Lithium Index317.07-1.64%
Lithium Carbonate Index256.83-7.85%
Lithium Hydroxide Index292.05-6.12%
Cobalt Index171.41-1.39%
Nickel Index114.04-1.78%
Natural Graphite Index78.45-2.16%
Anode Coke Index86.155.24%
Anode Index80.240%
Cathode Index73.32-5.04%
Lithium ion Batteries Index74.534.53%
Black Mass Index37.11-4.72%
Rare Earths Index172.080.21%
NCM Mid-Nickel Index152.7-6.02%
NCM High-Nickel Index144.45-3.49%
LFP Index229.174.96%
Lithium Index317.07-1.64%
Lithium Carbonate Index256.83-7.85%
Lithium Hydroxide Index292.05-6.12%
Cobalt Index171.41-1.39%
Nickel Index114.04-1.78%
Natural Graphite Index78.45-2.16%
Anode Coke Index86.155.24%
Anode Index80.240%
Cathode Index73.32-5.04%
Lithium ion Batteries Index74.534.53%
Black Mass Index37.11-4.72%
Rare Earths Index172.080.21%
NCM Mid-Nickel Index152.7-6.02%
NCM High-Nickel Index144.45-3.49%
LFP Index229.174.96%
Lithium Index317.07-1.64%
Lithium Carbonate Index256.83-7.85%
Lithium Hydroxide Index292.05-6.12%
Cobalt Index171.41-1.39%
Nickel Index114.04-1.78%
Natural Graphite Index78.45-2.16%
Anode Coke Index86.155.24%
Anode Index80.240%
Cathode Index73.32-5.04%
Lithium ion Batteries Index74.534.53%
Black Mass Index37.11-4.72%
Rare Earths Index172.080.21%
NCM Mid-Nickel Index152.7-6.02%
NCM High-Nickel Index144.45-3.49%
LFP Index229.174.96%
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HomeCritical MineralsBatteriesSustainabilityNew EnergyGeopoliticsData VisualisationVideoPublications
Oct 16, 2026 · 5 min read

Global EV sales reach 2.15 million units in September 2026

Benchmark Mineral Intelligence, specialising in EV and battery supply chain research and insights, reports that 2.15 million electric vehicles (EVs) were sold globally in September 2026, bringing year-to-date (YTD) 2026 EV sales to 15.5 million. In September 2026, EV sales increased by 17% month-on-month and decreased by -2% year-on-year.

EVEV Sales
Oct 16, 2026 · 5 min read

Global EV sales reach 2.15 million units in September 2026

Oct 16, 2026 · 00:00 min

Analyst Insights: Tungsten

Oct 16, 2026 · 04:14 min

Analyst Insights: Silicon metal

Oct 16, 2026 · 09:15 min

Analyst Insights: Uranium

Global EV sales reach 2.15 million units in September 2026

Article | Oct 16, 2026 | 5 min read

Global EV sales reach 2.15 million units in September 2026

Benchmark Mineral Intelligence, specialising in EV and battery supply chain research and insights, reports that 2.15 million electric vehicles (EVs) were sold globally in September 2026, bringing year-to-date (YTD) 2026 EV sales to 15.5 million. In September 2026, EV sales increased by 17% month-on-month and decreased by -2% year-on-year.

EVEV Sales
Analyst Insights: Tungsten
00:00

Oct 16, 2026

Analyst Insights: Tungsten

Luc Braun, Analyst, Benchmark; Bryan Bille, Lead Policy and Geopolitical Analyst, Benchmark

Analyst Insights: Silicon metal
04:14

Oct 16, 2026

Analyst Insights: Silicon metal

Evan Hartley, Research Manager, Benchmark; Bryan Bille, Lead Policy and Geopolitical Analyst, Benchmark

Analyst Insights: Uranium
09:15

Oct 16, 2026

Analyst Insights: Uranium

Tony Alderson, Research Manager, Benchmark; Benjamin Roche, Editor, Benchmark

Latest

Analyst Insights: Contextualising high copper prices
11:37

Oct 15, 2026

Analyst Insights: Contextualising high copper prices

Albert Mackenzie, Copper Analyst, Benchmark; Bryan Bille, Geopolitical Risk and Policy Analyst, Benchmark

CopperTariffs
Analyst Insights: Germanium

Video | Oct 15, 2026 | 2 min read

Analyst Insights: Germanium

Upstream and downstream policy push: Europe Regional Spotlight

Article | Oct 12, 2026 | 7 min read

Upstream and downstream policy push: Europe Regional Spotlight

Lithium cost pass-through drives volatile quarter for energy storage cells: Cell Price Review Q3 2026

Article | Oct 09, 2026 | 5 min read

Lithium cost pass-through drives volatile quarter for energy storage cells: Cell Price Review Q3 2026

UK considering alignment with EU over tariff on Chinese EVs

Article | Oct 09, 2026 | 3 min read

UK considering alignment with EU over tariff on Chinese EVs

Petri dishes with cathode active material and precursor powers (Image credit: BASF)

Article | Oct 09, 2026 | 5 min read

Bearish battery feedstock markets weigh on cathode prices: Cathode Q3 2026 Price Review

Can Cobre Panama copper mine run for 25 years without growing?

Article | Oct 06, 2026 | 3 min read

Can Cobre Panama copper mine run for 25 years without growing?

 Panel Discussion: Regulation and Policy Frameworks for Critical Minerals

Video | Oct 06, 2026 | 2 min read

Panel Discussion: Regulation and Policy Frameworks for Critical Minerals

Panel Discussion: Understanding the New Landscape for Energy Transition Geopolitics

Video | Oct 06, 2026 | 2 min read

Panel Discussion: Understanding the New Landscape for Energy Transition Geopolitics

Rare Earths: Strategic Minerals at the Heart of Energy Security 2026

Video | Oct 06, 2026 | 2 min read

Rare Earths: Strategic Minerals at the Heart of Energy Security 2026

 Panel Discussion: Investment Landscape and Financing Opportunities

Video | Oct 06, 2026 | 2 min read

Panel Discussion: Investment Landscape and Financing Opportunities

 Keynote Presentation: How the U.S. is Leading the Onshoring and Financing of Minerals and Midstream Projects

Video | Oct 05, 2026 | 2 min read

Keynote Presentation: How the U.S. is Leading the Onshoring and Financing of Minerals and Midstream Projects

Click to view more from Benchmark

Data Visualisation

Can Cobre Panama copper mine run for 25 years without growing?

Article | Oct 06, 2026 | 3 min read

Can Cobre Panama copper mine run for 25 years without growing?

A commission convened by Panama’s government to decide how to manage the country’s controversial Cobre Panama copper mine has recommended 25 years of operation but without expanding the site’s physical footprint. The mine, run by First Quantum Minerals, was closed in 2023 after it was ruled unconstitutional following protests against its operation. The report also recommends steadily shrinking the existing footprint over this time, before eight years of “active closure” and 30 years of post-closure monitoring. Other non-negotiable criteria for reopening the site include compliance with existing Supreme Court rulings and laws around the project, ownership by the state, and the project must be financially self-sustaining. The report also calls for data transparency and supervision of the site to international standards, and priority given to concerns among affected Panamanian communities and businesses.

CopperFirst Quantum

Article | Sep 30, 2026 | 2 min read

Brazil’s EV charging network shifts into the fast lane

Article | Sep 30, 2026 | 3 min read

Hydroxide standoff and broad decline: Q3 2026 Cobalt Price Review

Article | Sep 28, 2026 | 5 min read

Export interventions and payables under pressure: Q3 2026 Black Mass Price Review

Click to view more Data Visualisation

Video

Thumbnail for Analyst Insights: Silicon metal

Oct 16, 2026 | 04:14

Analyst Insights: Silicon metal

Evan Hartley, Research Manager, Benchmark; Bryan Bille, Lead Policy and Geopolitical Analyst, Benchmark

Critical MineralsSilicon metal
Watch now
Analyst Insights: Silicon metal
04:14

Oct 16, 2026

Analyst Insights: Silicon metal

Evan Hartley, Research Manager, Benchmark; Bryan Bille, Lead Policy and Geopolitical Analyst, Benchmark

Analyst Insights: Tungsten
00:00

Oct 16, 2026

Analyst Insights: Tungsten

Luc Braun, Analyst, Benchmark; Bryan Bille, Lead Policy and Geopolitical Analyst, Benchmark

Analyst Insights: Uranium
09:15

Oct 16, 2026

Analyst Insights: Uranium

Tony Alderson, Research Manager, Benchmark; Benjamin Roche, Editor, Benchmark

Click to view more Videos

Briefings

August 2026 Major Market EV Sales

Monthly | Sep 15, 2026

EV Sales

This Briefing presents the latest EV sales figures for the month by region and powertrain as well as Benchmark's forecast outlook.

EV Automakers League Table Q1 2026

Quarterly | May 12, 2026

Automaker League Tables

This Briefing tracks EV unit retail sales of the top 20 EV automakers separating sales between China and the ROW.

Battery Snapshot: Q2 2026

Quarterly | Jul 15, 2026

Battery Snapshots

This Snapshot outlines and charts the key trends across the cell, cathode and anode markets.

Benchmark Battery Minerals Snapshot: Q1 2026

Quarterly | May 01, 2026

Battery Minerals Snapshots

This Snapshot provides an overview of the key trends and dynamics that shaped battery raw material markets in the last quarter.

Raw Materials Price Briefing: 16/10/2026

Weekly | Oct 16, 2026

Raw Material Prices

This Briefing charts changes in prices across a key selection of minerals vital for battery and energy transition supply chains.

Energy Transition Profitability Heatmap

Quarterly | May 12, 2026

Profitability Heatmaps

This Heatmap compares operating margins across listed EV and battery supply-chain companies, highlighting core business performance.

Energy Transition Capital: August 2026

Monthly | Sep 10, 2026

Energy Transition Capitals

This Briefing tracks energy-transition IPOs, SPAC mergers, share prices, industry indices, and funding trends.

Energy Indicators Monthly - September 2026

Monthly | Sep 28, 2026

Energy Indicators

This Briefing provides energy indicators for major economies to support understanding of the energy transition and Benchmark data.

Click to view more Briefings

More

Benchmark’s Commodity Updates: Cobalt and Phosphate

Video | Oct 05, 2026 | 2 min read

Benchmark’s Commodity Updates: Cobalt and Phosphate

 Fireside Chat: Strategic Materials Security: Building a Western-Aligned Midstream Corridor from the DRC

Video | Oct 05, 2026 | 2 min read

Fireside Chat: Strategic Materials Security: Building a Western-Aligned Midstream Corridor from the DRC

 Benchmark Opening Keynote: Battery Demand in the TWh era

Video | Oct 05, 2026 | 2 min read

Benchmark Opening Keynote: Battery Demand in the TWh era

 Panel Discussion: Innovations in Technology and Project Design

Video | Oct 02, 2026 | 2 min read

Panel Discussion: Innovations in Technology and Project Design

 Keynote Presentation: Visualising Africa’s Battery Storage Pipeline

Video | Oct 02, 2026 | 2 min read

Keynote Presentation: Visualising Africa’s Battery Storage Pipeline

 Keynote Presentation: Copper Market Outlook: Supply and Demand Dynamics

Video | Oct 02, 2026 | 2 min read

Keynote Presentation: Copper Market Outlook: Supply and Demand Dynamics

 Panel Discussion: OEM & EV Market Perspectives

Video | Oct 02, 2026 | 2 min read

Panel Discussion: OEM & EV Market Perspectives

 Commodity Update: Copper

Video | Oct 02, 2026 | 2 min read

Commodity Update: Copper

Click to view more from Benchmark

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