Benchmark attended the grand opening of Vianode’s second synthetic graphite facility in Herøya, Norway in early October. Forecast to contribute 9.4% of Europe’s synthetic graphite supply by 2030, according to Benchmark data, Oslo-registered Vianode is a rarity in a regional industry where 86% of 2030 output will be non-European owned and over half the pipeline […]
> Benchmark Mineral Intelligence will continue publication of its existing Synthetic Graphite Anode High Energy and Natural Graphite Anode High Energy price assessments, reversing the previously announced specification change which took effect on 15 October 2025. In compliance with IOSCO principles, this followed Benchmark’s public consultation on the proposed change on 8 September 2025. Following additional […]
> 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 […]
> Vianode has signed a multi-billion dollar agreement to supply GM with Inflation Reduction Act-compliant synthetic graphite anode material from its planned production facility in North America. Vianode’s plant will likely be built in Ontario, Canada, though an official location has yet to be announced. The company says production will begin in 2027. The supply agreement […]
> 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.
> 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 […]
> 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 […]
> The UK currently has no operating lithium extraction facilities. However, there are ambitious plans to develop this industry, with 97,000 tonnes LCE per year of nameplate capacity in the pipeline at various stages of funding and development. Direct lithium extraction (DLE) from geothermal brines accounts for 60% of this pipeline, according to Benchmark’s Lithium Forecast. […]