Benchmark Mineral Intelligence

7th September 2026 3 min read Reported By Edited By Matthew Bird Senior Editor - Supply Chains & Data Visualisation ESSBattery & GigafactoryBatteries 7th September 2026 3 min read Reported By Edited By Matthew Bird Senior Editor - Supply Chains & Data Visualisation ESSBattery & GigafactoryBatteries China is reported to have temporarily paused approvals for new battery energy stationary storage (BESS) cell production projects.

4th September 2026 3 min read Edited By Matthew Bird Senior Editor - Supply Chains & Data Visualisation LithiumCritical MineralsRaw Materials Amidst conflicting reports of lithium inventory levels, Benchmark’s latest Monthly Lithium Inventory China shows that chemicals inventory across carbonate and hydroxide fell a further 2.8% m-o-m in August.

4th September 2026 2 min read Reported By Edited By Matthew Bird Senior Editor - Supply Chains & Data Visualisation 4th September 2026 2 min read Reported By Edited By Matthew Bird Senior Editor - Supply Chains & Data Visualisation Rising chip prices are forcing portables manufacturers to look at increasing retail prices, reducing specifications or absorbing some of the cost and accept lower margins. This is acting to increase the gap between the prices of premium and budget products.

4th September 2026 3 min read Reported By Edited By Benjamin Roche Editor – Energy Transition Supply Chains LithiumRaw MaterialsCritical Minerals Operating lithium supply will need to expand by over three million tonnes LCE to meet expected 2040 base demand, according to analysis in Benchmark’s new Capex Briefing. It is a gap that is forecast to require USD ~$64 billion in capital spending to close, as demand for the mineral continues to expand at 7.3% CAGR under Benchmark’s base demand view.

2nd September 2026 3 min read Edited By Matthew Bird Senior Editor - Supply Chains & Data Visualisation EV Sales are one of many features of Benchmark's EV & Battery Service Learn More 2nd September 2026 3 min read Edited By Matthew Bird Senior Editor - Supply Chains & Data Visualisation Tesla sold just over 6,500 EVs in Europe in July 2026, its lowest monthly level in the region since October 2022.

2nd September 2026 3 min read Reported By Edited By Benjamin Roche Editor – Energy Transition Supply Chains ESSBattery TechnologyGeopoliticsBatteries A White House Executive Order (EO), published on 26 August, has declared a national emergency, citing national security risks relating to hardware and software in the US power system made overseas. This new measure, EO 14420 is the second attempt to put such a measure into place after the previous Trump administration’s EO 13920 in 2020.

2nd September 2026 3 min read Reported & Edited By Matthew Bird Senior Editor - Supply Chains & Data Visualisation LithiumCobaltBattery TechnologyBatteriesBattery & GigafactorySilicon AnodeAnodeRecyclingBlack MassCritical MineralsRaw Materials The US Department of Energy (DoE) announced $500 million in grants for battery materials, manufacturing and recycling towards the end of August 2026.

1st September 2026 2 min read Reported By Edited By Matthew Bird Senior Editor - Supply Chains & Data Visualisation LithiumCritical MineralsRaw Materials World-Leading Lithium Intelligence Facility-level supply forecasts to 2040, IOSCO-assured prices, ESG benchmarking, and monthly Inventory Tracker.

28th August 2026 3 min read Reported By Edited By Matthew Bird Senior Editor - Supply Chains & Data Visualisation Battery TechnologyBatteriesEV 28th August 2026 3 min read Reported By Edited By Matthew Bird Senior Editor - Supply Chains & Data Visualisation Battery TechnologyBatteriesEV CATL became the largest shareholder in Qiyuan Green Power, China’s largest heavy-duty truck battery swapping network operator.

26th August 2026 3 min read Reported By Edited By Benjamin Roche Editor – Energy Transition Supply Chains In early August, US auto giant General Motors (GM) announced it was relinquishing its 49.9% stake in SynergyCells, a JV with Samsung SDI, and as such its stake in the under-construction cell plant in Indiana, US.