Category Archives: EV

A new era for commodities as sustained lithium price run marks onset of EV demand – Benchmark Minerals

Prices of lithium carbonate, a key lithium ion battery raw material, have increased nearly 40% in the last 12 months as a wave of global electric vehicle (EV) production begins to have a sustained impact on the industry. Benchmark Mineral Intelligence’s Lithium Carbonate South America (99%, FOB) price – a region which accounts for 68% […]

Plight of the PRA and how Benchmark became the lithium industry’s reference price

Since its inception in 2014, the rise of Benchmark Mineral Intelligence as the lithium industry’s reference price has been the ideal case study for how the commodities publishing industry is changing. Scandals such as libor and credit ratings fixes have brought scrutiny (and with it a police raid) on commodity price publishers. This has resulted […]

Mining Journal’s Top 20 Most Influential People in Mining 2017; Benchmark Mineral Intelligence gets honorable mention

Benchmark Mineral Intelligence received an honorable mention in Mining Journal’s annual ranking of the most influential people in the mining industry for 2017. China’s premier, Xi Jinping, claimed to top spot with US president Donald Trump, second. Meanwhile Elon Musk, founder and CEO of Tesla, made his first appearance in the top 10 placing 7th. […]

Al Gore’s fund releases EV, batteries and sustainability report using Benchmark Mineral Intelligence data

Al Gore’s fund, Generation Investment Management, has released a new report outlining the opportunities in sustainability trends such as electric vehicles (EVs), lithium ion batteries, and renewable energy. The report uses Benchmark Mineral Intelligence data on lithium ion battery megafactories being built around the world and trading activities in Asia. “The past few years has […]

Goldman Sachs: Wind & solar the “new shale gas”

Leading investment bank publishes The Low Carbon Economy // Benchmark advises on the lithium and battery supply chains // Solar and wind “the new shale gas” // Albemarle and Tesla identified as investment targets // ——————————— Goldman Sachs has declared wind and solar power industries the “new shale gas” in its first ever published opinion on […]

Tesla’s Elon Musk: More Gigafactory lithium deals to come, potentially Nevada

Tesla Motors’ CEO Elon Musk has admitted the company is pursuing lithium deals in Nevada. Tesla is looking to add to the conditional deal it struck with Bacanora Minerals / Rare Earth Minerals and Musk was forced to admit last night on Twitter that Nevada projects are being considered. Last week’s lithium supply deal with […]