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⛏️ How do Rare Earths Power US Defense?
Rare earth elements are embedded in advanced military technology.
US military platforms such as the Arleigh Burke destroyer and Virginia-class submarine require thousands of kilograms of #REEs - 2,600kg and 4,600kg, respectively.
America First in the Battery Race | Giga USA 2025
“We have no choice but to make targeted, strategic investments in high-risk, high-reward projects to open new markets and develop advanced technologies.”
- US Senator Tom Cotton in discussion with Benchmark CEO Andrew Miller.
🔋 Benchmark data illustrates regional trends in #cathode production capacity
⬇️ CAM production capacity is set to grow 178% between 2024 and 2030
Read further analysis, drawing from Benchmark's independent cathode data and intelligence ➡️ source.benchmarkminerals.com/article/info...
🔋 CATL raised $4.6bn in a secondary listing in Hong Kong on May 20 - the world’s largest IPO year-to-date.
Read Benchmark analysis on the battery giant's global footprint ➡️ source.benchmarkminerals.com/article/catl...
For an expert deep-dive on #batteryrecycling, focusing on the shift towards #LFP, join Benchmark's free webinar:
LFP Recycling Unlocked: Powering the Circular Economy Future
Tuesday 17 June, 09:00 / 15:00 (GMT+1)
Secure your place➡️ benchmarkminerals.com/events/lfp-r...
China's dominance in battery recycling, illustrated by Benchmark data
Benchmark's Battery Recycling Forecast shows that in 2025, China is forecast to account for 78% of the world's battery pre-treatment capacity and 89% of #blackmass refining capacity.
⬇️ Our latest infographic with Visual Capitalist illustrates China's dominance in battery recycling.
Lithium ion battery cell production has erupted over the last decade, with the technology becoming a cornerstone of the #energytransition.
China identified its potential before all Western governments.
🔋 2015: 42GWh (China 50% market share)
🔋 2025: 1,400GWh (China 80% market share)
Cobalt sulphate EXW China Prices skyrocket week-on-week following DRC cobalt export ban
📈 Cobalt sulphate (EXW China) prices rally 27% W-O-W
🔎 The sharp price incline comes as impacts of the DRC's cobalt export ban begin to permeate across the market.
On March 5 2025, cobalt sulphate prices reached an average of $4,554/tonne - a level that hasn't been reached since March 2024.
Benchmark Mineral Intelligence is launching a Copper Service - Coming March 2024
Benchmark's new Copper Service will include a comprehensive forecast of copper supply, demand and prices to 2050.
Keep up to date with Benchmark's copper intelligence and this upcoming launch by signing up to our Copper Newsletter ➡️ www.benchmarkminerals.com/newsletters
