Accessible version Chemicals Lithium conference takeaways and battery plays in Chem-Land Industry Overview Li-B Conference highlights China's midstream dominance We attended Benchmark Minerals' "Benchmark Summit 2025" in Columbus, where battery raw material sessions highlighted that while mined supply of critical materials (Li, Ni, Co, Gr) is becoming more geographically diverse, refining remains overwhelmingly dominated by China (67% for lithium). North America's mining and refining base is growing (Benchm ...