Graphite accounts for up to a quarter of the weight of a battery cell, but the value of this material is typically not recovered when a battery is recycled. Very few commercial-scale recyclers extract graphite in a form suitable to reuse in a battery, meaning new batteries require virgin graphite to be mined. Almost three-quarters […]
> 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 […]
> In a small clearing in the thick forest outside the small city of Luleå in the north of Sweden, last month the Australian mining group Talga broke ground on Europe’s first plant to produce active anode material (AAM) for lithium-ion batteries. The company hopes to source graphite from a nearby mine a few hours drive […]
> 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 […]
> 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 […]
> Europe is set for a significant shortfall of homegrown anode and cathode supply this decade, as investment in new plants fails to keep pace with the region’s electric vehicle growth. The region is forecast to produce just 143 gigawatt-hours of cathodes and 42 GWh of anodes in 2031, compared to over one terawatt-hour of demand. […]
> 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 […]