The European Union’s recent Industrial Action Plan for the European automotive sector placed a strong focus on the role next-generation battery technologies can play in making the bloc internationally competitive in the space. Between 2025 and 2027, €350 million ($377 million) will be invested into next-generation technology and recycling innovation through the BATT4EU partnership programme. […]
> Group14 Technologies has raised $463m in a Series D funding round to accelerate its silicon anode material (AAM) capacity pipeline. The round was led by South Korean battery major SK, with participation from ATL, Lightrock, Microsoft, Porsche, and OMERS. Under the same announcement, Group14 has also acquired full ownership of its joint venture (JV) with […]
> In the third quarter of 2025, 18 of the largest 25 copper miners reported quarter-on-quarter decreases in their output, including the top four miners. The total Q3 copper production reported by the top 25 miners hit 3.72Mt. “In the third quarter, many companies saw lower production compared to the previous quarter. However, most did not […]
> Benchmark Mineral Intelligence, specialising in battery supply chain research and insights, reports that 12.7GWh of new operational capacity entered operation in October 2025. Operational Capacity The grid-scale BESS market saw 12.7GWh of new capacity enter operations globally in October 2025, a y-o-y increase of 29%. China led new operational capacity with just under 8.8GWh of […]
> G7 nations and the European Union (EU) are reportedly examining a proposal to introduce price floors for rare earth elements, as they seek measures to reduce strategic vulnerabilities and break China’s dominance over the supply chain. China has built a monopoly on global rare earth production and accounts for 91% of global refined rare earth […]
> The next-generation battery landscape has progressed from start-up to scale-up, with more than 250GWh of pipeline capacity expected to be installed by the end of 2025 across a variety of emerging technologies, according to Benchmark’s New Technology Service. China has a dominant position in the two most developed of these technologies: sodium ion and solid-state. […]
> Two-thirds of the 2035 sodium ion pipeline capacity is from Tier 3 producers, the Benchmark Gigafactory Database shows. Just 10% of capacity is from Tier 1 producers – those who have proven their ability to produce battery cells at scale for customers outside of China. The reverse trend is true for lithium ion batteries, with […]
> Indonesia has issued a ban on the issuance of new smelter permits for nickel matte, mixed hydroxide precipitate (MHP), and nickel pig iron (NPI), in a bid to curb overcapacity and incentivise value‑added investment in the battery supply chain. The policy marks the latest chapter in the Indonesian government’s strategic pivot in its nickel industrialisation […]
> Since January 2025, 108GWh of LFP production capacity has been announced in North America through to 2030, bringing the total to 281GWh. These announcements have been driven by the increasing importance of the BESS industry in the US, as tax credits for EVs have been phased out. How is future capacity changing? The new capacity […]