China’s dominance of global anode production continued to define the market in 2024. Domestic overcapacity led Chinese active anode material (AAM) players to seek expansion abroad. Outside of China, the market saw a host of offtake deals, particularly focussed within the US, as the nation seeks to derisk its supply chain from China. “In 2024, […]
> 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 […]
> 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 Mineral Intelligence, specialising in EV supply chain research and insights, reports that 1.9 million electric vehicles were sold globally in October 2025. Rho Motion Data Manager, Charles Lester, commented: “Global EV sales reach 1.9 million units in October 2025, marking a 23% increase year-to-date. Europe led regional growth with a 36% year-on-year increase, driven […]
> 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 […]
> 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 […]
> 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 […]
> Global mined rare earth supply in 2024 was six times higher than in 1994, according to an analysis by Benchmark’s Rare Earths Forecast and the United States Geological Survey. Back then, China and the US constituted the majority of supply. However, repeated spills of toxic wastewater into the Mojave National Preserve from the Mountain Pass […]