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 […]
> Benchmark Mineral Intelligence, specialising in battery supply chain research and insights, reports that 12.7GWh of new operational capacity entered operation in October 2025. Operational Capacity The grid-scale BESS market saw 12.7GWh of new capacity enter operations globally in October 2025, a y-o-y increase of 29%. China led new operational capacity with just under 8.8GWh of […]
> 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 […]
> Lithium chemical prices spiked in China on Monday following a bullish speech by the chairman of Ganfeng – the world’s third-largest lithium producer – in which it was suggested that lithium demand growth could reach 30% in 2026. In a keynote speech on 16 November at the 10th International Summit on Power Battery Application in […]
> Africa is the largest source of new lithium supply in 2025 with new supply from the region exceeding that of the rest of the world combined, Adam Megginson, a lithium analyst at Benchmark, told attendees at the Giga Africa event in Marrakech, Morocco this week. The bulk of this new supply comes from Zimbabwe and […]
> Indonesia has issued a ban on the issuance of new smelter permits for nickel matte, mixed hydroxide precipitate (MHP), and nickel pig iron (NPI), in a bid to curb overcapacity and incentivise value‑added investment in the battery supply chain. The policy marks the latest chapter in the Indonesian government’s strategic pivot in its nickel industrialisation […]
> US President Donald Trump this week secured major investments in US-based projects from Japan and South Korea covering critical minerals, stationary storage, and other high-priority sectors, as part of trade agreements to lower US tariff barriers. The trade deals come ahead of a high-level meeting between President Trump and Chinese President Xi Jinping – the […]
> 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 […]
> Building out Africa’s energy infrastructure is vital for achieving economic growth on the continent and battery energy storage is a key platform technology enabling this. Companies around the world are beginning to recognise the size of the opportunity presented by Africa’s energy storage markets. “We see Africa not only for its resources, we also see […]