Canadian silicon anode developer Neo Battery Materials is investing up to C$120 million (US$84 million) over eight years to build a silicon anode production facility in Windsor, Canada. An initial investment of C$69 million (US$48 million) by Neo will enable a production capacity of around 240 tonnes of anode material. The planned additional investment will […]
> Prime Minister Mark Carney has claimed victory in Canada’s election, following a campaign defined by rebuttals to President Trump’s annexation threats and Canadian pushback to aggressive US tariff policies. As Canada enters a new, more turbulent era in its relationship with the US, Prime Minister Carney has pledged to maintain Canada’s retaliatory tariffs against its […]
> 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 […]
> 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 […]
> 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 […]
> Benchmark is pleased to announce the launch of its New Technology Service, a comprehensive quarterly report designed to serve stakeholders across the energy transition supply and value chain. The service is tailored to meet the needs of active supply chain participants assessing disruptive technology risks and opportunities, OEMs and system integrators evaluating technology readiness levels […]
> Although President Trump’s first weeks in office have seen much talk around imposing tariffs on imports from all countries including Canada and Mexico, it could be that this Administration will need to firm up relationships with friendly nations if it is to compete with China in key sectors. Friendshoring and international investment could be key […]
> Black mass markets in Q3 2025 were largely shaped by China’s lifting of import restrictions on 1 August, which re‑routed trade flows. Outside of China, this has created a two-tier market divided by compliance with Chinese custom’s quality controls. Compliant material commanded high premiums (79%–84%), while producers of non‑compliant batches struggled to clear material, trading […]
> Oil-major ExxonMobil is expanding its footprint in the battery supply chain after reaching an agreement to acquire Superior Graphite, in a deal that includes the latter’s planned 12ktpa synthetic graphite facility in Kentucky, where commercial production is slated for 2029. Although it represents Exxon’s first direct foray into synthetic graphite production, the oil-giant is developing […]