Benchmark Mineral Intelligence @benchmarkmin
Mine to grid battery supply chain intelligence. Trusted data, global coverage, and the largest analyst team specialising in energy transition supply chains. benchmarkminerals.com Global Joined July 2014-
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Benchmark’s daily price grades for #lithium and #cobalt provide the high-frequency data needed to make informed decisions, while remaining insulated from extreme sentiment-driven swings. Find out what sets Benchmark’s unique pricing methodology apart ➡️ eu1.hubs.ly/H0mF9cw0
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Q2 saw $1.5bn worth of investment announcements made in the ex-China #rareearths supply pipeline, Benchmark's Neha Mukherjee explains. What’s causing this shift? Start your trial for Benchmark Source to watch the full video ➡️ eu1.hubs.ly/H0mF8920
National security relies on #criticalmineral supply chains to power military applications. How is this shaping the demand trajectory for raw materials, and particularly rare earth elements? Find out in Benchmark’s free report ➡️ eu1.hubs.ly/H0myx-s0
Benchmark Mineral Intelligence retweeted
📈 In H1 2025 #BESS shipments surpassed total shipments for the whole of 2023 by 25%, the battle to dominate this part of the supply chain is fierce. Dynamics are shifting as smaller players outside of the top five capture an increasingly larger portion of the market.
🚗 Who is dominating Europe’s #EV market? BYD is fast-approaching Tesla, outperforming the company in Spain and Italy and catching up significantly in the UK and Germany. To find out what is causing this reverse of fortunes, go to Benchmark Source➡️ eu1.hubs.ly/H0mF7t90
📈 Italy has emerged as a fast-growing #EV market player, with sales growing by 39% in 2025 This has been further bolstered by the country’s approval of new subsidies worth nearly EUR597mn. Start your free trial of Benchmark Source to read more➡️ eu1.hubs.ly/H0mCxKv0
How have CATL’s revenue streams evolved? 🔸EV battery sales grew from $2.5B in 2017 to $5.7B in 2020 🔸BESS surged, making up 13% of revenue by 2022 🔸Growth slowed significantly in 2023, with total sales growing just 16% Read more ➡️ eu1.hubs.ly/H0mCwHd0
Central to the US DoD and MP Materials deal is a 10-year NdPr price floor at $110/kg, which guarantees stable revenues for MP and sends strong price signals to the market. What does this mean for #rareearths supply chain resilience? Watch more ➡️ eu1.hubs.ly/H0myzVn0
The DRC is due to choose to end or further extend its ban on cobalt exports on Sunday 21 September. Register for our free webinar on Tuesday 23 September for a timely discussion on the outcome and its implications for the supply chain ➡️ eu1.hubs.ly/H0mrMXJ0
Benchmark data illustrates the unprecedented volatility of #lithium prices, marking key chapters in the market's demand story. This data features in Benchmark's new Special Issue. To read further analysis on the evolving picture - request a copy➡️ content.benchmarkminerals.com/request-specia…
Benchmark Mineral Intelligence retweeted
📣 Lithium prices rally in the wake of compounding supply disruptions Having risen sharply on the back of CATL's Jianxiawo suspension this week, today (August 12) has seen #lithium prices increase even further in response to reports that Albemarle suspended operations in Chile.
📈 CIF Europe terbium oxide prices assessed as 267% higher than DDP China China's export controls on rare earth elements (REEs) have triggered a notable price bifurcation between the Chinese domestic market and international markets. Read more: eu1.hubs.ly/H0mcPSg0
National security relies on #criticalmineral supply chains to power advanced military applications. How is the defence sector shaping raw material demand? Find out in Benchmark’s free Special Issue - request your copy here ➡️ eu1.hubs.ly/H0m6JlY0
📽️ Watch the US Department of Defense’s Adam Burstein break down the role of the DoD in securing critical minerals for military applications. Request Benchmark's Special Issue to learn more about how defence is reshaping raw material demand ➡️ eu1.hubs.ly/H0m6v3K0
🔋 What is the true potential of #sodiumion battery technology? At our next webinar, Benchmark analysts will examine how industry claims of sodium ion adpotion stack up against independent market data. Register here ➡️ eu1.hubs.ly/H0m3rmH0
🌏 Benchmark featured on @CNBC to discuss #rareearths Chinese producers account for 71% of mined and 90% of refined rare earths supply. Neha explains China's market dominance and why countries are taking de-risking measures. Watch more: youtube.com/watch?v=HRMZTu… Credit: CNBC
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