Alert: what is changing with the advancement of batteries, electric mining, and EV partnerships

Weekly summary: electric mining in Newfoundland, battery growth, US$65 billion pullback in the EV market, BYD with Manchester City, and GF-Renesas chips.

This week, the electric vehicle universe was marked by advancements and adjustments that promise to redraw the sector map. From the salt extracted through electric mining in Newfoundland to battery evolution and new strategic partnerships, this is an overview worth following.

Electric mining in Newfoundland expands salt production for US roads

Atlas Salt and Sandvik Mining are accelerating the Great Atlantic project, in Newfoundland and Labrador, based on a partnership already established in 2024. The goal is to maintain a stable production of 4 million tons per year, surpassing the original plan of 2.5 million, made viable by high-capacity electric mining systems.

Lithium-ion batteries: unprecedented growth driven by EVs

According to the IEA, the lithium-ion battery sector has already grown six times since 2020, raising the global value to US$ 150 billion.

The study shows that the expansion is strongly driven by EV demand, accounting for over 70% of deployment. In 2015, laptops, tablets, and smartphones represented almost half of battery manufacturing; today this level is below 5%.

Why the global EV market fell by US$ 65 billion

The global automotive sector is going through a period of slowdown, shaped by public policies, economic conditions, and changes in consumer perception. In the last 12 months, the market registered an impact of at least US$ 65 billion.

Automakers have revised product and investment plans in EVs following climate changes in the US, with companies that had made the biggest transition away from combustion engines facing the biggest adjustments.

BYD closes deal with Manchester City: official sponsorship and sustainable vision

BYD, a leader in EV manufacturing, announced that it will be the Official Automotive Sponsor of Manchester City. The agreement reflects a shared vision of a more sustainable future and highlights BYD's multifaceted approach to innovation.

GF and Renesas: advanced chips for connected and safe vehicles

GlobalFoundries and Renesas Electronics Corporation have expanded their partnership to ensure the supply of critical semiconductors for electric vehicles. These chips go beyond basic processing, supporting driver assistance radars and high-voltage battery management. The first parts are expected to begin production in mid-2026.

Conclusion: the EV ecosystem is experiencing a moment of interconnection between electrified mining, high-performance batteries, public policies, and strategic partnerships that shape the pace of innovation.

Leave your comment: which of these trends do you believe will have the greatest impact on the EV sector in the next 12 months?