[{"data":1,"prerenderedAt":694},["ShallowReactive",2],{"ticker-data":3,"story-article/solid-state-batteries-bring-new-supply-chain-opportunities-challenges-and-potential-bottlenecks":540},[4,52,82,112,148,186,228,259,296,328,371,412,450,481,510],{"publishedDate":5,"updateFrequency":6,"updateFrequencyText":7,"label":8,"today":9,"last":10,"percentageChange":11,"yearToDate":12,"yearOnYear":13,"oneYearIndexTrend":14,"url":48,"subscription":49,"isProtected":50,"hasAccess":51},"2026-05-27","2wk","Updated every 2 weeks","Lithium",411.01,408.51,0.61,75.85,175.57,[15,16,18,21,24,27,30,33,36,39,42,45],{"date":5,"value":9},{"date":17,"value":10},"2026-05-13",{"date":19,"value":20},"2026-04-29",372.51,{"date":22,"value":23},"2026-04-15",354.35,{"date":25,"value":26},"2026-04-01",346.55,{"date":28,"value":29},"2026-03-18",351.32,{"date":31,"value":32},"2026-03-04",346.6,{"date":34,"value":35},"2026-02-18",324,{"date":37,"value":38},"2026-02-04",337.67,{"date":40,"value":41},"2026-01-21",298.32,{"date":43,"value":44},"2026-01-07",233.73,{"date":46,"value":47},"2025-12-24",203.79,"/lithium/prices",null,false,true,{"publishedDate":5,"updateFrequency":6,"updateFrequencyText":7,"label":53,"today":54,"last":55,"percentageChange":56,"yearToDate":57,"yearOnYear":58,"oneYearIndexTrend":59,"url":48,"subscription":49,"isProtected":50,"hasAccess":51},"Lithium Carbonate",449.85,451.12,-0.28,77.12,181.56,[60,61,62,64,66,68,70,72,74,76,78,80],{"date":5,"value":54},{"date":17,"value":55},{"date":19,"value":63},404.38,{"date":22,"value":65},381.25,{"date":25,"value":67},371.52,{"date":28,"value":69},373.01,{"date":31,"value":71},366.63,{"date":34,"value":73},349.17,{"date":37,"value":75},356.81,{"date":40,"value":77},316.73,{"date":43,"value":79},253.98,{"date":46,"value":81},220.12,{"publishedDate":5,"updateFrequency":6,"updateFrequencyText":7,"label":83,"today":84,"last":85,"percentageChange":86,"yearToDate":87,"yearOnYear":88,"oneYearIndexTrend":89,"url":48,"subscription":49,"isProtected":50,"hasAccess":51},"Lithium Hydroxide",358.35,350.28,2.3,76.32,168.94,[90,91,92,94,96,98,100,102,104,106,108,110],{"date":5,"value":84},{"date":17,"value":85},{"date":19,"value":93},328.09,{"date":22,"value":95},316.95,{"date":25,"value":97},311.86,{"date":28,"value":99},321.41,{"date":31,"value":101},319.14,{"date":34,"value":103},295.42,{"date":37,"value":105},310,{"date":40,"value":107},270.4,{"date":43,"value":109},203.24,{"date":46,"value":111},177.17,{"publishedDate":19,"updateFrequency":113,"updateFrequencyText":114,"label":115,"today":116,"last":117,"percentageChange":118,"yearToDate":119,"yearOnYear":120,"oneYearIndexTrend":121,"url":147,"subscription":49,"isProtected":50,"hasAccess":51},"1wk","Updated every week","Cobalt",244.61,252.61,-3.17,3.99,97.72,[122,123,124,127,129,132,133,136,138,141,143,146],{"date":19,"value":116},{"date":25,"value":117},{"date":125,"value":126},"2026-03-25",252.45,{"date":28,"value":128},252.84,{"date":130,"value":131},"2026-03-11",253.48,{"date":31,"value":126},{"date":134,"value":135},"2026-02-25",256.64,{"date":34,"value":137},255.58,{"date":139,"value":140},"2026-02-11",253.31,{"date":37,"value":142},252.26,{"date":144,"value":145},"2026-01-28",241.15,{"date":40,"value":145},"/cobalt/prices",{"publishedDate":149,"updateFrequency":6,"updateFrequencyText":7,"label":150,"today":151,"last":152,"percentageChange":153,"yearToDate":154,"yearOnYear":155,"oneYearIndexTrend":156,"url":185,"subscription":49,"isProtected":50,"hasAccess":51},"2026-05-20","Nickel",135.83,133.05,2.09,12.5,30.68,[157,158,160,163,166,168,170,172,174,176,179,182],{"date":149,"value":151},{"date":159,"value":152},"2026-05-06",{"date":161,"value":162},"2026-04-22",125.43,{"date":164,"value":165},"2026-04-08",124.51,{"date":125,"value":167},123.94,{"date":130,"value":169},123.51,{"date":134,"value":171},122.7,{"date":139,"value":173},123.79,{"date":144,"value":175},128.07,{"date":177,"value":178},"2026-01-14",120.74,{"date":180,"value":181},"2025-12-31",104.29,{"date":183,"value":184},"2025-12-17",103.44,"/nickel/prices",{"publishedDate":187,"updateFrequency":188,"updateFrequencyText":188,"label":189,"today":190,"last":191,"percentageChange":192,"yearToDate":193,"yearOnYear":194,"oneYearIndexTrend":195,"url":227,"subscription":49,"isProtected":50,"hasAccess":51},"2026-04-30","monthly","Natural Graphite",82.93,82.39,0.66,1.66,-0.87,[196,197,199,202,205,207,210,212,215,218,221,224],{"date":187,"value":190},{"date":198,"value":191},"2026-03-31",{"date":200,"value":201},"2026-02-27",81.92,{"date":203,"value":204},"2026-01-30",81.69,{"date":180,"value":206},81.58,{"date":208,"value":209},"2025-11-28",81.35,{"date":211,"value":209},"2025-10-31",{"date":213,"value":214},"2025-09-30",81.74,{"date":216,"value":217},"2025-08-29",81.56,{"date":219,"value":220},"2025-07-31",82.47,{"date":222,"value":223},"2025-06-30",83.13,{"date":225,"value":226},"2025-05-30",83.77,"/natural-graphite/prices",{"publishedDate":187,"updateFrequency":188,"updateFrequencyText":188,"label":229,"today":230,"last":231,"percentageChange":232,"yearToDate":233,"yearOnYear":234,"oneYearIndexTrend":235,"url":258,"subscription":49,"isProtected":50,"hasAccess":51},"Anode Coke",84.01,79.79,5.29,12.86,12.75,[236,237,238,240,242,244,246,248,250,252,254,256],{"date":187,"value":230},{"date":198,"value":231},{"date":200,"value":239},75.72,{"date":203,"value":241},74.61,{"date":180,"value":243},74.44,{"date":208,"value":245},76,{"date":211,"value":247},72.75,{"date":213,"value":249},71.92,{"date":216,"value":251},71.46,{"date":219,"value":253},70.35,{"date":222,"value":255},67.35,{"date":225,"value":257},65.78,"/synthetic-graphite/prices",{"publishedDate":260,"updateFrequency":188,"updateFrequencyText":188,"label":261,"today":262,"last":263,"percentageChange":264,"yearToDate":265,"yearOnYear":265,"oneYearIndexTrend":266,"url":295,"subscription":49,"isProtected":50,"hasAccess":51},"2025-11-17","Anode",77.79,77.96,-0.22,-1.93,[267,268,270,272,274,277,280,282,284,287,290,292],{"date":260,"value":262},{"date":269,"value":263},"2025-10-15",{"date":271,"value":263},"2025-09-15",{"date":273,"value":263},"2025-08-15",{"date":275,"value":276},"2025-07-15",77.93,{"date":278,"value":279},"2025-06-16",78.88,{"date":281,"value":279},"2025-05-15",{"date":283,"value":279},"2025-04-15",{"date":285,"value":286},"2025-03-17",79.89,{"date":288,"value":289},"2025-02-17",78.97,{"date":291,"value":289},"2025-01-15",{"date":293,"value":294},"2024-12-16",79.32,"/anode/prices",{"publishedDate":297,"updateFrequency":188,"updateFrequencyText":188,"label":298,"today":299,"last":300,"percentageChange":301,"yearToDate":301,"yearOnYear":302,"oneYearIndexTrend":303,"url":327,"subscription":49,"isProtected":50,"hasAccess":51},"2026-01-15","Cathode",72.79,64.08,13.59,43.38,[304,305,307,309,311,313,315,317,318,320,322,325],{"date":297,"value":299},{"date":306,"value":300},"2025-12-15",{"date":260,"value":308},62.01,{"date":269,"value":310},53.51,{"date":271,"value":312},49.5,{"date":273,"value":314},47.28,{"date":275,"value":316},46.05,{"date":278,"value":316},{"date":281,"value":319},48.08,{"date":283,"value":321},48.92,{"date":323,"value":324},"2025-03-18",52.79,{"date":288,"value":326},50.86,"/cathode/prices",{"publishedDate":329,"updateFrequency":188,"updateFrequencyText":188,"label":330,"today":331,"last":332,"percentageChange":333,"yearToDate":334,"yearOnYear":335,"oneYearIndexTrend":336,"url":370,"subscription":49,"isProtected":50,"hasAccess":51},"2025-03-31","Lithium ion Batteries",74.53,71.3,4.53,-1.6,-20.88,[337,338,340,343,346,349,352,355,358,361,364,367],{"date":329,"value":331},{"date":339,"value":332},"2025-02-28",{"date":341,"value":342},"2025-01-31",71.45,{"date":344,"value":345},"2024-12-31",75.74,{"date":347,"value":348},"2024-11-29",76.98,{"date":350,"value":351},"2024-10-31",77.34,{"date":353,"value":354},"2024-09-30",77.43,{"date":356,"value":357},"2024-08-30",80.56,{"date":359,"value":360},"2024-07-31",82.99,{"date":362,"value":363},"2024-06-28",87.2,{"date":365,"value":366},"2024-05-31",90.7,{"date":368,"value":369},"2024-04-30",93.2,"/battery-gigafactory/prices",{"publishedDate":372,"updateFrequency":6,"updateFrequencyText":7,"label":373,"today":374,"last":375,"percentageChange":376,"yearToDate":377,"yearOnYear":378,"oneYearIndexTrend":379,"url":411,"subscription":49,"isProtected":50,"hasAccess":51},"2026-05-21","Black Mass",54.15,51.47,5.21,25.5,92.33,[380,381,383,386,389,392,395,398,401,404,406,408],{"date":372,"value":374},{"date":382,"value":375},"2026-05-07",{"date":384,"value":385},"2026-04-23",48.63,{"date":387,"value":388},"2026-04-09",48.6,{"date":390,"value":391},"2026-03-26",47.29,{"date":393,"value":394},"2026-03-12",46.18,{"date":396,"value":397},"2026-02-26",45.8,{"date":399,"value":400},"2026-02-12",47.34,{"date":402,"value":403},"2026-01-29",49.57,{"date":297,"value":405},43.15,{"date":180,"value":407},47.05,{"date":409,"value":410},"2025-12-18",41.51,"/recycling/black-mass-prices",{"publishedDate":413,"updateFrequency":188,"updateFrequencyText":188,"label":414,"today":415,"last":416,"percentageChange":417,"yearToDate":418,"yearOnYear":419,"oneYearIndexTrend":420,"url":449,"subscription":49,"isProtected":50,"hasAccess":51},"2026-03-19","Rare Earths",172.27,182.38,-5.54,20.73,54.49,[421,422,424,427,430,432,435,437,440,443,445,447],{"date":413,"value":415},{"date":423,"value":416},"2026-03-05",{"date":425,"value":426},"2026-02-19",179.86,{"date":428,"value":429},"2026-02-05",155.4,{"date":431,"value":429},"2026-01-22",{"date":433,"value":434},"2026-01-08",145.37,{"date":46,"value":436},142.69,{"date":438,"value":439},"2025-12-11",141.67,{"date":441,"value":442},"2025-11-27",136.29,{"date":211,"value":444},132.15,{"date":213,"value":446},139.82,{"date":216,"value":448},145.27,"/rare-earths/prices",{"publishedDate":213,"updateFrequency":188,"updateFrequencyText":188,"label":451,"today":452,"last":453,"percentageChange":454,"yearToDate":455,"yearOnYear":456,"oneYearIndexTrend":457,"url":370,"subscription":49,"isProtected":50,"hasAccess":51},"LFP",111.93,124.92,-10.4,-2.67,-3.42,[458,459,460,462,464,466,469,471,473,475,477,479],{"date":213,"value":452},{"date":216,"value":453},{"date":219,"value":461},109.9,{"date":222,"value":463},100.47,{"date":225,"value":465},103.62,{"date":467,"value":468},"2025-04-30",109.47,{"date":329,"value":470},115.87,{"date":339,"value":472},117.3,{"date":341,"value":474},114.57,{"date":344,"value":476},115,{"date":347,"value":478},117.82,{"date":350,"value":480},111.9,{"publishedDate":213,"updateFrequency":188,"updateFrequencyText":188,"label":482,"today":483,"last":484,"percentageChange":485,"yearToDate":486,"yearOnYear":487,"oneYearIndexTrend":488,"url":370,"subscription":49,"isProtected":50,"hasAccess":51},"NCM High-Nickel",99.44,96.91,2.61,2.37,-3.84,[489,490,491,493,495,497,499,501,503,505,506,508],{"date":213,"value":483},{"date":216,"value":484},{"date":219,"value":492},97.09,{"date":222,"value":494},94.93,{"date":225,"value":496},97.13,{"date":467,"value":498},97.89,{"date":329,"value":500},101.4,{"date":339,"value":502},93.25,{"date":341,"value":504},98.94,{"date":344,"value":496},{"date":347,"value":507},98.69,{"date":350,"value":509},101.87,{"publishedDate":213,"updateFrequency":188,"updateFrequencyText":188,"label":511,"today":512,"last":513,"percentageChange":514,"yearToDate":515,"yearOnYear":516,"oneYearIndexTrend":517,"url":370,"subscription":49,"isProtected":50,"hasAccess":51},"NCM Mid-Nickel",103.5,99.73,3.78,13.78,6.78,[518,519,520,522,524,526,528,530,532,534,536,538],{"date":213,"value":512},{"date":216,"value":513},{"date":219,"value":521},99.19,{"date":222,"value":523},96.02,{"date":225,"value":525},98.23,{"date":467,"value":527},99.24,{"date":329,"value":529},101.29,{"date":339,"value":531},87.61,{"date":341,"value":533},92.44,{"date":344,"value":535},90.96,{"date":347,"value":537},92.24,{"date":350,"value":539},95.09,{"id":541,"uuid":542,"name":543,"slug":544,"full_slug":545,"content":546,"relatedArticles":692,"relatedVideos":693},112468698252001,"1a95a7ae-7205-4c28-bbbf-eb0dd9d04972","Solid-state batteries bring new supply chain opportunities, challenges, and potential bottlenecks","solid-state-batteries-bring-new-supply-chain-opportunities-challenges-and-potential-bottlenecks","article/solid-state-batteries-bring-new-supply-chain-opportunities-challenges-and-potential-bottlenecks",{"_uid":547,"date":548,"tags":549,"editor":556,"content":566,"excerpt":663,"featured":51,"reporter":664,"_editable":668,"component":669,"seo_title":543,"categories":670,"visibility":682,"author_company":49,"data_vis_image":683,"featured_image":687,"seo_description":663,"author_full_name":49,"author_job_title":49,"formattedDate":690,"formattedArticleDate":691},"b680a85e-526b-404b-8107-6fb9f59aa68c","2024-10-22 00:00",[550,553],{"slug":551,"name":552},"data-visualisation","Data Visualisation",{"slug":554,"name":555},"solid-state","Solid-state",[557],{"slug":558,"name":559,"content":560},"matthew-bird","Matthew Bird",{"job_title":561,"image":562,"bio":564,"linkedin":565},"Senior Editor - Supply Chains & Data 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",[569,576,581,596,601,610,617,622,627,635,640,645,653,658],{"type":570,"attrs":571,"content":572},"paragraph",{"textAlign":49},[573],{"text":574,"type":575},"Production of solid-state and lithium metal batteries is forecast to grow at a rate of around 40% per year between 2024 and 2036, with solid-state oxide-based batteries accounting for the bulk of this.","text",{"type":570,"attrs":577,"content":578},{"textAlign":49},[579],{"text":580,"type":575},"Currently, the more mature nature of the supply chain for oxide-based electrolytes compared to that of sulphide-based electrolytes makes it the current chemistry of choice.",{"type":570,"attrs":582,"content":583},{"textAlign":49},[584,586,594],{"text":585,"type":575},"However, in the long-term, ",{"text":587,"type":575,"marks":588},"Benchmark’s Solid-state and Lithium Metal Battery Forecast",[589],{"type":590,"attrs":591},"link",{"href":592,"uuid":49,"anchor":49,"target":49,"linktype":593},"https://www.benchmarkminerals.com/solid-state/data-reports/forecast","url",{"text":595,"type":575}," anticipates that lanthanum production could become a critical bottleneck to supply growth.",{"type":570,"attrs":597,"content":598},{"textAlign":49},[599],{"text":600,"type":575},"“For oxide-based compositions which often use materials like lanthana and zircon, the near- and mid-term impact on supply chains isn’t expected to be too dramatic,” said Rory McNulty, product director for new technology at Benchmark. “But could become a significant consideration in the mid- to long-term if these technologies take off into the 10s and 100s of GWh.”",{"type":570,"attrs":602,"content":603},{"textAlign":49},[604],{"type":605,"attrs":606},"image",{"id":49,"alt":607,"src":608,"title":49,"source":49,"copyright":49,"meta_data":609},"Graphic with title: Next-generation batteries will uncover new supply chain bottlenecks. Subtitle: Many of the feedstock materials required for next-generation battery electrolytes are not at the scale required for mass commercialisation.\nGraphic shows that for oxide, zirconia and lanthana are mid term bottlenecks. For sulphide, lithium sulphide is an immediate bottleneck, germanium is mid term and phosphorous has long term stability. For polymer, electrolyte salts are an immediate concern and polymer ramp up has long term stability. For novel liquids, two immediate concerns are novel solvents and electrolyte salts","https://a.storyblok.com/f/287943243085208/0470db61c6/bm-solid-state-lithium-metal-v2.png",{},{"type":611,"attrs":612,"content":614},"heading",{"level":613,"textAlign":49},4,[615],{"text":616,"type":575},"Bottlenecks for oxide-based solid-state batteries",{"type":570,"attrs":618,"content":619},{"textAlign":49},[620],{"text":621,"type":575},"Lanthanum and zirconium are critical elements used in many state-of-the-art oxide-based solid-state electrolytes, though neither are anticipated by Benchmark to be an immediate bottleneck as supply is strong and both are generally produced as byproducts for other mineral mining operations.",{"type":570,"attrs":623,"content":624},{"textAlign":49},[625],{"text":626,"type":575},"However, Benchmark forecasts that both could be potential bottlenecks in the medium- to long-term.",{"type":570,"attrs":628,"content":629},{"textAlign":49},[630],{"type":605,"attrs":631},{"id":49,"alt":632,"src":633,"title":49,"source":49,"copyright":49,"meta_data":634},"","https://a.storyblok.com/f/287943243085208/0d15aad69e/bm-la-supply-oxide-ss-demand-1.png",{},{"type":611,"attrs":636,"content":637},{"level":613,"textAlign":49},[638],{"text":639,"type":575},"Alternative electrolyte chemistries have their own bottlenecks",{"type":570,"attrs":641,"content":642},{"textAlign":49},[643],{"text":644,"type":575},"Although oxide-based materials currently dominate forecast solid-state and lithium metal battery market growth, alternative chemistries are gaining popularity. Each of these have their own supply chain considerations which could impact the market in the short term.",{"type":570,"attrs":646,"content":647},{"textAlign":49},[648],{"type":605,"attrs":649},{"id":49,"alt":650,"src":651,"title":49,"source":49,"copyright":49,"meta_data":652},"Production of solid-state and lithium metal batteries is dominated by oxide-based electrolytes","https://a.storyblok.com/f/287943243085208/77fae2fb08/bm-next-gen-battery-chemistries-forecast.png",{},{"type":570,"attrs":654,"content":655},{"textAlign":49},[656],{"text":657,"type":575},"“When developing any technology it is important to understand the raw materials that are required to create key components and identify any bottleneck that could impact commercial roll-out as early as possible,” McNulty said.",{"type":570,"attrs":659,"content":660},{"textAlign":49},[661],{"text":662,"type":575},"Beyond the electrolyte, batteries incorporating lithium metal anodes face additional challenges associated with scaling up production of lithium metal–technically more challenging than producing lithium carbonate or lithium hydroxide.","Production of solid-state and lithium metal batteries is forecast to grow at a rate of around 40% per year between 2024 and 2036, with solid-state oxide-based batteries accounting for the bulk of this. Currently, the more mature nature of the supply chain for oxide-based electrolytes compared to that of sulphide-based electrolytes makes it the current […]",[665],{"slug":558,"name":559,"content":666},{"job_title":561,"image":667,"bio":564,"linkedin":565},{"filename":563},"\u003C!--#storyblok#{\"name\": \"article\", \"space\": \"\", \"uid\": \"b680a85e-526b-404b-8107-6fb9f59aa68c\", \"id\": \"\"}-->","article",[671,674,677,680],{"slug":672,"name":673},"batteries","Batteries",{"slug":675,"name":676},"battery-technology","Battery Technology",{"slug":678,"name":679},"critical-minerals","Critical Minerals",{"slug":681,"name":414},"rare-earths","private",{"id":49,"alt":684,"name":632,"focus":632,"title":684,"source":632,"filename":608,"copyright":632,"fieldtype":685,"meta_data":686,"is_external_url":51},"Graphic with title: Next-generation batteries will uncover new supply chain bottlenecks. Subtitle: Many of the feedstock materials required for next-generation battery electrolytes are not at the scale required for mass commercialisation. Graphic shows that for oxide, zirconia and lanthana are mid term bottlenecks. For sulphide, lithium sulphide is an immediate bottleneck, germanium is mid term and phosphorous has long term stability. For polymer, electrolyte salts are an immediate concern and polymer ramp up has long term stability. For novel liquids, two immediate concerns are novel solvents and electrolyte salts","asset",{"alt":684,"title":684,"source":632,"copyright":632},{"id":49,"alt":632,"name":632,"focus":632,"title":632,"source":632,"filename":688,"copyright":632,"fieldtype":685,"meta_data":689,"is_external_url":51},"https://a.storyblok.com/f/287943243085208/32e4b6d7e8/bm-220401-nissan-assb-creation-26-source-1.jpg",{"alt":632,"title":632,"source":632,"copyright":632},"Oct 22, 2024","22nd October 2024",[],[],1787328838590]