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Visualisation",{"filename":563},"https://a.storyblok.com/f/287943243085208/512x512/14738033ec/matthew-bird.jpeg","Matthew writes, edits and produces content for Benchmark Intelligence and Benchmark Source across the whole mine to grid supply chain. He also acts as a liaison to the press. He has a PhD in electrochemistry from the University of Nottingham.","https://www.linkedin.com/in/birdmatthew/",{"type":567,"content":568},"doc",[569,576,599,612,617,626,631,636,647,658,663,676,703,708],{"type":570,"attrs":571,"content":572},"paragraph",{"textAlign":49},[573],{"text":574,"type":575},"China has over six terawatt-hours of capacity in its 2030 gigafactory pipeline, representing two-thirds of the world total.","text",{"type":570,"attrs":577,"content":578},{"textAlign":49},[579,581,589,591,597],{"text":580,"type":575},"This month, ",{"text":582,"type":575,"marks":583},"Benchmark’s Gigafactory Assessment",[584],{"type":585,"attrs":586},"link",{"href":587,"uuid":49,"anchor":49,"target":49,"linktype":588},"https://www.benchmarkminerals.com/market-assessments/gigafactory-assessment","url",{"text":590,"type":575}," showed that there are now ",{"text":592,"type":575,"marks":593},"401 gigafactories in the 2030 pipeline",[594],{"type":585,"attrs":595},{"href":596,"uuid":49,"anchor":49,"target":49,"linktype":588},"https://source.benchmarkminerals.com/article/over-400-gigafactories-in-2030-pipeline-but-overcapacity-fears-loom",{"text":598,"type":575}," with a total capacity of 8.9 TWh.",{"type":570,"attrs":600,"content":601},{"textAlign":49},[602,604,610],{"text":603,"type":575},"Just five provinces in China account for 53% of the country’s total capacity. ",{"text":605,"type":575,"marks":606},"Jiangsu province",[607],{"type":585,"attrs":608},{"href":609,"uuid":49,"anchor":49,"target":49,"linktype":588},"https://source.benchmarkminerals.com/article/the-chinese-province-producing-more-batteries-than-the-rest-of-the-world",{"text":611,"type":575}," alone accounts for 18% of the country’s pipeline capacity.",{"type":570,"attrs":613,"content":614},{"textAlign":49},[615],{"text":616,"type":575},"“Business [in Jiangsu] has a better environment, the government has more experience, location between Beijing and Shanghai with ports for sea and river transportation,” Albert Li, an analyst at Benchmark, said.",{"type":570,"attrs":618,"content":619},{"textAlign":49},[620],{"type":621,"attrs":622},"image",{"id":49,"alt":623,"src":624,"title":49,"source":49,"copyright":49,"meta_data":625},"","https://a.storyblok.com/f/287943243085208/3e17c82d34/bm-benchmark-china-gigafactory-top-5-provinces-gwh.png",{},{"type":570,"attrs":627,"content":628},{"textAlign":49},[629],{"text":630,"type":575},"Jiangsu province has 1.1 TWh of 2030 pipeline capacity, equivalent to 12.5% of the global pipeline. The province’s pipeline is close to that of the US which has the second largest pipeline capacity of any country at 1.2 TWh.",{"type":570,"attrs":632,"content":633},{"textAlign":49},[634],{"text":635,"type":575},"Last year, Jiangsu produced more lithium ion batteries than the rest of the world (excluding China) combined.",{"type":570,"attrs":637,"content":638},{"textAlign":49},[639,645],{"text":640,"type":575,"marks":641},"LG Energy Solution",[642],{"type":585,"attrs":643},{"href":644,"uuid":49,"anchor":49,"target":49,"linktype":588},"https://source.benchmarkminerals.com/article/lges-aims-to-surpass-catl-with-10-8-billion-battery-ipo",{"text":646,"type":575}," has 135 GWh in its 2030 pipeline in Jiangsu and CATL has 111 GWh of capacity there as well.",{"type":570,"attrs":648,"content":649},{"textAlign":49},[650,656],{"text":651,"type":575,"marks":652},"Sichuan province",[653],{"type":585,"attrs":654},{"href":655,"uuid":49,"anchor":49,"target":49,"linktype":588},"https://source.benchmarkminerals.com/article/what-impact-will-the-sichuan-power-cuts-have-on-chinas-battery-supply-chain",{"text":657,"type":575}," has the second largest pipeline capacity in China at 591 GWh.",{"type":570,"attrs":659,"content":660},{"textAlign":49},[661],{"text":662,"type":575},"“Sichuan has rich lithium mine resources with the best quality and the lithium chemical industrial chain is mature,” Li said. “It also has the richest and biggest clean hydro power energy resource.”",{"type":570,"attrs":664,"content":665},{"textAlign":49},[666,668,674],{"text":667,"type":575},"This clean power gives ",{"text":669,"type":575,"marks":670},"Sichuan an advantage when exporting to non-Chinese markets",[671],{"type":585,"attrs":672},{"href":673,"uuid":49,"anchor":49,"target":49,"linktype":588},"https://source.benchmarkminerals.com/article/how-big-are-catls-battery-emissions",{"text":675,"type":575}," such as Europe which value the low carbon emissions associated with batteries made there compared to other provinces.",{"type":570,"attrs":677,"content":678},{"textAlign":49},[679,685,687,693,695,701],{"text":680,"type":575,"marks":681},"CATL’s",[682],{"type":585,"attrs":683},{"href":684,"uuid":49,"anchor":49,"target":49,"linktype":588},"https://source.benchmarkminerals.com/article/chinas-battery-kings-diverging-fortunes-of-catl-and-byd-highlight-raw-material-challenge",{"text":686,"type":575}," 2030 pipeline includes 211 GWh in Sichuan. ",{"text":688,"type":575,"marks":689},"CALB",[690],{"type":585,"attrs":691},{"href":692,"uuid":49,"anchor":49,"target":49,"linktype":588},"https://source.benchmarkminerals.com/article/chinas-calb-files-for-ipo-as-it-looks-to-challenge-catls-battery-dominance",{"text":694,"type":575}," and ",{"text":696,"type":575,"marks":697},"SVOLT",[698],{"type":585,"attrs":699},{"href":700,"uuid":49,"anchor":49,"target":49,"linktype":588},"https://source.benchmarkminerals.com/article/svolt-files-2-1-billion-ipo-as-it-looks-to-fund-battery-capacity-expansions",{"text":702,"type":575}," also have large ambitions for the province with 130 GWh and 119 GWh in their respective 2030 pipelines.",{"type":570,"attrs":704,"content":705},{"textAlign":49},[706],{"text":707,"type":575},"Anhui, Zhejiang, and Hubei round off the top five Chinese provinces with 518 GWh, 497 GWh, and 490 GWh of pipeline capacity, respectively.",{"type":570,"attrs":709,"content":710},{"textAlign":49},[711],{"text":712,"type":575},"The local governments in these provinces are competing with each other to attract investment, Li said.","China has over six terawatt-hours of capacity in its 2030 gigafactory pipeline, representing two-thirds of the world total. This month, Benchmark’s Gigafactory Assessment showed that there are now 401 gigafactories in the 2030 pipeline with a total capacity of 8.9 TWh. Just five provinces in China account for 53% of the country’s total capacity. 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