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 (21/08/2026), 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.

The Strait of Hormuz is back at the centre of concerns over energy supplies after Iran launched fresh attacks on shipping in the waterway. Oil prices have increased since the attacks and subsequent US retaliation, though they remain below the US$80 a barrel mark. Iran has also threatened to block all Middle Eastern energy exports in response to a reimposed US blockade of its own, with fresh threats against Red Sea shipping.

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 July 2026, lithium inventories were destocked moderately, as demand growth outpaced the increase in domestic supply. Jianxiawo resuming operations lifted lepidolite production and seasonally warmer temperatures supported higher domestic brine output. However, this was offset by several spodumene converters undertaking maintenance work during a lull in mineral shipments from Africa. Chilean shipments to China rose m-o-m, helping to ease the domestic supply shortfall