The Intergovernmental Panel on Climate Change (IPCC) Working Group III released its latest report on the mitigation of climate change this week, highlighting the key role electric vehicles have to play in reducing global emissions. Action is needed “now or never” if global warming is to be limited to under 1.5 °C, the report said. […]
> Benchmark has tracked over $50 billion of energy transition funding, throughout 2025 in its Energy Transition Capital database, with the largest share allocated to the battery supply chain. The role of debt, grants, and equity Debt The EV, battery, and battery materials markets have matured rapidly over the past few years. As a result, debt is playing an increasingly […]
> A declaration at the Glasgow climate conference that seeks to phase out sales of petrol and diesel vehicles by 2040 would mean more than a thirty-fold increase in annual electric vehicle battery demand and a substantial increase in raw material requirements, according to analysis by Benchmark Mineral Intelligence. The signatories to the Glasgow declaration, which […]
> Black mass markets in Q3 2025 were largely shaped by China’s lifting of import restrictions on 1 August, which re‑routed trade flows. Outside of China, this has created a two-tier market divided by compliance with Chinese custom’s quality controls. Compliant material commanded high premiums (79%–84%), while producers of non‑compliant batches struggled to clear material, trading […]
> By Simon Moores, Managing Director, Benchmark Mineral Intelligence The UK has placed electric vehicles (EV) and lithium ion batteries at the heart of a new “Ten Point Plan for a Green Industrial Revolution” and with it announced intentions to ban new sales of the internal combustion engine by 2030. This aggressive move on climate change […]
> Since electric vehicles (EVs) began moving into mass adoption, questions have persisted about what happens to their batteries at the end of life (EoL). Recycling remains the obvious answer, but there is a growing interest exploring the intermediate step of giving used EV batteries a “second life” in stationary energy storage before they head to the […]
> Politics and climate. Two inseparable world’s that should be poles apart. Prizing apart these two subjects was the major hurdle facing 150 world leaders that attended the United Nations (UN) Conference on Climate Change in November at the 21st summit of its kind also known as COP21. It was widely anticipated to be the most […]
> Benchmark’s lithium carbon intensity curve has expanded in scope, now covering the top 50 largest lithium chemical-producing assets in 2025, as well as those forecasted to be in production by 2030. Greenhouse gas emissions generated from raw material extraction to the lithium chemical stage, known as cradle-to-gate emissions, are assessed by Benchmark using the IPCC’s […]
> Deforestation is a critical issue in Indonesia’s rapidly expanding nickel mining sector. This nickel is primarily derived from laterite ore layers located near the earth’s surface. The extraction process typically involves the excavation of superficial open-pit mines to access the ore, resulting in the clearance of large areas of land. Through its engagement with various […]