Benchmark Mineral Intelligence, specialising in EV and battery supply chain research and insights, reports that 2.15 million electric vehicles (EVs) were sold globally in September 2026, bringing year ...
Both lithium chemical and feedstock prices fell notably across Q3 2026, extending the lithium price correction that began in Q2. A volatile decline through July gave way to a notable August rally, ...
Benchmark’s Manganese Sulphate (32%) EXW China prices moved within a tight band through Q3 2026. This followed a Q1 surge driven by high sulphuric acid prices and the cancellation of export tax ...
Caspar Rawles , Chief Operating Officer , Benchmark Mineral Intelligence; Bill Williams , Global Director of Business Development , BAC; Intissar Benzakour , Scientific Director , Managem Exploring ...
Omar El Amiri , Department of Energy Transition , Government of Morocco Insights into Morocco’s energy transition strategy and the development of its mining sector, including the policy frameworks and ...
In recent years, Africa has rapidly grown from a small player in the global battery supply chain to a strategically significant one, as global players begin to realise the potential of the region’s ...
Increased DRC exports led to cobalt hydroxide prices (CIF Asia) falling 31% to across Q3 to $17.25/lb ($38,030/tonne), while cobalt sulphate prices (EXW China) dropped nearly 30% to RMB 58,000/tonne ...
The strength of nickel prices seen in Q2 reversed this quarter amidst softening demand and fresh supply from Indonesia. Benchmark's data shows that nickel sulphate prices (EXW China) fell 13% since ...
Benchmark’s NCM Black Mass EXW China payables have fallen 4.9% since the end of Q2, from 77.0% to 73.3%. Benchmark’s LCO Black Mass EXW China payables fell even more sharply, down 7.5% and 13.2% ...
Light and heavy rare earth prices diverged sharply for much of Q3 2026. The BMI Praseodymium-Neodymium Oxide (PrNd) DDP China price eased by just 1% over the period, while the BMI PrNd CIF North ...
The divergence between natural and synthetic anode active material (AAM) prices observed earlier in the year stopped widening in Q3, with prices across both chemistries and all capacities remaining ...