> Oct 17, 2025 | 5 min read
As Benchmark’s London Summit 2025 drew to a close this week, it was clear the global battery and critical minerals industry has entered a new era defined by industrial maturity, geopolitical tension, and capital competition. Across a packed one-day programme, speakers from Benchmark and leading industry figures examined demand trends, the evolution of battery chemistries, […]
> Sep 23, 2025 | 2 min read
Rho Motion analysts attended the recent RE+ event in Las Vegas Nevada, the largest clean energy event in North America. RE+ is a pivotal opportunity to put the finger on the pulse of the US energy transition, and this year provided insights into investor sentiment and technology developments. Notable product launches from Tesla and e-STORAGE […]
> Sep 22, 2025 | 5 min read
NEO Performance Materials (NEO), a Canadian company with 30 years of rare earths industry experience, officially opened its rare earth permanent magnet (REPM) plant in Narva, Estonia, with a high-level ceremony on September 19, with Benchmark in attendance. The Narva plant marks NEO’s second rare earth facility in Estonia, complementing its established Silmet rare earth […]
> Jul 11, 2025 | 3 min read
The US Department of Defense (DoD) has inked a multibillion-dollar partnership with MP Materials (MP), marking a pivotal moment in the evolution of global rare earth supply chains. As the first—and currently only—company with a fully integrated mine-to-magnet supply chain in North America, MP’s new “10X” facility is pivotal for reducing US strategic dependencies on […]
Mar 03, 2025 | 39:08
Shan Tomouk, BESS and Energy Research Lead - Rho Motion; Daan de Jonge, Product Director - Benchmark; Piotr Kulas, Principal Supply Analyst, Copper - Benchmark; Mike Finch, Head of Strategic Initiatives - Benchmark (Chair)
> Dec 17, 2024
Sean Grixti, Director, Circular Partnerships, Cyclic Materials; William Izod, Vice President, Rare Earth Industry Association; Mike Finch, Head of Strategic Initiatives, Benchmark; Christine Burow, Chief Marketing Officer, Torngat Metals; Emma Bishop, Vice President, Venn Strategies (Chair)
> Nov 22, 2024
Mike Finch, Head of Strategic Initiatives - Benchmark Mineral Intelligence
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> Nov 05, 2025
Welcome to the Benchmark China Briefing. This briefing, part of the Benchmark Source subscription, provides a monthly deep-dive on key developments in China.
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> Nov 19, 2025
This report offers energy indicators for major global economies, designed to enhance understanding of the energy transition and to complement Benchmark's data. Highlights As COP30 unfolds this month in Belém, Brazil, the momentum behind renewable energy is both record-breaking and critical. In 2024, global renewable power surged with 582 GW of new capacity added, a historic ...
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> Nov 03, 2025
Welcome to Energy Transition Capital Monthly, a part of your Benchmark Source subscription. This report follows companies related to the energy transition that are going public through IPO or merger via SPAC, as well as tracking company share prices and general industry trends through indexes and funding data. It provides a comprehensive overview of the past month’s activities and developments.
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> Nov 17, 2025
Welcome to Benchmark's "Energy Transition Profitability Heatmap". This heatmap evaluates the operating margin of listed companies across the EV & Battery supply chain. By focusing on operating margin, it provides a clear lens into the core performance of businesses.
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> Nov 04, 2025
This briefing tracks EV unit retail sales of the top 20 EV automakers separating sales between China and the ROW. It is updated on a quarterly basis.
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> Oct 29, 2025
This is your monthly geo-economic and policy briefing, part of your Benchmark Source subscription. Every month, this briefing examines the key geo-economic and policy trends shaping the mine-to-grid supply chains, from critical minerals to electric vehicles (EVs).
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> Nov 11, 2025
The tables below present the latest EV sales figures for this month as well as our forecast outlook.
Article | Oct 17, 2025 | 5 min read
Article | Sep 23, 2025 | 2 min read
Article | Sep 22, 2025 | 5 min read
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Article | Feb 04, 2025 | 3 min read