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The current three-month rolling average figure sits at 63%. As recently as 2022, the figure sat beneath 20%.",{"type":646,"attrs":718},{"id":719,"body":720},"5dfc8f88-83ce-42c5-8bb2-15d8245f33f8",[721],{"id":722,"_uid":723,"type":653,"component":654,"fixed_height":655,"use_fixed_height":50,"fixed_height_mobile":655,"fixed_height_tablet":655},"30327574","i-e57d009a-756e-48fc-83dd-b4d41202d01c",{"type":607,"attrs":725,"content":726},{"level":609,"textAlign":49},[727],{"text":728,"type":567,"marks":729},"China: EV battery supply chain trade dynamics",[730],{"type":572},{"type":646,"attrs":732},{"id":648,"body":733},[734,737],{"id":735,"_uid":736,"type":603,"component":654,"fixed_height":655,"use_fixed_height":50,"fixed_height_mobile":655,"fixed_height_tablet":655},"3819542","i-097462f6-6c56-4fb7-bdd8-cbc4f8cf7886",{"id":738,"_uid":739,"type":603,"component":654,"fixed_height":655,"use_fixed_height":50,"fixed_height_mobile":655,"fixed_height_tablet":655},"3819543","i-78e9cf1e-999b-4078-9c60-a9c61b1e24e3",{"type":562,"attrs":741,"content":742},{"textAlign":49},[743,748,757,762,771],{"text":744,"type":567,"marks":745},"China's government has announced it will ",[746],{"type":620,"attrs":747},{"color":688},{"text":749,"type":567,"marks":750},"pause approvals for new EV and BESS cell capacity",[751,755],{"type":584,"attrs":752},{"href":753,"uuid":754,"anchor":49,"target":602,"linktype":603},"/article/china-to-expand-new-cell-capacity-approvals-pause-to-ev","1b95ccc3-5c17-4952-a8b3-6f057aa70945",{"type":620,"attrs":756},{"color":688},{"text":758,"type":567,"marks":759},", a further attempt to curb manufacturing overcapacity. China is ",[760],{"type":620,"attrs":761},{"color":688},{"text":763,"type":567,"marks":764},"expected to have 1.8TWh in BESS cell capacity by the end of 2026",[765,769],{"type":584,"attrs":766},{"href":767,"uuid":768,"anchor":49,"target":602,"linktype":603},"/article/china-reportedly-set-to-pause-bess-cell-capacity-approvals","7f6bbf6a-6d37-4cd7-9fe7-ab97931f1456",{"type":620,"attrs":770},{"color":688},{"text":772,"type":567,"marks":773},", with a forecast yearly output of more than 1TWh as installations are expected to reach just 480GWh.",[774],{"type":620,"attrs":775},{"color":688},{"type":562,"attrs":777,"content":778},{"textAlign":49},[779,784,793],{"text":780,"type":567,"marks":781},"On a visit to the Qinghai province's Qaidam Basin, ",[782],{"type":620,"attrs":783},{"color":688},{"text":785,"type":567,"marks":786},"Benchmark observed how upstream constraints",[787,791],{"type":584,"attrs":788},{"href":789,"uuid":790,"anchor":49,"target":602,"linktype":603},"/article/view-from-the-ground-in-qinghai-why-recovery-breakthroughs-aren-t-lifting-lithium-output","0d0d7572-b122-4d3a-841f-a32d936c01f6",{"type":620,"attrs":792},{"color":688},{"text":794,"type":567,"marks":795}," including brine-concentrate and freshwater availability are limiting the area's lithium output growth. This is despite significant improvements in the volumes recovered from brine itself.",[796],{"type":620,"attrs":797},{"color":688},{"type":562,"attrs":799,"content":800},{"textAlign":49},[801,805,812],{"text":802,"type":567,"marks":803},"In 2026, Benchmark Week will be held in Shanghai, China, expanding its global impact by bringing our flagship event to the heart of the industry - where innovation, production, and investment converge. ",[804],{"type":700},{"text":806,"type":567,"marks":807},"You can register for the event here",[808,811],{"type":584,"attrs":809},{"href":810,"uuid":49,"anchor":49,"target":602,"linktype":587},"https://www.benchmarkminerals.com/events/benchmark-week",{"type":700},{"text":589,"type":567,"marks":813},[814],{"type":700},"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.","briefing",[818,821,824,827,830,832,834,836,839,841,844,846,849],{"slug":819,"name":820},"batteries","Batteries",{"slug":822,"name":823},"ev","EV",{"slug":825,"name":826},"ess","ESS",{"slug":828,"name":829},"critical-minerals","Critical Minerals",{"slug":831,"name":116},"cobalt",{"slug":833,"name":298},"cathode",{"slug":835,"name":8},"lithium",{"slug":837,"name":838},"graphite","Graphite",{"slug":840,"name":189},"natural-graphite",{"slug":842,"name":843},"manganese","Manganese",{"slug":845,"name":150},"nickel",{"slug":847,"name":848},"new-energy","New Energy",{"slug":850,"name":851},"synthetic-graphite","Synthetic Graphite","private","monthly","Sep 22, 2026","22nd September 2026",{"slug":857,"title":858,"cardImage":859,"description":860,"frequency":861},"china-briefings","China Briefings","https://a.storyblok.com/f/287943243085208/x/eb4fc407f5/china-briefings-hero.avif","This Briefing provides a monthly deep-dive on key developments in China and presents key data to understand the market.","Monthly",[],[],1791477559504]