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47:22
Jun 25, 2026
Quantifying Lithium Price Risk: What Benchmark’s Forward Curve Tells Us About H2 2026
Adam Megginson, Daniel Fletcher-Manuel, Dr Cameron Perks, Benchmark
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Jun 25, 2026 · 47:22 min
Quantifying Lithium Price Risk: What Benchmark’s Forward Curve Tells Us About H2 2026
Adam Megginson, Daniel Fletcher-Manuel, Dr Cameron Perks, Benchmark
Jun 25, 2026 · 47:22 min
Quantifying Lithium Price Risk: What Benchmark’s Forward Curve Tells Us About H2 2026
Jun 25, 2026 · 3 min read
China targets US rare earth and defence-linked entities with dual-use export ban
Jun 24, 2026 · 4 min read
Copper supply expansion since 2010 offers reassurance on market tightness concerns
Jun 23, 2026 · 3 min read
China's battery exports reach $40bn in first five months of 2026 as new markets emerge
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Article | Jun 25, 2026 | 3 min read
China targets US rare earth and defence-linked entities with dual-use export ban
China has added 10 US entities to its export control list, prohibiting exports of dual-use items from China to those companies with immediate effect from 22 June 2026. The Ministry of Commerce named rare earth and magnet developers MP Materials and USA Rare Earth in addition to eight other companies in defence-related industries. The measure is entity-specific rather than a blanket restriction on rare earth exports to the US. Beijing positioned the move as a response to recent US actions targeting Chinese military-linked companies, including additions to the Pentagon’s 1260H list. In practice, the policy escalates previous licensing controls into a full prohibition on dual-use exports to the named firms.
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Article | Jun 24, 2026 | 4 min read
Copper supply expansion since 2010 offers reassurance on market tightness concerns
The copper market is often feared to be at risk of a structural shortage leading to near term market tightness. However, these concerns have often proved to be overblown as historically the supply gaps have been filled. The slow speed at which new mine supply can come online and the expectation for rapidly growing demand from global electrification and accelerating AI adoption reinforces the narrative, and perhaps the price signal, that copper supply is scarce. However, this view may be too focused on how Western mines and Western companies invest in the copper space. Indeed, over the last 15 years, Chinese companies have demonstrated their ability to deploy capital and ramp up mines around the world faster than the conventional 10–20 years considered standard by countries in the West.
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Article | Jun 23, 2026 | 3 min read
China's battery exports reach $40bn in first five months of 2026 as new markets emerge
China's lithium ion battery exports reached US$8 billion in May 2026, up 37% year-on-year (YOY), bringing the year to May total to $40 billion. That marks a 45% increase on the same period in 2025. According to China Automotive Battery Innovation Alliance (CABIA) data, exports reached 29GWh in May, taking the Jan–May total to 145GWh. The year to May figures reflect a front-loaded quarter. March exports hit a record $9.7 billion, likely driven in part by exporters pulling forward shipments ahead of the 1 April cut to the battery export rebate. Levels normalised in April and May, but remain well ahead of the same months in 2025.
Latest
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Article | Jun 25, 2026 | 3 min read
What does the Jinzifeng–Huashan merger mean for Jiangxi’s lithium supply?
Yongxing and Canmax have announced plans to merge two adjacent lepidolite mines in Jiangxi, China's largest lithium-mica hub, in a deal Benchmark expects to delay fresh lithium supply in the near term even as it unlocks substantial output over the longer term. Under the deal, Canmax subsidiary Yichun Shengyuan Lithium will inject its Jinzifeng mine, valued at RMB 2.7 billion (~$396 million), into Yongxing's Huaqiao Mining in exchange for a 50% stake, with both parties then applying for a single unified mining right designed for 18 million tonnes of ore per year.
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Article | Jun 23, 2026 | 4 min read
Why the US is becoming a rare earth mine-to-magnet destination
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Video | Jun 23, 2026 | 2 min read
US deep sea mining policy: Interview with The Metals Company’s Craig Shesky
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Video | Jun 23, 2026 | 2 min read
Real estate and US reindustrialisation: Interview with Savills’ Ken Biberaj
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Article | Jun 22, 2026 | 3 min read
FERC's large load order puts battery flexibility at the centre of US grid policy
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Article | Jun 19, 2026 | 3 min read
EU looking to close loophole for Chinese PHEVs
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Article | Jun 19, 2026 | 3 min read
Why LiPF6 electrolyte prices are a leading indicator of lithium prices
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Article | Jun 18, 2026 | 3 min read
Could the Middle East become an anode supply chain hub?
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Article | Jun 18, 2026 | 3 min read
Manganese Metal Company begins commissioning South Africa’s first battery-grade manganese sulphate plant
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Article | Jun 18, 2026 | 3 min read
VW Group begins mass production of its small segment EVs
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Article | Jun 17, 2026 | 3 min read
Chinese OEM energy storage offtakes in H1 2026 quadruple compared to H1 2025
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Video | Jun 17, 2026 | 2 min read
US energy storage policy and manufacturing: Interview with LG Energy Solution’s Bob Lee
Data Visualisation
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Article | Jun 24, 2026 | 4 min read
Copper supply expansion since 2010 offers reassurance on market tightness concerns
The copper market is often feared to be at risk of a structural shortage leading to near term market tightness. However, these concerns have often proved to be overblown as historically the supply gaps have been filled. The slow speed at which new mine supply can come online and the expectation for rapidly growing demand from global electrification and accelerating AI adoption reinforces the narrative, and perhaps the price signal, that copper supply is scarce. However, this view may be too focused on how Western mines and Western companies invest in the copper space. Indeed, over the last 15 years, Chinese companies have demonstrated their ability to deploy capital and ramp up mines around the world faster than the conventional 10–20 years considered standard by countries in the West.
Article | Jun 22, 2026 | 3 min read
FERC's large load order puts battery flexibility at the centre of US grid policy
Article | Jun 19, 2026 | 3 min read
EU looking to close loophole for Chinese PHEVs
Article | Jun 19, 2026 | 3 min read
Why LiPF6 electrolyte prices are a leading indicator of lithium prices
Video
47:22
Jun 25, 2026
Quantifying Lithium Price Risk: What Benchmark’s Forward Curve Tells Us About H2 2026
Adam Megginson, Daniel Fletcher-Manuel, Dr Cameron Perks, Benchmark
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10:00
Jun 23, 2026
Real estate and US reindustrialisation: Interview with Savills’ Ken Biberaj
Ken Biberaj, Executive Managing Director, Savills; Bryan Bille, Lead Policy and Geopolitical Analyst, Benchmark
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21:05
Jun 23, 2026
US deep sea mining policy: Interview with The Metals Company’s Craig Shesky
Craig Shesky, Chief Financial Officer, The Metals Company; Bryan Bille, Lead Policy and Geopolitical Analyst, Benchmark
Briefings
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Quarterly | Jan 26, 2026
Battery Snapshots
Welcome to your Quarterly Battery Snapshot, part of your Benchmark Source subscription. This snapshot outlines and charts the key trends across the cell, cathode and anode markets. The data and insights in this snapshot draw on Benchmark’s Q4 2025 forecasts. Demand trends Supply trends Market balances
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Quarterly | May 01, 2026
Battery Minerals Snapshots
Welcome to the Benchmark Battery Minerals Snapshot. This briefing, part of your Benchmark Intelligence subscription, provides an overview of the key trends and dynamics that shaped battery raw material markets in the last quarter. The insights are drawn from Benchmark’s suite of battery raw material forecast reports.
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Monthly | Jun 08, 2026
China Briefings
Welcome to the Benchmark China Briefing. This briefing, part of the Benchmark Source subscription, provides a monthly deep-dive on key developments in China. The insights are drawn from Benchmark’s suite of upstream, midstream, and downstream reports and assessments, providing a holistic view of China's lithium-ion battery and electric vehicle (EV) supply chains.
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Monthly | Jun 17, 2026
Energy Indicators
Brent crude prices remain elevated this month, as US President Donald Trump’s visit to China appears not to have produced a breakthrough on an end to the Iran war and a relaxation of tensions in the Strait of Hormuz. US oil exports rose to their highest ever level as European and Asian demand grew as a result of the squeeze on Middle Eastern supply.
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Monthly | May 29, 2026
Energy Transition Capitals
Welcome to Energy Transition Capital Monthly , part of your Benchmark Intelligence subscription. This report tracks companies related to the energy transition going public through IPOs or mergers via SPACs, as well as company share prices and broader industry trends through indices and funding data. It provides a comprehensive overview of the past month’s listings and announcements.
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Quarterly | May 12, 2026
Profitability Heatmaps
Welcome to Benchmark’s “Energy Transition Profitability Heatmap”. This heatmap evaluates the operating margin of listed companies across the EV & Battery supply chain. By focusing on operating margin, it provides a clear lens into the core performance of businesses.
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Quarterly | May 12, 2026
Automaker League Tables
This briefing tracks EV unit retail sales of the top 20 EV automakers separating sales between China and the ROW. It is updated on a quarterly basis.
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Monthly | Jun 16, 2026
Geo Economic And Policy Briefings
This is your monthly geo-economic and policy briefing, part of your Benchmark Intelligence subscription. Every month, this briefing examines the key geo-economic and policy trends shaping the mine-to-grid supply chains, from critical minerals to electric vehicles (EVs).
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Video | Jun 16, 2026 | 2 min read
Key takeaways from Giga US 2026: Interview with Benchmark CEO Andrew Miller
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Article | Jun 16, 2026 | 5 min read
Global EV sales reach 1.8 million units in May 2026
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Article | Jun 15, 2026 | 3 min read
Investment into silicon anode firms exceeds $1 billion outside China since 2024
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Video | Jun 15, 2026 | 2 min read
Advancing US critical minerals with software and autonomy: Interview with Mariana Minerals’ Turner Caldwell
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Video | Jun 12, 2026 | 2 min read
Investment Panel: Accelerating investment in critical mineral supply chains crucial for economic competitiveness and national security
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Video | Jun 12, 2026 | 2 min read
Regional Focus Presentation: The growing role of Australian critical materials
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Video | Jun 12, 2026 | 2 min read
Regional Focus Presentation: The growing role of Brazilian critical minerals in securing global supply
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Video | Jun 12, 2026 | 2 min read