The tables below presents the latest EV sales figures for this month as well as our forecast outlook.

This briefing tracks EV unit retail sales of the top 20 EV automakers separating sales between China and the ROW. It is updated on a quarterly basis.

Welcome to your Quarterly Battery Snapshot, part of your Benchmark Source subscription. This snapshot outlines and charts the key trends across the cell, cathode and anode markets. The data and insights in this snapshot draw on Benchmark's Q2 2026 forecasts.

Welcome to the Benchmark Battery Minerals Snapshot. This briefing, part of your Benchmark Intelligence subscription, provides an overview of the key trends and dynamics that shaped battery raw material markets in the last quarter. The insights are drawn from Benchmark’s suite of battery raw material forecast reports.

This is your Weekly Raw Material Prices Briefing (28/08/2026), part of your Benchmark Intelligence subscription. Every week, this briefing charts changes in prices across a key selection of minerals vital for battery and energy transition supply chains. You can view all of Benchmark's 2,500+ prices on the Prices Dashboard, which is also a part of your Intelligence subscription.

Welcome to Benchmark’s “Energy Transition Profitability Heatmap”. This heatmap evaluates the operating margin of listed companies across the EV & Battery supply chain. By focusing on operating margin, it provides a clear lens into the core performance of businesses.

Welcome to Energy Transition Capital Monthly, part of your Benchmark Intelligence subscription. This report tracks companies related to the energy transition going public through IPOs or mergers via SPACs, as well as company share prices and broader industry trends through indices and funding data. It provides a comprehensive overview of the past month’s listings and announcements.

Challenges in the Strait of Hormuz continue, despite a recent announcement from US President Donald Trump that the waterway had been fully cleared of mines, with a full reopening yet to materialise and limited shipments taking place. Increased energy import prices are driving up domestic energy prices and inflation more broadly in the UK and other European nations. Purchase power agreements fell recently in Spain, however, which continues to defy the continent's broader trends on energy prices through the volume of its renewables generation.

This is your monthly geo-economic and policy briefing, part of your Benchmark Intelligence subscription. Every month, this briefing examines the key geo-economic and policy trends shaping the mine-to-grid supply chains, from critical minerals to electric vehicles (EVs).

Welcome to the Benchmark China Briefing. This briefing, part of the Benchmark Source subscription, provides a monthly deep-dive on key developments in China. The insights are drawn from Benchmark’s suite of upstream, midstream, and downstream reports and assessments, providing a holistic view of China's lithium-ion battery and electric vehicle (EV) supply chains.

Throughout August 2026, lithium inventories were destocked further, as domestic downstream production continued to climb while chemical imports softened. Chilean chemical shipments to China decreased in July, with availability tightness further reinforced by maintenance work at several Sichuan converters. Rising LFP cathode production supported continued growth in domestic chemical consumption

Welcome to the Benchmark Capex Briefing, a snapshot of the capital required for the battery and copper supply chains to meet demand through to 2040.