Benchmark Mineral Intelligence

💻 Cracking the Graphite Cost Code: Understanding the Economics of EV Battery Anodes Don’t miss our upcoming webinar, where Benchmark experts will present proprietary cost-based analysis to establish and predict natural and synthetic #graphite prices. 📅 Thursday 6 March 🕘 09:00 or 15:00 (GMT) ➡️ Register now: https://lnkd.in/eG-RTDAg

New Special Issue - Solid-State, Sodium ion, Silicon Anodes Benchmark’s latest Special Issue unpacks the strengths and weaknesses of three of this decade's most prevalent battery technologies. Coverage includes: ⚡ Silicon #anodes and solid-state batteries: How do they push the boundaries of energy density? 🔋 Sodium ion batteries: Potential for improved safety, longer cycle life and more sustainable raw materials 🌏 Are emerging technologies the West's opportunity to counter China’s battery dominance? Request a free copy today ➡️ https://lnkd.in/eSHrx3h8 Thanks to our sponsors: Dragonfly Energy Corporation, AMG Lithium GmbH, Anguil Environmental Systems, Inc., Echion Technologies and Livium Ltd

💡 The latest edition of Benchmark and Rho Motion's Mine to Grid video series moves away from batteries and shifts focus onto motors - bridging #rareearths and #electricvehicle applications. Coverage includes: 🔹 Downstream demand from the #EV market 🔹 Rare earths supply diversification and the impact on prices 🔹 The expansion of rare earths projects outside of China This video is available now. Request to receive a free copy direct to your inbox, combining presentations with analyst roundtable discussion ➡️ https://lnkd.in/escrVX7n

The Benchmark World Tour is underway in Sydney 🌏 Dr Cameron Perks, Benchmark's Lithium Product Director, kicks things off with a focus on the upstream in his presentation dissecting the role of #criticalmineral mining and refining in the #energytransition. Next stops ➡️ Melbourne, February 19 and Perth, February 21.

💡 Mine to Grid: Anode - Video Available Now In our latest Mine to Grid video, Benchmark and Rho Motion analysts examine the #anode supply chain, from raw material mining and processing through to downstream application. This session includes coverage of: 🔸 Downstream market trends across key demand sectors 🔸 Developments in emerging technologies such as silicon #anodes 🔸 The increasing influence of geopolitics on the anode supply chain 🔸 The build out of ex-China #graphite supply Request to receive a free copy direct to your inbox, combining data visualisations with analyst roundtable discussion ➡️ https://lnkd.in/escrVX7n

Giga USA returns to Washington DC 🌎 June 3-4 2025 With Trump re-elected, the future of #battery policy, trade and #criticalmineral supply chains is under scrutiny. How could the Republican administration reshape the Inflation Reduction Act, global alliances and domestic #EV growth? Join us at #GigaUSA this June, where government officials, industry leaders and financiers will uncover what’s next for the US battery supply chain. Book now to save £500 with our Super Early Bird rate ➡️ https://lnkd.in/g3jyaHZX Speaker announcements and agenda details coming soon...

🔋 What does it take to build a competitive #battery supply chain outside of China? Benchmark's Dr Cameron Perks and Terry Scarrott will share their market expertise at our final run World Tour events in Australia next week, before this event series transitions into Benchmark Summit. Tickets are free and limited spaces remain. Join us in Sydney, Melbourne or Perth - details below ⬇️

💡 Benchmark is pleased to welcome Jonathan V., Rio Tinto's Director of External Affairs (Europe) to the Giga Europe 2025 speaker lineup. Jonathan will be contributing to the panel session - Mining Leadership: Enabling Europe to unlock resources and build secure, sustainable supply chains. Giga Europe is fast approaching, coming to Brussels on 18-19 March. Join us for two days of mine-to-grid supply chain analysis, networking, and dealmaking. Learn more and purchases your delegate pass ➡️ https://lnkd.in/eB3AGpgk

💲 Non-needle pet coke prices rally amid Chinese New Year restocking Non-needle petroleum (pet) coke prices rallied in January 2025 to their highest level since August 2023, on the back of strong demand from Chinese #anode manufacturers. On a month-on-month basis: ↗️ Medium sulphur pet coke (DDP China) prices increased 16% ↗️ Calcined pet coke (DDP China) prices increased 20% ↗️ Pre-calcined pet coke (DDP China) prices rose 26% “After most of 2024 saw coke prices fall, an uptick in demand for #battery anode feedstock in Q4 2024 has been accelerated by a tighter supply picture and restocking activity ahead of Spring Festival in China.” - Benchmark Senior Analyst, Adam Megginson. 💡 This data draws from Benchmark's Synthetic Graphite Price Assessment, publishing IOSCO-assured prices every month with expert rolling market commentary.

📣 Benchmark to increase publishing frequency of spodumene prices to weekly Beginning 12 February 2025, Benchmark will publish weekly market price assessments of its FOB Australia spodumene price grade within the parameters of our IOSCO compliant #lithium price methodology. “We are proud of our reputation for matching price assessment frequency to actual market dynamics." "Benchmark’s weekly spodumene price assessments provide market participants with the most granular and timely price insights available, enabling the industry to act decisively and with confidence." - Daniel Fletcher-Manuel, Benchmark's Director of Prices and Data. Read more about the coverage included in Benchmark's Lithium Price Assessment, empowering supply contract settlement, indexation and risk management ⬇️ https://lnkd.in/e_Jc8xf7