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Driving Ahead With The EV Battery Story

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NEO Battery Materials (TSXV: NBM) has announced a collaboration with Rockwell Automation (NYSE: ROK) to enhance its silicon anode manufacturing capabilities. The partnership aims to integrate advanced automation solutions at NEO's planned facility in Windsor, Ontario.

The global EV market is projected to grow by $446.4 billion from 2025-2029, with a CAGR of 16.4%. The Silicon Anode Market is expected to expand from $946 Million in 2024 to $28.7 Billion in 2032, at a CAGR of 54%.

NEO has also announced a production scale-up to 20 tons per year to meet increasing demand for their silicon anode products. The company plans to expand operations in the United States, with potential facilities in Ohio.

NEO Battery Materials (TSXV: NBM) ha annunciato una collaborazione con Rockwell Automation (NYSE: ROK) per migliorare le sue capacità di produzione di anodi in silicio. L'obiettivo della partnership è integrare soluzioni di automazione avanzate nella struttura pianificata da NEO a Windsor, Ontario.

Si prevede che il mercato globale dei veicoli elettrici crescerà di 446,4 miliardi di dollari dal 2025 al 2029, con un tasso di crescita annuale composto (CAGR) del 16,4%. Si prevede che il mercato degli anodi in silicio si espanderà da 946 milioni di dollari nel 2024 a 28,7 miliardi di dollari nel 2032, con un CAGR del 54%.

NEO ha anche annunciato un aumento della produzione a 20 tonnellate all'anno per soddisfare la crescente domanda dei propri prodotti a base di anodi in silicio. L'azienda prevede di espandere le operazioni negli Stati Uniti, con potenziali strutture in Ohio.

NEO Battery Materials (TSXV: NBM) ha anunciado una colaboración con Rockwell Automation (NYSE: ROK) para mejorar sus capacidades de fabricación de ánodos de silicio. La asociación tiene como objetivo integrar soluciones avanzadas de automatización en la instalación planificada de NEO en Windsor, Ontario.

Se proyecta que el mercado global de vehículos eléctricos crecerá en 446.4 mil millones de dólares entre 2025 y 2029, con una tasa de crecimiento anual compuesta (CAGR) del 16.4%. Se espera que el mercado de ánodos de silicio se expanda de 946 millones de dólares en 2024 a 28.7 mil millones de dólares en 2032, con un CAGR del 54%.

NEO también ha anunciado un aumento de producción a 20 toneladas por año para satisfacer la creciente demanda de sus productos de ánodos de silicio. La compañía planea expandir sus operaciones en los Estados Unidos, con posibles instalaciones en Ohio.

NEO Battery Materials (TSXV: NBM)은 Rockwell Automation (NYSE: ROK)와 협력하여 실리콘 음극 제조 능력을 향상시킬 것이라고 발표했습니다. 이 파트너십의 목표는 NEO가 온타리오주 윈저에 계획한 시설에 첨단 자동화 솔루션을 통합하는 것입니다.

전 세계 전기차 시장은 2025년부터 2029년까지 4,464억 달러 성장할 것으로 예상되며, 연평균 성장률(CAGR)은 16.4%입니다. 실리콘 음극 시장은 2024년 9억 4,600만 달러에서 2032년 287억 달러로 확대될 것으로 예상되며, CAGR은 54%입니다.

NEO는 실리콘 음극 제품에 대한 증가하는 수요를 충족하기 위해 연간 20톤의 생산 규모를 확대한다고 발표했습니다. 이 회사는 미국 내에서 운영을 확장할 계획이며, 오하이오에 잠재적인 시설을 두고 있습니다.

NEO Battery Materials (TSXV: NBM) a annoncé une collaboration avec Rockwell Automation (NYSE: ROK) pour améliorer ses capacités de fabrication d'anodes en silicium. L'objectif de ce partenariat est d'intégrer des solutions d'automatisation avancées dans l'installation prévue de NEO à Windsor, Ontario.

Le marché mondial des véhicules électriques devrait croître de 446,4 milliards de dollars entre 2025 et 2029, avec un taux de croissance annuel composé (CAGR) de 16,4%. Le marché des anodes en silicium devrait passer de 946 millions de dollars en 2024 à 28,7 milliards de dollars en 2032, avec un CAGR de 54%.

NEO a également annoncé une augmentation de la production à 20 tonnes par an pour répondre à la demande croissante de ses produits d'anodes en silicium. L'entreprise prévoit d'étendre ses opérations aux États-Unis, avec des installations potentielles dans l'Ohio.

NEO Battery Materials (TSXV: NBM) hat eine Zusammenarbeit mit Rockwell Automation (NYSE: ROK) angekündigt, um seine Herstellungsfähigkeiten für Siliziumanoden zu verbessern. Ziel der Partnerschaft ist die Integration fortschrittlicher Automatisierungslösungen in die geplante Anlage von NEO in Windsor, Ontario.

Der globale Markt für Elektrofahrzeuge wird voraussichtlich von 2025 bis 2029 um 446,4 Milliarden US-Dollar wachsen, mit einer jährlichen Wachstumsrate (CAGR) von 16,4%. Der Markt für Siliziumanoden wird voraussichtlich von 946 Millionen US-Dollar im Jahr 2024 auf 28,7 Milliarden US-Dollar im Jahr 2032 wachsen, mit einem CAGR von 54%.

NEO hat außerdem eine Produktionssteigerung auf 20 Tonnen pro Jahr angekündigt, um der steigenden Nachfrage nach seinen Siliziumanoden-Produkten gerecht zu werden. Das Unternehmen plant, seine Aktivitäten in den Vereinigten Staaten auszubauen, mit potenziellen Anlagen in Ohio.

Positive
  • Partnership with Rockwell Automation to improve production efficiency and scalability
  • Production capacity increase to 20 tons per year
  • Planned expansion into US market
  • Operating in a market projected to grow to $28.7B by 2032 (54% CAGR)
Negative
  • None.

Insights

The collaboration between Rockwell Automation and NEO Battery Materials marks a strategic entry into the rapidly expanding EV battery component manufacturing sector. The silicon anode market's projected CAGR of 54% through 2032, reaching $28.7 billion, presents a substantial opportunity for ROK to establish early dominance in manufacturing automation for this critical EV battery component.

The partnership's significance extends beyond the initial Windsor facility implementation. NEO's stated intention to expand into U.S. markets, particularly Ohio, suggests potential recurring revenue streams for ROK's automation solutions. This aligns with the broader EV market growth trajectory, projected at $446.4 billion from 2025-2029.

ROK's competitive advantage lies in its comprehensive digital transformation capabilities, including real-time monitoring and data-driven insights. By establishing expertise in silicon anode manufacturing automation early, ROK positions itself to capture market share as other manufacturers scale up production to meet growing demand. The company's solutions can create high switching costs for manufacturers, potentially leading to long-term customer relationships and recurring revenue from software licenses, maintenance, and upgrades.

The partnership also demonstrates ROK's strategic pivot toward high-growth sectors. While traditional industrial automation remains their core business, the EV battery manufacturing segment offers higher growth potential and margins. The digital tools and automation solutions developed for NEO could become standardized offerings for other battery component manufacturers, creating a scalable business model in the EV supply chain.

Vancouver, Kelowna, and Delta, British Columbia--(Newsfile Corp. - February 13, 2025) - Investorideas.com, a global investor news source covering EV and battery stocks releases a snapshot looking at news and developments in the race for the battery market for EV's, featuring NEO Battery Materials Ltd. (TSXV: NBM) (OTC Pink: NBMFF), a low-cost silicon anode materials developer that enables longer-running, rapid-charging lithium-ion batteries.

Read the full article on Investorideas.com
https://www.investorideas.com/News/2025/renewable-energy/02130Driving-with-EV-Battery.asp

Despite the current bump in the road from President Trump's narrative on EV's in the US, the EV market continues to show big growth prospects. The global Electric vehicle (EV) market size is estimated to grow by USD 446.4 billion from 2025-2029, according to Technavio. The market is estimated to grow at a CAGR of 16.4% during the forecast period.

The Silicon Anode Market, an integral component for batteries, is projected to grow from 946 Million USD in 2024 to 28.7 Billion USD in 2032, representing a CAGR of 54%, according to South Korean financial institution, Hana Securities. The silicon anode and electric vehicle (EV) battery market are set for significant growth, driven by increasing EV adoption, advancements in battery technologies and supportive government policies.

The growth story continues for NEO Battery Materials Ltd. (TSXV: NBM) (OTC Pink: NBMFF) as they advance towards commercial production. This week, NEO announced its collaboration with Milwaukee, Wisconsin-based Rockwell Automation Inc. (NYSE: ROK), the world's largest company dedicated to industrial automation and digital transformation. Through this collaboration, NEO aims to integrate advanced automation solutions that will improve production efficiency, quality control and scalability at NEO's planned silicon anode manufacturing facility in Windsor, Ontario.

With NEO Battery's development of its silicon anode technology, Rockwell Automation intends to aid the Company achieving operational readiness for large-scale, commercial production. By implementing Rockwell's advanced automation and digitalization solutions, NEO will streamline its manufacturing capabilities, optimize resource use, and support a more robust, cost-effective production process. Digital tools will also enable real-time monitoring and data-driven insights, supporting enhanced decision-making and reducing leadtime to workflows.

"We are excited to grow the auto and EV battery category in our industry," said Brian Holte, Regional Vice President, North America, of Sales Strategy and Transformation at Rockwell Automation. "Supporting NEO's growth is a strategic imperative for us as we continue to establish our products and solutions to scale the company's output with higher efficiencies and ultimately growth to both company's bottom lines."

As NEO Battery Materials commercializes its facilities in Windsor, the Company envisions expanding operations in the United States to pursue silicon anode manufacturing activities and value-added projects. Rockwell Automation will be engaged to help launch further facilities, such as in Ohio, in the future.

"Teaming up with Rockwell Automation was a strategic step to help us scale our battery materials commercialization and production," said Spencer Huh, President and CEO of NEO Battery Materials. "The value proposition provided by utilizing solutions from Rockwell will help grow and streamline production, delivering the highest quality products to our customers."

Rockwell Automation, Inc. is a global leader in industrial automation and digital transformation. We connect the imaginations of people with the potential of technology to expand what is humanly possible, making the world more productive and more sustainable. Headquartered in Milwaukee, Wisconsin, Rockwell Automation employs approximately 27,000 problem solvers dedicated to our customers in more than 100 countries. To learn more about how we are bringing the Connected Enterprise® to life across industrial enterprises, visit www.rockwellautomation.com.

On February 6th, NEO announced the production scale-up to 20 tons per year to accommodate the increasing demand for NEO's high-performance silicon anode products and to initiate mass-producibility testing to prepare factory-level production.

MarketsandMarkets reports, "The anode is responsible for storing lithium ions during charging and releasing them during discharge, making its energy density a key factor in determining the overall energy capacity of the battery. Innovations in anode materials, such as silicon-carbon composites and nanocomposite tin/carbon/cobalt alloys, are enhancing energy storage capabilities and cycle life, which are essential for meeting consumer expectations for longer driving ranges and faster charging times."

According to an article in lanoticiadigital.com, "Lucid Group's innovation is anchored in its groundbreaking EV battery technology which offers extended range and quick charging capabilities. This has positioned the company as a leader in the quest for next-generation vehicles. With the push for sustainability and the global transition to green energy, EV tech innovations are pivotal. Lucid is not just capitalizing on this trend but is setting benchmarks with its superior battery efficiency and design."

In a review and rating of EV battery stocks at Insider Monkey, "Tesla is involved in the EV battery business throughout multiple areas – from in-house battery production to raw material sourcing, recycling and energy storage solutions. The company's vertical integration goes over and above manufacturing, and includes R&D, allowing it to maintain a competitive advantage. Its intangible assets and cost advantage are expected to act as key competitive advantages. Tesla, Inc. is facing constraints in battery production and it continues to actively work to increase total gigawatt hours of battery production in 2025."

Continued: "The outlook for the company's battery business is optimistic, courtesy of its focus on innovation, production scaling, and expanding demand for EVs and energy storage solutions."

An article this week on Rivian Automotive, Inc. at Mi Valle showcases how battery innovation could be a game changer for this EV company, highlighting -

"Rivian Automotive is poised for a technological revolution with a potential breakthrough in battery technology.
The company plans to introduce a proprietary solid-state battery, advancing beyond lithium-ion technology.
This new battery type promises increased energy density, addressing range anxiety with longer ranges and faster charging.
Solid-state batteries also offer enhanced safety, reducing risks of overheating and fires.
Successful integration of this technology could secure Rivian a larger market share and drive global EV adoption.
Industry watchers consider Rivian's innovation a potential catalyst for a new era of electric vehicle development."

Solid Power, Inc., is developing solid-state battery technology to enable the next generation of batteries for the fast-growing EV and other markets. Solid Power's core technology is its electrolyte material, which Solid Power believes can enable extended driving range, longer battery life, improved safety, and lower cost compared to traditional lithium-ion. Solid Power's business model – selling its electrolyte to cell manufacturers and licensing its cell designs and manufacturing processes – distinguishes the company from many of its competitors who plan to be commercial battery manufacturers.

Breaking news in the EV battery sector reported by Reuters and other major news outlets says, "Chinese battery giant CATL has started the process to list in Hong Kong by lodging its filings with regulators in a deal that is expected to raise at least $5 billion, according to two sources with direct knowledge of the matter."

Continued: "The biggest battery maker in the world filed an application to list on the Hong Kong Stock Exchange on Tuesday, saying part of the funds raised will be used to build its 7.3 billion-euro ($7.53 billion) battery plant in Hungary."

This new listing shows the EV battery race is still one for investors to watch.

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Disclaimer/Disclosure: This article featuring NEO Battery Materials Ltd.is a paid for service on Investorideas.com, as a featured mining stock. Our site does not make recommendations for purchases or sale of stocks, services or products. Nothing on our sites should be construed as an offer or solicitation to buy or sell products or securities. All investing involves risk and possible losses. This site is currently compensated for news publication and distribution, social media and marketing, content creation and more. More disclaimer info: https://www.investorideas.com/About/Disclaimer.asp. Learn more about publishing your news release and our other news services on the Investorideas.com newswire https://www.investorideas.com/News-Upload/.

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FAQ

What is the projected growth of the Silicon Anode Market by 2032?

The Silicon Anode Market is projected to grow from 946 Million USD in 2024 to 28.7 Billion USD in 2032, representing a CAGR of 54%, according to Hana Securities.

How will the Rockwell Automation (ROK) partnership benefit NEO Battery Materials?

The partnership will help integrate advanced automation solutions to improve production efficiency, quality control, and scalability at NEO's planned silicon anode manufacturing facility in Windsor, Ontario.

What is NEO Battery Materials' current production capacity target?

NEO Battery Materials has announced a production scale-up to 20 tons per year to accommodate increasing demand for their silicon anode products.

What is the projected growth for the global EV market from 2025-2029?

According to Technavio, the global EV market is estimated to grow by USD 446.4 billion from 2025-2029, with a CAGR of 16.4%.

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