Benchmark World Tour 2019 | Cape Town – Download Presentations Here

The Benchmark World Tour 2019 kicked off in February with its first visit to Cape Town, South Africa, held with Standard Bank.

The fifth year of the Benchmark World Tour is set to be the biggest to date, and is focusing on lithium ion batteries versus solid state and vanadium flow and the impact this can have on electric vehicle and energy storage supply chains.

Please find links to the presentations below, which have also been uploaded to the Benchmark Membership presentation archive.… Read more

Benchmark hails overwhelming reaction to Senate hearing on energy, EV supply chains

Benchmark Mineral Intelligence has welcomed the overwhelming reaction to the US Senate hearing on Tuesday 5 February in Washington, DC, which focused on electric vehicle and energy storage supply chains.

Led by Chairman Lisa Murkowski (Alaska), the hearing was the first of the US Senate Committee on Energy and Natural Resources in the 116th Congress.

The Senators heard as Benchmark’s Managing Director, Simon Moores, issued a red alert on the lithium ion battery supply chain and the raw materials of lithium, cobalt, nickel and graphite and warned the highest tier of US government that its country is presently a ‘bystander’ in this ‘global battery arms race’.… Read more

Benchmark Minerals’ Simon Moores warns Senate US a ‘bystander’ in battery arms race

Benchmark Mineral Intelligence returned to the US Senate on 5 February 2019 for a second hearing on the supply chain for electric vehicle batteries and energy storage.

Simon Moores, Benchmark Minerals’ Managing Director, had been summoned by the US Senate Committee on Energy and Natural Resources and provided testimony on the supply chains of key battery raw materials used in energy storage.

In his testimony Moores explained to the committee how the global lithium ion megafactory trend will affect raw material demand and questioned the USA’s current role in the supply chains, offering a warning that it was being outflanked by China.… Read more

Benchmark Minerals Launches Lithium Carbonate and Hydroxide Price Indexes

Benchmark Mineral Intelligence is delighted to announce the launch of two new lithium price indexes. The two dedicated price indexes – lithium carbonate and lithium hydroxide – draw from the data collected by our analysts across 11 market prices to give the most accurate, independent and reliable industry insights.

The two indexes build on the original Benchmark Lithium Price Index, which was launched in 2015 to provide an overview of lithium chemical price trends from Benchmark Minerals’ monthly Lithium Price Assessment.… Read more

US Senate Energy Storage

US Senate summons Benchmark for hearing: energy storage supply chains, impact on lithium, cobalt, graphite, nickel

Benchmark Mineral Intelligence will return to the US Senate in early February for a second hearing in 14 months on the supply chain for EV lithium ion batteries and the energy storage revolution.

Benchmark Minerals’ Managing Director, Simon Moores, has been summoned by the US Senate Committee on Energy and Natural Resources to testify on the lithium, cobalt, nickel and graphite supply chains for energy storage.

“The hearing will be held on Tuesday, February 5, 2019, at 10:00 a.m. EST in Washington, DC.… Read more

Who is winning the global lithium ion battery arms race?

The rise of electric vehicles (EVs) has caused upheaval in the lithium ion battery industry.

Before Elon Musk announced Tesla’s intention to build the world’s biggest lithium ion battery plant, The Gigafactory 1, lithium ion batteries were somewhat of a cottage industry geared to supplying a mobile consumer market for smartphones, laptops, and power-tools.

As we firmly settle into the 21st Century, the lithium ion battery industry has become one of the most critical globally as its role in the energy storage revolution becomes more and more apparent.… Read more

Toyota-Panasonic deal offers EV fast track for auto, battery majors

The news that Toyota, the world’s second largest car manufacturer, and Panasonic, the world’s fourth (or second largest lithium ion battery manufacturer depending on how you look at it) are forming a joint-venture is about as significant as the electric vehicle (EV) industry could have hoped to start the year with.

Toyota and Panasonic will form a joint venture (51:49) company to develop and produce lithium ion, solid state and other next-generation battery technologies for the automotive industry.

In essence, it will see both companies develop new, more energy dense lithium ion cells and battery packs in Toyota’s bid to catch up with the rest of the EV world.… Read more

Benchmark Minerals’ Exchange Traded Lithium Breakfast – The Takeaways

Last week, Benchmark Mineral Intelligence hosted a Wall Street breakfast to discuss the potential for Exchange Traded Lithium.

The breakfast was attended by an excellent cross section of those that are set to be affected most by the introduction of  new financial instruments for lithium.

The London Metal Exchange (LME) presented at the breakfast together with Benchmark Mineral Intelligence, Deutsche Bank on the current state of play for lithium and Rho Motion’s expert insights into the downstream portion of the lithium ion battery to electric vehicle space.… Read more

Benchmark Minerals to speak at BAML, Deutsche Bank – New York, This Week

If you do not subscribe and you want to attend these events, please email us at [email protected] 

The year is off to a grandstand start for the Benchmark Mineral Intelligence Team.

Two subscriber only events in New York this week kicks off what will be a defining year for the lithium ion battery to EV supply chain.

1. BAML, Tuesday 15 January 2019 – The Benchmark World Tour 2019 

The first event, a full day of energy storage / ESS discussion, will take place at Bank of America Merrill Lynch (BAML) on Tuesday 15 January.… Read more

Lithium Supply Revisited

To subscribe to Benchmark Mineral Intelligence’s Lithium Price Assessment service contact: [email protected].

A new year for the lithium market has already begun to spark fresh concerns about oversupply, but despite the ramp up in new operations major supply chain questions linger.

A furore around anticipated new supply engulfed the lithium market in early-2018, however through the haze of Chinese lithium price declines, massive oversupply concerns were eventually dispelled. 

Incremental new volumes have undoubtedly reached the market throughout 2018 but accompanied by continued growth in demand the industry remains finely balanced as we fast approach the age of the battery megafactories.… Read more