The NAATBatt Terminal™ is the property of NAATBatt International and is generated by an agentic AI engine using publicly available information. NAATBatt International does not warrant the accuracy of any information shown on the NAATBatt Terminal™ and no such information should be construed as investment advice.
How to read this. Three paragraphs written each morning from the same board you are looking at, leading with what changed and what it means for an operating decision. Figures are clickable — each jumps to the panel it came from, so you can check the claim. It never makes a call on a security.
The desk analyst is reading today's tape against the intelligence layer.
Market Board
CNBC
How to read this. The tape, grouped the way the industry works rather than by exchange: cells and storage, upstream materials, grid and deployment, EV offtake. Click any symbol for that company's recent news. Quotes refresh on their own.
Domestic cell, module and system makers — the core NAATBatt constituency.
How to read this. Every publicly traded NAATBatt member, equal-weighted into one index. It answers whether the market is repricing the whole industry or just one company.
NAATBatt 50 INDEX · EQUAL-WEIGHTED
970.91-0.20%
58 sessions since 2026-07-30
23 up24 down
47 of 50 quoted · 339 members total
LEAD VRC-AU+25.00%SLI+4.32%S32-AU+3.58%LAG SES-19.26%AMPX-8.21%ABAT-5.73%
Mercedes-Benz R&D North America Inc..via Mercedes-Benz Group
GOLD
41.09
+2.87%
Volkswagen Group of Americavia Volkswagen AG
SILVER
68.68
+2.78%
ExxonMobil
PLAT
178.98
+2.46%
Duke Energy
PLAT
121.47
+2.18%
Glencore
SILVER
583.1
+1.57%
Kimberly-Clark Corporation
PLAT
105.57
+1.44%
Toyota Motor North Americavia Toyota Motor Corp
SILVER
194.61
+1.39%
Phillips 66
GOLD
293.17
+1.37%
Nissan Technical Center North Americavia Nissan Motor Co
PLAT
3.56
+1.14%
Air Products
SILVER
299.59
+1.01%
Rockwell Automation Inc.
PLAT
426.23
+1.00%
Ford Motor Co.
GOLD
12.43
+0.97%
Dow Inc.
PLAT
29.93
+0.91%
MilliporeSigmavia Merck KGaA
SILVER
144.3
+0.73%
Aqua Metals Inc.
PLAT
1.7
+0.59%
Honeywell Process Solutionsvia Honeywell International
GOLD
211.41
+0.43%
General Motors
PLAT
83.96
+0.36%
Huntsman Corporation
GOLD
8.58
+0.23%
Veolia North Americavia Veolia Environnement
SILVER
32.4
+0.06%
Umicore USAvia Umicore SA
SILVER
20.54
-0.19%
Avery Dennison RFID Companyvia Avery Dennison Corp
PLAT
175.31
-0.32%
3M
SILVER
164.75
-0.35%
Arkema
SILVER
56.15
-0.44%
Sherwin Williams
SILVER
335.2
-0.51%
Contemporary Amperex Technology Limited
PLAT
277
-0.54%
LKQ Corporation
SILVER
22.23
-0.58%
Exponent, Inc
SILVER
71.85
-0.59%
DuPont Specialty Productsvia DuPont de Nemours
PLAT
130.45
-0.87%
NOVONIX Ltd.
SILVER
2.16
-0.92%
Thermo Fisher Scientific
PLAT
690
-0.93%
Ingevity Corporation
SILVER
69.82
-1.02%
Mettler-Toledo, LLC
GOLD
1,622.29
-1.02%
Nano One Materials
SILVER
0.81
-1.22%
Gotion, Inc.via Gotion High-tech
SILVER
27.78
-1.35%
EnerSys
PLAT
168.72
-2.37%
Amphenol Advanced Sensorsvia Amphenol Corp
PLAT
79.35
-2.63%
Aspen Aerogels, Inc.
SILVER
5.19
-3.89%
Applied Materials
PLAT
409.29
-4.82%
Graphite One Inc.
SILVER
0.531
-5.33%
Solid Power, Inc.
SILVER
2.01
-5.63%
American Battery Technology Company
SILVER
1.48
-5.73%
Amprius Technologies
SILVER
7.71
-8.21%
SES AI
PLAT
0.714
-19.26%
Celgard, LLCvia Asahi Kasei Corp
PLAT
—
—
Intertek
PLAT
5,920
—
Siemens Corporation/Technologyvia Siemens AG
PLAT
270.65
—
The Brief
CACHED · 17:55 UTC
How to read this. Three paragraphs written each morning from the same board you are looking at, leading with what changed and what it means for an operating decision. Figures are clickable — each jumps to the panel it came from, so you can check the claim. It never makes a call on a security.
Crude passes $100 as storage shares fall again and volatility jumps 23%
Crude tops $100 as storage shares fall again
WTI crude traded at $100.74 a barrel on 16 October, up 2.83% on the day . This desk's briefs of 13 and 15 October carried the same contract at roughly $95 and $97. Battery and storage equities fell with the wider market: Eos Energy (EOSE) dropped 12.27% to 1.90, T1 Energy (TE) 9.73%, Enovix 7.09% and Fluence Energy (FLNC) 6.77%. The S&P 500 fell 1.05% and the CBOE volatility index rose 23.09% to 20.26, so the selling was broader than the sector. Lucid fell 9.29% while General Motors and Ford closed higher, which separates a general risk-off session from a verdict on vehicle demand. Storage integrators are being marked down for a third session in a week, and developers timing equipment orders against an equity raise are working in a market that has repriced their supplier base twice since 7 October.
Third ship sinks in Hormuz as fuel costs climb
Two vessels sank within 24 hours near the Strait of Hormuz, Reuters and CNN reported on 16 October, with one Indian crew member confirmed killed aboard the bulker Cape Dao. US Central Command said the container ship GFS Pride was struck by an Iranian Revolutionary Guard projectile while under tow, and said the strait's main shipping routes remain clear of mines. The International Maritime Organization now counts at least three vessels sunk and more than 100 commercial ships attacked in the corridor since late February . CNN's reporting ties the stepped-up tempo to the 3 November US midterm elections. Separately, a Houthi missile struck Saudi Aramco's Dhahran headquarters on 13-14 October, damaging the floors housing the chief executive's office, and Cirium data shows more than 3,000 flights cancelled or grounded at Saudi airports in a week. For buyers, this is a war-risk insurance and transit-time line on cathode, electrolyte and separator cargo, and a fuel price that keeps pushing US vehicle demand toward hybrids, which need fewer kilowatt-hours per unit than a full battery-electric car.
Graphite re-export clause lapses before the January truce date
China's suspension of export-control licensing on cells, cathode material and artificial-graphite anode material and equipment now runs to 10 January 2027, 86 days out, under the extended US-China trade truce. A narrower measure does not clearly travel with it. MOFCOM Announcement 72, the US-specific suspension of graphite re-export controls, still carries only its own 27 November validity date, 42 days away, and trade counsel continues to flag that it is unclear whether the broader extension reaches it . The BIS Affiliates Rule, which extends US entity-list controls to companies half-owned by listed firms, is assumed by counsel to follow the truce to January, but BIS has published no Federal Register notice fixing that date, and its stated lapse remains 9 November, 24 days out. CSIS puts Chinese production at about 90% of global anode active material, and no non-Chinese battery-grade supply arrives at volume before 2027-28. A graphite order placed this week against the January date is covered by landed inventory and by licence-failure language in the contract, not by the truce.
Written by claude-opus-5 from the panels on this board. Every figure links to the panel it came from — click one to see the source.
Global News Map — Cause to Consequence
14 EVENTS · SCROLL TO WALK THE MAP
SEVERITYWATCHELEVSERCRIT
How to read this. Each pin is a world event with a traced chain to a battery-industry consequence. Scrolling the list walks the pins; open a row for the full chain. This is the panel to send someone who asks why a strait matters to a cathode line.
IRAN / OMAN - STRAIT OF HORMUZ · CONFLICT · escalating · UPDATED 2026-10-16
A third vessel sinking and a confirmed crew fatality in the same week moves the corridor's risk from isolated fire damage to a recurring total-loss pattern, even as some carriers continue transiting rather than withdrawing capacity outright. With the escalation explicitly tied by reporting to pressure ahead of the 3 November US midterms, cathode, anode and electrolyte cargo still routed through Hormuz faces a tempo that could spike again around a specific calendar date rather than settle into any planable baseline.
BAB EL-MANDEB / RED SEA · CONFLICT · escalating · UPDATED 2026-10-15
The conflict has now reached Saudi Aramco's own executive suite directly, with the chief executive's office among those damaged in Dhahran, while more than 3,000 flights were cancelled or grounded at Saudi airports in a single week and WFP aid access to over 600,000 people in Taiz has collapsed. Separator, electrolyte and precursor cargo still routed through this corridor faces a conflict that outside mediation offers have not yet slowed, with both military and logistics disruption now sustained rather than episodic.
BEIJING, CHINA · TRADE · easing · UPDATED 2026-10-16
The confirmed extension removes the imminent cliff for cells, cathode and artificial-graphite anode-equipment licensing, trading a shorter runway for an 86-day one. That relief does not clearly extend to the US-specific graphite re-export clause, which still lapses in 42 days, or to the BIS Affiliates Rule, which still reinstates in 24 days, so an equipment or graphite order timed only to the new January date still faces a licensing gap in between.
BEIJING, CHINA · TRADE · steady · UPDATED 2026-10-15
Extending the bilateral truce to January does not touch the ex-China scarcity premium: dysprosium oxide cip global jumped roughly 30-40% in the week to 1 October on US buyers racing a named January 2027 defense-sourcing deadline, and that premium has not been confirmed to have reversed even as China's own domestic rare-earth tape has stopped falling. A magnet or actuator contract still has to separate the Chinese domestic reference from the ex-China cip price element by element, because the premium sits on exactly the elements the truce extension does not govern.
WASHINGTON, DC - SCRAP AND BLACK MASS · POLICY · steady · UPDATED 2026-10-09
A second month of scrap and black mass sales now sits under the completed 100% domestic-allocation standard, and any tonne sold offshore without a pre-granted exception is a fixed compliance gap rather than a risk still open to management. ABTC's granted $100 million export licence remains the only public evidence the exception pathway is issuing approvals, now read across multiple outlets as exposing how thin domestic refining capacity still is behind the rule.
Copper-bearing hardware pricing has moved from a tariff-anticipation trade back toward an ordinary mine-supply story, easing the single-week whipsaw risk flagged after the 7 September record and its reversal. The underlying mine-output declines at Codelco and Freeport, plus Hormuz-linked acid shortages, mean the floor under copper cost has not lifted even as headline volatility has calmed, and the ACE smelt-and-cast rejection gate on harness and connector entries remains enforced independent of the still-unresolved tariff decision.
KOLWEZI, DR CONGO · RESOURCE · steady · UPDATED 2026-10-01
The binding variable is still which leg of the cobalt supply chain a quoted payable describes: DRC-origin hydroxide clears at a full 100% of the metal price under the quota regime, while Chinese refiners have simultaneously cut payables on Indonesian-origin MHP to 67-70% as DRC quota tonnage restores their supply. CMOC's own 31,200t quota against 100,000-120,000t of guided production means the majority of one of the DRC's largest producers' output is quota-constrained rather than market-constrained this year, and a roughly 10,700t 2026 deficit is still modelled underneath both prices.
A fixed-price contract struck this week prices into a trade-policy demand shock that has now produced four straight sessions of declines and an independently corroborated annual low: the front futures contract closed at 100,900 CNY/t on 14 October, within reach of the symbolic 100,000 level, and the gap to the mid-August peak has widened to roughly 48,800 CNY/t in two months. Falling lithium cost eases near-term cathode input pricing, but the pace and source of the move, an EU-China hybrid-export agreement rather than a mine-supply fact, makes the floor harder to call for any 2027 offtake struck off this week's tape.
JAKARTA / HALMAHERA, INDONESIA · RESOURCE · easing · UPDATED 2026-10-16
A confirmed revision of the 2026 RKAB to roughly 290 million tonnes, up from the original 260-270 million wmt cap, converts this board's prior inference of a loosening quota regime into stated policy, landing on top of an ore benchmark already trading below the government's own floor. A 2027 volume claim from a nickel, MHP or precursor supplier now rests on a filing made inside a window that closes in 30 days against a market the government itself has just confirmed is oversupplied relative to plan, with idle smelter utilisation remaining the more reliable tightness signal than either quota headline.
SEOUL, SOUTH KOREA / US PLANTS · INDUSTRY · escalating · UPDATED 2026-09-18
Prismatic LFP storage qualification slots for binder, separator, enclosure and equipment suppliers are now closing against a plant that is confirmed running rather than only announced, inside a named 50+ GWh 2026 target across five sites. Qualification won under an earlier EV-cell spec does not carry over automatically: Lansing's own history shows a site re-pointed from EV format and duty cycle to storage once already, and that conversion has now reached production.
On the Canadian leg, entries filed since 22 August fall under the annexes and the new Chapter 99 headings, and relief is not automatic line by line, with collection now nearly eight weeks old. On the sixteen-economy case no determination has surfaced and the statutory deadline is now 146 days out; the forced-labour case is the closest shape template, putting the top ten HTS lines in a 10-37.5% additive range. Tariff-change and cost-allocation language keyed to entry date is what carries that exposure in non-China Asian and Mexican supply agreements still in negotiation.
A limited exclusion order stops the finished good at the border; a cease-and-desist order reaches stock already in a US warehouse. That makes the respondent list a question about an approved vendor list and a distributor's, not only about a direct supplier. With both of the cylindrical-cell case's promised target-date bounds now passed by more than a week and nothing posted, a cylindrical-cell requalification on the same mechanical and electrical envelope remains the faster path than waiting on the docket, while the Sila case's locked 18-month target date confirms a run to early 2028 rather than the usual 12-15 months.
MOSES LAKE, WA / CHATTANOOGA, TN · INDUSTRY · steady · UPDATED 2026-10-16
Non-Chinese battery-grade graphite AAM is a 2027-28 supply answer rather than a near-term one. The confirmed truce extension pushes the broad cells/cathode/anode-equipment licensing cliff to 10 January 2027, but the narrower US-specific graphite re-export clause still lapses 27 November, the nearer of the two dates and the one that actually governs most spot graphite purchases. Landed inventory, plus licence-failure and force-majeure terms, is what bridges that narrower window. Chinese anode duty above MFN plus 25% plus 12.5% is no longer in force, so a cost model still carrying it overstates landed cost.
UNITED STATES - LIGHT VEHICLE MARKET · INDUSTRY · steady · UPDATED 2026-10-16
2027 loading sits against a hybrid-led domestic market. Quarterly EIA and Urban Science mix data track that; month-ahead SAAR figures do not. The hybrid pull rides on fuel prices that this board's own Hormuz and Red Sea tracking shows are hostage to a standoff now explicitly timed to US domestic politics and producing a third confirmed vessel sinking with a crew fatality. A hybrid-heavy mix needs far fewer kWh but more cells at tighter power and cycle specs, which changes electrode design and formation capacity more than it changes tonnage.
Countdown — Dated Risk
REVIEWED 2026-10-16
How to read this. Dated risk with a countdown — tariff truces, tax-credit thresholds, export-control deadlines. The things that are easy to miss until the week they land. Conferences and trade shows are not here; they are on the Industry Calendar panel, so this list stays the regulatory clock.
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DAYS
Posthearing briefs due, USITC USMCA auto rules-of-origin probe
2026-10-21 · 5 days. Confirmed at USITC's own notice: posthearing briefs on Inv. No. 332-608 are due 21 October, following the 14 October public hearing, ahead of the 2 November written-submission deadline.
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DAYS
Commerce CVD preliminary determination on PFA from India
2026-10-30 · 14 days. Confirmed at trade.gov's initiation fact sheet: Commerce's subsidy preliminary is scheduled for 30 October, with the dumping preliminary trailing to 13 January 2027.
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DAYS
Second monthly LFP cell print tests tax pass-through durability
2026-10-30 · 14 days. Baseline set 9 September: CATL raised its 314Ah quote from CNY 0.414 to 0.423/Wh and EVE Energy applied a 2% surcharge; the next last-Friday assessment shows whether that pass-through holds.
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DAYS
All other written submissions due, USITC USMCA auto ROO probe
2026-11-02 · 17 days. Confirmed at USITC's own notice: summaries of views and other written submissions on Inv. No. 332-608 are due 2 November, closing the public record ahead of the 1 July 2027 statutory report.
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DAYS
US midterm elections
2026-11-03 · 18 days. Carried at pv magazine's June read of Roth Capital: the 45X extension draft travels on a tax vehicle after the midterms, so congressional composition decides whether 45X and FEOC thresholds reopen.
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DAYS
Comments close on the BIS black mass allocation order
2026-11-04 · 19 days. Reconfirmed directly against BIS's own notice and multiple law-firm reads: comments on docket BIS-2026-0364 (RIN 0694-AK51) run to 4 November, while exception requests are taken on a rolling basis.
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DAYS
Commerce CVD preliminary determination on linear hydraulic cylinders
2026-11-12 · 27 days. Reconfirmed following the 30 September ITC injury vote: Commerce's subsidy preliminary on China, India and Mexico cylinders remains slated for 12 November, ahead of the 26 January 2027 dumping preliminary.
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DAYS
Indonesia's RKAB window for 2027 nickel output closes
2026-11-15 · 30 days. Reconfirmed: filings run 1 October to 15 November under the one-year validity regime, with ESDM promising a faster, fairer 2027 evaluation as ore trades below the government's own HPM floor.
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DAYS
RE+ 2026
2026-11-16 · 31 days. Carried at the organiser: 16-19 November at the Las Vegas Convention Center, the first major venue to meet after the China-cliff dates now reported pushed to January.
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DAYS
China's US-specific graphite suspension still expires separately
2026-11-27 · 42 days. Unchanged: MOFCOM Announcement 72 still carries only its own 27 Nov 2026 validity date; commentary still flags it as unclear whether the broader truce extension reaches this separate measure.
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DAYS
Provisional CVD deposits lapse on large diameter graphite electrodes
2026-11-27 · 42 days. Derived from the China and India CVD preliminaries of 30 July: the four-month provisional period ends about 27 November unless finals, dated 7 December per the critical-circumstances notices, arrive first.
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DAYS
Section 301 determination window on Vietnam's IP practices closes
2026-11-29 · 44 days. Held at USTR's release and the 3 June Federal Register notice, with no determination posted: the six-month window closes with cells and packs listable.
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DAYS
Section 232 polysilicon duty and minimum import prices take effect
2026-12-04 · 49 days. Carried at Norton Rose Fulbright: 15% on covered polysilicon and derivatives from 4 December, plus minimum import prices and certification. Scope reaches solar cells.
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DAYS
Aligned AD and CVD finals on large diameter graphite electrodes
2026-12-07 · 52 days. Reconfirmed via the FR critical-circumstances notices of 24 Sept (China) and 1 Oct (India): both state the aligned AD and CVD finals are scheduled for 7 December.
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DAYS
DOE accelerator awards window closes
2026-12-31 · 76 days. Held at the accelerator notice: awards issue September to year-end against a performance period running December 2026 to December 2029; no selections announced as of the last confirmed sweep.
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DAYS
Old UN lithium battery mark stops complying
2026-12-31 · 76 days. Held at ICC's update: the mark carrying a telephone number may be used only to 31 December, and from 1 January 2027 shipments must show the revised mark, UN number still required.
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DAYS
Statutory deadline for Treasury's MACR safe-harbour tables
2026-12-31 · 76 days. Held at CSIS, which still dates final guidance and updated safe-harbour tables to 31 December 2026, against the A&O Shearman and Holland & Knight reads: Notice 2026-15 is still the only reliance guidance.
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DAYS
China's export VAT rebate on battery products goes to zero
2027-01-01 · 77 days. Carried: the 6% export rebate is cancelled outright, arriving as a price increase not a surcharge; a written January quote should state whether the supplier still assumes a rebate it won't receive.
2027-01-01 · 77 days. Carried at Lion Technology: the 30% state-of-charge limit for lithium-ion cells by air is already mandatory, and Appendix H of the 2026 DGR flags further changes, hybrid batteries included, from 1 January.
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DAYS
45X integrated-component test and 65% non-PFE threshold take effect
2027-01-01 · 77 days. Held at the CRS read: the integrated-component change applies to components sold in taxable years beginning after 31 December 2026, and the non-PFE ratio steps from 60% to 65%.
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DAYS
CES 2027, Las Vegas
2027-01-06 · 82 days. CES runs 6-9 January 2027 in Las Vegas; EV and grid-storage battery announcements now routinely land here ahead of the February EU passport gate.
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DAYS
Next Section 232 critical-minerals monitoring checkpoint
2027-01-09 · 85 days. Held at White & Case, Covington and Troutman: the 180-day negotiation report due 13 July never surfaced, so the next dated point on processed lithium, graphite and cells is a year from the proclamations.
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DAYS
BIS Affiliates Rule reinstatement expected to follow truce to January
2027-01-09 · 85 days. Reconfirmed via trade counsel: assume the pause, due to lapse 9 November, extends to 10 January 2027 with the truce, but BIS has not yet published the Federal Register notice fixing that date.
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Broker cut-off for filing Section 301 exclusion entries
2027-01-09 · 85 days. Reconfirmed: the 178 exclusions carry to 10 January 2027 under the extended truce; brokers read the cut-off as 9 January. A 7 October amendment revised five exclusions for HTSUS reclassification.
2027-01-10 · 86 days. Reconfirmed via trade press: MOFCOM's extension of the second-wave suspension to 10 January 2027 tracks the broader truce; holmium, erbium, thulium, europium, ytterbium stay off licence control until then.
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DAYS
China export-control suspension now extended to January
2027-01-10 · 86 days. Reconfirmed via Treasury and trade press: the US-China truce, including Decision 70's suspension of cell, cathode, anode-material and equipment licensing, extends to 10 January 2027.
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DAYS
Section 301 exclusions now run to January
2027-01-10 · 86 days. Reconfirmed via Treasury and multiple trade-press reads: the 178 exclusions are carried to 10 January 2027 under the extended truce; 7.5-25% over MFN returns once that date passes unacted.
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DAYS
USTR Section 301 shipbuilding fees now suspended to January
2027-01-10 · 86 days. Reconfirmed via shipping-industry trade press: the maritime-fee suspension is carried forward to 10 January 2027 alongside the truce extension; charges would otherwise accrue on Chinese-built vessels.
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DAYS
US-China truce extended to 10 January 2027
2027-01-10 · 86 days. Reconfirmed: Treasury Secretary Bessent's late-September announcement of the extension to 10 January 2027, made as Xi Jinping arrived in Washington, is now independently corroborated across multiple outlets.
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DAYS
Section 232 auto-parts inclusions: January window closes
2027-01-14 · 90 days. Dated from Federal Register window notices: auto-parts windows run the first two weeks of January, April, July and October. The October window closed 14 October; next runs 1-14 January.
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DAYS
ITC final injury vote on large diameter graphite electrodes
2027-01-21 · 97 days. Recomputed off the 7 December finals date: the ITC votes the later of 120 days after the preliminary or 45 days after the finals, so roughly 21 January 2027 decides whether orders issue.
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DAYS
Commerce AD preliminary on linear hydraulic cylinders
2027-01-26 · 102 days. Reconfirmed at trade.gov's initiation fact sheet: dumping preliminary set for 26 January 2027, behind the CVD preliminary's 12 November slot; 2027-delivery equipment quotes should carry a duty-change clause.
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DAYS
EU CBAM certificate sales open
2027-02-01 · 108 days. Carried: sales open 1 February 2027 for 2026 embedded emissions, and declarants must hold certificates for 50% of cumulative emissions each quarter end. A Q1 working-capital item.
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DAYS
EU battery passport becomes mandatory
2027-02-18 · 125 days. Held at two independent reads: from 18 February 2027 every EV, LMT and over-2kWh industrial battery carries a QR code to prescribed, current data. The gate is supplier data, not software.
2027-03-11 · 146 days. Statutory twelve-month limit on the sixteen-economy cases: the March initiation is still the newest retrievable step, with the trade bar's July through October expectations all now passed unpublished.
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DAYS
International Battery Seminar & Exhibit, Orlando
2027-03-15 · 150 days. Carried at the organiser: the seminar runs 15-18 March 2027 in Orlando, the first cell-technology venue after the EU passport gate on 18 February.
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DAYS
Section 232 anthracite coal report deadline
2027-03-26 · 161 days. Held at BIS's investigations page with CSIS's tracker, which still dates initiation to 29 June 2026 and lists the case as ongoing: the 270-day clock runs to 26 March 2027. Anthracite feeds calcined carbon.
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DAYS
China's consumption tax reaches solar cells
2027-04-01 · 167 days. Carried: solar cells are taxed 2% from 1 April 2027, so module and cell cost move together in 2027 solar-plus-storage bids.
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DAYS
Canada's TDG transition to the revised lithium battery mark ends
2027-06-18 · 245 days. Held at the ICC read: Canada took a separate twelve-month transition, so the old mark holds to 17 June 2027 and TDG shipments must carry the revised mark from 18 June. Cross-border stock needs both.
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DAYS
Section 301 semiconductor rate steps up from zero
2027-06-23 · 250 days. The zero rate imposed in December 2025 steps up to a number published only 30 days ahead, additive to the 50% China rate, and lands inside BMS, formation racks and ESS conversion cabinets.
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DAYS
Presidential decision window on Section 232 anthracite closes
2027-06-24 · 251 days. Derived from the statute against the 29 June 2026 initiation still listed as open: if the report lands 26 March, the President's 90-day window runs to about 24 June 2027, then fifteen days to implement.
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DAYS
Next USMCA annual review
2027-07-01 · 258 days. Carried at White & Case and USTR: the US declined to extend at the 1 July 2026 joint review, so each 1 July reopens rules of origin for cells, packs and cathode; USITC's 332-608 report is also due then.
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DAYS
EPA agenda target for the final RCRA universal-waste rule
2027-08-01 · 289 days. Agenda, not docket. No proposal published as of the last sweep: EPA's agenda dates a final lithium-battery universal-waste rule to August 2027, but the February 2026 proposal never came; treat it as slipping.
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DAYS
EU battery due-diligence obligations apply
2027-08-18 · 306 days. Held at two independent reads of Regulation (EU) 2025/1561: verified diligence on cobalt, lithium, nickel and graphite applies 18 August 2027, Commission guidance still unpublished.
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DAYS
BIS black mass and tungsten allocation order expires
2027-08-27 · 315 days. Held at the Federal Register order: the allocation order runs 27 August 2026 to 27 August 2027, exception requests rolling for the whole year.
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DAYS
China's battery consumption tax doubles to 4%
2027-09-01 · 320 days. Held at CnEVPost and Battery-News: the second leg doubles the levy to 4% from September 2027 inside contracts signed now, while sodium-ion and solid-state stay exempt to end-2028.
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DAYS
First EU CBAM annual declaration and certificate surrender
2027-09-30 · 349 days. Dated from the CBAM omnibus: the first annual declaration for 2026 imports, with certificates surrendered, falls 30 September 2027. Steel and aluminium parts are in scope.
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DAYS
DoD procurement ban on six named Chinese battery makers begins
2027-10-01 · 350 days. Carried at Pillsbury: the NDAA prohibition on DoD procurement of batteries from CATL, BYD and four other named Chinese producers starts 1 October 2027, with FY2026 NDAA phasing further limits behind it.
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DAYS
DRC cobalt quota regime runs through
2027-12-31 · 441 days. The 96,600 t ceiling with a 9,600 t discretionary tranche expires; administration is the risk, so supplier shipment performance against allocation is the relevant fact for planning the 2028 reset in H2 2027.
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DAYS
Section 232 Annex C machinery treatment expires
2027-12-31 · 441 days. Held at Dimerco's tariff read: from 8 June 2026 to 31 December 2027 Annex C machinery pays 25%, capped at 15% for listed origins and 10% on US metal. Equipment landing later reprices.
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DAYS
18-month target date locked, Sila anode 337 case 1513
2028-01-21 · 462 days. Reconfirmed at USITC's notice: the Commission declined to review the ALJ's initial determination setting an 18-month target date from the 21 July institution, toward the statutory outer bound.
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DAYS
China's solar-cell consumption tax doubles to 4%
2028-04-01 · 533 days. Carried at the State Council Information Office read: the solar leg steps from 2% to 4% on 1 April 2028, so 2028 solar-plus-storage bids carry both battery and cell tax at full rate.
··
DAYS
EU recycled-content declarations apply to industrial and EV batteries
2028-08-18 · 672 days. Declared recycled cobalt, lithium, nickel and lead shares fall due for industrial, EV and SLI batteries, and the evidence is mass-balance records kept from now, not a declaration written that August.
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DAYS
China's sodium-ion and solid-state tax exemption ends
2028-12-31 · 807 days. Held at CnEVPost, Benchmark and Battery-News: the exemption for sodium-ion, solid-state and fuel cells runs to the end of 2028, closing the edge those chemistries hold from 2027.
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DAYS
Aluminium onshoring relief: construction must have started by now
2029-01-20 · 827 days. Carried at Greenberg Traurig: the primary aluminium tariff falls 50% to 25% only for firms committing to build, refurbish or expand US capacity, with construction begun no later than 20 January 2029.
Open Solicitations
GRANTS.GOV
Where the Money Went
USASPENDING
Industry Calendar
NEXT 12 MONTHS
Trade Actions
FEDERAL REGISTER
Grid Storage Build-out
EIA FORM 860M
Demand Signals
US MONTHLY SERIES · FRED
Materials Prices
PUBLISHED SOURCES · AGENT-MAINTAINED
How to read this. Benchmark prices for the materials that set cell cost. No free source publishes these in real time, so each carries the source and the date it was assessed. Open the Markets page for the curve behind any of them.
Lithium carbonate — China spot, 14 Oct108,250 CNY/t
-3.0% d/d, 8-week slide extends
SMM spot battery-grade carbonate averaged 108,250 CNY/t, down 3,400 CNY/t, with SMM citing weak supply and demand alike.
How to read this. Making a battery takes several separate steps. For each step the bars show where in the world the capacity to do it sits — how much is in the US, how much in China, and how much everywhere else. The three add to 100%. A step where the US bar is short and China's is long is one a US manufacturer cannot source domestically at scale. That is what makes it a chokepoint. Percentages are shares of world capacity, never of US demand.
Anode — the negative electrode, almost always graphite
US
2%
CHINA
90%
ELSEWHERE
8%
The hard chokepoint: no non-Chinese battery-grade AAM at volume before 2027-28, and domestic tonnage on offer now is industrial grade.
Cathode — the positive electrode — the single most expensive part of a cell
US
5%
CHINA
88%
ELSEWHERE
7%
A domestic CAM plant still buys Chinese pCAM, so localising the last step does not clear FEOC; requalifying precursor runs 12-18 months.
Cell — assembling electrodes, separator and electrolyte into a finished cell
US
6%
CHINA
80%
ELSEWHERE
14%
The one tier where US capacity is real and growing faster than China's; the constraint is filling those lines with qualified components.
Refining (Li) — turning mined lithium into battery-grade chemicals
US
1%
CHINA
74%
ELSEWHERE
25%
Second-sourcing means a converter: CSIS puts US lithium processing capacity below 1% of world total, so feed still routes via China.
Pack / integration — wiring finished cells into a pack a vehicle or grid site can use
US
25%
CHINA
55%
ELSEWHERE
20%
The tier a US firm can own outright, so second-sourcing effort belongs upstream: what is scarce is landed cells and BMS silicon.
Refining (Ni) — turning mined nickel into battery-grade chemicals
US
3%
CHINA
31%
ELSEWHERE
66%
The low China share flatters it: sulphate and MHP qualification runs through Indonesian HPAL that is largely Chinese-owned, a FEOC question.
Mining (Li) — digging lithium ore out of the ground
US
4%
CHINA
20%
ELSEWHERE
76%
US mine output is one Nevada brine plus a ramping clay project, and every tonne leaves to be converted: equity is not qualified feed.
How to read this. Where the federal and trade measures that bind manufacturing actually stand — in force, phasing in, suspended or expired — each sourced and dated so you can check rather than take our word.
Section 338 tariffs on Canadian goodsin force
Dutiable and collecting, carried from the 23 August GHY and Zonos reads, both dating the additional 50% duty to 22 August after the three-day pause the 18 August US-Canada agreement bought against the 20 July proclamations, with CBP filing guidance published. Named grievances are dairy, alcoholic beverages and motor vehicles and parts; duty attaches by the date goods arrive and enter, not by ship date; CUSMA origin is no defence; energy and critical minerals stay excluded.
DPAS allocation order on black mass and tungsten scrap exportsin force
Live and now entering its eighth week: the rule published 6 August took effect 27 August and runs to 27 August 2027 unless BIS adjusts or extends. US persons selling black mass in electrical and electronic waste, or tungsten waste and scrap, must allocate 100% of monthly sales to US persons unless BIS grants an exception in advance. Comments on docket BIS-2026-0364 (RIN 0694-AK51) remain open to 4 November; exception requests still handled on a rolling basis, with ABTC's 1 October approval for up to $100 million of exports the first named exception grant on the record.
IEEPA tariffs after the Supreme Court ruling, and the refund trackexpired
Carried unchanged because it corrects a planning assumption elsewhere on this board. The Supreme Court held 6-3 on 20 February 2026 that IEEPA does not authorise tariffs, and the United States then terminated the IEEPA-based fentanyl and reciprocal duties, so there is no reciprocal rate being collected to snap back under the newly extended truce. Refunds are contested rather than automatic: the government appealed the CIT refund order in June, and trade practice assumes a formal protest keeps an entry live. Preserve entry, liquidation and protest records for every period paid.
CPSC button cell and coin battery safety standard: PRA comment roundin force
Carried. The notice set the information-collection comment deadline at 14 August 2026 under docket CPSC-2023-0004 and remains the only document on it; that date is now well past. The standard, 16 CFR part 1263 under Reese's Law, is in force and unaffected, so what has gone is the chance to price the reporting, labelling and testing recordkeeping burden rather than any obligation. Treat the burden estimate as fixed until CPSC reopens a collection.
CPSC proposed safety standard for micromobility lithium-ion batteriesguidance pending
The comment window is shut. Carried at the 24 June Federal Register proposal: written comments were due 24 August 2026, the oral-presentation window closed 24 July, and no extension or reopening is retrievable. The proposal would add 16 CFR 1265 for lithium-ion batteries in micromobility products and their electrical systems, addressing thermal runaway. Any final rule takes effect 180 days after publication and applies only to products manufactured after that date, so this is now a 2027 design-freeze question and the public lever is gone.
How to read this. How big the US battery industry is, and how much of the world it holds. Production growth since 2020, plants built, investment against its 2024 peak, announced capacity against cancelled capacity, and the US share of global cell making and lithium processing. These come from quarterly and annual reporting rather than a live feed, so each figure carries the date it was last published.
US battery production growth
+140%
2020-2025
US battery production rose nearly 140% over five years, per CSIS's 'A New Phase for the U.S. Battery Industry' report, reconfirmed directly against csis.org this session.
US battery component facilities opened
180+
since 2019
More than 180 primary battery component facilities commissioned since 2019, spanning 38 US states, per CSIS, reconfirmed directly against the report this session.
US share of global cell capacity
6-7%
2025
IEA's Global EV Outlook 2026 puts US cell manufacturing capacity at 6-7% of the world total, against China at over 80%; reconfirmed against iea.org this session.
US share of global cathode capacity
5%
2025
CSIS puts US cathode active-material capacity at about 5% of world total, against China holding 70-90% of segments across the lithium-ion chain; reconfirmed this session.
US share of global anode capacity
2%
2025
CSIS puts US anode active-material capacity at about 2% of the world total, reconfirmed directly against the same CSIS report this session.
US cathode/anode capacity cancelled
450kt/yr
Q3'24-Q3'25
About 450 kilotonnes/yr of announced US cathode and anode capacity was cancelled Q3'24-Q3'25, per CSIS, reconfirmed directly against the report text this session.
US battery manufacturing investment
$5B
Q2 2026
US battery-specific manufacturing investment rose 2% q/q to $5B in Q2 2026, per Rhodium's Clean Investment Monitor; Q3 edition still unpublished as of this session.
North American-owned share of US cell capacity
35%
2025
Excluding Asian JVs, North American-headquartered firms own over 35% of US nameplate cell capacity, reconfirmed directly against IEA's Global EV Outlook 2026 this session.
EV batteries made on US-owned lines
~3%
2025
Those same North American-owned firms made only ~3% of batteries installed in EVs sold in 2025, per IEA; most capacity runs via Asian JVs, carried forward unconfirmed this session.
EV Sales Leaders
SOURCED, NOT LIVE
How to read this. The electric vehicles selling in the largest numbers, and what chemistry their packs use. Demand for cells is downstream of this list: a year in which the leaders run LFP is a different year for a cathode plant than one in which they run high nickel. No free dataset publishes these rankings, so they are assembled from manufacturers' own delivery disclosures and the trade press that aggregates them. Each row states the period it covers rather than being normalised to a common one, because the sources genuinely differ. Heavy vehicles are reported thinly across the industry, so that list is shorter by nature.
Plug-in and hybrid sales in the United States, monthly, compiled by Argonne National Laboratory for the Department of Energy. Actual sales, not estimates. The share column is plug-ins as a percentage of every light vehicle sold that month.
How to read this. Ten days of industry headlines, with vendor press releases separated from actual coverage so a release never reads as news. A second tab covers member companies specifically, over a ninety-day window — member coverage is thinner than the wire, so a longer window is what makes it a list rather than a gap.
How to read this. Open federal solicitations, screened so everything listed is plausibly biddable for a battery company, soonest deadline first. The Awarded tab shows what has already been granted, with member companies tagged.
How to read this. Federal grants, loans and direct payments awarded since 2021, grouped by the step of the chain they went to. This is money already committed, not open solicitations. Figures are awards as USAspending records them, so a cancellation, de-obligation or clawback is reflected only once the awarding agency files it — a recent one may not have landed yet. Read it against Chokepoints: it shows whether the funding has gone where the domestic gap actually is.
Federal grants, loans and direct payments awarded since 2021 — the IIJA and IRA era — totalling $4.64B, grouped by the step of the chain they went to. This is money already committed, not open solicitations.
Anode and graphite$1.51B · 32.5%
Department of Energy put in 83% of it. Chain tier: Anode.
Cathode$1.22B · 26.2%
Department of Energy put in 90% of it. Chain tier: Cathode.
Separator and electrolyte$876M · 18.9%
Department of Energy put in 59% of it. Chain tier: Separator / electrolyte.
How to read this. Every battery event worth knowing about for the next twelve months. NAATBatt's own conferences and community meetings come first, then the rest of the industry. Built for the moment someone asks which show to book travel around.
How to read this. Section 337 cases, antidumping and countervailing duties, export controls and tariff actions, filtered to the ones touching battery goods. Every entry links to the notice itself in the Federal Register.
Grid Storage Build-out
EIA FORM 860M · METERED
How to read this. US grid battery capacity that has actually been built and metered, from EIA Form 860M — installed hardware rather than announcements. It is the hardest number on the board, and it lags two to three months.
53.2 GW
operating, 1,098 units · Jul 2026
+49.7%
+17.7 GW vs Jul 2025
BY STATE — GW OPERATING
TX
18.1256
CA
16.0298
AZ
6.659
NV
2.118
NM
1.421
Demand Signals
US MONTHLY SERIES · FRED
How to read this. United States figures throughout, from FRED, the Federal Reserve Bank of St Louis's public series database: US housing starts, US vehicle sales, US retail gasoline and the US producer price for copper. These are the markets that move before this one does. Housing starts lead stationary storage, vehicle sales are the denominator every pack forecast sits inside, gasoline is the alternative an EV buyer prices against, and copper is in every metre of wiring in a pack. Shown year on year rather than month to month. Full history, with every series charted back to its first print, is on the Markets page at /markets.
Housing starts1,275k-1.2%2026-08-01
Vehicle sales16.4M-3.4%2026-09-01
Gasoline price
Department of Energy put in 98% of it.
Mining and refining$273M · 5.9%
Department of Energy put in 99% of it. Chain tier: Mining, Refining (Li), Refining (Ni).
Grid storage deployment$249M · 5.4%
Department of Energy put in 78% of it.
Cell manufacturing$147M · 3.2%
Department of Energy put in 100% of it. Chain tier: Cell.
Pack and integration$80M · 1.7%
Department of Energy put in 60% of it. Chain tier: Pack / integration.
Assistance awards only — grants, loans, direct payments — from USAspending. Segments are keyword matches, so an award serving two steps can count in both; read the shares as direction, not accounting. Read 2026-10-17.
black mass export license requirement directly hits recyclers and cathode feedstock exporters
Bureau of Industry and Security
FL
1.226
UT
0.96
MA
0.7133
Nameplate capacity of operable battery units, summed from EIA Form 860M. Metered capacity that exists, not announcements — EIA publishes on a two-to-three month lag. 0.51 GW more is standby or out of service.
$4.33
+38.6%
2026-10-12
Copper$13,543+38.6%2026-07-01
Year on year, from the reading closest to twelve months back. These lead battery demand rather than report it. Full history on the markets page.
