# Electric vehicle battery supply chain developments

> Live situation record from CLSTR: https://clstr.news/situations/electric-vehicle-battery-supply-chain-developments
> Updated: 2026-08-18T17:01:35.000Z. Sources: 2. Developments: 2.

Developments in the electric vehicle battery supply chain show a focus on securing raw materials and recycling capabilities in Europe and North America.

In Germany, the recycling firm Cylib acquired a former battery-recycling plant in Wernberg-Köblitz. The site, previously idle following the insolvency of Roth International, is intended to be modernized to process up to 10,000 tonnes of spent electric-vehicle batteries annually by 2027. This acquisition allows Cylib to integrate upstream pre-processing into its existing hydrometallurgy operations.

In North America, Electra Battery Materials has secured its cobalt supply through 2031 to support a refinery project in Ontario, Canada. Through an agreement with Glencore AG, the company has secured approximately 10,000 metric tonnes of cobalt feedstock to cover the commissioning and ramp-up of the facility through 2027. Additionally, Electra has established a term sheet with LG Energy Solution to commit a significant portion of the refinery’s cobalt sulfate output through 2029.

## Timeline

### 2026-08-18: Electra Battery Materials secures cobalt supply through 2031

Electra Battery Materials has secured a cobalt supply agreement with Glencore AG through 2031 to support its Ontario refinery, ensuring 100% of required feedstock for its 2027 ramp-up.

2 sources. https://clstr.news/cluster/electra-battery-materials-secures-cobalt-supply-through-2031

### 2026-07-24: Cylib acquires Wernberg‑Köblitz battery recycling plant to secure EV‑battery feedstock

Cylib bought the inactive Roth battery‑recycling plant in Wernberg‑Köblitz, Germany, to process up to 10,000 t of EV batteries annually, aiming for operation in Q4 2026 and full capacity by 2027.

2 sources. https://clstr.news/cluster/cylib-acquires-wernbergkblitz-battery-recycling-plant-to-secure-evbattery-feedstock

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Cite as: Electric vehicle battery supply chain developments. CLSTR, https://clstr.news/situations/electric-vehicle-battery-supply-chain-developments
