Supplier Consolidation and Innovation in Materials, Electrification, and Batteries
Key Questions
What is the status of Carlyle's acquisition of BASF coatings?
The EU has approved Carlyle's €7.7B acquisition of BASF's coatings business, including automotive OEM coatings, conditional on divesting Nouryon's polysulfides operations.
What new adhesive technology has Henkel introduced?
Henkel launched Teroson EP 52, an adhesive that combines structural bonding with vibration damping for automotive applications.
What progress has Factorial Energy made with Stellantis on solid-state batteries?
Factorial Energy achieved a milestone by integrating solid-state batteries with Stellantis, demonstrating 375 Wh/kg energy density and fast-charging capabilities.
EU approves Carlyle's €7.7B acquisition of BASF coatings (including automotive OEM coatings), with condition to divest Nouryon's polysulfides. Henkel launches Teroson EP 52 adhesive combining structural bonding and vibration damping. Valeo builds second growth engine in AI data centers, robotics, and defense as E/EA transition slows. Orange EV secures 600-truck order for yard electrification. Geotab's 2026 product update adds ACE visualization and GoFocus Pro for AI-driven fleet management. Factorial Energy achieves solid-state battery integration milestone with Stellantis, demonstrating 375 Wh/kg and fast charging.