The city of Moses Lake in Washington state is quickly emerging as a hub for US silicon anode battery materials, due to its renewable energy and access to raw materials. Last month, Group14 Technologies began construction of its second Washington-based battery active materials factory in the city, which will produce silicon-carbon composite anode materials. The […]
> 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 […]
> Next-generation silicon-carbon anodes promise enhanced energy density compared to their graphite counterparts, but currently come at a significant cost premium. Novel materials often require technical and supply chain optimisation to compete with incumbent technologies on cost. For the many materials that use a monosilane feedstock to nano deposit silicon, procurement of this critical material can […]
> US-based silicon anode producer Sila Nanotechnologies will source monosilane gas from REC Silicon through a long-term supply agreement signed Thursday. The silane gas will be produced by REC Silicon in Moses Lake, Washington. Sila produces its next generation silicon anode active material at its production facility which Benchmark calculates to have a capacity of around […]
> US-based silicon anode innovators kicked off 2024 with a flurry of announcements, laying the groundwork for further developments in the space. Silicon materials can be used directly as an active anode material (AAM) or mixed with graphite to form a blended material to improve anode performance. However, silicon expands around 300% when lithiated which poses […]
> 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, […]
> Following the conclusion of a formal public consultation, Benchmark Mineral Intelligence is modifying the specification of its high energy anode material grades to include a minimum charging rate, relevant for EV applications. This modification to the methodology for two of the existing grades in the Benchmark Anode Price Assessment begins from 15 October 2025. Two […]
> 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 […]
> Benchmark has tracked over $50 billion of energy transition funding, throughout 2025 in its Energy Transition Capital database, with the largest share allocated to the battery supply chain. The role of debt, grants, and equity Debt The EV, battery, and battery materials markets have matured rapidly over the past few years. As a result, debt is playing an increasingly […]