AGP Executive Report
Last update: 7 hours agoSolid-State Battery Manufacturing: Critical Resources says it has deposited a full solid-state battery cathode, solid electrolyte and conductive network in a single dry step using dynamic spray deposition at South Dakota Mines, aiming to cut scale-up complexity by avoiding solvents, binders, furnaces and presses. Industrial Policy: Romania approved a 5.313 billion lei state-aid scheme to relaunch large-scale manufacturing investment and boost real-economy capacity. Solar Supply Chain: Crisil Ratings expects India’s ALCM mandate to lift domestic solar cell supply to about half of FY27 demand (30–32 GW of 60–65 GW), though rapid capacity additions could pressure utilisation. Construction Materials for Africa: Nippon Paint plans to expand advanced coil coating solutions for Africa, targeting stronger UV/weather and corrosion resistance as infrastructure demand rises. MRO Data Strategy: A new MRO management push argues that clean, centralised spare-parts data is becoming a strategic lever to prevent stock duplication and downtime. AI + Manufacturing Workforce: Jeff Bezos says AI will create labor shortages, not replace workers, as new invention and production needs expand. Aerospace Production Pressure: Airbus warns it must double monthly output to hit 2026 delivery goals, with A321XLR supply chain bottlenecks tied to Pratt & Whitney engine issues and cabin interior delays. Defense Robotics Production: Quantum Tencore Industries will manufacture and deliver 2,000 TerMIT unmanned ground vehicles to Ukraine over the next 12 months from a German hub. Battery Recycling JV: N.A.N. GreenMet and Silox Group form a 50:50 venture to build a lithium-ion battery recycling and critical-minerals recovery platform in Andhra Pradesh.
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