China dominates global pCAM (precursor cathode active material ) capacity and will drive global expansions, a trend that Benchmark forecasts will hold for the foreseeable future. With data from Benchmark’s Precursor Cathode Active Material Assessment showing pCAM capacity increasing by 195% between 2024 and 2035, here we outline the key trends using Benchmark’s charts and […]
> 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 […]
> Sibanye-Stillwater plans to re-purpose the Sandouville nickel refinery in northern France to produce battery precursor (pCAM), progressing the company’s strategy of increasing its downstream exposure to Europe’s battery supply chain. Acquired from Eramet in 2022, the Sandouville refinery’s hydrometallurgical flowsheet was due to be upgraded to produce battery-grade nickel sulphate from nickel matte, but has […]
> 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 […]
> Benchmark hosted its inaugural Giga Africa event in Marrakesh, Morocco in September, featuring delegates from across the battery supply chain. Over the many conversations and discussions held about Africa’s place in the global battery supply chain, several key themes emerged: Explore these topics in the words of Giga Africa’s expert speakers and panellists.
> 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 today announced the commercial launch of its new 314Ah lithium iron phosphate (LFP) cell price for energy storage applications. The announcement comes as global LFP battery cell prices show signs of recovery, following a marked rebound in lithium carbonate costs and tightening supply conditions across the battery materials market. Benchmark’s Head of […]
> The Indonesian government is proposing what ministers have termed “regulatory tweaks” aimed at promoting the adoption of nickel-based batteries over lithium iron phosphate (LFP), in a move that aligns with the government’s broader policy to ‘downstream’ its nickel resources by establishing a fully-integrated domestic EV supply chain. While details of the new policy framework are […]
> Global mined rare earth supply in 2024 was six times higher than in 1994, according to an analysis by Benchmark’s Rare Earths Forecast and the United States Geological Survey. Back then, China and the US constituted the majority of supply. However, repeated spills of toxic wastewater into the Mojave National Preserve from the Mountain Pass […]