Benchmark Mineral Intelligence

Listen on Spotify ➡️ open.spotify.com/episode/1ZLTHp… Listen on Apple Music ➡️ podcasts.apple.com/us/podcast/the…

Benchmark's Iola Hughes recently featured on Solar Energy Industries Association's Good Energy podcast to discuss the findings of our new collaborative report - the US Energy Storage Market Outlook. Links to listen below ⬇️ #BESS #energystorage

“The EU Battery Regulation is effectively redrawing the rules of participation, linking market access to traceability, carbon intensity, recycled content and due diligence. Scale will matter, but compliance will determine who can actually compete.” #GigaEurope

🌎 The US resists rapid global expansion of Chinese #EV market share. Protectionist measures have kept Chinese imports at less than 1% of BEV sales, with 84% of vehicles supplied by North American production. Our data shows the regional rise of Chinese-made BEVs since 2018.

🔋Between 2020-2025, #gigafactory capacity grew six-fold, and it is forecast to grow another 118% by 2030. To celebrate International Battery Day, our experts examined how the top five battery producers have shifted since 2020, and which are set to hold top positions in 2030.

2,500+ Prices. Real-time analysis, from mine to grid. Introducing Intelligence: Combining the breadth of Benchmark’s price coverage with the depth of our analytical content, in one integrated platform. Arrange a free demo with our team ➡️ eu1.hubs.ly/H0rv-nB0

⚡ What has one year of Trump meant for US critical mineral and #battery supply chains? Our free-to-read Special Issue breaks down every major milestone so far. Download now ➡️ eu1.hubs.ly/H0r8fsP0

Gain unmatched visibility into the global storage market with Benchmark's BESS Service ➡️ benchmarkminerals.com/lp/bess-service

🔋 In December 2025 alone, BESS installations in China surpassed the US' 2025 total. Considering the US is the world’s second largest storage market, this underlines the sheer scale of China’s dominance in BESS deployment.

@VisualCap For context behind the numbers, read Benchmark analysis: source.benchmarkminerals.com/article/visual…

🌎 Visualising critical mineral refining out to 2030 Benchmark data illustrates China's processing power, revealing that the country is forecast to account for the vast majority of refined critical mineral supply by 2030, with the exception of nickel and copper. @VisualCap

Merry Christmas from Team Benchmark! Wishing an enjoyable festive season to all those celebrating.

📣 Giga Europe is returning to Brussels in 2026 Join industry leaders from across the #EV #battery supply chain for two days of networking, dealmaking, and data-driven insights. Book now and save £500 with our Super Early Bird offer ➡️ eu1.hubs.ly/H0qrxvN0

⛏️ New copper cost analysis from Benchmark Benchmark’s asset‑level analysis of #copper costs enables subscribers to evaluate C1 to C3 costs and AISC across global #mining operations. To learn more, contact us ➡️ eu1.hubs.ly/H0qrBts0

Redefining the way we power our world starts with critical minerals, batteries and electrification. But new energy supply chains are complex and opaque. Benchmark is the definitive source of mine-to-grid energy transition market data. Smarter supply chain decisions start here.

⚡ Benchmark (BMI) lithium and cobalt futures are now live on Intercontinental Exchange (ICE), bringing exchange trading with confidence to these volatile battery material markets. Need help getting started? Contact Benchmark for guidance ➡️ eu1.hubs.ly/H0pY43F0

⬇️ The largest #BESS project in Saudi Arabia uses 2,618 MWh of LFP cells - matching the raw material requirements of 30,000 #EV batteries. Join Benchmark's webinar on 2 December to understand the dynamics underpinning the acceleration of energy storage➡️ eu1.hubs.ly/H0q2jj60

Battery storage isn't just growing as an industry, the project sizes we see are also growing year after year. BESS deployments have increased over 40% YTD and giga-scale projects are becoming a driving force behind this.

Happy Thanksgiving! Benchmark wishes all those celebrating a wonderful holiday.

🔎 How can futures contracts protect against low battery material prices? ⬇️ @CDMRawles, explained this tool compared to government support at #BenchmarkWeek in LA. Learn more about: BMI Lithium Futures > eu1.hubs.ly/H0pY9YG0 BMI Cobalt Futures > eu1.hubs.ly/H0pY7cH0