The US Department of Energy will support a US graphite anode project with a $107 million loan, in its first commitment to building a domestic electric vehicle supply chain. The DOE said it had made a “conditional commitment” to lend Syrah Resources the money for ten years to help it expand production capacity of battery […]
> Benchmark’s GIS team has conducted continuous change detection (CCD) analysis on Syrah Resources’ Balama graphite mine in Mozambique, covering the period from October 2024 to June 2025. The monitoring focused on identifying and tracking activity across four key operational areas: Syrah temporarily suspended operations at Balama in December 2024 due to civil unrest in Mozambique. […]
> 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 […]
> Following the conclusion of a formal public consultation, Benchmark Mineral Intelligence is modifying the specification of its high energy anode material grades to include a minimum charging rate, relevant for EV applications. This modification to the methodology for two of the existing grades in the Benchmark Anode Price Assessment begins from 15 October 2025. Two […]
> Australian manganese producers South32 and Element 25 have been selected for grants worth up to $166 million each from the US Department of Energy (DoE) to develop high-purity manganese sulphate monohydrate (HPMSM) projects in the country. This is the first such funding from the DoE dedicated to HPMSM projects as the US looks to lower […]
> Growing natural graphite production from African countries is attracting interest from ex-China downstream players, which are looking for ways to diversify their supply sources. Last week, Australian integrated natural graphite producer Syrah Resources signed a long-term offtake agreement with anode maker Posco Future M. Graphite concentrate will be sourced from Syrah’s Balama mine in Mozambique, […]
> US President Donald Trump this week secured major investments in US-based projects from Japan and South Korea covering critical minerals, stationary storage, and other high-priority sectors, as part of trade agreements to lower US tariff barriers. The trade deals come ahead of a high-level meeting between President Trump and Chinese President Xi Jinping – the […]
> 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 […]