The automotive industry could face a global shortage of high quality “Tier One” battery cells by the end of the decade, without investment by the leading battery companies in further capacity. By 2030, Benchmark forecasts a Tier One cell supply deficit of 695 gigawatt hours, up from 22 GWh this year. Tier One suppliers are […]
> 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 […]
> Lithium chemical prices spiked in China on Monday following a bullish speech by the chairman of Ganfeng – the world’s third-largest lithium producer – in which it was suggested that lithium demand growth could reach 30% in 2026. In a keynote speech on 16 November at the 10th International Summit on Power Battery Application in […]
> 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 […]
> Benchmark Mineral Intelligence today announced the commercial launch of its new 314Ah lithium iron phosphate (LFP) cell price for energy storage applications. The announcement comes as global LFP battery cell prices show signs of recovery, following a marked rebound in lithium carbonate costs and tightening supply conditions across the battery materials market. Benchmark’s Head of […]
> Escalating unrest in Mali, as jihadi groups target fuel convoys around the capital Bamako, has led several governments including France and the US to advise their citizens to leave the country. The attacks have created fuel shortages, and raised serious concerns around the military government’s ability to maintain its rule in the country. Mali is […]
> 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 […]
> China’s Ministry of Industry and Information Technology (MIIT) has unveiled stricter listing requirements for new energy vehicles (NEVs), set to take effect from 2026. Vehicles must meet these revised specifications to qualify for inclusion on the official MIIT listing, a prerequisite for receiving favourable tax treatment. How will the new PHEV rules affect the market? From […]
> CATL has revised its 2026 production guidance upwards by 30% to 1,300GWh, the battery giant’s suppliers report. The new target signals growing confidence in the resilience of China’s EV and ESS markets, even as China’s EV trade-in policy scheme is set to expire at the end of the year. Commercial vehicles and battery energy stationary […]