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Neil Beveridge, Ph.D.+852 2123 2648neil.beveridge@bernsteinsg.comBrian Ho, CFA+852 2123 2615brian.ho@bernsteinsg.com Battery Weekly 8 May America •Canada increases investment in Electra’s cobalt refinery.-electrive.com Canada will invest CAD 20 million in Electra Battery Materials’ cobaltrefinery in Ontario, turning earlier government support into a firm funding commitment. The project aims to create North America’s firstbattery-grade cobalt sulfate refinery, with construction expected to finish in Q2 2027. Initial annual production is planned at around 5,120tonnes, later rising to 6,500 tonnes. A major share of the output will be supplied to LG Energy Solution, helping strengthen the NorthAmerican battery materials supply chain. The project is also expected to create construction, permanent, and indirect jobs in NorthernOntario. Asia •LG Energy Solution Signs Partnership Agreement With Suppliers.- thelec.net LG Energy Solution signed a Mutual Growth PartnershipAgreement with suppliers to expand support in financing, technology protection, hiring, and business operations. The company will offerlow-interest loans, easier credit guarantees, payment management systems, and a technology escrow system to protect suppliers’ coretechnologies and trade secrets. It will also help partner firms with recruitment platforms, workforce training, ESG consulting, smart learning,and shared welfare services, aiming to build a more stable and cooperative battery supply chain ecosystem. •SoftBank Group Weighs 30 Billion-Won Investment in Korean Water Battery Startup.- thelec.net SoftBank Group is considering a 30 billionwon-plus investment in South Korean battery startup CosmosLab, whose zinc-bromine “water batteries” may be used in ESS for SoftBank’sOsaka data center project. CosmosLab’s batteries use water-based electrolytes instead of lithium, aiming to reduce fire risk and lowerreliance on critical minerals. Although their energy density is lower than EV batteries, the company sees strong potential in data centers,UPS, and grid-scale ESS, where safety is a key priority. •Standard Energy, Elice Partner on Power Solutions for AI Modular Data Centers.- thelec.net Standard Energy and Elice Group signed anMOU to develop vanadium-ion battery (VIB)-based power solutions for AI modular data centers. The partnership will combine StandardEnergy’s ESS and UPS systems with Elice’s portable modular data centers, while also developing AI-based energy management systemswith predictive diagnostics and automation. The companies aim to support national AI data center projects, using VIB batteries’ fire-safe,high-output, and ultra-fast response features to improve power stability during AI peak-load demand. •LG Energy Solution Wins BMW 46-Series Battery Supply Deal.- thelec.net LG Energy Solution has reportedly been selected to supply 46-series cylindrical batteries for BMW’s next-generation EVs, with a potential contract lasting up to 10 years and annual supply estimated ataround 10 GWh. The deal could be worth over 10 trillion won and would expand LGES’s cylindrical battery customer base, which alreadyincludes Tesla, Rivian and Mercedes-Benz. BMW plans to use 46-series cells in its Neue Klasse EV platform to improve energy density,driving range and cost competitiveness, while LGES may expand related production in Korea, the U.S. and possibly Poland. •CATL inks deal with Australia's Zinfra for battery storage projects.- cnevpost.com CATL signed an MOU with Australia’s Zinfra to jointlydeliver, operate, and maintain large-scale battery energy storage system projects in Australia. The partnership supports CATL’s expansion inthe Australian energy storage market and aims to use an asset-light, lower-risk business model. Zinfra will contribute its local infrastructure,engineering, operations, and maintenance expertise. •Australia Backs 10 Renewable and Battery Projects in Western Australia; Trinasolar’s Killawarra Hybrid Project Selected.- solarbe.comAustralia selected 10 renewable and battery storage projects in Western Australia under CIS Tenders 5 and 6, adding about 1.886 GW renewable generation and 3.683 GWh standalone battery storage. Key projects include Trinasolar’s Killawarra Hybrid Project with 350 MWsolar and 2,100 MWh battery storage, plus the Collie, Yathroo, and Waroona battery projects. The projects will strengthen grid reliabilityand support over 1 million households Europe •EU and India jointly promote battery recycling.- electrive.com The EU and India launched a €15.2 million battery recycling initiative todevelop advanced EV battery recycling technologies and build a pilot plant in India. The program will fund EU and Indian companies, startups,universities, and research groups. It focuses on recovering key materials such as lithium, graphite, and cobalt, improving collection andsorting systems, and supporting second-life battery safety. The initiative aims to reduce reliance on imported critical minerals, especial