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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":574,"content":575},"doc",[576,583,598,603,608],{"type":577,"attrs":578,"content":579},"paragraph",{"textAlign":49},[580],{"text":581,"type":582},"The US and Europe face a looming shortage of cathodes that could leave automakers reliant on Chinese supply for production of electric vehicles, according to Benchmark. ","text",{"type":577,"attrs":584,"content":585},{"textAlign":49},[586,588,596],{"text":587,"type":582},"Investments in planned battery production capacity in Europe and the US grew rapidly in 2022, but the midstream has yet to catch up, ",{"text":589,"type":582,"marks":590},"according to James Mills, an analyst at Benchmark",[591],{"type":592,"attrs":593},"link",{"href":594,"uuid":49,"anchor":49,"target":49,"linktype":595},"https://source.benchmarkminerals.com/video/watch/lithium-filling-the-supply-gap","url",{"text":597,"type":582},".",{"type":577,"attrs":599,"content":600},{"textAlign":49},[601],{"text":602,"type":582},"This could leave automakers in both regions reliant on Chinese cathode materials, which could become ineligible for government subsidies. This is especially the case in the US, where the Inflation Reduction Act rules out sourcing supplies from “Foreign Entities of Concern.” ",{"type":577,"attrs":604,"content":605},{"textAlign":49},[606],{"text":607,"type":582},"“The real focus in the downstream to developing regional capacity that really needs to happen in the midstream as well,” he said. “Otherwise there’s a very strong risk of failure of developing and meeting the particular objectives of these regions.”  ",{"type":577,"attrs":609,"content":610},{"textAlign":49},[611],{"type":612,"attrs":613},"image",{"id":49,"alt":614,"src":615,"title":49,"source":49,"copyright":49,"meta_data":616},"","https://a.storyblok.com/f/287943243085208/c730e97b71/bm-cathode-bottlenecks-1.jpg",{},"The US and Europe face a looming shortage of cathodes that could leave automakers reliant on Chinese supply for production of electric vehicles, according to Benchmark. Investments in planned battery production capacity in Europe and the US grew rapidly in 2022, but the midstream has yet to catch up, according to James Mills, an analyst […]",[619],{"slug":565,"name":566,"content":620},{"job_title":568,"image":621,"bio":571,"linkedin":572},{"filename":570},"\u003C!--#storyblok#{\"name\": \"article\", \"space\": \"\", \"uid\": \"11f4a844-77e0-432d-9183-07b227dad35f\", \"id\": \"\"}-->","article",[625],{"slug":626,"name":299},"cathode","private",{"id":49,"alt":614,"name":614,"focus":614,"title":614,"source":614,"filename":629,"copyright":614,"fieldtype":630,"meta_data":631,"is_external_url":51},"https://res.cloudinary.com/benchmarkminerals/images/f_auto,q_auto/v1692313296/www-production/looming/looming.png?_i=AA","asset",{"alt":614,"title":614,"source":614,"copyright":614},{"id":49,"alt":614,"name":614,"focus":614,"title":614,"source":614,"filename":633,"copyright":614,"fieldtype":630,"meta_data":634,"is_external_url":51},"https://a.storyblok.com/f/287943243085208/5a559ab8e2/bm-regional-cathode-capacity-featured.jpg",{"alt":614,"title":614,"source":614,"copyright":614},"Mar 24, 2023","24th March 2023",[],[],1792773917498]