POSCO Future M plans domestic LFP precursor supply by 2029
The battery materials maker is using steelmaking waste acid to forge non-Chinese lithium iron phosphate cathode inputs after…
Policy tracker
All policy tags →Subsidies
Every EAB briefing filed under the Subsidies policy tag, newest first. 325 briefings.
- First seen
- August 28, 2026
- Latest
- October 12, 2026
- With a linked document
- 287 of 325
- Briefings
- 327
- Desks
- Batteries & EV (103), Semiconductors (100), Shipbuilding (35), Robotics (29), Energy & Minerals (25), Trade & Policy (17), Analysis (16)
South Korea pours $1B into AI smart shipyards to fight Chinese yards
A five-year public-private alliance deploys autonomous logistics and robotic welding across three coastal hubs to counter labor…
GlobalFoundries signs $2B TSMC packaging deal for AI chips
The five-year agreement will produce silicon interposers at the Malta fab in New York starting in 2028 to ease CoWoS bottlenecks…
Korean battery makers secure non-FEOC LFP supply contracts
LG Energy Solution and Samsung SDI are locking in North American materials contracts before federal rules end transition relief…
Shinko buys Japan Display plant to build advanced packaging hub
The 373,483-square-meter Mobara factory will yield a 51.4 billion yen gain for JDI while giving Shinko flip-chip substrate…
Korea Zinc wins US political backing for Tennessee smelter
The $7.4 billion Project Crucible facility in Clarksville cleared federal environmental reviews under FAST-41 to supply 11…
POSCO Future M Locks In $4.5B Cathode Pact With Samsung SDI to 2032
The revised 21.25 trillion won agreement swaps high-nickel volume for 380,000 tons of LFP materials to build US-compliant battery…
TSMC widens CoWoS supply chain with $2 billion US interposer deal
A five-year agreement with GlobalFoundries establishes the first US manufacturing source for AI silicon interposers, challenging…
HD Hyundai opens offshore SMR verification center in Ulsan
A 12-member consortium spanning shipbuilders, utilities and universities will share testing facilities to develop floating…
Hanwha Ocean hosts US Sen. Dave McCormick to advance naval repair and yard ties
The Pennsylvania lawmaker inspected the 3,600-ton frigate Pyeongtaek at Geoje as Hanwha doubles Philly Shipyard headcount to…
LG Energy Solution shifts battery output to AI data centers
South Korean battery makers accelerate grid storage production as Nvidia certifies containerized energy systems to cushion sudden…
USA Rare Earth Funds Brazil Mining and Carolina Magnet Plant
The company faces capital scrutiny over its $2.8 billion Serra Verde mine purchase and $1.2 billion South Carolina magnet…
HD Hyundai teams with Croatia yard on €660m corvette program
The alliance pairs South Korean combat vessel design with local Adriatic fabrication to bypass European Union defense procurement…
China Northern Rare Earth fixes fourth-quarter concentrate supply priceMembers
A quarterly formula adjustment at 38,769 yuan per ton sets upstream costs while the Baotou exchange builds nationwide benchmark…
Suzuki selects BYD LFP battery cells for inaugural Japanese mini EV
The procurement decision equips Suzuki's e SKY kei car with a 26 kilowatt-hour pack, intensifying cost competition against…
Tesla Retains Terafab Control, Limiting TSMC to Site Leases
The initial $16.8 billion Texas project targets 1 terawatt of annual AI compute with Intel as process partner, while TSMC faces…
Doosan Robotics and DEEPX develop AI nuclear welding robotsMembers
A 45-month South Korean state project targets a 50% cut in multi-layer cycle time at Doosan Enerbility, countering a severe…
BYD rolls out 150,000th commercial EV with 800-hp electric truck
The milestone Q3 heavy tractor deploys a 600-kWh Blade battery pack and dual-gun fast charging as the Chinese manufacturer…
LG Energy Solution Binds $4.3B Tesla Pact to Grid Storage
The 5.94 trillion won Michigan contract will supply lithium iron phosphate cells for Megapack units from 2027, with no electric…
CATL expands sodium storage supply in Europe for 2027 rolloutsMembers
Integrators in Germany, the Netherlands and Finland adopt CATL’s Tener Sodium battery systems to curb raw material price swings…
SK On cuts 40 jobs at Tennessee battery site, delaying output to 2028
The South Korean cell maker reduced staffing at its Stanton facility to roughly 30 workers, deferring commercial production to…
Stratacache lists former SK hynix Oregon chip fab for sale
The 197-acre Eugene campus with 170,000 square feet of cleanroom space returns to the market after local zoning officials blocked…
Aclara and CAP start rare earth alloy plant runs for US magnets
The Chilean facility tests molten salt metallurgy to supply 154 metric tons of ferro-dysprosium annually for electric vehicle…
Chery Automobile orders solid-state battery tools for 2027 EV tests
The Chinese carmakers are shifting next-generation cell manufacturing out of laboratories and into pre-production factories,…