Benchmark cited by members of US International Trade Commission: graphite, cobalt & EVs

Benchmark Mineral Intelligence has been cited by members of the United States International Trade Commission in the Journal of International Commerce and Economics.

The research paper “The Supply Chain for Electric Vehicle Batteries” in the Journal of International Commerce and Economics, December 2018, explores the electric vehicle (EV) battery supply chain.

The timely paper is summarised as:

“Electric vehicles are a growing part of the passenger vehicle industry due to
improved technology, customer interest in reducing carbon footprints, and policy
incentives. EV batteries are the key determinant of both the range and cost of the
vehicle.

“This paper explains the importance of EV batteries, describes the
structure of the EV battery supply chain, examines current limitations in trade
data for EV batteries, and estimates the value added to EV batteries for EVs sold
in the United States.”

The peer reviewed paper cites Benchmark Minerals’ Analyst Caspar Rawles’ outlook for cobalt over the period 2018-2025. The authors also noted Benchmark Minerals’ expectation that the graphite battery anode market will increase from 80,000 tonnes per annum (tpa) back in 2015  to 250,000 tpa in 2020.

This paper has been published at a point in time where the electric vehicle and energy storage battery supply chains are coming to the attention of lawmakers worldwide, especially in the United States, where Benchmark recently testified to the US Senate Senate Committee on Energy and Natural Resources.

You can read the full paper on the United States International Trade Commission’s website, here.

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