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Benchmark Mineral Intelligence
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Benchmark enables the energy transition through actionable prices, data and market intelligence

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⛏️ How do Rare Earths Power US Defense?

Rare earth elements are embedded in advanced military technology.

US military platforms such as the Arleigh Burke destroyer and Virginia-class submarine require thousands of kilograms of #REEs - 2,600kg and 4,600kg, respectively.
August 1, 2025 at 12:40 PM
America First in the Battery Race | Giga USA 2025

“We have no choice but to make targeted, strategic investments in high-risk, high-reward projects to open new markets and develop advanced technologies.”

- US Senator Tom Cotton in discussion with Benchmark CEO Andrew Miller.
June 4, 2025 at 2:15 PM
🔋 Benchmark data illustrates regional trends in #cathode production capacity

⬇️ CAM production capacity is set to grow 178% between 2024 and 2030

Read further analysis, drawing from Benchmark's independent cathode data and intelligence ➡️ source.benchmarkminerals.com/article/info...
May 29, 2025 at 9:13 AM
🔋 CATL raised $4.6bn in a secondary listing in Hong Kong on May 20 - the world’s largest IPO year-to-date.

Read Benchmark analysis on the battery giant's global footprint ➡️ source.benchmarkminerals.com/article/catl...
May 22, 2025 at 8:52 AM
Benchmark's Battery Recycling Forecast shows that in 2025, China is forecast to account for 78% of the world's battery pre-treatment capacity and 89% of #blackmass refining capacity.

⬇️ Our latest infographic with Visual Capitalist illustrates China's dominance in battery recycling.
May 19, 2025 at 12:50 PM
Lithium ion battery cell production has erupted over the last decade, with the technology becoming a cornerstone of the #energytransition.

China identified its potential before all Western governments.

🔋 2015: 42GWh (China 50% market share)

🔋 2025: 1,400GWh (China 80% market share)
March 26, 2025 at 10:53 AM
📈 Cobalt sulphate (EXW China) prices rally 27% W-O-W

🔎 The sharp price incline comes as impacts of the DRC's cobalt export ban begin to permeate across the market.

On March 5 2025, cobalt sulphate prices reached an average of $4,554/tonne - a level that hasn't been reached since March 2024.
March 6, 2025 at 12:01 PM
Benchmark's new Copper Service will include a comprehensive forecast of copper supply, demand and prices to 2050.

Keep up to date with Benchmark's copper intelligence and this upcoming launch by signing up to our Copper Newsletter ➡️ www.benchmarkminerals.com/newsletters
March 5, 2025 at 7:29 PM