North America’s battery scrap pool could contain nearly 30,000 tonnes LCE of lithium in 2030, according to Benchmark’s Recycling Forecast. If this material can be reclaimed domestically, it could be a significant boost to the country’s lithium carbonate production which currently comes entirely from Albemarle’s Silver Peak facility. The US is increasingly looking inward for […]
> Benchmark Mineral Intelligence announced today that it has started a formal consultation on changes to the sustainable lithium and sustainable nickel grades in its Lithium Price Assessment and Nickel Price Assessment Methodologies. Benchmark proposes to change the frequency of updates to its list of eligible producers, whose material can contribute to these grades, from quarterly […]
> 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 […]
> China has postponed the implementation of its expanded rare earth export controls announced in early October following high-level US-China trade negotiations in South Korea this week. It marks a temporary easing in what had become an escalating front in the tit-for-tat US–China trade confrontation. The announcement follows extensive economic and trade consultations in Kuala Lumpur, […]
> 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 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 […]
> 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 […]