As the 2030 pipeline for sodium ion gigafactories continues to grow, layered metal oxides are emerging as the cathode family of choice for the fledgling industry. Sodium ion’s 2030 pipeline capacity is now at 152 gigawatt-hours, and layered metal oxides will be used as the cathode for 76% of this, according to Benchmark data. Although […]
> 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 […]
> A lack of established manufacturers threaten the security of sodium ion battery supply, according to Benchmark’s Sodium ion Battery Forecast. Currently, there are only three Tier 1 manufacturers: BYD, CATL, and Farasis Energy. All three also manufacture lithium ion batteries. In contrast, there are 43 Tier 2 and 3 manufacturers, Benchmark data shows. “While the […]
> The next-generation battery landscape has progressed from start-up to scale-up, with more than 250GWh of pipeline capacity expected to be installed by the end of 2025 across a variety of emerging technologies, according to Benchmark’s New Technology Service. China has a dominant position in the two most developed of these technologies: sodium ion and solid-state. […]
> 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 […]
> Benchmark hosted its inaugural Giga Africa event in Marrakesh, Morocco in September, featuring delegates from across the battery supply chain. Over the many conversations and discussions held about Africa’s place in the global battery supply chain, several key themes emerged: Explore these topics in the words of Giga Africa’s expert speakers and panellists.
> 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 […]
> Benchmark Mineral Intelligence is pleased to announce the launch of its new Sodium ion Market Assessment which provides a comprehensive view of the current, and forecasted sodium ion capacity pipeline, on a factory-by-factory level. By assessing capacity build out at three stages of the supply chain, cathode, anode, and cell, Benchmark provides unique insight into a […]