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Benchmark Mineral Intelligence retweeted
Battery storage isn't just growing as an industry, the project sizes we see are also growing year after year.
BESS deployments have increased over 40% YTD and giga-scale projects are becoming a driving force behind this.
Benchmark Mineral Intelligence retweeted
🎙️Ep201. Battery Boom or Policy Bust? The Big EV Divergence
#applepodcast podcasts.apple.com/gb/podcas…
#spotify open.spotify.com/show/4FDIRo…
@gerardreid14 and @MegaWattXinfo are joined by
@RhoMoIola @benchmarkmin to discuss EVs and Batteries.
Benchmark Mineral Intelligence retweeted
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 International Partnerships for Critical Mineral Supply Security
🌎 Understanding how geopolitics and tariffs are reshaping global trade flows
🤝 Building strategic alliances for supply chain security
Make sure to be in the know and register now for this electrifying event — the leading gathering for the world’s lithium-ion battery supply chain and the wider energy transition.
⚡️Now is the Time ⚡️
benchmarkminerals.com/events…
Benchmark Mineral Intelligence retweeted
🌍 Africa is the fastest-growing lithium supply region globally (+114% in just two years). By 2026 it will be within a hair (~2%) of China’s mined output and only just behind Australia.
So where does Africa sit on the cost curve? The spread is wide:
▪️ Zimbabwe: From bottom to top of the curve. Scale, geology, royalties, and transport to Beira or Durban are the biggest swing factors.
▪️ Namibia: Mid-curve, with solid geology, reliable infrastructure, and a China-friendly port — but limited scale.
▪️ Nigeria: New projects across multiple states, supported by low-cost artisanal feed. Bottom-of-curve for now, but flotation know-how from Jiangxi is arriving.
▪️ Mali: Goulamina, one of the world’s largest hard-rock deposits, is ramping under experienced technical leadership. Export permits and security remain watchpoints.
▪️ South Africa: Highbury is a rare non-Chinese project that keeps scaling.
But although there is a lot of potential from Africa, safe, stable jurisdictions like Australia, the US, and Canada will continue to attract investment.
Cathode makers should look at risk and factor that into prices. A rise in African supply should be viewed with caution.
Benchmark's latest lithium cost curve is out now, informed by analyst boots-on-the ground in the hardest-to-reach places.
Get in touch with us to learn more or demo the full dataset, now included in our Lithium Forecast: eu1.hubs.ly/H0ns-yZ0
Benchmark Mineral Intelligence retweeted
Next-Gen Battery Capacity by Country in 2025 🔋
Exclusive data from our partner @benchmarkmin reveals the global production share across four types of emerging batteries—via @VCElements.
elements.visualcapitalist.co…
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.
Benchmark Mineral Intelligence retweeted
#Lithium rising in Arkansas!
China’s dominance in critical minerals was laid out in stark detail at @benchmarkmin’s Washington DC event.
Arkansas is becoming the launchpad for a US critical minerals response. Benchmark has been there since the start - @StandardLithium @EquinorASA @exxonmobil @SmackoverLi
Nobel Laureate, Prof Sir Stanley Whittingham - founding father of the lithium ion battery - even mentioned Benchmark x Arkansas in his opening speech.
I am very excited and honoured to be asked to keynote the Arkansas Lithium Innovation Summit 2025!!
@SenTomCotton @SarahHuckabee @JohnBoozman @RepWesterman @ArkansasEDC are laying serious geopolitical foundations for our industry.
Plus the man that connects all the dots @jesse_edmondson
Benchmark Mineral Intelligence retweeted
Senator Cotton at Benchmark’s Giga USA 2025:
“When on active duty and down range and you had a couple minutes to rest, you were told to do 3 things: eat, sleep, and charge your batteries.” - @SenTomCotton
A real pleasure to have the Senator speak at the world’s leading lithium and critical minerals event - ‘Benchmark Week’ in Washington DC
Chinas strangle hold on the critical minerals supply chains is at the top of the geopolitical agenda.
@benchmarkmin @amiller_bmi @GOP @SenateGOP
Benchmark Mineral Intelligence retweeted
🔥NEW VIDEO🔥 @LithiumIonBull and @RodneyHooper13 are joined by @CDMRawles, COO of @benchmarkmin (BMI), to announce that the company has partnered with the Intercontinental Exchange (ICE) to launch the first-ever ICE futures contracts for lithium carbonate, lithium hydroxide, spodumene concentrate, and cobalt hydroxide—settled against BMI’s trusted price assessments. Why This Matters 🔑:
1. For the first time, global traders, automakers, and lithium producers will have Western-aligned, cash-settled futures to hedge exposure to lithium prices—crucial as geopolitical tensions limit the appeal of Chinese exchanges.
2. BMI’s role as a price benchmark is already baked into many physical lithium supply contracts. Now, this partnership offers a bridge between physical and financial markets, empowering supply chain players to manage volatility and unlock financing for new projects.
3. With long-term demand accelerating and four times more lithium capacity needed in the next decade, this move could help de-risk investment and enable faster mine development.
📅 Don't miss Benchmark’s upcoming webinar on April 30th to learn more about this new chapter in the lithium market.
Watch the full discussion here 👉 youtu.be/4uzNolnMskQ
Benchmark Mineral Intelligence retweeted
🚨 BREAKING: ICE x BMI to list lithium and cobalt contracts in London 🇬🇧
Confidence not just contracts have finally arrived to lithium!
@benchmarkmin x @ICE_Markets team up for lithium and cobalt futures contracts.
🟡 Lithium Carbonate CIF Asia (BMI)
🟡 Lithium Hydroxide CIF Asia (BMI)
🟡 Spodumene Concentrate FOB Australia (BMI)
🔵 Cobalt Hydroxide CIF Asia (BMI)
reuters.com/sustainability/c…
Benchmark Mineral Intelligence retweeted
#Lithium Prices #BMI
🚨 Benchmark enters a new era next week.
After our foundation in 2014, we are the first ‘commodity PRA’ to emerge and scale in a generation.
We are a business that is built on critical minerals and the push for new energy independence ... and dominance.
Legacy commodity publishers have tried to buy us, then they tried to lock us out.
Yet when the critical minerals supply chains, government and money rely on Benchmark prices, data and expertise… there’s only so long until you make a certain breakthrough.
In the long run: quality, commitment and faith shines through.
From a standing start we are the world’s number one business for what we do.
Our lithium and critical mineral prices are ranked the highest IOSCO regulation history, leaving others scrambling.
And now our price, which is used to settle billions of dollars of physical contracts, begin a new era.
Benchmark = BMI
Keep an eye out next week for more.
RT @sdmoores: Intercontinental Exchange @ICE_Markets announces battery metals futures launch and entry into the “metals” business for the…
Benchmark Mineral Intelligence retweeted
How lithium ion battery prices have fallen thanks to the falling / low / suppression of lithium prices
It’s a trend that has supported a significant surge in China’s electric vehicles industry.
Once a domestic industry now going global.
Global average assessed by Benchmark to be $61.2/kWh (all chemistries weighted by production).
@benchmarkmin
Benchmark Mineral Intelligence retweeted
Our CFO Varshan Gokool and VP Neil Elliot represented Cornish Lithium at #GigaEurope 2025. Varshan presented lithium’s role in the UK’s energy transition & our responsible extraction projects. Proud to contribute to these key discussions! #GigaEurope2025 @benchmarkmin
Benchmark Mineral Intelligence retweeted
Rio Tinto Lithium sees the entry of a new lithium major and a force that will shape lithium price dominance for the next phase of growth - lithium 3.0
🚨 Lithium Prices Today:
@benchmarkmin Benchmark Lithium Carbonate EXW China Prices 99.50% Daily- today at $10,328.20
📈 YTD Trend: Flat, marginally up
📉 3 Months Trend: Down 3%
📉1 Week Trend: Down 2%
Benchmark lithium prices below, more here: benchmarkminerals.com/lithiu…
Benchmark Mineral Intelligence retweeted
> @RioTinto completes Arcadium acquisition which becomes Rio Tinto Lithium
Rio Targets 200,000 tonnes/year LCE by 2028 - the first three years will be getting to grips with the diverse lithium portfolio they’ve bought.
Lithium is truly a future facing mineral / chemical / commodity (?). Rio Tinto are now properly locked in.
Rio’s lithium move is a major deal at the bottom of the market - can’t remember many times we’ve said that.
It’s been a move 10 years in the making.
It marks 18 years since Rio found ‘krypotonite’ in Serbia (Jadarite). A new mineral discovery in 2007 at the start of my career - one we are now familiar with.
This about as good a deal as it gets for Rio Tinto but the hard work starts now. Expected more M&A from Rio over time - they don’t do things to be 3rd, 4th or 5th.
Benchmark Mineral Intelligence retweeted
“Later this week, I will take historic action to dramatically expand production of critical minerals and rare earths here in the USA” - @realDonaldTrump @WhiteHouse
Centre stage.
Benchmark Mineral Intelligence retweeted
JB Straubel of @RedwoodMat receives the Benchmark Lifetime Achievement Award for services to the EV, battery and energy transition movement.
He follows Arnold @Schwarzenegger being the inaugural recipient and Prof Stanley Whittingham - the founding father of the lithium ion battery in 2023.
JB was instrumental developing the industry practices we now see in Tesla and the wider industry today: battery cell design, cell selection, supply chain management, and most crucially - The Gigafactory.
Without JB we wouldn’t have a scaled battery or EV industry we see today - real, profound impact.
He takes on the next great Giga challenge - battery recycling with Redwood.
@benchmarkmin #BenchmarkWeek2024
Benchmark Mineral Intelligence retweeted
🚨 Lithium ion battery prices fall to their lowest point ever - Benchmark @benchmarkmin 🚨
•Benchmark Lithium ion Battery Cell prices have fallen to $66.5$/kWh in September (Benchmark’s Global Weighted Average); falling just shy of 20% this year
•The biggest story is LFP falling to below the sixty-dollar mark to $59/kWh driven by rock bottom lithium prices; this is down from $96.2/kWh at the same time in 2023
•LFP prices have been quoted as low as $45/kWh with the lower end of the market in the sub-50-dollar range
When batteries become cheaper, more application emerge - especially the true beginning of the large scale energy storage market in 2024
With key battery raw materials all low, especially lithium, this trend won’t last forever.
Controlling the battery supply chain from cell all the way upstream to the mine is crucial to dominance in this lithium ion battery era.
This will be one of the biggest talking points at Benchmark Week in LA, 12-14 Nov > benchmarkevents.benchmarkmin…