Japanese oil giant, Idemitsu Kosan, is building a new large-scale lithium sulfide plant that will supply the raw material for Toyota’s upcoming all-solid-state EV batteries.
New plant will supply Toyota’s all-solid-state EV batteries
Toyota has been promising to launch all-solid-state EV batteries for years, but those plans may finally be coming together.
Idemitsu announced on Thursday it will build a large-scale production plant for lithium sulfide, a raw material used in all-solid-state EV batteries.
All-solid-state batteries, often called the “holy grail” of EV battery tech, promise to deliver drastic improvements in driving range, charging speeds, and energy density. As the name implies, they feature a solid electrolyte rather than traditional lithium-ion batteries, which contain a liquid electrolyte.
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Japan’s Ministry of Economy, Trade, and Industry (METI) has already approved the planned construction site. It will cost around 21.3 billion yen ($142 million) and was deemed as a “plan for ensuring supply of storage batteries.”
Idemitsu aims to mass produce all-solid state batteries in 2027 and 2028. The plant will be able to produce 1,000 metric tons of lithium sulphide annually.
Idemitsu’s value chain for solid electrolytes used in all-solid-state EV batteries (Source: Idemitsu)
The company’s executive officer Tetsuji Mishina told the media (via Reuters) at its oil refinery in China, where it will build the new facility.
Mishina also said Toyota would be its first customer before it plans to expand to others later. Toyota and Idemitsu have been working together since 2023 to develop solid electrolytes for the mass production of all-solid-state EV batteries.
Toyota EV battery roadmap (Source: Toyota)
The new plant is another step in the right direction, part of Idemitsu and Toyota’s plans to commercialize all-solid-state EV batteries in 2027 to 2028.
In September, Toyota was granted a METI certification, which gave it the green light to build the new batteries in Japan.
Toyota and Lexus EV concepts (Source: Toyota)
The approval comes as Japan looks to wean itself off dependence on China or South Korea for batteries and establish a stable local supply chain. Toyota and Idemitsu are among several leading Japanese companies investing a combined $7 billion (1 trillion yen) in domestic battery production.
Electrek’s Take
Will Toyota actually launch EVs powered by all-solid-state batteries? They have been touting the new battery tech for years, but it seems to have made some progress recently.
Meanwhile, others are already getting a head start. Mercedes-Benz began testing the “world’s first” production EV powered by solid-state batteries earlier this month.
Through its partnership with US-based Factorial Energy and Mercedes AMG High-Performance Powertrains (HPP), the company tested a slightly modified EQS with over 621 miles of driving range. Mercedes said it was “the first car powered by a lithium-metal solid-state battery on the road.”
Factorial is working with other major OEMs, including Stellantis. Next year, Stellantis plans to launch a series of electric Dodge Chargers powered by Factorials solid-state batteries.
Honda, Hyundai, and let’s not forget global battery leaders CATL and BYD, are also racing to launch the promising new battery tech.
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British Columbia got its first 400 kW DC fast charger last week at Canadian C-store chain On The Run, but that’s not the good part. As part of a limited time offer, these chargers are FREE!
The Canadian convenience store chain just took the wraps off its new, ABB-developed, 400 kW chargers earlier this month, but they’re already planning to bring the ultra-fast 400 kW dispensers to at least four more locations in BC this spring, and have them online just in time for the summer road trip season – something On The Run hopes its customers will appreciate.
“The A400 charger delivers an enhanced customer experience, with reliability and performance from a 32-inch screen to higher power charging sessions and power sharing,” reads the company’s official announcement, via LinkedIn. “Download the Journie Rewards app to start the charge – free for a limited time.”
On The Run’s new 400 kW ABB DC fast chargers are compatible with CCS and CHAdeMO plugs, and can accommodate Tesla and other NACS-equipped vehicles with an adapter. That said, the company seems to imply that Tesla drivers in particular will have a maximum charging speed of “just” 50 kW, which feel hilarious (given the current state of affairs between Tesla and the Canadian government), but probably isn’t.
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In addition to the ABB A400 400 kW units shown here, On The Run locations also employ the ABB Terra 184 dispensers rated at 180 kW. On The Run plans similar deployments at the four BC locations mentioned above, as well as two more each in Quebec and Ontario slated to go live towards the end of this year.
Electrek’s Take
Tesla’s controversial CEO Elon Musk once mocked 350 kW charging speed as being “for a child’s toy,” despite the fact that, nearly nine years later, his own cars and Superchargers can barely make it to 325 kW while others have sailed right on past. I made fun of that fact on the Quick Charge episode shown, above – and, while I do think it’s funny and relevant, the much more relevant piece of news here is that companies like BP Pulse, Revel, and Wallbox are actively deploying 400 kW solutions, today (while others hit the same mark as far back as 2017).
Terawatt Infrastructure‘s first medium- and heavy-duty electric charging truck stop in California is now online, in Rancho Dominguez.
Located 12 miles north of the ports of Long Beach and Los Angeles, the private Rancho Dominguez site, which is shared among multiple fleets, will support electric trucking fleet operations in and out of the largest container ports in the US.
First customers include Dreaded Trucking, Hight Logistics, PepsiCo, Quick Container Drayage, Southern Counties Express, Tradelink Transport, and WestCoast Trucking & Warehousing.
Terawatt’s electric charging truck stop features 20 pull-through and bobtail DC fast charging stalls with a capacity of 7 megawatts (MW), enabling charging for up to 125 trucks per day using a simple reservations system. Terawatt’s site features a proprietary charge management system, in-house technicians, 24/7 customer service, and onsite parts management.
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“This launch underscores growing collaboration between enterprises, shippers, carriers, and charging infrastructure providers to advance sustainable technologies across logistics and transportation operations, especially in the medium and heavy-duty sectors,” said Neha Palmer, CEO and cofounder of Terawatt. Palmer added that the company will bring another charging site online in Rialto, California, in June.
Terawatt joined some of the world’s largest shippers and carriers in September 2024 to launch the I-10 Consortium heavy-duty EV operations pilot, the “first-ever US over-the-road electrified corridor.” Terawatt is providing charging infrastructure, including software, operations, and maintenance support at six of its owned charging hubs along the I-10 corridor.
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In its most aggressive attack against offshore wind yet, the Trump administration halted the $5 billion Empire Wind 1, already under construction off New York’s coast.
Norwegian developer Equinor announced yesterday that it received notice from the Bureau of Ocean Energy Management (BOEM) ordering Empire Wind 1 to halt all activities on the outer continental shelf until BOEM has completed its review. Interior Secretary Doug Burgum posted this tweet yesterday:
.@Interior, in consultation with @HowardLutnick, is directing @BOEM to immediately halt all construction activities on the Empire Wind Project until further review of information that suggests the Biden administration rushed through its approval without sufficient analysis.
— Secretary Doug Burgum (@SecretaryBurgum) April 16, 2025
Burgum gave no indication of what insufficiencies there were in the approval process for the fully permitted offshore wind project, despite Trump’s recent declaration of a national energy emergency that speeds up permitting processes.
The commercial lease for the 810-megawatt (MW) Empire Wind 1’s federal offshore wind area was signed in March 2017 during the first Trump administration. It was approved by the Biden administration in November 2023 and began construction in 2024.
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The project is being developed under contract with the New York State Energy Research and Development Authority (NYSERDA). Empire Wind 1, which was due to come online in 2027, has the potential to power 500,000 New York homes.
“Halting construction of fully permitted energy projects is the literal opposite of an energy abundance agenda,” said American Clean Power Association CEO Jason Grumet in a statement. “We encourage the administration to quickly address perceived inadequacies in the prior permit approvals so that this project can complete construction and bring much-needed power to the grid.”
As Electrekreported, Equinor secured $3 billion to finance Empire Wind 1 in January. The total amount drawn under the project finance term loan facility as of March 31 was around $1.5 billion.
As of March 31, Empire Wind has a gross book value of around $2.5 billion, including South Brooklyn Marine Terminal (pictured above), which was expected to become the US’s largest dedicated port facility for offshore wind.
In response to BOEM’s stop work order, New York Governor Kathy Hochul issued the following statement:
Every single day, I’m working to make energy more affordable, reliable and abundant in New York and the federal government should be supporting those efforts rather than undermining them. Empire Wind 1 is already employing hundreds of New Yorkers, including 1,000 good-paying union jobs as part of a growing sector that has already spurred significant economic development and private investment throughout the state and beyond.
As Governor, I will not allow this federal overreach to stand. I will fight this every step of the way to protect union jobs, affordable energy and New York’s economic future.
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