletter 2025
- Battery Associates
- Nov 7
- 8 min read
Dear battery enthusiast,
Welcome to Battery Associates’ September newsletter. We have summarised some of the month’s most relevant news, highlighting recent developments and updates in the battery space.
B.A's Battery Newsletter:
Battery Industry Highlights
Battery Day 2025 Recap
A Fresh Look for Battery Associates
Battery Insiders Podcast -Â In conversation with Yann Vincent, CEO of ACC
Company Member News
Battery Associates’ Events & UpdatesÂ
BatteryMBA’s Jan 2026 Cohort - Register now!
Battery Industry Highlights
In this section, we summarise relevant battery news from the past month.
On August 10, CATL temporarily halted production at its Jianxiawo lithium mine in Jiangxi, China, for at least three months, according to reports. The suspension affects affiliated refineries in nearby Yichun. The mine is a significant source of lepidolite-based lithium, contributing to China’s dominant processing position.
B.A Commentary:Â The mine halted production on August 10 after its mining permit expired on August 9. CATL had previously stated that it was actively pursuing the permit renewal. Following the suspension, lithium carbonate prices in China have surged. Battery-grade lithium carbonate rose 24%, from around RMB 70,000 ($9,830) per ton on August 8 to RMB 86,500 per ton on August 18, according to data compiled by CnEVPost.
On August 20, CNGR entered a strategic joint venture with revomet Bitterfeld GmbH, acquiring a 25% stake to advance closed-loop recovery of nickel, cobalt, and lithium from battery scrap in Germany. Positioned at one of Europe’s most advanced recycling facilities, the collaboration combines CNGR’s pCAM expertise, revomet’s process innovation, and CRONIMET’s established European logistics to strengthen regional battery material circularity.
B.A Commentary: As Europe targets 40% self-sufficiency in strategic raw materials by 2030, this move enhances local recycling capacity and supply resilience. CNGR brings extensive experience from the Chinese market, one of the world’s leading hubs for e-mobility and battery technologies. By combining this deep technological expertise with revomet’s European recycling capabilities and CRONIMET’s global network, the partnership creates a unique knowledge and technology hub in Bitterfeld.
On July 18, Robert Bosch GmbH and Mitsubishi Corporation signed an agreement to establish a new company, Bosch MC Battery Service Innovations GmbH, as a 50:50 joint venture under EU merger regulations. Each partner will hold equal shares and exercise joint control. Headquartered in Germany, the venture will focus on developing and delivering Battery-as-a-Service (BaaS) enablement solutions and consultancy services to support and optimise customers' BaaS operations.
B.A Commentary: On August 12, the EU’s approval of the Bosch–Mitsubishi joint venture under the Merger Regulation safeguards market integrity while enabling innovation in Battery-as-a-Service. As mobility platforms globalise, regulatory clearance ensures that competition remains open across the EEA. This partnership, strategically headquartered in Germany, highlights how international collaboration can align with EU oversight to advance sustainable energy and transport solutions. |
On August 29, 2025, BASF delivered the first mass-produced cathode active materials (CAM) for semi-solid-state batteries to WELION New Energy. Through its joint venture BSBM (BASF Shanshan Battery Materials), BASF developed a high-nickel NCM CAM with a composite coating to address interface issues with solid electrolytes, enhancing specific energy, cycling stability, calendar life, and safety. The initiative progressed from concept to mass production within a year, beginning in August 2024.
B.A Commentary: BASF and Shanshan established the majority-owned joint venture BSBM (BASF-51%, Shanshan-49%) in May 2021 to produce CAM and precursors (PCAM) in China for next-generation EV batteries. WELION’s semi-solid-state cells use the first mass-produced high-nickel NCM CAM, featuring a composite coating as cathode, along with a reduced amount of liquid electrolyte, ultra-thin metallic lithium foil anode and ionic conductive separator. This collaboration highlights a strategic approach to overcoming challenges in scaling advanced battery technologies. |
On July 17, an £8.1 million UK consortium comprising WMG at the University of Warwick, Jaguar Land Rover (JLR), Mint Innovation, and LiBatt Recycling announced plans to scale domestic lithium-ion battery recycling. Funded by the UK’s Advanced Propulsion Centre, the three-year project aims to recover lithium, nickel, and cobalt from EV batteries using Mint’s technology platform, strengthening onshore circular supply chains.Â
B.A Commentary: This £8.1M initiative, supported through the UK’s £2.5B DRIVE35 programme, highlights a coordinated effort to strengthen domestic manufacturing and critical material recovery. With backing from APC and partners like Zenzic, the project reflects a broader industrial strategy to foster innovation, enhance supply chain resilience, and advance the UK’s transition to net-zero, while supporting sustainable growth in the automotive sector. |
Battery Day 2025
On 25 September 2025, Battery Associates hosted the 6th edition of Battery Day — a 12-hour online event bringing together experts and innovators from across the global battery community.
Throughout the day, participants joined insightful discussions, engaging panels, and inspiring keynotes exploring the latest developments in BESS technologies, gigafactory expansion, and breakthroughs in battery innovation.
This year’s programme took a global lens, spotlighting key trends and progress across Asia, Europe, and North America. From regional policy shifts to cutting-edge R&D, Battery Day 2025 showcased how collaboration continues to drive the industry forward.
If you’re curious about the full range of sessions, the complete agenda is still available online:
Couldn’t attend live? The full recordings of all keynotes, panels, and deep dives are now available, so you can catch up anytime and stay ahead in the fast-evolving world of batteries.
A Fresh Look for Battery Associates
You might have noticed that our logo looks different. Indeed, Battery Associates now has a refreshed brand identity! We have unveiled our refreshed brand identity officially during this year’s Battery Day.
We’ve retained the familiar signifier and signature colours that many of you associate with Battery Associates, while giving our brand a clearer, more cohesive look that reflects who we are today – and positions us for where we’re headed next.
What began as a bold idea 5 years ago has evolved into a recognised platform for battery innovation, expert collaboration, and global thought leadership. We are deeply grateful for the continued support of this amazing global community, and we look forward to powering the next chapter of our growth together.
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Battery Insiders Podcast |
Battery Associates runs a podcast called Battery Insiders, which covers the role of batteries for sustainable development and battery-relevant topics featuring a range of battery experts and enthusiasts.
In conversation with Yann Vincent, CEO of ACC
Dr. Simon Engelke speaks with Yann Vincent, CEO of Automotive Cells Company (ACC), to explore the strategic vision and challenges of strengthening Europe's battery independence through sustainable manufacturing, regulatory navigation, and future expansion plans.
ACC is a European battery manufacturer backed by Stellantis, Mercedes-Benz, and TotalEnergies. They build gigafactories to power Europe’s clean mobility shift and to strengthen the continent’s battery independence and industrial resilience.
What we cover in this episode:
Yann Vincent's personal insights on leadership and his transition from automotive to battery  manufacturing
ACC's origin story and its vision for Europe's battery independence
Battery cell costs, local supply chains, chemistry choices, and EU regulations
The impact of EV demand on expansion plans and ACC's financing strategies
ACC's sustainability efforts, potential moves beyond automotive into energy storage and next-generation battery technologies
The importance of local supply chains and partnerships with European battery material suppliers
Challenges of competing with Chinese manufacturers, the need for European sovereignty in  battery production, and the role of government support and regulations.
Company Member News |
Thermo Fisher Scientific Elemental characterisation is critical to the battery life-cycle, however, it is complex and time-consuming, requiring the use of multiple instruments and processes. Our application note details a new mass spectrometry technique offering trace-level quantification, elemental mapping, and depth profiling with the analysis performed under vacuum, enabling analysis of air- and moisture-sensitive material with minimal sample preparation. Link |
Ingun
Introducing the New BCP 65x and 69x Series – Optimised for Battery Formation Applications
We are excited to unveil our latest innovation in battery formation technology: the BCP 65x and 69x series, designed to meet the demanding needs of mid- to high-current applications, ranging from 50A to 300A.
Don’t miss the chance to connect with our team at the upcoming trade fairs in Europe, Asia and North America and learn more about our innovative solutions.
Ready for 2027: Real-Time Battery Passport Powered by IndX
Learn more about the IndX Battery Passport viewer that can be built in SAP— a powerful solution integrating SAP serialisation, traceability and sustainability data to help manufacturers achieve early compliance and a competitive edge in sustainable battery manufacturing.
Battery Associates’ Events & Updates
Li-ion Battery Europe 2025 (LiBE 2025)
3-4 November, 2025
Hilton Barcelona | Barcelona, Spain
Join Li-ion Battery Europe 2025, Europe’s premier summit for the entire lithium battery value chain! Running November 3-4 in Barcelona, this event gathers over 800 delegates and 100+ global speakers from industry, regulation, manufacturing, raw materials, recycling, and EV/ESS battery technology. Expect deep insights on key EU regulations—like the New Battery Regulation, Battery Passport initiative, and Critical Raw Materials Act—alongside sessions on EV & energy storage battery technologies, raw materials supply, and circular economy/recycling strategies. Whether you’re a policymaker, tech developer, battery materials supplier, or EV/ESS system integrator, LiBE 2025 is a must for networking, trend-forecasting, and staying ahead in Europe’s fast-evolving battery ecosystem.
Register here: https://li-ion-battery-europe.metal.com/Â
Batteries Event — Lyon
4-6 November 2025
Centre des Congrès de Lyon • Lyon, France
Join the 27th edition of the Batteries Event in Lyon from 4 to 6 November 2025 at the Centre des Congrès, Cité Internationale. This premier gathering brings together leaders across the full battery value chain — from raw materials and cell manufacturing to recycling and regulation. Expect over 120 exhibitors and sponsors, more than 150 national and international speakers, and around 1,200 attendees. The program includes case studies, policy discussions, and showcases of emerging technologies in sustainable batteries and energy storage.
Register here: https://www.batteries-event.com/Â
Future Battery Forum — Berlin
25–26 November, 2025
ECC Berlin | Germany
Join the Future Battery Forum in Berlin from 25 to 26 November 2025 at ECC Berlin. This leading European conference unites key stakeholders from across the entire battery value chain — including cell manufacturers, OEMs, energy providers, policymakers, and technology innovators. Expect over 1,000 participants, 80+ international speakers, and 100+ exhibitors and partners.
The program features strategic discussions and case studies on gigafactory expansion, next-generation battery technologies, sustainability, recycling, and EU regulatory developments such as the Battery Passport. It’s an essential meeting point to network, exchange insights, and explore the innovations shaping Europe’s battery future.
Register here: https://www.futurebattery.eu/
Join BatteryMBA
BatteryMBA’s latest cohort began on September 8, 2025, and the next cohort is scheduled to start on January 12, 2026, with registration closing on December 29, 2025.Â
The BatteryMBA offers a combination of in-depth technical and business knowledge on a range of battery topics aligned with the sector's dynamic growth. Find the latest lecturer line-up here.Â
The 700+ BatteryMBA alumni come from 60+ countries, from across the value chain and from various areas of expertise and seniority. They have affiliations with Tesla, Farasis Energy, JLR, Airbus, Hitachi High-Tech Europe, Schlumberger, Bertrandt Group, AMTE Power, the University of Birmingham, the European Parliament, and numerous other organisations.
The course includes a battery-focused case study track, over 30 short presentations from peers, a mentorship programme, networking and career skills sessions, and a roundtable session. Need-based partial scholarships and group discounts are also available. If you have any queries, reach out to us via email at info@battery.mba.
Welcoming the Sep-Nov 2025 BatteryMBA cohort |
Battery Associates services
Battery Associates offers consultancy, innovation, and education services on a wide range of topics. Please get in touch if you're interested in any of our services!
About Battery Associates
Battery Associates (B.A) is a community-driven company on a mission to accelerate sustainable battery innovation - join us!
B.A operates as a global network that unites battery experts (BatteryPRO), a platform for innovative projects (BatteryLAB), and a facilitator of training programmes for aspiring battery leaders (BatteryEDU). B.A's educational programmes notably includes BatteryMBA, a 12-week programme training aspiring battery leaders.
We are rapidly becoming a reference community for battery enthusiasts who want to tackle pressing environmental and energy-related challenges. Battery Associates currently unites battery experts working across the battery value supply chain, based in over 20 countries. We're growing, join us in our work!
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