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To learn more, click ",{"text":582,"type":568,"marks":583},"here",[584],{"type":585,"attrs":586},"link",{"href":587,"uuid":49,"anchor":49,"target":49,"linktype":588},"https://www.benchmarkminerals.com/forecasts","url",{"text":590,"type":568},".",{"type":592,"attrs":593,"content":595},"heading",{"level":594,"textAlign":49},2,[596],{"text":597,"type":568},"Battery & EV Roundup",{"type":563,"attrs":599,"content":600},{"textAlign":49},[601,608,619],{"text":602,"type":568,"marks":603},"Domestic EV sales in China declined by 32% in February 2026 compared with the same month last year. The market is ",[604],{"type":605,"attrs":606},"textStyle",{"color":607},"black",{"text":609,"type":568,"marks":610},"feeling the impact",[611,617],{"type":585,"attrs":612},{"href":613,"uuid":614,"anchor":49,"target":615,"linktype":616},"/article/weakened-fiscal-support-impacts-china-s-ev-market","bb986c7d-3f1c-4405-8646-4bfd1affc910","_blank","story",{"type":605,"attrs":618},{"color":607},{"text":620,"type":568,"marks":621}," of both the introduction of a purchase tax, for the first time since 2014, and adjustments to the trade-in scheme. EV sales volumes were also affected by the timing of the Chinese New Year. However, sales remain significantly lower year-on-year, despite the Chinese New Year having also largely fallen in February last year.",[622],{"type":605,"attrs":623},{"color":607},{"type":563,"attrs":625,"content":627},{"textAlign":626},"justify",[628,633,642],{"text":629,"type":568,"marks":630},"Many Chinese OEMs ",[631],{"type":605,"attrs":632},{"color":607},{"text":634,"type":568,"marks":635},"have set ambitious EV export targets",[636,640],{"type":585,"attrs":637},{"href":638,"uuid":639,"anchor":49,"target":615,"linktype":616},"/article/ev-manufacturers-fail-to-meet-their-2025-expectations","7de458a0-0657-40d8-8d37-346c42d4def5",{"type":605,"attrs":641},{"color":607},{"text":643,"type":568,"marks":644}," for 2026. In the first two months of the year, Chinese EV exports more than doubled year-on-year, surpassing half a million units.",[645],{"type":605,"attrs":646},{"color":607},{"type":648,"attrs":649},"blok",{"id":650,"body":651},"858cf747-2f46-4c0c-96f1-a65479ccf034",[652],{"id":653,"_uid":654,"type":655,"component":656,"fixed_height":657,"use_fixed_height":50,"fixed_height_mobile":657,"fixed_height_tablet":657},"26889747","i-cd5547f5-c322-492c-abca-b515cafc2244","visualisation","ContentFlourish","",{"type":563,"attrs":659,"content":660},{"textAlign":49},[661],{"text":662,"type":568},"After a significant drop in January, China's battery demand registered a further 15% decline in February. This was mostly a result of the 27% fall in passenger vehicle demand to 27.5GWh, as BESS demand rose to 11GWh from 8GWh in January, while portables and micromobility demand remained steady. Other applications dropped from 1.1GWh to 0.9GWh. ",{"type":648,"attrs":664},{"id":650,"body":665},[666],{"id":667,"_uid":668,"type":655,"component":656,"fixed_height":657,"use_fixed_height":50,"fixed_height_mobile":657,"fixed_height_tablet":657},"26889755","i-54311456-d308-4b6d-a7f6-3e435118c223",{"type":563,"attrs":670,"content":671},{"textAlign":49},[672],{"text":673,"type":568,"marks":674},"China’s lithium-ion battery (LFP and NCM/NCA) production also continued a fall that began in January, down to 141.5 from 168GWh. LFP production was down 16.2%, from 136.7GWh to 114.6, while NCM dropped from 31.3GWh to 26.9. Overall production, however, was nevertheless 41% up on February 2025. ",[675],{"type":605,"attrs":676},{"color":677},"#000000",{"type":648,"attrs":679},{"id":650,"body":680},[681],{"id":682,"_uid":683,"type":616,"component":656,"fixed_height":657,"use_fixed_height":50,"fixed_height_mobile":657,"fixed_height_tablet":657},"3610308","i-42c2b7c2-8369-45c8-823b-1096e5c20cfe",{"type":592,"attrs":685,"content":686},{"level":594,"textAlign":49},[687],{"text":688,"type":568,"marks":689},"China: EV battery supply chain trade dynamics",[690],{"type":573},{"type":648,"attrs":692},{"id":650,"body":693},[694,697],{"id":695,"_uid":696,"type":616,"component":656,"fixed_height":657,"use_fixed_height":50,"fixed_height_mobile":657,"fixed_height_tablet":657},"3514039","i-097462f6-6c56-4fb7-bdd8-cbc4f8cf7886",{"id":698,"_uid":699,"type":616,"component":656,"fixed_height":657,"use_fixed_height":50,"fixed_height_mobile":657,"fixed_height_tablet":657},"3514038","i-78e9cf1e-999b-4078-9c60-a9c61b1e24e3","Welcome to the Benchmark China Briefing. 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