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
This week Benchmark Mineral Intelligence hosted a private meeting in London to discuss how the battery supply chain has evolved in H2 2018.
Benchmark Minerals’ Managing Director, Simon Moores, gave an overview of the current market conditions for electric vehicle battery raw materials. The presentation covered:
- The current state of the lithium hydroxide market and expected trends going forward.
- How lithium supply will continue to be defined by spodumene.
- Complications facing the lithium brine market in the Atacama.
- How lithium prices have held up in H2 2018.
… Read more
Since Benchmark Mineral Intelligence coined the term Battery Megafactory in 2014 the landscape of the lithium ion battery industry has changed significantly.
Early on, Benchmark noticed a step change in the way battery supply and demand was developing and the corresponding growth in the size of planned cell production plants on a multi-gigawatt scale. These larger facilities, with a capacity of producing 1GWh or more of cells per year (megafactories) were to become the new standard for the industry.
At the time, there were only three planned plants, Tesla’s Gigafactory in the US, LG Chem’s plant in Nanjing, China and Foxconn’s plant in Anhui, China which didn’t make it off the drawing board.… Read more
Chemicals and cathodes giant BASF announced that it has entered into exclusive negotiations with Russian nickel behemoth Norilsk Nickel for the supply of nickel and cobalt for the next generation of battery cathode materials, to be produced in Europe.
In a press release dated 27th June, the world’s leading chemical company highlighted their intention to spend up to €400m ($456m) in the “first step” to building “industry-leading” cathode production facilities in Europe.
Norilsk is the world’s second largest producer of nickel (second only to Vale) as well as a major producer of cobalt from its Harjavalta metal refinery in Finland.… Read more
Benchmark Mineral Intelligence is delighted to be invited to speak at the University of Oxford.
Benchmark’s Managing Director, Simon Moores, will be presenting a guest lecture on The lithium ion supply chain in an energy storage revolution.
The lecture will explore the rapidly evolving lithium ion battery supply chain and its impact on raw materials. One of the major questions it will answer is: does the world have enough lithium to electrify every internal combustion engine (ICE) powered vehicle sold each year?… Read more
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 latest developments and investment opportunities in the battery supply chain including a graphite and lithium focus.
- Simon Moores, Managing Director, Benchmark Mineral Intelligence (UK)
- Sam Jaffe, Cairn Energy Research Advisors (USA)
- Guy Bourassa, President & CEO, Nemaska Lithium Corp.
… Read more
15 June 2015, Essen, Germany: Benchmark invited to speak on graphite’s position in the foundry market at IMFORMED seminar
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Benchmark Mineral Intelligence
has been invited to give a talk on graphite’s future in the foundry sector at IMFORMED’s Foundry Minerals & Markets 2015.On Monday 15 June 2015 in Essen, Germany, the high level meeting will hear from raw material producers, traders and users that are central to the foundry industry.… Read more