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% […]

Big Oil publicly acknowledges lithium for first time, cites lithium industry reference price

For the first time ever, the oil industry has acknowledged lithium and electric vehicle battery raw materials via BP’s Statistical Review of World Energy 2018. The oil industry major’s energy reports and insight are some of the world’s most anticipated pieces of research. They consist of multiple bodies of work produced by world class analysts […]

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 […]

Nickel v cobalt: The secret EV battle for the lithium ion battery

There is a low profile battle occurring between raw material miners and chemical manufacturers for the future of the lithium ion battery. There is battery tug of war between nickel and cobalt that is being driven by electric vehicle (EV) manufacturers’ desire to cut battery cell costs and increase energy density. But the push to […]

Benchmark World Tour 2018 – North America – download presentations now

New York with Bloomberg: 21st Century of the lithium ion battery – whats next? (Members only)  Simon Moores, Managing Director, Benchmark Mineral Intelligence  Lithium-ion sized challenges facing the mining industry (Members only) Andy Leyland, Head of Forecasting, Benchmark Mineral Intelligence  Battery Mineral Resources – Ian Pringle, Technical Director Neometals – Chris Reed, Managing Director Pure Energy Minerals […]

LG Chem / Huayou cobalt deal reshapes cathode landscape for electric vehicle batteries

Korean battery major LG Chem and China’s Huayou Cobalt have announced a huge deal to launch two plants that will have a significant bearing on the lithium ion battery industry’s cathode direction. The partnership will see a 40,000 tpa lithium ion battery precursor plant and a 40,000 tpa cathode plant being constructed within China over […]