Search results for Nickel
Industry
Humanoid robot battery race shifts to uptime as capacity expansion hits limits
Competition in the humanoid robot battery market is shifting from capacity to operating uptime as heavier batteries make robots harder to run. Most humanoid battery packs remain below 2 kWh, delivering 2 to 4 hours of use, short of an 8-hour shift. Companies are turning to integrated packs, fast charging and rapid swapping. IBK Investment & Securities sees demand becoming meaningful only with mass production, while TrendForce highlights swappable and solid-state batteries.
Industry
Korean battery makers\' earnings outlook clouds as ESS demand rises beyond EV sales
The earnings outlook for South Korea’s three major battery makers has become harder to gauge as demand expands beyond electric vehicles, the industry says. Power shortages linked to the build-out of AI data centres are boosting demand for energy storage systems, drawing U.S. production lines toward ESS. While U.S. EV battery shipments fell in June, ESS installations surged. Companies are reallocating capacity and funding to ESS, though challenges remain in scaling lithium iron phosphate output.
Industry
SK On to produce LFP batteries at Georgia plant for 5 years, expects higher utilisation
SK On has secured a long-term customer in the U.S. energy storage market after signing a battery cell supply agreement with U.S. ESS company Neovolta Power. Under the contract, SK On will supply 9 GWh of LFP pouch battery cells over 2027-2031, produced at its Georgia plant. The companies are also considering a separate deal for an additional 9 GWh, potentially lifting total cooperation to 18 GWh.
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Industry
Sodium-ion batteries seen as next contender in grid ESS market, with 20 percent share projected by 2030
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Industry
Ecopro BM begins Hungary plant line conversion
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Mobility
Geely validates 500 Wh/kg solid-state battery in road tests, plans pilot use in 2027
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Industry
LG Energy Solution starts full operations at Lansing plant making ESS and EV batteries
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Industry
Global regulation outpaces plant buildout, speeding up Korean anode materials shift
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Industry
Lithium prices rise to $22 as recycled battery sector nears profit turnaround
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Industry
L&F Q2 operating profit 20.8 billion won, returns to profit from year ago
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Industry
Posco Future M agrees long-term supply of 190,000 tons of LFP cathode material to Korean battery maker
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Industry
Ecopro Q2 operating profit 32.9 billion won, up 103 percent year on year
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Industry
Tighter battery safety standards spark sodium era; Korea should join standardisation
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Industry
China EV materials supply chain shifts, with scrapped cars and used batteries seen as key resources by 2050
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Industry
L&F Plus ships first trial output from South Korea\'s first LFP cathode mass production line
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Industry
Ecopro BM posts Q2 operating profit of 18 billion won, down 63 percent year on year
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Industry
LG Energy Solution posts 113.3 billion won Q2 operating profit, down 77 percent year on year
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Industry
L&F signs LFP cathode supply deal with U.S. defense battery firm Coreshell