Global anode producers will struggle to compete with the largest Chinese producers of the battery material without innovation, Benchmark analyst Albert Li said at the Benchmark Week 2023 conference in Los Angeles. “Unless there is any revolutionary anode product that changes the whole picture, future anode producers outside China will have to compete directly with […]
> Benchmark Mineral Intelligence will continue publication of its existing Synthetic Graphite Anode High Energy and Natural Graphite Anode High Energy price assessments, reversing the previously announced specification change which took effect on 15 October 2025. In compliance with IOSCO principles, this followed Benchmark’s public consultation on the proposed change on 8 September 2025. Following additional […]
> The US rare earths sector needs large companies capable of taking risks, as low prices make new projects challenging, according to James Litinsky, chief executive of MP Materials, the country’s only rare earths miner. “Our best hope is to make sure that we lower the cost of capital for the companies that have the scale […]
> Chinese anode producer Shinzoom is looking to build an integrated anode material facility in Morocco as overcapacity in China drives a search for overseas markets. Shinzoom, also known as Hunan Zhongke, says its total planned investment for the Moroccan plant will not exceed RMB 5 billion ($690 million), with annual capacity to be 100,000 tonnes. […]
> Benchmark hosted its inaugural Giga Africa event in Marrakesh, Morocco in September, featuring delegates from across the battery supply chain. Over the many conversations and discussions held about Africa’s place in the global battery supply chain, several key themes emerged: Explore these topics in the words of Giga Africa’s expert speakers and panellists.
> Lithium pricing mechanisms are changing, as many players are reassessing how contracting is done on the back of lithium spot price volatility, according to delegates at Benchmark Week. Following a spot price rally that began in 2021, there was a move away from fixed pricing contracts, Daisy Jennings-Gray, a senior price analyst at Benchmark, […]
> China’s anode producer Shanshan has said it will invest EUR 1.28 billion ($1.35 billion) to build a synthetic graphite anode facility in Finland, the second investment by a Chinese anode company in Europe this year. The facility is set to have a nameplate capacity of 100,000 tonnes a year of anodes, constructed in two phases […]
> Benchmark Mineral Intelligence announced today that it has started a formal public consultation on changes to its Anode Price Assessment Methodology. Anode material destined for EV end market In response to increased demand for price indexes which reflect material specifically destined for the EV end market, Benchmark intends to alter the specifications of its high […]
> Falling lithium prices could delay investment in new mines that will be needed to meet rising demand this decade, according to producer Allkem. Chinese lithium prices have fallen over 70% this year, due to a slowdown in demand in China and a rise in supply from new mines. Prices for lithium hydroxide have been particularly […]