Benchmark Mineral Intelligence
@benchmarkmin
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Mine to grid battery supply chain intelligence. Trusted data, global coverage, and the largest analyst team specialising in energy transition supply chains.
Global
Joined July 2014
Nickel producers are under pressure, with nearly 27% of supply operating below cash costs. Indonesia has dominated as low-cost leader, but new challenges are eroding this competitive edge. Find out why in our new report ➡️ https://t.co/LZ2fVBPwZg
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In next week's webinar, Benchmark's analysts will explore the link between lithium inventories and price levels, leveraging proprietary data from our Lithium Price Assessment and Inventory Tracker. Don't miss out! Join us on Thursday 13 November ➡️ https://t.co/YdGcLQWPnt
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A new piece from BBC examines Western countries' race to counter China's control over rare earths, and if Greenland can become a new #mining frontier. "Public funding is flowing into this space like never before." - Neha Mukherjee, Benchmark Read more ➡️
bbc.co.uk
As the US and the West races to break China's stranglehold over rare earths production, some firms are betting that Greenland will become a new mining frontier.
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📈 Demand for #BESS grew more than 50% in 2024 Join Benchmark’s webinar on Tuesday 2 December for a deep dive into the supply chain dynamics shaping the fastest growing battery demand market. Register now ➡️ https://t.co/jAQhWi1DtT
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Three Sequoia partners spoke to Roelof Botha about his leadership before his decision to step down.
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Benchmark's View From The Ground | Altmin Site Visit Benchmark visited the Telangana site where Altmin plans to build a CAM production facility - due to begin operations in 2026. Site visits are central to the credibility of Benchmark's data. Thank you to Altmin for having us!
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Panasonic and Aquatech are lead sponsors at #BenchmarkWeek On 18-20 Nov in LA, senior representatives of each company will take the stage alongside ExxonMobil, MP Materials, LGES, Rivian, the US DoE and more. Learn more about our flagship conference ➡️ https://t.co/e90vQOabDe
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⛏️ Rare Earths Production Over 30 Years State support for domestic mines, access to cheaper labour, and looser environmental regulations, paved the way for China to capture over 90% market share at the turn of century. Read more on Benchmark Source ➡️ https://t.co/7sRnfclPYJ
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Benchmark's daily #cobalt prices reveal a continued rally amid DRC supply constraints. Our daily cobalt price coverage has been enhanced with a new cobalt metal grade. Learn more ➡️ https://t.co/B6sME4SNZ8
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🎙️Ep201. Battery Boom or Policy Bust? The Big EV Divergence #applepodcast
https://t.co/d28wFPQ1Pw
#spotify
https://t.co/LswQeD8Y1X
@gerardreid14 and @MegaWattXinfo are joined by @RhoMoIola @benchmarkmin to discuss EVs and Batteries.
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Benchmark's Neha Mukherjee featured in ANI News' coverage of rare earth supply chain security Sitting down with ANI’s Sanat Prakash, Neha explains the impacts of China’s export controls and the global race to localise #rareearths supply. Watch more ➡️ https://t.co/VTuLCVTtrO
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The annual @benchmarkmin Benchmark Week 2025 is right around the corner … and I’m excited to announce my participation as a panelist alongside some distinguished speakers including Albert Gore & Michael Schmidt and moderator Adam Panayi. Panel Topic: The Importance of
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📈 How is copper demand being shaped by AI? "We estimate that from 2022 to where we are now, in 2025, the compound annual growth rate of copper required in the construction of datacentres was 39.5%." - Benchmark's Lead Copper Demand Analyst, Daan de Jonge
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" I can wear the glasses as I far from the nose as I want to. I wish I had known of this device before."
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Lithium is inherently volatile. Stakeholders can use futures contracts to mitigate exposure to price risk. ⬇️ Benchmark's free report unpacks why the lithium market is now poised to benefit from such financial tools. Download the Special Issue ➡️ https://t.co/zo04Xaf63D
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🔎 What role do regional inventories play in shaping lithium prices? Join Benchmark's webinar on 13 November to hear our pricing experts decode lithium inventories and what fluctuations reveal about current and future prices. Register now ➡️ https://t.co/eK7oIS6B0j
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A packed house in London as Benchmark Summit takes place this afternoon. Benchmark's experts are taking to the stage to analyse #criticalmineral supply chain dynamics, prices, geopolitics and the evolving demand picture. ⚡ Focused #lithium and #copper takeaways to follow.
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⚡ Benchmark (BMI) lithium and cobalt futures contracts go live on ICE on 24 November Read the announcement: https://t.co/j0wZ0qTADv
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📺 Benchmark data featured in Sky News coverage of the world's reliance on rare earth elements and the challenge of bolstering supply chain security. Ed Conway used Benchmark's price data to highlight the regional bifurcation between HREO prices in China compared to Europe.
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She'll love this for Christmas🤣 On sale for a limited time only. Shop Now
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♻️ Q3 Black Mass Prices Review Black mass markets in Q3 of 2025 were largely shaped by China’s lifting of import restrictions on 1 August, which re‑routed trade flows. Access a summary of regional #blackmass price trends on Benchmark Source ➡️ https://t.co/SjwTyQjU8z
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⚡ Which #copper market forces will shape discussions at LME Week 2025? Benchmark's copper analysts are hosting a free webinar to break down the top five dynamics expected to dominate this year's industry gathering. Join us on 9th October! Sign up ➡️ https://t.co/mxYp446YgO
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