Lithium Horizons

Lyten #1: the startup that bought Northvolt

Inside the carbon materials company building a lithium-sulfur battery platform

Mar 10 • Dr. Jasmin Smajic

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February 2026

Is the lithium market finally rebalancing?

Beijing’s withdrawal of export rebates and the mining consolidation signal a transition from volume to value-driven growth

Feb 24 • Dr. Jasmin Smajic

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Tesla's batteries: a five-year reality check

The Battery Day 2020: what worked and what didn’t

Feb 10 • Dr. Jasmin Smajic

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January 2026

Are sodium-ion batteries ready for prime time?

Where Na-ion stands in today's battery ecosystem

Jan 27 • Dr. Jasmin Smajic

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The quiet crisis of graphite

Why graphite is the bottleneck in the battery trade war

Jan 13 • Dr. Jasmin Smajic

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October 2025

Why do LFP batteries dominate grid storage?

LFP and contenders in the race for affordable and safe stationary energy storage

Oct 21, 2025 • Dr. Jasmin Smajic

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March 2025

The Weekly Potential #20: Battery Insights

This week in the battery industry: BYD's ultra-fast charging, Farasis' battery optimization software, Spain's €699 million state aid, CATL's sodium-ion…

Mar 25, 2025 • Dr. Jasmin Smajic

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European Innovation at a Crossroads

The old continent struggles to commercialize its innovations

Mar 20, 2025 • Dr. Jasmin Smajic

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The Weekly Potential #19: Battery Insights

This week in the battery industry: CATL's slowing profits, Northvolt bankruptcy, Tesla's expansions, BYD's 1000V architecture, EU's €1.8 billion…

Mar 18, 2025 • Dr. Jasmin Smajic

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February 2025

The Weekly Potential #18

This week in the battery industry: CATL's IPO, Fluence's new BESS, BYD's solid-state batteries, Samsung's recalls, EU Batteries Regulation looming…

Feb 16, 2025 • Dr. Jasmin Smajic

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The Weekly Potential #17

This week in the battery industry: Varta’s troubles, Saudi Arabian emergent mineral industry, continuing BESS deployments, AI’s increasing role in…

Feb 2, 2025 • Dr. Jasmin Smajic

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January 2025

The Weekly Potential #16

This week in the energy and materials industries: Tesla suing the EU, silicon battery gigafactories, record-breaking BESS, batteries for aerial…

Jan 26, 2025 • Dr. Jasmin Smajic

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