Category Archives: Lithium

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 […]

Toronto: new speakers announced for battery supply chain seminar

The agenda for Benchmark Mineral Intelligence’s battery supply chain seminar in Toronto will now include Syrah Resources, the Australian graphite developer following its A$211m raising, and Western Lithium which recently revealed its planned merger with Lithium Americas. The free meeting will take place on Thursday 24 September at One King West Hotel & Residence in Toronto’s downtown and will discuss the […]

Chart: Panasonic predicts lithium-ion utility storage surge

One of the world’s leading battery manufacturers, Panasonic Corp, is predicting significant growth in emerging markets for lithium-ion batteries. The company, which is the sole partner for Tesla Motors’ Gigafactory in the US, is expecting growth of 74.9% CAGR in utility (stationary storage) – batteries that can power your home or office block – and […]

Europe’s conflict minerals conundrum

The EU will have to tread carefully when considering which minerals and countries to include in its upcoming conflict minerals legislation. Many of these industries are niche and inflexible meaning any swift and significant change will likely have a negative impact on the EU and on the source country that the legislation is designed to […]

Benchmark World Tour dates announced

Dissecting the battery revolution: Free, global seminars focusing on battery raw materials, supply chain challenges and opportunities > SPONSOR & SPEAK > DOWNLOAD THE BROCHURE  Dates* London  10 September 2015 (click to attend) New York  17 September 2015 (click to attend) Toronto   24 September 2015 (click to attend) Vancouver  1 October 2015 (click to attend) Hong Kong  8 […]

Benchmark #2 launched: Europe’s conflict crackdown

Download our Q2 magazine which analyses the crackdown on conflict minerals in Europe, the fragile structure of these markets and the logistics involved in transporting them around the world With Europe set to follow in US footsteps with the introduction of conflict mineral legislation, the sustainability of critical mineral markets is set to come under renewed […]

Atacama floods: lithium impact analysed

After a freak storm and flooding in Chile’s Atacama Desert temporarily closed one of the world’s leading lithium operations, fears of further supply squeezes and upward price pressure this year have been allayed after operations resumed. SQM SA’s lithium plant in northern Chile, responsible for nearly 30% of the world’s lithium chemical output, was closed as […]