🚨 China and #graphite This sums up the main issue the rest of the world faces with graphite and anode material. There is a lot of anode capacity planned but hardly any for the rest of the world. 2023: China dominates with 93% 2035: China dominates with 90% The issue isn’t an overall capacity and cost one but a supply security, supply quality, and a sustainability one. As the biggest input into a lithium ion battery, If you don’t have graphite at volume and quality, your gigafactory will stall. Localising supply chains should really start with graphite. @benchmarkmin Join us for Graphite + Anodes 2023 in LA, 14-16 November: benchmarkevents.benchmarkmin… 🌍 Benchmark’s Anode Price Assessment benchmarkminerals.com/price-…

The new Tata JLR gigafactory gives the UK, for the first time, critical mass to build some of the battery supply chain in the UK 🇬🇧 Lithium in Cornwall, Nickel in South Wales, graphite in Humberside… Many more critical minerals being explored waiting for gigafactories key to unlock their potential. The majority of critical minerals for batteries will still need to be imported. But building a base has to be a priority for the Uk government. source.benchmarkminerals.com…

John Goodenough: 1922-2023 All of us in the lithium ion battery and electric vehicle industry have stood on the shoulders of giants. Those giants: John Goodenough, Stan Whittingham, Akira Yoshino. The passing of John Goodenough marks a moment in time for our industry to be thankful. Thankful for this genuine pioneer who led the discovery of probably the most powerful technology to change our world and shift us away from fossil fuel dominance. It was an absolute joy to see than John saw the beginnings of the mass commercialisation of the lithium ion battery, a generation after his groundbreaking discovery at @UniofOxford He has created a multi-billion dollar industry. Over the last 8 years, John had got his flowers: taking stages at the biggest industry events, world political forums and, of course, being awarded the @NobelPrize May he rest in peace and may we all benefit from the man that changed the world. Myself and all of Team Benchmark @benchmarkmin send our deepest condolences.