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Editor - Energy Transition & Economics
Didi is the Energy Transition & Economics Editor at Benchmark, covering a broad range of markets across the energy transition. His remit spans from downstream sectors such as BESS and EVs, through to midstream such as new technologies and battery production, to upstream critical minerals mining. He also leads on financial analysis across these supply chains, alongside in-depth policy analysis.
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Article | Mar 13, 2026 | 3 min read
The US International Trade Commission (ITC) has rejected antidumping (AD) and countervailing duties (CD) on imports of Chinese-made active anode material (AAM).
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Article | Mar 12, 2026 | 5 min read
Benchmark Mineral Intelligence, specialising in EV and battery supply chain research and insights, reports that 1.1 million electric vehicles were sold globally in February 2026. The global EV market was down 11% compared to February 2025, and also down 11% compared to January 2026.
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Article | Mar 11, 2026 | 3 min read
South Korea’s passenger car and light duty electric vehicle (PC & LDV EV) market more than tripled month-on-month to over 37,200 EV sales in February 2026.
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Article | Mar 03, 2026 | 3 min read
EV-only manufacturers performed poorly relative to their expectations in 2025, with Xiaomi and Xiaopeng Motors the only notable exceptions.
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Article | Feb 19, 2026 | 3 min read
Norway’s passenger car and light duty electric vehicle (PC & LDV EV) sales dropped 71% in January 2026 compared to the opening month of 2025 to just over 2,800 units.
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Article | Feb 18, 2026 | 3 min read
Electric vehicles (EVs) have been the largest driver of the battery market in the 21st century, with EV-related battery demand accounting for 75% of the total 1.6 TWh of demand tracked in 2025.
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Article | Feb 17, 2026 | 3 min read
The US Department of Commerce (DOC) issued final affirmative determinations in its anti-dumping (AD) and countervailing duty (CVD) investigations into Chinese active anode materials (AAM) used in lithium-ion batteries.
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Article | Feb 17, 2026 | 6 min read
The US Department of the Treasury and the Internal Revenue Service (IRS) have released interim guidance on how Prohibited Foreign Entity (PFE) "material assistance" will be treated and calculated under the section 45X production tax credit (PTC) and section 48E investment tax credit (ITC).
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Article | Feb 16, 2026 | 2 min read
As global EV demand continues to accelerate, battery supply remains highly concentrated and regionally uneven.
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Article | Feb 13, 2026 | 5 min read
Benchmark Mineral Intelligence, specialising in EV and battery supply chain research and insights, reports that 1.2 million electric vehicles were sold globally in January 2026.
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Article | Feb 10, 2026 | 3 min read
Thailand’s electric vehicle (EV) sales (passenger car and light duty vehicles) more than tripled year-on-year to over 44,000 units in January 2026, a record month for the country
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Article | Feb 05, 2026 | 3 min read
Production of the Model S and Model X will cease at the end of Q2 2026, with Tesla to repurpose the floor space at its Fremont production facility for Optimus, its humanoid robot, assembly.