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134 new lithium mines are needed to meet 2050 demand. That’s a new mine every two months for the next 24 years, representing a total of ~7 million tones LCE. Out of the total 134 new mines, 44 of those are required to cover demand growth between 2040 and 2050 alone - revealed by the recent ten-year extension of our lithium outlook. How else has this extended view reshaped Benchmark's Lithium Forecast? 🚗 Of total 2050 lithium demand, EVs are forecast to account for 76%, despite rapid growth from the BESS market. 🌏 China is set to surpass Australia as the world's largest producer. North America’s share of supply is expected to surge from 1.7% to 13%. To preview more of the latest data, request a sample ➡️ https://lnkd.in/eCu9Vk5c

In July 2026, Chinese automakers captured a record 21% of Europe's EV market - up from 3% in 2018. Tariffs and targeted subsidy schemes have not slowed the trend. Weak domestic demand in China is pushing Chinese automakers into Europe more aggressively. Benchmark's latest Critical Insight evaluates how much ground European automakers are losing to China, and why this is happening. This report incorporates data from our EV & Battery and Battery & Gigafactory Services. To read it, request a copy here: https://lnkd.in/ew9TC6KU

New Benchmark data reveals CATL is on track to become BMW's largest cell supplier by 2028, as the group pivots to cylindrical cells. This insight comes from a significant upgrade made to our model-by-model EV production forecast, with the addition of six battery metrics. Each individual model tracked out to 2032 now includes a breakdown of: - Battery Cell Manufacturer - Cell Production Location - Cell Format - Cathode Chemistry - Anode Chemistry - Battery Capacity (kWh) Subscribers are now able to see the volumes of cell supply to each specific OEM facility, where the cells came from, and battery specifications including format, pack size and new technologies. We're offering free samples of the forecast here: https://lnkd.in/euKNyxEc

🔋 Platform your company in the heart of the battery supply chain. Benchmark Week 2026 is coming to Shanghai, connecting global leaders in battery innovation, production and investment. Participation ranges from delegate access to event sponsorship and curated investor meetings. Unlock brand exposure and lasting partnership opportunities. ⬇ Complete the form to receive our latest attendee list.

Mined uranium supply is set to reach just over 64,000tU in 2027, compared to the 80,000tU yearly requirements from nuclear end-use markets. This reflects the uranium supply gap widening to 18% as consumption diversifies across modern energy applications. How the market addresses this structural deficit will define the role of nuclear in the next generation of power. I'll be discussing this in-depth at Benchmark's free webinar on October 29, along with Michael J Finch. We'll be sharing analysis on geopolitical bottlenecks, production timelines and capital requirements underpinning uranium supply. Find more info and register here https://lnkd.in/eXPDrgE5

Step inside the heart of the battery supply chain. Benchmark Week 2026 is coming to Shanghai - where the modern energy ecosystem is built. Join us in November to connect and collaborate with leading battery industry decision-makers, from mining companies to OEMs. ⬇️ Complete the form to receive our latest attendee list. ⚡Participation includes delegate access, sponsorship opportunities, curated investor meetings and speaking roles.