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 […]
> 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 […]
> 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 […]
> 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 […]
> 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 […]
> REC Silicon—the largest ex-China producer of monosilane gas, a key precursor for next-generation silicon anode materials—has suspended operations at its US facility in Moses Lake, Washington. The shut down comes as the company exits the polysilicon market in the US in a potential blow to domestic solar cell supply chains. REC Silicon will maintain the […]
> 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 […]
> 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 […]