Benchmark Mineral Intelligence

Article | Jul 07, 2026 | 3 min read

US considering ban on Chinese inverters

The US is reportedly considering a ban on Chinese-made inverters, citing security risk concerns similar to those outlined by the European Commission in May. Inverters are a key component of solar installations, converting the DC generated by photovoltaics into AC for the grid. As such devices interface directly with critical grid infrastructure, US officials have expressed concerns that connected Chinese hardware could pose a security threat.

ESS Solar PV

Article | Jun 26, 2026 | 4 min read

China’s 15th Five-Year Plan for New Energy System Development: Key Takeaways

China’s government has released its latest Five-Year Plan for New Energy System Development, setting out a range of new 2030 targets for its energy markets, including storage, generation and consumption. “The plan sets conservative and in-line new energy targets, serving more as a policy floor rather than a strict ceiling,” said Calvin Xu, a BESS analyst at Benchmark. “Supported by strong industry momentum, actual installations and deployments have consistently outperformed official goals during the previous five-year plan.” The plan is largely focused on “reinforcing market certainty” by providing “clear long-term development direction across renewables, energy storage, grid integration and power market reform,” Xu explained. Upcoming provincial targets and implementation rules are expected to provide more granular detail.

ESS China

Article | Feb 23, 2026 | 4 min read

NEW REPORT: US adds 58GWh of new energy storage capacity in 2025, largest single year of new battery capacity on record

Inaugural Report Demonstrates Critical Role Energy Storage Plays in Ensuring Grid Reliability and Keeping Energy Prices Down

Batteries USA

Article | Feb 05, 2026 | 3 min read

Tesla to discontinue the Model S and X as it pivots towards humanoid robots

Production of the Model S and Model X will cease at the end of Q2 2026, with Tesla to repurpose the floor space at its Fremont production facility for Optimus, its humanoid robot, assembly.

EV Tesla

Video

Benchmark Opening Keynote: Welcome to Giga US 2026

08:26

Jun 10, 2026

Benchmark Opening Keynote: Welcome to Giga US 2026

Andy Miller, CEO, Benchmark

39:08

Mar 03, 2025

Mine to Grid: Copper

Shan Tomouk, BESS and Energy Research Lead - Rho Motion; Daan de Jonge, Product Director - Benchmark; Piotr Kulas, Principal Supply Analyst, Copper - Benchmark; Mike Finch, Head of Strategic Initiatives - Benchmark (Chair)

25:33

Dec 17, 2024

Rare earths spotlight panel

Sean Grixti, Director, Circular Partnerships, Cyclic Materials; William Izod, Vice President, Rare Earth Industry Association; Mike Finch, Head of Strategic Initiatives, Benchmark; Christine Burow, Chief Marketing Officer, Torngat Metals; Emma Bishop, Vice President, Venn Strategies (Chair)

Briefings

Monthly | Jul 03, 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.

Monthly | Jul 16, 2026

Energy Indicators

The Strait of Hormuz is back at the centre of concerns over energy supplies after Iran launched fresh attacks on shipping in the waterway. Oil prices have increased since the attacks and subsequent US retaliation, though they remain below the US$80 a barrel mark. Iran has also threatened to block all Middle Eastern energy exports in response to a reimposed US blockade of its own, with fresh threats against Red Sea shipping.

Monthly | Jul 02, 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.

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.