News
China targets US rare earth and defence entities with export ban
2+ hour, 3+ min ago (144+ words) China targets US rare earth and defence-linked entities with dual-use export ban Benchmark Mineral Intelligence Senior Analyst - Rare Earths Senior Editor - Supply Chains & Data Visualisation China has added 10 US entities to its export control list, prohibiting exports of dual-use items…...
What does Jinzifeng'Huashan merger mean Jiangxi lithium supply?
2+ hour, 48+ min ago (121+ words) What does the Jinzifeng'Huashan merger mean for Jiangxi's lithium supply? Benchmark Mineral Intelligence Product Director - Lithium Senior Analyst - Lithium Senior Editor - Supply Chains & Data Visualisation Yongxing and Canmax have announced plans to merge two adjacent lepidolite mines in Jiangxi, China's…...
EU looking to close loophole for Chinese PHEVs
5+ day, 22+ hour ago (114+ words) Benchmark Mineral Intelligence Editor " Energy Transition Supply Chains The European Commission is looking to impose additional countervailing duties on PHEVs made in China, with an anti-subsidy investigation reportedly underway. Chinese BEVs have been subject to countervailing duties since late 2024 at…...
Li PF6 electrolyte price is a leading indicator of lithium prices
6+ day, 48+ min ago (114+ words) Benchmark Mineral Intelligence Senior Editor - Supply Chains & Data Visualisation As the lithium market continues to mature, participants are increasingly looking to untangle the speculative forces exacerbating volatility in lithium carbonate and hydroxide prices from true cell demand signals. The chemical…...
Could the Middle East become an anode supply chain hub?
6+ day, 22+ hour ago (124+ words) Benchmark Mineral Intelligence Research Manager - Anode Senior Editor - Supply Chains & Data Visualisation The Middle East is rapidly establishing itself as a key growth hub for the anode supply chain, underpinned by large-scale investments, strategic geographic positioning, and competitively priced energy....
US energy storage policy and manufacturing: LGES" Bob Lee
1+ week, 1+ day ago (83+ words) Benchmark Mineral Intelligence Jun 17, 2026 | 08: 27 Bob Lee, CEO, LG Energy Solution North America; Iola Hughes, Head of Research, Benchmark Mineral Intelligence As US energy storage demand accelerates, manufacturing flexibility is becoming a competitive advantage. In this interview, Iola Hughes speaks with…...
Key takeaways from Giga US 2026 with Benchmark CEO Andrew Miller
1+ week, 2+ day ago (54+ words) Key takeaways from Giga US 2026: Interview with Benchmark CEO Andrew Miller Benchmark Mineral Intelligence Jun 16, 2026 | 05: 57 Andrew Miller, CEO, Benchmark; Bryan Bille, Lead Policy and Geopolitical Analyst, Benchmark Benchmark CEO Andrew Miller discussed his key takeaways from the Giga US 2026 conference…...
Ex China silicon anode investment exceeds $1 billion since 2024
1+ week, 2+ day ago (94+ words) Benchmark Mineral Intelligence Research Manager - Anode Editor " Energy Transition Supply Chains Companies developing silicon-based anode technology have drawn more than USD $1. 29 billion in ex-China investment since Benchmark began tracking new investments into the industry in 2024. Benchmark's Energy Transition Capital Briefing…...
Advancing US critical minerals with software and autonomy
1+ week, 3+ day ago (75+ words) Interview with Mariana Minerals" Turner Caldwell Benchmark Mineral Intelligence Jun 15, 2026 | 22: 58 Turner Caldwell, co-founder and CEO, Mariana Minerals US critical minerals, mining software and autonomy are the focus as Bryan Bille interviews Mariana Minerals CEO Turner Caldwell. The discussion covers copper,…...
Critical minerals in Defense Tech
1+ week, 5+ day ago (85+ words) The Hidden Backbone of Military Power Benchmark Mineral Intelligence Jun 12, 2026 | 40: 20 Stacy Newstead, Materials Strategy & Risk Manager, Lockheed Martin; Eric Shields, Senior Battery Advisor, OUSD Industrial Policy; James Trevey, CTO, Forge Nano; Mark Smith, Chairman & CEO, Nio Corp; Daniel Fletcher-Manuel, Director…...