Benchmark’s analysis shows that with the exception of lithium and nickel mining, the European Union is forecast to fall short of the 2030 domestic battery mineral goals laid out in its Critical Raw Materials Act (CRMA). This comes as Brussels announced this week a list of 47 projects it has deemed strategic in helping the […]
> Benchmark Mineral Intelligence will continue publication of its existing Synthetic Graphite Anode High Energy and Natural Graphite Anode High Energy price assessments, reversing the previously announced specification change which took effect on 15 October 2025. In compliance with IOSCO principles, this followed Benchmark’s public consultation on the proposed change on 8 September 2025. Following additional […]
> 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 – […]
> US President Trump and Australian Prime Minister Anthony Albanese have signed a landmark Critical Minerals Framework to bolster both nations’ access to rare earths and other critical minerals, in an effort to counter China’s dominance over strategically important supply chains. The framework indicates that the two governments will utilise a range of policy instruments to […]
> 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 […]
> The European Union’s Critical Raw Material Act laid out several ambitious goals to improve the resilience of its critical mineral supply chains. Included in the Act are non-binding goals that the EU builds out sufficient mining capacity that 10% of its critical mineral demands can be met by bloc mines. Similarly the Act sets out […]
> 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 […]
> 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 […]
> G7 nations and the European Union (EU) are reportedly examining a proposal to introduce price floors for rare earth elements, as they seek measures to reduce strategic vulnerabilities and break China’s dominance over the supply chain. China has built a monopoly on global rare earth production and accounts for 91% of global refined rare earth […]