Eight Chinese government departments have jointly issued a two-year plan aimed at stabilising the country’s domestic auto sector. The plan sets out more than 60 measures across four areas: boosting demand, strengthening supply chains, optimising the business environment, and deepening cooperation. Targets under the plan include 32.3m vehicle sales (including exports) in 2025, including ~15.5m […]
> 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 […]
> 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 […]
> 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 […]
> In the season of Q3 result releases, battery manufacturer CATL has reported record financial performance. Cumulative revenue from Q1–Q3 rose from RMB259bn ($36bn) in 2024 to RMB283bn ($39.3bn) in 2025, a year‑on‑year increase of 9%. Net profit also rose 41% between Q3 2024 and Q3 2025, from RMB13.14bn ($1.87bn) to RMB18.55bn ($2.58bn). Efficiency gains underpin profit growth Increasing efficiency has […]
> US President Donald Trump this week secured major investments in US-based projects from Japan and South Korea covering critical minerals, stationary storage, and other high-priority sectors, as part of trade agreements to lower US tariff barriers. The trade deals come ahead of a high-level meeting between President Trump and Chinese President Xi Jinping – the […]
> Benchmark Mineral Intelligence, specialising in EV supply chain research and insights, reports that 1.9 million electric vehicles were sold globally in October 2025. Rho Motion Data Manager, Charles Lester, commented: “Global EV sales reach 1.9 million units in October 2025, marking a 23% increase year-to-date. Europe led regional growth with a 36% year-on-year increase, driven […]
> India’s pipeline of cathode active material (CAM) production capacity is set to grow more than 50-fold over the next decade. Altmin, Himadri Speciality Chemical, and Epsilon Advanced Materials have the largest pipeline capacities in the country. Almost all CAM capacity under development in India is for LFP, both due to the popularity of the cathode […]