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Benchmark Mineral Intelligence @benchmarkminerals.bsky.social · 01/08/2025

⛏️ 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.

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Benchmark Mineral Intelligence @benchmarkminerals.bsky.social · 04/06/2025

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.

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Benchmark Mineral Intelligence @benchmarkminerals.bsky.social · 29/05/2025

🔋 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...

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Benchmark Mineral Intelligence @benchmarkminerals.bsky.social · 22/05/2025

🔋 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...

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Benchmark Mineral Intelligence @benchmarkminerals.bsky.social · 19/05/2025

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.

China's dominance in battery recycling, illustrated by Benchmark data

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Benchmark Mineral Intelligence @benchmarkminerals.bsky.social · 26/03/2025

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)

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Benchmark Mineral Intelligence @benchmarkminerals.bsky.social · 06/03/2025

📈 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.

Cobalt sulphate EXW China Prices skyrocket week-on-week following DRC cobalt export ban

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Benchmark Mineral Intelligence @benchmarkminerals.bsky.social · 05/03/2025

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

Benchmark Mineral Intelligence is launching a Copper Service - Coming March 2024

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