Lithium’s inherent volatility makes another price spike unavoidable this decade, according to experts speaking on the second day of Benchmark Week 2024 in Los Angeles. “We’ve seen this movie before,” remarked Anthony Tse, Founder of NEO Capital. “This is the third price cycle I’ve witnessed in over a decade in the industry, and the script […]
> In the third quarter of 2025, 18 of the largest 25 copper miners reported quarter-on-quarter decreases in their output, including the top four miners. The total Q3 copper production reported by the top 25 miners hit 3.72Mt. “In the third quarter, many companies saw lower production compared to the previous quarter. However, most did not […]
> South Korean steel and chemicals giant POSCO has taken a 30% stake in Australia’s Mineral Resources’ (MinRes) 50% stakes in the Mt Marion and Wodgina mines for US$765 million. Structured as a joint venture, the deal would see MinRes and POSCO hold an overall 35% and 15% of the operations, as well as corresponding rights […]
> President-elect Donald Trump should focus on building out the midstream of the battery supply chain in the US, to reduce the risk of valuable recycled materials being sent overseas to be processed, JB Straubel, the founder of Redwood Materials, told the Benchmark Week 2024 conference. The US “could risk being a consumer and importer and […]
> Escalating unrest in Mali, as jihadi groups target fuel convoys around the capital Bamako, has led several governments including France and the US to advise their citizens to leave the country. The attacks have created fuel shortages, and raised serious concerns around the military government’s ability to maintain its rule in the country. Mali is […]
> India’s pipeline of cathode active material (CAM) production capacity is set to grow more than 50-fold over the next decade. Altmin, Himadri Speciality Chemical, and Epsilon Advanced Materials have the largest pipeline capacities in the country. Almost all CAM capacity under development in India is for LFP, both due to the popularity of the cathode […]
> The US electric vehicle (EV) market is entering a mass adoption phase, according to panellists at Benchmark Week 2024 in Los Angeles, in which infrastructure, policy, and affordability challenges will determine the industry’s trajectory over the coming years. “The thrust of electrification is relentless,” said Stephen Kosowski, Manager, Long Range Strategy & Planning at Kia North […]
> Benchmark Mineral Intelligence announced today that it has started a formal consultation on changes to the sustainable lithium and sustainable nickel grades in its Lithium Price Assessment and Nickel Price Assessment Methodologies. Benchmark proposes to change the frequency of updates to its list of eligible producers, whose material can contribute to these grades, from quarterly […]
> The UK currently has no operating lithium extraction facilities. However, there are ambitious plans to develop this industry, with 97,000 tonnes LCE per year of nameplate capacity in the pipeline at various stages of funding and development. Direct lithium extraction (DLE) from geothermal brines accounts for 60% of this pipeline, according to Benchmark’s Lithium Forecast. […]