US automotive giant General Motors (GM) will form a joint venture with Lithium Americas around its Thacker Pass development in a deal worth $625 million. Lithium Americas will contribute $387 million to the venture. The joint venture will see GM increase its stake in the project to 38%. GM will also have access to up […]
> Vianode has signed a multi-billion dollar agreement to supply GM with Inflation Reduction Act-compliant synthetic graphite anode material from its planned production facility in North America. Vianode’s plant will likely be built in Ontario, Canada, though an official location has yet to be announced. The company says production will begin in 2027. The supply agreement […]
> Lithium Americas’ Thacker Pass project in Nevada. Photo courtsey of Lithium Americas
> 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 […]
> China has postponed the implementation of its expanded rare earth export controls announced in early October following high-level US-China trade negotiations in South Korea this week. It marks a temporary easing in what had become an escalating front in the tit-for-tat US–China trade confrontation. The announcement follows extensive economic and trade consultations in Kuala Lumpur, […]
> 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 […]
> 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 […]
> General Motors has resolved production issues at its Ultium battery joint venture, Kurt Kelty, vice president of batteries at the Detroit automaker, told Benchmark Source. The company’s Ultium partnership with Korea’s LG Energy Solution suffered issues in assembling battery modules but they have now been resolved, he said. “The production issues are behind us,” he […]