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📍Lithium Prices: Live from London
EXW China lithium carbonate prices have fallen to $19.68/kg, with hydroxide down to $18.73/kg.
Benchmark Principal Analyst, Adam Megginson, breaks down today's lithium price movements 👇
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🚀 Introducing Benchmark’s AI Connector
Access our world-leading energy market data inside the tools native to your workflow: Claude, ChatGPT, Copilot and more.
Instant, analyst-verified output from a source you can trust.
Learn more: eu1.hubs.ly/H0ywLhf0
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Learn more and activate with a subscription: benchmarkminerals.com/benchm…
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Structural shifts in energy policy, technology, and global power demand have brought uranium to an inflection point.
Benchmark's new Special Issue examines the supply/demand drivers that are shaping the modern uranium market.
Read with a free account: eu1.hubs.ly/H0yntmQ0
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Benchmark’s Q3 forecast reveals an important market shift - BESS cell supply outstripping demand.
Our data sample examines why this is happening, the validity of oversupply concerns, and wider implications for this growth market.
Request a copy here: eu1.hubs.ly/H0xH-jX0
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🛩️ Battery demand from defence applications reached 4.34GWh in 2025, with drones accounting for ~40%.
Benchmark's NRMM Forecast now covers defence-specific battery demand by segment.
Request a sample here: eu1.hubs.ly/H0xzwL_0
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The rare earths market is no longer shaped by the total rare earth oxide volume in an asset - but the availability of the magnet material within it.
Our new rare earths cost curve addresses this evolution in project economics.
Request a sample here: eu1.hubs.ly/H0xqVp00
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Benchmark's 2025 EV sales forecast modelled both the surge and the crash within 1% of market reality.
Data Manager, Charles Lester, breaks down how we projected the impact of US tax credits last year.
Request a sample of our EV & Battery Forecast ➡️ eu1.hubs.ly/H0xqtk90
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🛩️ Benchmark's NRMM Forecast has added a new #battery demand block focused on defence applications.
Defence demand is analysed across soldier power, vehicles, bases, drones, weapons and space - down to cathode and anode chemistry.
➡️ Request a sample: eu1.hubs.ly/H0x31pj0
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The rapid expansion of AI and cloud computing has triggered an unprecedented surge in data centre construction.
Benchmark’s new Special Issue analyses how this growth is reshaping market dynamics for BESS, cells and raw materials.
👉 Unlock the report: eu1.hubs.ly/H0wZcT30
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The DRC has produced almost 3 million tonnes of copper since 2010.
Much of this came from major projects such as Kamoa Kakula. But smaller SX-EW operations, able to get off the ground faster, also played a defining role.
➡️ Request a sample to read more: eu1.hubs.ly/H0wpj0D0
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Day two of #GigaUS is underway!
Before the action begins on-stage, we caught up with Benchmark CEO Andrew Miller to get hear his main take-home message from day one.
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What's the headline story from our latest Copper Briefing?
We caught up with Benchmark's Albert Mackenzie to find out.
👉 Request a sample of our Copper Briefing to see one of many features included in Benchmark's comprehensive Copper Service: eu1.hubs.ly/H0v-W4q0
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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: eu1.hubs.ly/H0vK-Vh0
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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: eu1.hubs.ly/H0vHVds0
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🚀 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 ➡️ eu1.hubs.ly/H0v9gN40
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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: eu1.hubs.ly/H0v62vn0
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At current prices, how much of the lithium project pipeline is viable?
👇 Our analysts discuss below.
Watch the full interview here: eu1.hubs.ly/H0tYX0P0
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