Throughout June over two million power banks have been recalled worldwide after major cell supplier Amprius had its 3C (China Compulsory Certification) certification suspended by China’s “National Certification and Accreditation Administration”. The reason for the suspension remains undisclosed but the recalls cite risks of fire and burn hazards. With over two million power banks already […]
> 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 […]
> 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 […]
> 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 […]
> 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, […]
> Rho Motion analysts attended the recent RE+ event in Las Vegas Nevada, the largest clean energy event in North America. RE+ is a pivotal opportunity to put the finger on the pulse of the US energy transition, and this year provided insights into investor sentiment and technology developments. Notable product launches from Tesla and e-STORAGE […]
> 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 […]
> Following the continued evolution of the lithium ion battery supply chain, and as part of its rolling methodology review process, Benchmark Mineral Intelligence announces the opening of the 2025 annual public consultation period, for comment on Benchmark’s market-leading price assessment methodologies for lithium, nickel, cobalt, natural graphite, synthetic graphite, anode, cathode, black mass and rare […]
> China’s Ministry of Industry and Information Technology (MIIT) has unveiled stricter listing requirements for new energy vehicles (NEVs), set to take effect from 2026. Vehicles must meet these revised specifications to qualify for inclusion on the official MIIT listing, a prerequisite for receiving favourable tax treatment. How will the new PHEV rules affect the market? From […]