Li-Cycle and Redwood Materials, both headquartered in North America, have recently made moves into the European market as they look to tap into the demand generated by recent European legislation. Last month, Li-Cycle opened its plant in Germany, while Redwood said it would acquire Redux Recycling, a German recycler, for an undisclosed sum. The deals […]
> 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 […]
> An emphasis on America-first supply chains when President-elect Donald Trump takes office in 2025 could increase the need for battery recycling in the US. However, much of the country’s recycling capacity is targeted at the production of black mass from scrap, rather than processing it all the way to usable battery chemicals. “Trump has placed […]
> 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 […]
> Redwood Materials, a US-based recycler, will recycle end-of-life batteries from BMW electric vehicles in the US through a new partnership established last week. Between 2023 and 2035, scrap from end-of-life batteries in North America is forecast to have a compound annual growth rate (CAGR) of 35% reaching over 100 gigawatt-hours (GWh) per year, according to […]
> 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 – […]
> 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 […]
> The mining industry accounted for ~5% of global carbon emissions last year, with roughly half originating from mining vehicles. Electrifying mine sites offers an opportunity for miners to cut emissions while also reducing costs. With 30%–50% of a mine’s energy costs attributed to diesel, replacing internal combustion fleets can deliver significant savings. “Mining electrification is […]
> CODELCO, the Chilean state-owned copper miner, has reportedly offered their European customers record premiums on copper cathodes at USD 325/t for 2026 – 39% higher than last year’s level – according to sources familiar with the matter and media reports. This follows on from news last week that Aurubis increased offers 38% for 2026, leaving […]