Benchmark Mineral Intelligence

Mine to grid battery supply chain intelligence. Trusted data, global coverage, and the largest analyst team specialising in energy transition supply chains.

[Benchmark Mineral Intelligence @benchmarkmin]

We sat down with Senior Research Analyst, Pete Tillotson, to hear his top takeaways from the Q2 U.S. Energy Storage Market Outlook released last week by Benchmark and Solar Energy Industries Association (SEIA).

To access the full report, contact us: https://t.co/5Ig8NdVIna

[Benchmark Mineral Intelligence @benchmarkmin]

China's rare earth export controls remain in place after the US-China summit - with Washington quietly dropping its claim that China is committed to eliminating restrictions.

👉 Read Benchmark's full analysis with a free account: https://t.co/I4GcnNhohd

[Benchmark Mineral Intelligence @benchmarkmin]

💻 Watch the full episode here: https://t.co/M8rhXSKTNL

[Benchmark Mineral Intelligence @benchmarkmin]

Benchmark's Carlos Piniero Cruz joined Joe Webb (MDF Global) on Critical Minerals Podcast to discuss copper market trends and the most pressing supply bottlenecks - including the ~17 year lead time for getting new projects online.

Watch a clip below.

[Benchmark Mineral Intelligence @benchmarkmin]

🚀 Benchmark's new Lithium Price Risk Monitor is a monthly Value at Risk (VaR) analysis for #lithium hydroxide, carbonate, and spodumene, providing a quantified, defensible view of price exposure across the forward curve.

Get the first report free ➡️ https://t.co/UG1919tRPH

[Benchmark Mineral Intelligence @benchmarkmin]

It has been widely discussed in the battery materials market that lithium hydroxide commands a structural premium over lithium carbonate.

The logic is intuitive. Yet Benchmark’s data tells a different story.

👉 Read more in our free report: https://t.co/CslZlVqupT

[Benchmark Mineral Intelligence @benchmarkmin]

At current prices, how much of the lithium project pipeline is viable?

👇 Our analysts discuss below.

Watch the full interview here: https://t.co/FyV2NpX0Sc

[Benchmark Mineral Intelligence @benchmarkmin]

💲 Benchmark launches Lithium Forward Curves

Providing a market-derived consensus view of where prices are heading, from 1, 2, 3, 6 and 12 months ahead.

Built from the aggregated positions of the largest producers, refiners and traders.

Read more ➡️
https://t.co/Nx2QSYJy3x

[Benchmark Mineral Intelligence @benchmarkmin]

📈 Over $3 trillion is projected to be spent on data centres globally over the next 5 years.

The rapid AI infrastructure expansion is reshaping #BESS, LFP, copper and #lithium market dynamics.

Our next webinar unpacks the latest - join us on April 30 ➡️ https://t.co/3CVij2exCg

[Benchmark Mineral Intelligence @benchmarkmin]

Listen on Spotify ➡️ https://t.co/mpLdSyhUm7

Listen on Apple Music ➡️ https://t.co/apaVc23SgU

[Benchmark Mineral Intelligence @benchmarkmin]

Benchmark's Iola Hughes recently featured on Solar Energy Industries Association's Good Energy podcast to discuss the findings of our new collaborative report - the US Energy Storage Market Outlook.

Links to listen below ⬇️

#BESS #energystorage

[Benchmark Mineral Intelligence @benchmarkmin]

“The EU Battery Regulation is effectively redrawing the rules of participation, linking market access to traceability, carbon intensity, recycled content and due diligence. Scale will matter, but compliance will determine who can actually compete.”

#GigaEurope

[Benchmark Mineral Intelligence @benchmarkmin]

🌎 The US resists rapid global expansion of Chinese #EV market share.

Protectionist measures have kept Chinese imports at less than 1% of BEV sales, with 84% of vehicles supplied by North American production.

Our data shows the regional rise of Chinese-made BEVs since 2018.

[Benchmark Mineral Intelligence @benchmarkmin]

🔋Between 2020-2025, #gigafactory capacity grew six-fold, and it is forecast to grow another 118% by 2030.

To celebrate International Battery Day, our experts examined how the top five battery producers have shifted since 2020, and which are set to hold top positions in 2030.

[Benchmark Mineral Intelligence @benchmarkmin]

2,500+ Prices. Real-time analysis, from mine to grid.

Introducing Intelligence: Combining the breadth of Benchmark’s price coverage with the depth of our analytical content, in one integrated platform.

Arrange a free demo with our team ➡️ https://t.co/3EGf1nbb8u

[Benchmark Mineral Intelligence @benchmarkmin]

⚡ What has one year of Trump meant for US critical mineral and #battery supply chains?

Our free-to-read Special Issue breaks down every major milestone so far.

Download now ➡️ https://t.co/2UWNDjdr04

[Benchmark Mineral Intelligence @benchmarkmin]

Gain unmatched visibility into the global storage market with Benchmark's BESS Service ➡️ https://t.co/WImRngxeep

[Benchmark Mineral Intelligence @benchmarkmin]

🔋 In December 2025 alone, BESS installations in China surpassed the US' 2025 total.

Considering the US is the world’s second largest storage market, this underlines the sheer scale of China’s dominance in BESS deployment.

[Benchmark Mineral Intelligence @benchmarkmin]

@VisualCap For context behind the numbers, read Benchmark analysis: https://t.co/lOiY5Tr5QT

[Benchmark Mineral Intelligence @benchmarkmin]

🌎 Visualising critical mineral refining out to 2030

Benchmark data illustrates China's processing power, revealing that the country is forecast to account for the vast majority of refined critical mineral supply by 2030, with the exception of nickel and copper.

@VisualCap