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
960.07+0.74%
70 sessions since 2026-07-30
31 up15 down
46 of 50 quoted · 339 members total
LEAD SES+9.73%LKQ+5.29%GM+3.93%LAG 002074-SZ-10.00%NVX-3.66%SLI-3.33%
Member
Tier
Last
Change
SES AI
PLAT
0.906
+9.73%
LKQ Corporation
SILVER
18.1
+5.29%
General Motors
PLAT
85.72
+3.93%
Ford Motor Co.
GOLD
12.36
+3.43%
MilliporeSigmavia Merck KGaA
SILVER
150.3
+2.91%
Sherwin Williams
SILVER
330.1
+2.90%
3M
SILVER
177.36
+2.64%
Graphite One Inc.
SILVER
0.56
+2.38%
Mercedes-Benz R&D North America Inc..via Mercedes-Benz Group
GOLD
40.76
+2.35%
Duke Energy
PLAT
125.9
+1.89%
Rockwell Automation Inc.
PLAT
451.4
+1.71%
Volkswagen Group of Americavia Volkswagen AG
SILVER
70.2
+1.68%
Ingevity Corporation
SILVER
75.37
+1.62%
Exponent, Inc
SILVER
78.31
+1.56%
Kimberly-Clark Corporation
PLAT
110.02
+1.49%
Air Products
SILVER
311.75
+1.48%
Arkema
SILVER
56
+1.45%
Amphenol Advanced Sensorsvia Amphenol Corp
PLAT
82.08
+1.38%
DuPont Specialty Productsvia DuPont de Nemours
PLAT
140.58
+1.37%
Siemens Corporation/Technologyvia Siemens AG
PLAT
273.75
+1.37%
Applied Materials
PLAT
421.66
+1.36%
Honeywell Process Solutionsvia Honeywell International
GOLD
222.14
+1.31%
Nissan Technical Center North Americavia Nissan Motor Co
PLAT
3.43
+1.28%
Nano One Materials
SILVER
0.8
+1.27%
Mettler-Toledo, LLC
GOLD
1,718.61
+1.19%
Toyota Motor North Americavia Toyota Motor Corp
SILVER
196.63
+0.91%
Avery Dennison RFID Companyvia Avery Dennison Corp
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.
China lithium spot falls 4% to 96,100 yuan, erasing this week's three-day rebound
Lithium spot drops 4% as producer shares sell off
China's battery-grade lithium carbonate spot average fell to 96,100 yuan per tonne on 29 October, down 3.95% in a day, SMM reported . That erases the three-session rebound this desk reported on 27 and 28 October, which had carried the spot average back above 100,000 yuan. The most-traded Guangzhou futures contract closed at 93,300 yuan on 28 October, down 4.64%, after touching 101,520 yuan intraday. Lithium equities followed on Thursday: Elevra Lithium (ELVR) fell 12.7%, Sigma Lithium (SGML) 6.8%, and the Global X Lithium ETF 3.3%. Fastmarkets said in its October update that upstream salt inventories sit at their lowest since April 2024, equal to just over a month of consumption. A cathode buyer now faces moves of 4% in either direction inside a single week, which makes a fixed-price order struck off any one session's print stale within days.
Graphite re-export suspension lapses in 29 days
China's suspension of its US-specific graphite re-export controls, MOFCOM Announcement 72, still carries only its own expiry date of 27 November 2026, 29 days away . The broader US-China truce was extended to 10 January 2027 by Treasury Secretary Bessent in late September, covering licensing for cells, cathode material and artificial-graphite anode equipment, but no numbered MOFCOM announcement has amended Announcement 72's text, and the Bureau of Industry and Security has published no Federal Register notice implementing the extension. The original lapse date for the broader relief, 9 November, is 11 days out. China holds roughly 80% of mined and synthetic graphite output and more than 90% of anode active material production; US anode capacity is about 2% of the world total, the thinnest tier in the domestic chain . Novonix (NVX), whose Chattanooga plant delivered qualification samples to Panasonic Energy in June, fell 5.7%. Landed inventory and licence-failure clauses remain what bridges an anode order through November.
Black mass comment window closes in six days
Comments on the federal order requiring US sellers of black mass, the shredded electrode powder recovered from spent batteries, to allocate 100% of monthly sales to US buyers close on 4 November, six days out . The rule took effect 27 August and runs to 27 August 2027, with exception requests taken on a rolling basis, according to the BIS docket. September has now closed as a fully auditable month against the standard, meaning any tonne exported without a pre-granted exception is a completed compliance gap rather than an open risk. American Battery Technology (ABAT), which holds the first named exception on the record, approved for up to $100 million of black mass exports, rose 3.5% against a broadly weaker materials tape. For cell plants ramping this year, first-year production scrap that would previously have gone to the highest offshore bidder is now a domestic sale, priced against a US refining base thin enough that BIS has had to issue an export licence around its own rule.
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 2026-10-29
Three to four tankers were mined in a single 24-hour window on 28-29 October even as Iran describes a seven-day plan to reopen the strait under active mediation, meaning the corridor is simultaneously more dangerous and, for the first time this war, the subject of a stated reopening proposal. Cathode, anode and electrolyte cargo routed through Hormuz continues to carry both the cost of the widening attack pattern and the uncertainty of a negotiation that has produced contact but no ceasefire, reopening date or confirmed de-escalation.
BAB EL-MANDEB / RED SEA · CONFLICT · escalating · UPDATED 2026-10-29
A claimed Houthi strike on a Saudi refinery and intercepted missiles toward both Riyadh and the Eastern Province landed the same week Egypt's parliament authorised troops for Saudi defence, with Cairo still ruling out strikes on Yemen and no formal Saudi request confirmed. JMIC's advisory still rates Bab el-Mandeb substantial rather than severe, a notch below Hormuz, but the exchange of authorisation, threat and refinery-strike claim has shortened the distance between a Saudi request and an Egyptian military posture near the Suez Canal, the route most Asian-built cells and components take into Europe.
BEIJING, CHINA · TRADE · steady · UPDATED 2026-10-26
The still-unimplemented extension, now independently reconfirmed a third time with BIS having published zero extension notices ahead of the original 9 November lapse date, removes the imminent cliff for cells, cathode and artificial-graphite anode-equipment licensing without yet closing the snapback risk. The narrower US-specific graphite re-export clause, now 29 days from its own lapse, remains the nearer cliff for any equipment or graphite order timed only to the new January date.
BEIJING, CHINA · TRADE · steady · UPDATED 2026-10-28
The ex-China premium on both dysprosium and terbium has held at the same order of magnitude for two consecutive fortnightly reads rather than continuing to widen, meaning a blended magnet-cost clause is no longer being outrun by a moving target but is still mispricing terbium content by roughly 1,000% against the Chinese domestic reference. The government-backed Serra Verde floor price, $575/kg dysprosium and $2,050/kg terbium, remains the cheapest qualified-origin tier available to a magnet buyer, well below the volatile ex-China spot ceiling.
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 set a fresh high rather than settling back toward the September record, with the stockpiling arbitrage that built up earlier in the year now gone on a spot basis. Bank strategists describe the next six-to-nine-month move as binary on the still-undetermined Section 232 refined-copper tariff, so a harness, busbar or foil contract priced off any single month's tape is pricing only one side of a decision that has not yet been made. The ACE smelt-and-cast rejection gate on harness and connector entries remains enforced independent of where the tariff or the price ultimately lands.
KOLWEZI, DR CONGO · RESOURCE · easing · UPDATED 2026-10-29
A 30% slide in cobalt hydroxide and sulphate prices since September has held through October without reversal, easing near-term input cost for NMC cathode buyers, and the month ARECOMS itself flagged as the window for a possible quota cut has now closed with the regulator instead signalling it will hold rather than loosen the cap further. That removes the most immediate quota-reversal risk this board tracked, though ARECOMS has not ruled out a future cut if the oversupply persists, leaving a contract priced off October's lower tape still exposed to a later-dated supply-side correction.
A fixed-price contract struck against last week's lows is already stale: spot carbonate has risen for three straight sessions to 100,050 CNY/t, and the futures contract's 9,200 CNY/t intraday swing on 28 October shows the rebound carrying real speculative volatility on top of the physical tightness Fastmarkets had already flagged in thin upstream salt inventories. Falling-then-rebounding lithium cost cuts both ways for cathode input pricing inside the same month, while the longer-dated 2026-shortage-to-2028-surplus trajectory this board has tracked is unaffected by the near-term snapback.
JAKARTA / HALMAHERA, INDONESIA · RESOURCE · easing · UPDATED 2026-10-26
A 2027 volume claim from a nickel, MHP or precursor supplier still rests on a filing window closing in 17 days against a 2026 base quota the government has revised upward to roughly 290 million tonnes on paper but miners say they have not yet received in writing. Nickel's own round-trip above $16,000/t and back to $15,525/t on unconfirmed cut chatter shows the gap between announced policy and documented allocation remains the live fact being priced, not a settled input.
SEOUL, SOUTH KOREA / US PLANTS · INDUSTRY · escalating · UPDATED 2026-10-08
Prismatic LFP storage qualification slots for binder, separator, enclosure and equipment suppliers are now closing against a segment that just posted record revenue and turned profitable without subsidy support, with five North American ESS sites confirmed at full operation rather than only commissioned. A supplier's spec and duty-cycle qualification won under an earlier programme does not carry over automatically, and the commercial stakes for re-qualification have risen now that the line it would displace is generating reported profit rather than absorbing ramp cost.
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 more than nine weeks old. On the sixteen-economy case, trade-press commentary now describes a determination as likely soon, but nothing has posted and the statutory deadline remains 133 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 three weeks, 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 2026-10-26
Non-Chinese battery-grade graphite AAM is a 2027-28 supply answer rather than a near-term one. The truce extension pushes the broad cells/cathode/anode-equipment licensing cliff to 10 January 2027, but BIS has still not published the implementing notice, and 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 2026-10-29
2027 loading now sits against a confirmed quarterly result rather than a forecast: EIA's Q3 print holds BEV share at 6% for a second straight quarter while hybrid sales grew 31.6% year on year in September alone. 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, and that mix rides on a fuel-price floor set by a war that produced new mining incidents and a rising official cost estimate in the same week a reopening negotiation opened, leaving the floor itself unsettled in either direction.
Countdown — Dated Risk
REVIEWED 2026-10-29
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.
··
DAYS
Second monthly LFP cell print tests tax pass-through durability
2026-10-30 · 1 day. 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 · 4 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 · 5 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 · 6 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 · 14 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 · 17 days. Filings run 1 Oct-15 Nov on one-year validity; the 2026 quota was revised up to ~290Mt, though miners say they have not yet received the revised documents, and ESDM promises a faster 2027 evaluation.
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DAYS
RE+ 2026
2026-11-16 · 18 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 · 29 days. Unchanged: MOFCOM Announcement 72 still carries only its own 27 Nov 2026 validity date; as of this sweep no numbered MOFCOM announcement has amended it despite the broader truce extension to January.
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DAYS
Provisional CVD deposits lapse on large diameter graphite electrodes
2026-11-27 · 29 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 · 31 days. Held at USTR's release, the 3 June Federal Register notice and BDO's read: the final determination is due within six months of the 29 May initiation, with no determination posted, and cells and packs listable.
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DAYS
Section 232 polysilicon duty and minimum import prices take effect
2026-12-04 · 36 days. Reconfirmed at BDO, Hunton and White & Case: 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 · 39 days. Reconfirmed via the FR critical-circumstances notices and trade.gov's fact sheet: both state the aligned AD and CVD finals are scheduled for 7 December.
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DAYS
DOL high-wage labor value content recordkeeping comments due
2026-12-15 · 47 days. Per ICPA's USMCA review tracker, comments on DOL's high-wage labor-value-content recordkeeping proposal are due 15 December, feeding the same automotive rules-of-origin record batteries and packs sit inside
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DAYS
DOE accelerator awards window closes
2026-12-31 · 63 days. DOE named four CMMA selections on 8 October - MAESTRO, DART, TRACE and SPIRE - for about $30M of the $69M NOFO, only $2M FY26 money; remaining award negotiations run to year-end.
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DAYS
Old UN lithium battery mark stops complying
2026-12-31 · 63 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 · 63 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 · 64 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 · 64 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 · 64 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
Commerce CVD preliminary on PFA from India (re-postponed)
2027-01-02 · 65 days. Per Commerce's 19 October Federal Register notice (2026-21276): the CVD preliminary, previously due 29 October, is postponed to 130 days after the 25 August initiation, on or about 2 January 2027.
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DAYS
CES 2027, Las Vegas
2027-01-06 · 69 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 · 72 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 · 72 days. Reconfirmed via multiple independent reads this session: assume the pause, due to lapse 9 November, extends to 10 January 2027 with the truce, though BIS has still not published the FR notice fixing that date.
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DAYS
Broker cut-off for filing Section 301 exclusion entries
2027-01-09 · 72 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 · 73 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 · 73 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 · 73 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 · 73 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 · 73 days. Reconfirmed, including a 28 Sept MOFCOM deal to set up a joint Trade Council: Bessent's late-Sept confirmation of the extension to 10 January 2027 stands, with no formal BIS/USTR/MOFCOM text yet published.
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DAYS
Joint review comments and hearing requests due to USTR
2027-01-12 · 75 days. Per ICPA's review tracker, comments and hearing requests for the USMCA joint review are due to USTR 12 January 2027, feeding the annual-review cycle that reopens auto rules of origin each 1 July.
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DAYS
Commerce AD preliminary determination on PFA from India
2027-01-13 · 76 days. Per the same 19 October Federal Register notice, the antidumping preliminary on Indian PFA remains on its original schedule, slated for 13 January 2027, unlike the now-postponed CVD leg.
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DAYS
Section 232 auto-parts inclusions: January window closes
2027-01-14 · 77 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 · 84 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 · 89 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 Raw Materials Week, Brussels
2027-01-26 · 89 days. Confirmed on the International Lithium Association's calendar: the Commission-convened week runs 26-28 January 2027, the venue where due-diligence guidance gaps on the Batteries Regulation are typically aired.
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DAYS
EU CBAM certificate sales open
2027-02-01 · 95 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 · 112 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 · 133 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 · 137 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 · 148 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 · 154 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 · 232 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 · 237 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 · 238 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 · 245 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 · 276 days. Agenda, not docket. No proposal published this 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 · 293 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 · 302 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 · 307 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 · 336 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 · 337 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 · 428 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 · 428 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 · 449 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 · 520 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.
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DAYS
EU recycled-content declarations apply to industrial and EV batteries
2028-08-18 · 659 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 · 794 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 · 814 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, 29 Oct96,100 CNY/t
-3.95% d/d, erases 3-day rebound
SMM's spot battery-grade average fell to 96,100 CNY/t on 29 Oct from 100,050 on 28 Oct, erasing the prior rebound; weekly average down 0.9%.
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
5%
CHINA
80%
ELSEWHERE
15%
US cell capacity is real and growing faster than China's in 2025, but filling lines with qualified cathode and anode is the binder.
Refining (Li) — turning mined lithium into battery-grade chemicals
US
1%
CHINA
67%
ELSEWHERE
32%
Second-sourcing means a converter: US lithium processing capacity is below 1% of world total against China's two-thirds.
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 in its tenth 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. Reconfirmed against BIS's own docket: comments on BIS-2026-0364 (RIN 0694-AK51) run to 4 November, now 6 days out; exception requests remain rolling, with ABTC's 1 October approval for up to $100 million of exports still 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.
US operational battery cell capacity
392GWh
Q3 2026
Carried: Rhodium's Clean Investment Monitor puts operating US cell capacity at 392 GWh across 172 projects, not reverified this session.
US operational battery module capacity
440GWh
Q3 2026
Carried: the same CIM report put operating US module capacity at about 440 GWh, up from 123 to 172 projects, not reverified.
US battery manufacturing investment
$5B
Q2 2026
Carried: Rhodium's CIM had battery manufacturing investment at $5B in Q2 2026 inside a $7B EV supply-chain total, not reverified.
US share of global cell capacity
~5%
2025
CSIS puts US cell capacity at about 5% of world total vs 75-85% for China; carried forward unverified 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's 85-90% of combined cathode/anode capacity.
US share of global anode capacity
2%
2025
CSIS puts US anode active-material capacity at about 2% of world total, the thinnest link in the domestic value chain.
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's report.
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, per IEA, not reverified this cycle.
US-owned share of global EV battery output
~3%
2025
Those North American-owned firms made only about 3% of batteries installed in EVs sold worldwide in 2025, per IEA.
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.
54.0 GW
operating, 1,108 units · Aug 2026
+48.8%
+17.7 GW vs Aug 2025
BY STATE — GW OPERATING
TX
18.2258
CA
16.1303
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 starts1,221k-7.4%2026-09-01
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 2026-10-29.
2026-08-24 · 2mo ago · Investigation No. 337-TA-1518
337 case could exclude imported cylindrical cells and battery-containing products
U.S. International Trade Commission
FL
1.226
UT
0.96
GA
0.910
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.
$4.27
+41.4%
2026-10-26
Copper$14,473+44.8%2026-09-01
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.
