Significant investment into lithium metal production will be needed if North America’s planned production of lithium metal batteries is to be met with domestically sourced anode material, according to Benchmark’s Solid-state Batteries Forecast. In such batteries, lithium metal is used in place of the graphite found in more traditional lithium ion battery anodes, leading to […]
> 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 Korea’s battery industry is one of the most developed and globally integrated ecosystems in the world. Yet beneath the surface of its technical leadership lies a sense of caution: competition from China is intensifying, margins are thin, and chemistry choices are shifting rapidly. A recent visit by Benchmark’s Lithium Product Director, Cameron Perks – […]
> The US is set to see a twenty-fold increase in lithium chemical production between 2025 and 2035, according to Benchmark’s Lithium Forecast. Albemarle and Arcadium Lithium are the only two companies operating lithium refineries in the US. However, there are more than 20 companies with plans to operate a lithium refinery in the country by […]
> For the last decade the world’s largest mining companies found the lithium sector not attractive enough to invest, given the relative geological abundance of the metal as well as small size and low barriers to entry. We previously discussed that it was probably too late for major miners to enter the industry for value – […]
> 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 […]
> 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 […]
> Lithium-sulphur battery developer Lyten plans to invest $1 billion to build a gigafactory in Reno, Nevada, with the first phase of operation due to begin in 2027. The Stellantis-backed company’s next-generation battery pairs a graphene-sulphur conversion cathode with a lithium metal anode. This has the potential to significantly increase the energy density compared to traditional […]
> Benchmark Mineral Intelligence, specialising in EV supply chain research and insights, reports that 1.9 million electric vehicles were sold globally in October 2025. Rho Motion Data Manager, Charles Lester, commented: “Global EV sales reach 1.9 million units in October 2025, marking a 23% increase year-to-date. Europe led regional growth with a 36% year-on-year increase, driven […]