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This snapshot outlines and charts the key trends across the cell, cathode and anode markets. The data and insights in this snapshot draw on ",{"text":567,"type":558,"marks":568},"Benchmark’s Q2 2026 forecasts",[569],{"type":570,"attrs":571},"link",{"href":572,"uuid":49,"anchor":49,"target":49,"linktype":573},"https://www.benchmarkminerals.com/supply-chain-data","url",{"text":575,"type":558},".",{"type":577},"horizontal_rule",{"type":579,"attrs":580,"content":582},"heading",{"level":581,"textAlign":49},2,[583],{"text":584,"type":558},"Demand trends",{"type":586,"attrs":587},"blok",{"id":588,"body":589},"6ec89532-b609-4849-8592-a3f874d57bad",[590],{"id":591,"_uid":592,"type":593,"component":594,"fixed_height":595,"use_fixed_height":50,"fixed_height_mobile":595,"fixed_height_tablet":595},"29674879","i-a1924b99-7ac8-41f3-9d8c-3b59ea2883e6","visualisation","ContentFlourish","",{"type":597,"content":598},"bullet_list",[599,618,634,641],{"type":600,"content":601},"list_item",[602],{"type":553,"attrs":603,"content":604},{"textAlign":49},[605,607,616],{"text":606,"type":558},"Battery ",{"text":608,"type":558,"marks":609},"cell demand",[610],{"type":570,"attrs":611},{"href":612,"uuid":613,"anchor":49,"target":614,"linktype":615},"/article/global-lithium-ion-battery-demand-rose-29-in-2025","96304af2-dffa-4477-9134-47853491eec9","_self","story",{"text":617,"type":558}," is forecast to reach 2.2TWh in 2026, up 17% from 2025. End use battery demand in Q1 2026 reached 350GWh, a year-on-year increase of 13%.",{"type":600,"content":619},[620],{"type":553,"attrs":621,"content":622},{"textAlign":49},[623,625,632],{"text":624,"type":558},"The ",{"text":626,"type":558,"marks":627},"EV market",[628],{"type":570,"attrs":629},{"href":630,"uuid":631,"anchor":49,"target":614,"linktype":615},"/article/global-ev-sales-reach-2-0-million-units-in-june-2026","7ea59b86-3e26-4876-b812-8edc42a9c400",{"text":633,"type":558}," remains the dominant battery market at 72% in 2026, though battery energy stationary storage (BESS) has increased from 19% of demand in 2025 to 23% in 2026.",{"type":600,"content":635},[636],{"type":553,"attrs":637,"content":638},{"textAlign":49},[639],{"text":640,"type":558},"Lithium iron phosphate (LFP) batteries are to account for 65% of demand in 2026, up from 61% last year and a stark increase from 15% in 2020. Graphite remains the dominant anode material representing 93% of demand, though silicon-bearing anode materials are set to rise from 6% this year to 19% by 2040.",{"type":600,"content":642},[643],{"type":553,"attrs":644,"content":645},{"textAlign":49},[646,648,655],{"text":647,"type":558},"In the first quarter of 2026, global grid-scale BESS installations rose 42% compared to the same quarter last year. This was primarily driven by ex-China markets, namely the US, Australia and some European countries. Benchmark now tracks over ",{"text":649,"type":558,"marks":650},"10,000 BESS projects in its database",[651],{"type":570,"attrs":652},{"href":653,"uuid":654,"anchor":49,"target":614,"linktype":615},"/article/benchmark-battery-energy-stationary-storage-database-surpasses-10000-projects","3e888653-ccc0-48d2-89aa-6b0b4e35e911",{"text":575,"type":558},{"type":577},{"type":579,"attrs":658,"content":659},{"level":581,"textAlign":49},[660],{"text":661,"type":558},"Supply trends",{"type":586,"attrs":663},{"id":588,"body":664},[665],{"id":666,"_uid":667,"type":593,"component":594,"fixed_height":595,"use_fixed_height":50,"fixed_height_mobile":595,"fixed_height_tablet":595},"29674883","i-365d2889-e8ec-42a9-b0a1-99eb356da367",{"type":597,"content":669},[670,677,684,691,707,714,721,728,743],{"type":600,"content":671},[672],{"type":553,"attrs":673,"content":674},{"textAlign":49},[675],{"text":676,"type":558},"Overall, cell supply increased 36% in 2025 compared to 2024, cathode active material (CAM) supply increased 42%, and anode active material (AAM) supply increased 32%.",{"type":600,"content":678},[679],{"type":553,"attrs":680,"content":681},{"textAlign":49},[682],{"text":683,"type":558},"84% of cell supply in 2025 came from China. This is forecast to fall slightly to 80% by 2030.",{"type":600,"content":685},[686],{"type":553,"attrs":687,"content":688},{"textAlign":49},[689],{"text":690,"type":558},"The largest gigafactories added to the pipeline in Q2 2026 are two 60GWh factories in China by Tier 1 cell producer EV Energy.",{"type":600,"content":692},[693],{"type":553,"attrs":694,"content":695},{"textAlign":49},[696,698,705],{"text":697,"type":558},"In Europe, ",{"text":699,"type":558,"marks":700},"Morrow filed for bankruptcy",[701],{"type":570,"attrs":702},{"href":703,"uuid":704,"anchor":49,"target":614,"linktype":615},"/article/morrow-files-for-bankruptcy-as-european-owned-cell-capacity-continues-to-fall","9c3cbcc0-e2ca-46d2-82ec-005f623e38dd",{"text":706,"type":558}," indicating strain on the European cell ecosystem.",{"type":600,"content":708},[709],{"type":553,"attrs":710,"content":711},{"textAlign":49},[712],{"text":713,"type":558},"Dynanonic confirmed the termination of two projects, resulting in a drop of the company's CAM production from 214kt to 127kt for 2026.",{"type":600,"content":715},[716],{"type":553,"attrs":717,"content":718},{"textAlign":49},[719],{"text":720,"type":558},"For LFP CAM production, China is set to account for 98% in 2026, falling only to 91% by 2035.",{"type":600,"content":722},[723],{"type":553,"attrs":724,"content":725},{"textAlign":49},[726],{"text":727,"type":558},"China's production of synthetic graphite AAM in Q1 of 2026 was up 38% from the same quarter last year.",{"type":600,"content":729},[730],{"type":553,"attrs":731,"content":732},{"textAlign":49},[733,734,741],{"text":624,"type":558},{"text":735,"type":558,"marks":736},"Middle East could be set to become an ex-China anode hub",[737],{"type":570,"attrs":738},{"href":739,"uuid":740,"anchor":49,"target":614,"linktype":615},"/article/could-the-middle-east-become-an-anode-supply-chain-hub-","28f34dd6-884f-4a75-9318-2cdda457d5ac",{"text":742,"type":558},". Although the region currently has no capacity, it is set to account for 11% of ex-China capacity by 2030.",{"type":600,"content":744},[745],{"type":553,"attrs":746,"content":747},{"textAlign":49},[748],{"text":749,"type":558},"The top 15 companies are forecast to represent 78%, 57%, and 70% of the cell, cathode, and anode markets in 2026, respectively (based on primary project ownership).",{"type":586,"attrs":751},{"id":588,"body":752},[753],{"id":754,"_uid":755,"type":593,"component":594,"fixed_height":595,"use_fixed_height":50,"fixed_height_mobile":595,"fixed_height_tablet":595},"29674878","i-e5b799bc-2ba4-4cc5-8eb4-36c6684b168b",{"type":577},{"type":579,"attrs":758,"content":759},{"level":581,"textAlign":49},[760],{"text":761,"type":558},"Market balances",{"type":597,"content":763},[764,771,778,785],{"type":600,"content":765},[766],{"type":553,"attrs":767,"content":768},{"textAlign":49},[769],{"text":770,"type":558},"Overall, the cell market is expected to enter a prolonged deficit from 2033 in Benchmark’s base case scenario. China is the only country with a surplus of production and it is expected to remain in surplus beyond 2035.",{"type":600,"content":772},[773],{"type":553,"attrs":774,"content":775},{"textAlign":49},[776],{"text":777,"type":558},"The global cathode market is forecast to be in a deficit this year, compared to demand from cell production, and in a very tight balance in the short term. From 2032, Benchmark forecasts a prolonged global deficit of CAM.",{"type":600,"content":779},[780],{"type":553,"attrs":781,"content":782},{"textAlign":49},[783],{"text":784,"type":558},"LFP CAM faces the greatest strain as rapidly accelerating uptake sees demand significantly exceed supply. ",{"type":600,"content":786},[787],{"type":553,"attrs":788,"content":789},{"textAlign":49},[790],{"text":791,"type":558},"The anode active material market is forecast to be in surplus until 2035 primarily driven by China, though Asia (ex-China) is also in surplus. On the basis of cell production, the deficits in Europe and North America are forecast to triple over the next 10 years.",{"type":586,"attrs":793},{"id":588,"body":794},[795],{"id":796,"_uid":797,"type":593,"component":594,"fixed_height":595,"use_fixed_height":50,"fixed_height_mobile":595,"fixed_height_tablet":595},"29674881","i-cd44be6c-507b-4184-b4af-6035f2913cc1","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.","briefing",[801,803,806,808,810,813,816],{"slug":802,"name":261},"anode",{"slug":804,"name":805},"batteries","Batteries",{"slug":807,"name":298},"cathode",{"slug":809,"name":8},"lithium",{"slug":811,"name":812},"silicon-anode","Silicon Anode",{"slug":814,"name":815},"ev","EV",{"slug":817,"name":818},"ess","ESS","private","quarterly","Jul 15, 2026","15th July 2026",[],[],1784135018066]